Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 KIM, LLC 10.00M (26.63%) 0.00
Increased by 0.00%
Sep 30, 23
2 CI Private Wealth LLC 2.11M (5.61%) 2.11M
Increased by +100.00%
Sep 30, 23
3 Liberty Mutual Group Asset Management Inc. 1.60M (4.26%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Group Inc 1.51M (4.02%) 224.00K
Increased by +14.85%
Sep 30, 23
5 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 1.34M (3.58%) 0.00
Increased by 0.00%
Sep 30, 23
6 Fortress Investment Group LLC 1.11M (2.96%) 0.00
Increased by 0.00%
Sep 30, 23
7 RBF LLC 875.26K (2.33%) -1.61K
Decreased by -0.18%
Sep 30, 23
8 Owl Creek Asset Management LP 450.00K (1.20%) 0.00
Increased by 0.00%
Sep 30, 23
9 Geode Capital Management, LLC 358.75K (0.96%) 117.17K
Increased by +32.66%
Sep 30, 23
10 Kent Lake Capital LLC 333.62K (0.89%) -786.54K
Decreased by -235.76%
Sep 30, 23
11 Quarry LP 303.40K (0.81%) 0.00
Increased by 0.00%
Sep 30, 23
12 Bridgeway Capital Management, LLC 248.70K (0.66%) -5.00K
Decreased by -2.01%
Sep 30, 23
13 Millennium Management LLC 246.29K (0.66%) -42.03K
Decreased by -17.06%
Sep 30, 23
14 BlackRock Inc 185.53K (0.49%) 11.07K
Increased by +5.97%
Sep 30, 23
15 Renaissance Technologies Corp 166.29K (0.44%) 10.99K
Increased by +6.61%
Sep 30, 23
16 State Street Corporation 120.29K (0.32%) 0.00
Increased by 0.00%
Sep 30, 23
17 Northern Trust Corp 84.94K (0.23%) 32.83K
Increased by +38.65%
Sep 30, 23
18 Cohanzick Management LLC 55.19K (0.15%) -48.24K
Decreased by -87.42%
Sep 30, 23
19 Goldman Sachs Group Inc 27.26K (0.07%) -4.16K
Decreased by -15.27%
Sep 30, 23
20 HSBC Holdings PLC 15.66K (0.04%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.05M (2.79%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 437.62K (1.17%) 3.77K
Increased by +0.86%
Nov 30, 23
3 Bridgeway Ultra-Small Company Market 248.70K (0.66%) -5.00K
Decreased by -2.01%
Sep 30, 23
4 Fidelity® Extended Market Index 243.78K (0.65%) 0.00
Increased by 0.00%
Nov 30, 23
5 iShares Micro-Cap ETF 111.17K (0.30%) 0.00
Increased by 0.00%
Dec 29, 23
6 BlackRock Extended Mkt Composite 62.44K (0.17%) 0.00
Increased by 0.00%
Sep 30, 23
7 NT Ext Equity Mkt Idx Fd - L 55.14K (0.15%) 32.83K
Increased by +59.55%
Sep 30, 23
8 Northern Trust Extended Eq Market Idx 55.14K (0.15%) 32.83K
Increased by +59.55%
Sep 30, 23
9 BlackRock Extended Equity Market K 54.47K (0.15%) -110.00
Decreased by -0.20%
Dec 31, 23
10 Fidelity® Total Market Index 53.18K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity® Series Total Market Index 37.96K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
12 RiverPark Strategic Income Institutional 32.16K (0.09%) 0.00
Increased by 0.00%
Apr 30, 23
13 NT Ext Equity Mkt Idx Fd - NL 28.66K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
14 NT Ext Equity Mkt Idx Fd - DC - NL - T2 22.98K (0.06%) -1.14K
Decreased by -4.96%
Sep 30, 23
15 Spartan Total Market Index Pool E 16.59K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Instl Ttl Stck Mkt Idx Tr 15.87K (0.04%) -807.58K
Decreased by -5.09 K%
Oct 31, 23
17 Vanguard Instl Ttl Stk Mkt Idx InstlPls 15.87K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
18 SSgA U.S. Extended Market Index Class I 13.80K (0.04%) 0.00
Increased by 0.00%
Sep 30, 23
19 State St US Extended Mkt Indx NL Cl C 13.80K (0.04%) 0.00
Increased by 0.00%
Dec 31, 23
20 Vanguard U.S. Eq Idx £ Acc 11.19K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23