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 Geode Capital Management, LLC 137.31K (0.62%) 28.70K
Increased by +20.90%
Sep 30, 23
2 Sheets Smith Wealth Management 135.00K (0.61%) 0.00
Increased by 0.00%
Sep 30, 23
3 BlackRock Inc 129.08K (0.58%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Group Inc 96.22K (0.43%) 0.00
Increased by 0.00%
Sep 30, 23
5 DRIVE WEALTH MANAGEMENT, LLC 44.85K (0.20%) 0.00
Increased by 0.00%
Sep 30, 23
6 State Street Corporation 33.81K (0.15%) 0.00
Increased by 0.00%
Sep 30, 23
7 Citadel Advisors Llc 30.52K (0.14%) 30.52K
Increased by +100.00%
Sep 30, 23
8 UBS Group AG 25.18K (0.11%) -21.92K
Decreased by -87.06%
Sep 30, 23
9 Virtu Financial LLC 24.05K (0.11%) 24.05K
Increased by +100.00%
Sep 30, 23
10 Tower Research Capital LLC 13.37K (0.06%) 16.00
Increased by +0.12%
Sep 30, 23
11 TWO SIGMA SECURITIES, LLC 13.11K (0.06%) -1.31K
Decreased by -10.03%
Sep 30, 23
12 Northern Trust Corp 12.31K (0.06%) -11.74K
Decreased by -95.36%
Sep 30, 23
13 GREAT VALLEY ADVISOR GROUP, INC. 10.00K (0.05%) 10.00K
Increased by +100.00%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 7.00K (0.03%) 7.00K
Increased by +100.00%
Sep 30, 23
15 Bank of America Corp 3.05K (0.01%) 3.05K
Increased by +100.00%
Sep 30, 23
16 Royal Bank of Canada 195.00 (0.00%) -55.00
Decreased by -28.21%
Sep 30, 23
17 Wells Fargo & Co 122.00 (0.00%) 2.00
Increased by +1.64%
Sep 30, 23
18 Qube Research & Technologies 20.00 (0.00%) 20.00
Increased by +100.00%
Sep 30, 23
19 Deutsche Bank AG 0.00 (0.00%) -46.53K
Decreased by N/A%
Sep 30, 23
20 Millennium Management LLC 0.00 (0.00%) -18.58K
Decreased by N/A%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Belfund SICAV Belinvest Equity A USD Acc 150.00K (0.68%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity® Extended Market Index 100.89K (0.45%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 96.22K (0.43%) 0.00
Increased by 0.00%
Nov 30, 23
4 BlackRock Extended Mkt Composite 65.40K (0.29%) 0.00
Increased by 0.00%
Sep 30, 23
5 BlackRock Extended Equity Market K 57.06K (0.26%) -115.00
Decreased by -0.20%
Dec 31, 23
6 Fidelity® Series Total Market Index 19.22K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
7 NT Ext Equity Mkt Idx Fd - NL 12.31K (0.06%) 0.00
Increased by 0.00%
Sep 30, 23
8 NT Ext Equity Mkt Idx Fd - DC - NL - T2 9.87K (0.04%) -489.00
Decreased by -4.95%
Sep 30, 23
9 Fidelity Nasdaq Composite Index 9.86K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
10 Extended Equity Market Fund M 7.05K (0.03%) 336.00
Increased by +4.76%
Dec 31, 23
11 AJO Vista US Micro Cap Equity 4.58K (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
12 Fidelity® Total Market Index 4.31K (0.02%) 0.00
Increased by 0.00%
Nov 30, 23
13 Spartan Total Market Index Pool E 2.78K (0.01%) 0.00
Increased by 0.00%
Nov 30, 23
14 SSgA U.S. Extended Market Index Class I 1.20K (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
15 State St US Extended Mkt Indx NL Cl C 1.20K (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
16 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 397.00 (0.00%) -7.00
Decreased by -1.76%
Sep 30, 23
17 SSgA U.S. Total Market Index Strategy 346.00 (0.00%) -8.00
Decreased by -2.31%
Dec 31, 23
18 Guggenheim Active Allocation Fund 19.00 (0.00%) 0.00
Increased by 0.00%
Aug 31, 23