Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.30M (2.72%) 20.64K
Increased by +1.59%
Sep 30, 23
2 Pelion, Inc. 898.28K (1.88%) 0.00
Increased by 0.00%
Sep 30, 23
3 UMB Bank NA 345.00K (0.72%) 100.00K
Increased by +28.99%
Sep 30, 23
4 Geode Capital Management, LLC 312.91K (0.66%) -31.73K
Decreased by -10.14%
Sep 30, 23
5 BlackRock Inc 268.78K (0.56%) 0.00
Increased by 0.00%
Sep 30, 23
6 Highland Management Partners 9 LLC 171.94K (0.36%) 0.00
Increased by 0.00%
Sep 30, 23
7 State Street Corporation 109.06K (0.23%) 0.00
Increased by 0.00%
Sep 30, 23
8 N.E.W. Advisory Services LLC 81.43K (0.17%) 10.00K
Increased by +12.28%
Sep 30, 23
9 Northern Trust Corp 53.71K (0.11%) 0.00
Increased by 0.00%
Sep 30, 23
10 Retirement Planning Co of New England, Inc. 41.40K (0.09%) -1.44K
Decreased by -3.48%
Sep 30, 23
11 UBS Group AG 23.85K (0.05%) 3.66K
Increased by +15.37%
Sep 30, 23
12 TWO SIGMA SECURITIES, LLC 20.40K (0.04%) 2.03K
Increased by +9.97%
Sep 30, 23
13 Wisconsin Capital Management LLC 20.00K (0.04%) 0.00
Increased by 0.00%
Sep 30, 23
14 Charles Schwab Investment Management Inc 18.40K (0.04%) 0.00
Increased by 0.00%
Sep 30, 23
15 Commonwealth Equity Services Inc 15.58K (0.03%) -15.00K
Decreased by -96.30%
Sep 30, 23
16 Founders Financial Securities, LLC 15.00K (0.03%) 5.00K
Increased by +33.33%
Sep 30, 23
17 Sigma Planning Corp 13.68K (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
18 M Holdings Securities Inc 13.40K (0.03%) 0.00
Increased by 0.00%
Jun 30, 23
19 BSC Private Wealth Management, LLC 12.50K (0.03%) -2.00K
Decreased by -16.00%
Sep 30, 23
20 Susquehanna International Group, LLP 10.14K (0.02%) -37.47K
Decreased by -369.66%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 849.14K (1.78%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 403.00K (0.84%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity® Extended Market Index 181.68K (0.38%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity® Series Total Market Index 42.74K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard Instl Ttl Stck Mkt Idx Tr 36.63K (0.08%) -812.51K
Decreased by -2.22 K%
Oct 31, 23
6 Vanguard Instl Ttl Stk Mkt Idx InstlPls 36.63K (0.08%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Total Market Index 36.48K (0.08%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Nasdaq Composite Index 30.12K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
9 NT Ext Equity Mkt Idx Fd - L 28.18K (0.06%) 0.00
Increased by 0.00%
Sep 30, 23
10 Northern Trust Extended Eq Market Idx 28.18K (0.06%) 0.00
Increased by 0.00%
Sep 30, 23
11 NT Ext Equity Mkt Idx Fd - NL 22.21K (0.05%) 0.00
Increased by 0.00%
Sep 30, 23
12 Schwab Total Stock Market Index 18.40K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
13 NT Ext Equity Mkt Idx Fd - DC - NL - T2 17.80K (0.04%) -882.00
Decreased by -4.95%
Sep 30, 23
14 Spartan Total Market Index Pool E 14.02K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
15 SSgA U.S. Extended Market Index Class I 10.70K (0.02%) 0.00
Increased by 0.00%
Sep 30, 23
16 State St US Extended Mkt Indx NL Cl C 10.70K (0.02%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard U.S. Eq Idx £ Acc 8.60K (0.02%) 0.00
Increased by 0.00%
Nov 30, 23
18 Spartan Extended Market Index Pool E 7.63K (0.02%) 0.00
Increased by 0.00%
Nov 30, 23
19 Victory Extended Market Index 3.73K (0.01%) 157.00
Increased by +4.21%
Sep 30, 23
20 State St US Ttl Mkt Indx SL SF Cl II 3.60K (0.01%) 0.00
Increased by 0.00%
Nov 30, 23