Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bard Associates Inc 1.27M (16.77%) -9.60K
Decreased by -0.76%
Sep 30, 23
2 Sabby Management LLC 334.04K (4.42%) -47.26K
Decreased by -14.15%
Sep 30, 23
3 Winthrop Advisory Group LLC 91.20K (1.21%) 0.00
Increased by 0.00%
Sep 30, 23
4 Geode Capital Management, LLC 49.92K (0.66%) 49.92K
Increased by +100.00%
Sep 30, 23
5 Vanguard Group Inc 45.30K (0.60%) 0.00
Increased by 0.00%
Sep 30, 23
6 Sheets Smith Wealth Management 30.00K (0.40%) 0.00
Increased by 0.00%
Sep 30, 23
7 Warberg Asset Management LLC 20.00K (0.26%) 20.00K
Increased by +100.00%
Sep 30, 23
8 Citadel Advisors Llc 14.84K (0.20%) 14.84K
Increased by +100.00%
Sep 30, 23
9 CI Private Wealth LLC 10.00K (0.13%) 10.00K
Increased by +100.00%
Sep 30, 23
10 Tower Research Capital LLC 5.91K (0.08%) 247.00
Increased by +4.18%
Sep 30, 23
11 LORING WOLCOTT & COOLIDGE FID ADV LLP 2.00K (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 1.40K (0.02%) 0.00
Increased by 0.00%
Sep 30, 23
13 Wells Fargo & Co 55.00 (0.00%) 24.00
Increased by +43.64%
Sep 30, 23
14 Advisor Group Holdings, Inc. 0.00 (0.00%) -1.80K
Decreased by N/A%
Jun 30, 23
15 Ameritas Advisory Services, LLC 0.00 (0.00%) -1.40K
Decreased by N/A%
Jun 30, 23
16 Deutsche Bank AG 0.00 (0.00%) -1.00
Decreased by N/A%
Sep 30, 23
17 Ground Swell Capital, LLC 0.00 (0.00%) -21.07K
Decreased by N/A%
Sep 30, 23
18 UBS Group AG 0.00 (0.00%) -1.71K
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 52.82K (0.70%) 4.80K
Increased by +9.09%
Nov 30, 23
2 Fidelity® Extended Market Index 45.16K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
3 NT Ext Equity Mkt Idx Fd - L 6.60K (0.09%) 0.00
Increased by 0.00%
Sep 30, 23
4 Northern Trust Extended Eq Market Idx 6.60K (0.09%) 0.00
Increased by 0.00%
Sep 30, 23
5 Fidelity® Series Total Market Index 4.76K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23