Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.31K (0.90%) -116.00
Decreased by -0.30%
Sep 30, 23
2 Geode Capital Management, LLC 22.63K (0.53%) 22.63K
Increased by +100.00%
Sep 30, 23
3 TWO SIGMA SECURITIES, LLC 20.79K (0.49%) 20.79K
Increased by +100.00%
Sep 30, 23
4 State Street Corporation 17.29K (0.41%) 0.00
Increased by 0.00%
Sep 30, 23
5 Citadel Advisors Llc 11.11K (0.26%) -10.90K
Decreased by -98.15%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 2.23K (0.05%) 0.00
Increased by 0.00%
Sep 30, 23
7 Tower Research Capital LLC 1.48K (0.03%) -1.83K
Decreased by -123.38%
Sep 30, 23
8 BlackRock Inc 710.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 23
9 SignatureFD, LLC 573.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
10 UBS Group AG 122.00 (0.00%) 122.00
Increased by +100.00%
Sep 30, 23
11 Wells Fargo & Co 30.00 (0.00%) 2.00
Increased by +6.67%
Sep 30, 23
12 JPMorgan Chase & Co 29.00 (0.00%) 28.00
Increased by +96.55%
Sep 30, 23
13 Advisor Group Holdings, Inc. 19.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
14 Parkside Financial Bank & Trust 4.00 (0.00%) 1.00
Increased by +25.00%
Sep 30, 23
15 Bank of America Corp 2.00 (0.00%) 2.00
Increased by +100.00%
Sep 30, 23
16 Cornerstone Planning Group LLC 1.00 (0.00%) 1.00
Increased by +100.00%
Sep 30, 23
17 HARBOUR INVESTMENTS, INC. 1.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
18 Hanson Mcclain Inc 1.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
19 Heritage Wealth Advisors, LLC 1.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
20 Godsey & Gibb Associates 0.00 (0.00%) -1.00
Decreased by N/A%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 43.41K (1.02%) 5.10K
Increased by +11.75%
Nov 30, 23
2 Fidelity® Extended Market Index 21.83K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
3 BlackRock Extended Mkt Composite 709.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 23
4 BlackRock Extended Equity Market K 619.00 (0.01%) -1.00
Decreased by -0.16%
Dec 31, 23
5 Fidelity® Total Market Index 359.00 (0.01%) 0.00
Increased by 0.00%
Nov 30, 23
6 NT Ext Equity Mkt Idx Fd - NL 259.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
7 NT Ext Equity Mkt Idx Fd - L 223.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
8 Northern Trust Extended Eq Market Idx 223.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fidelity Nasdaq Composite Index 211.00 (0.00%) 0.00
Increased by 0.00%
Oct 31, 23
10 NT Ext Equity Mkt Idx Fd - DC - NL - T2 208.00 (0.00%) -10.00
Decreased by -4.81%
Sep 30, 23
11 Fidelity® Series Total Market Index 164.00 (0.00%) 0.00
Increased by 0.00%
Nov 30, 23
12 SSgA U.S. Extended Market Index Class I 112.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
13 State St US Extended Mkt Indx NL Cl C 112.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
14 Extended Equity Market Fund M 76.00 (0.00%) 4.00
Increased by +5.26%
Dec 31, 23
15 Spartan Total Market Index Pool E 47.00 (0.00%) 0.00
Increased by 0.00%
Nov 30, 23
16 BNYM Mellon SL Mkt Completion Fd 44.00 (0.00%) -1.00
Decreased by -2.27%
Sep 30, 23
17 SSgA U.S. Total Market Index Strategy 32.00 (0.00%) -1.00
Decreased by -3.13%
Dec 31, 23
18 NT US Market Cap Idx Fd - L 26.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
19 Northern Trust Wilshire 5000 26.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 23
20 Spartan Extended Market Index Pool E 21.00 (0.00%) 0.00
Increased by 0.00%
Nov 30, 23