Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Essex Woodlands Health Ventures 1.11M (2.63%) 0.00
Increased by 0.00%
Sep 30, 23
2 BlackRock Inc 695.60K (1.65%) -35.77K
Decreased by -5.14%
Sep 30, 23
3 Vanguard Group Inc 616.84K (1.47%) 0.00
Increased by 0.00%
Sep 30, 23
4 Citigroup Inc 447.96K (1.06%) -50.30K
Decreased by -11.23%
Sep 30, 23
5 Geode Capital Management, LLC 435.73K (1.04%) -1.51K
Decreased by -0.35%
Sep 30, 23
6 Millennium Management LLC 214.81K (0.51%) -5.90K
Decreased by -2.75%
Sep 30, 23
7 Dimensional Fund Advisors, Inc. 157.94K (0.38%) 43.17K
Increased by +27.33%
Sep 30, 23
8 Northern Trust Corp 153.70K (0.37%) -488.00
Decreased by -0.32%
Sep 30, 23
9 Renaissance Technologies Corp 149.60K (0.36%) 2.70K
Increased by +1.80%
Sep 30, 23
10 Bridgeway Capital Management, LLC 145.15K (0.34%) 0.00
Increased by 0.00%
Sep 30, 23
11 State Street Corporation 142.30K (0.34%) 0.00
Increased by 0.00%
Sep 30, 23
12 JPMorgan Chase & Co 135.38K (0.32%) -32.84K
Decreased by -24.26%
Sep 30, 23
13 HRT FINANCIAL LLC 124.88K (0.30%) -17.57K
Decreased by -14.07%
Sep 30, 23
14 Bank of New York Mellon Corp 119.99K (0.29%) -163.00
Decreased by -0.14%
Sep 30, 23
15 Barclays PLC 103.80K (0.25%) -8.60K
Decreased by -8.29%
Sep 30, 23
16 Bank of America Corp 86.66K (0.21%) -21.80K
Decreased by -25.16%
Sep 30, 23
17 Schonfeld Strategic Advisors LLC 42.20K (0.10%) -100.00
Decreased by -0.24%
Sep 30, 23
18 Capricorn Fund Managers Ltd 30.46K (0.07%) 30.46K
Increased by +100.00%
Sep 30, 23
19 T. Rowe Price Associates, Inc. 20.70K (0.05%) 0.00
Increased by 0.00%
Sep 30, 23
20 Charles Schwab Investment Management Inc 17.84K (0.04%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 607.73K (1.44%) 6.49K
Increased by +1.07%
Nov 30, 23
2 Fidelity® Extended Market Index 254.41K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
3 Bridgeway Ultra-Small Company Market 140.25K (0.33%) 0.00
Increased by 0.00%
Sep 30, 23
4 iShares Micro-Cap ETF 104.81K (0.25%) 0.00
Increased by 0.00%
Dec 29, 23
5 BlackRock Extended Mkt Composite 95.88K (0.23%) 0.00
Increased by 0.00%
Sep 30, 23
6 BlackRock Extended Equity Market K 83.65K (0.20%) -168.00
Decreased by -0.20%
Dec 31, 23
7 Fidelity® Total Market Index 61.34K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity® Series Total Market Index 59.02K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
9 NT Ext Equity Mkt Idx Fd - L 41.89K (0.10%) 0.00
Increased by 0.00%
Sep 30, 23
10 Northern Trust Extended Eq Market Idx 41.89K (0.10%) 0.00
Increased by 0.00%
Sep 30, 23
11 NT Ext Equity Mkt Idx Fd - NL 36.73K (0.09%) 0.00
Increased by 0.00%
Sep 30, 23
12 DFA US Core Equity 2 I 34.67K (0.08%) 0.00
Increased by 0.00%
Nov 30, 23
13 NT Ext Equity Mkt Idx Fd - DC - NL - T2 29.45K (0.07%) -1.46K
Decreased by -4.95%
Sep 30, 23
14 Fidelity Nasdaq Composite Index 25.97K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
15 DFA US Vector Equity I 25.87K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
16 Northern Small Cap Core K 25.73K (0.06%) 0.00
Increased by 0.00%
Sep 30, 23
17 Dimensional US Core Equity 2 ETF 22.86K (0.05%) 0.00
Increased by 0.00%
Dec 29, 23
18 Spartan Total Market Index Pool E 22.19K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
19 T. Rowe Price U.S. Equities Tr 20.70K (0.05%) 0.00
Increased by 0.00%
Sep 30, 23
20 Schwab Total Stock Market Index 17.84K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23