Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 IWM 1000.00%
3 IWN 1000.00%
4 IWO 1000.00%
5 VDC 0.01%
6 HDG 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 3.81M (5.39%) -1.36M
Decreased by -35.77%
Sep 30, 23
2 Vanguard Group Inc 3.54M (5.01%) 9.85K
Increased by +0.28%
Sep 30, 23
3 BlackRock Inc 1.18M (1.66%) -54.81K
Decreased by -4.66%
Sep 30, 23
4 Perceptive Advisors LLC 1.09M (1.54%) 1.00M
Increased by +91.75%
Sep 30, 23
5 Millennium Management LLC 835.58K (1.18%) -142.38K
Decreased by -17.04%
Sep 30, 23
6 Geode Capital Management, LLC 600.11K (0.85%) 56.76K
Increased by +9.46%
Sep 30, 23
7 Blair William & Co 330.00K (0.47%) 10.00K
Increased by +3.03%
Sep 30, 23
8 State Street Corporation 217.06K (0.31%) 0.00
Increased by 0.00%
Sep 30, 23
9 Bank of America Corp 154.57K (0.22%) 26.22K
Increased by +16.96%
Sep 30, 23
10 Level Four Advisory Services, LLC 124.48K (0.18%) 0.00
Increased by 0.00%
Sep 30, 23
11 Northern Trust Corp 116.97K (0.17%) 22.83K
Increased by +19.52%
Sep 30, 23
12 HighTower Advisors, LLC 95.94K (0.14%) -860.00
Decreased by -0.90%
Sep 30, 23
13 LPL Financial Corp 95.65K (0.14%) 28.52K
Increased by +29.82%
Sep 30, 23
14 Susquehanna International Group, LLP 95.37K (0.14%) -136.26K
Decreased by -142.87%
Sep 30, 23
15 KESTRA PRIVATE WEALTH SERVICES, LLC 63.70K (0.09%) 0.00
Increased by 0.00%
Sep 30, 23
16 Segment Wealth Management, LLC 60.00K (0.08%) 20.00K
Increased by +33.33%
Sep 30, 23
17 Mendel Capital Management LLC 59.83K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
18 Ignite Planners, LLC 50.30K (0.07%) 0.00
Increased by 0.00%
Sep 30, 23
19 Mariner Wealth Advisors, LLC 30.89K (0.04%) -11.66K
Decreased by -37.73%
Sep 30, 23
20 TWO SIGMA SECURITIES, LLC 30.73K (0.04%) -31.75K
Decreased by -103.33%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.92M (2.72%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 844.25K (1.20%) 94.04K
Increased by +11.14%
Nov 30, 23
3 Vanguard Consumer Staples ETF 816.93K (1.16%) 88.14K
Increased by +10.79%
Nov 30, 23
4 Fidelity® Extended Market Index 280.87K (0.40%) 0.00
Increased by 0.00%
Nov 30, 23
5 iShares Micro-Cap ETF 159.58K (0.23%) 0.00
Increased by 0.00%
Dec 29, 23
6 BlackRock Extended Mkt Composite 114.88K (0.16%) 0.00
Increased by 0.00%
Sep 30, 23
7 BlackRock Extended Equity Market K 100.23K (0.14%) -202.00
Decreased by -0.20%
Dec 31, 23
8 Fidelity® Total Market Index 85.89K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
9 NT Ext Equity Mkt Idx Fd - L 65.56K (0.09%) 20.52K
Increased by +31.30%
Sep 30, 23
10 Northern Trust Extended Eq Market Idx 65.56K (0.09%) 20.52K
Increased by +31.30%
Sep 30, 23
11 Fidelity® Series Total Market Index 65.11K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity Nasdaq Composite Index 53.44K (0.08%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vanguard Balanced Index Inv 51.08K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
14 NT Ext Equity Mkt Idx Fd - NL 42.47K (0.06%) 0.00
Increased by 0.00%
Sep 30, 23
15 Vanguard Instl Ttl Stck Mkt Idx Tr 39.39K (0.06%) -1.88M
Decreased by -4.78 K%
Oct 31, 23
16 Vanguard Instl Ttl Stk Mkt Idx InstlPls 39.39K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
17 NT Ext Equity Mkt Idx Fd - DC - NL - T2 34.05K (0.05%) -1.69K
Decreased by -4.95%
Sep 30, 23
18 FT TOP Picks July 2022 CA 29.48K (0.04%) -259.00
Decreased by -0.88%
Aug 23, 23
19 FT Top Picks April 2022 CA 28.72K (0.04%) 213.00
Increased by +0.74%
May 24, 23
20 Spartan Extended Market Index Pool E 28.36K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23