Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 DFAC 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cahill Wealth Management, LLC 44.39K (1.04%) 785.00
Increased by +1.77%
Sep 30, 23
2 Geode Capital Management, LLC 32.90K (0.77%) 4.23K
Increased by +12.85%
Sep 30, 23
3 Vanguard Group Inc 30.52K (0.71%) 0.00
Increased by 0.00%
Sep 30, 23
4 Perritt Capital Management Inc. 25.00K (0.58%) 0.00
Increased by 0.00%
Sep 30, 23
5 AE Wealth Management LLC 21.46K (0.50%) 21.46K
Increased by +100.00%
Sep 30, 23
6 KESTRA PRIVATE WEALTH SERVICES, LLC 10.00K (0.23%) 10.00K
Increased by +100.00%
Sep 30, 23
7 BlackRock Inc 8.70K (0.20%) -357.00
Decreased by -4.10%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 4.80K (0.11%) 69.00
Increased by +1.44%
Sep 30, 23
9 Tower Research Capital LLC 1.06K (0.02%) 1.06K
Increased by +100.00%
Sep 30, 23
10 Wells Fargo & Co 28.00 (0.00%) 12.00
Increased by +42.86%
Sep 30, 23
11 Bank of America Corp 0.00 (0.00%) -5.00K
Decreased by N/A%
Sep 30, 23
12 UBS Group AG 0.00 (0.00%) -4.32K
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 39.18K (0.91%) 2.95K
Increased by +7.52%
Nov 30, 23
2 Perritt Ultra MicroCap 25.00K (0.58%) 0.00
Increased by 0.00%
Sep 30, 23
3 Fidelity® Extended Market Index 20.14K (0.47%) 0.00
Increased by 0.00%
Nov 30, 23
4 iShares Micro-Cap ETF 9.69K (0.23%) 0.00
Increased by 0.00%
Dec 29, 23
5 Fidelity® Total Market Index 4.55K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Nasdaq Composite Index 4.09K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® NASDAQ Composite Index® 4.09K (0.10%) 0.00
Increased by 0.00%
Oct 31, 23
8 Fidelity® Series Total Market Index 3.81K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
9 Dimensional US Core Equity 2 ETF 2.60K (0.06%) 0.00
Increased by 0.00%
Dec 29, 23
10 NT Ext Equity Mkt Idx Fd - L 1.72K (0.04%) 0.00
Increased by 0.00%
Sep 30, 23
11 Northern Trust Extended Eq Market Idx 1.72K (0.04%) 0.00
Increased by 0.00%
Sep 30, 23
12 1290 VT Micro Cap K 688.00 (0.02%) 0.00
Increased by 0.00%
Nov 30, 23
13 Spartan Extended Market Index Pool E 292.00 (0.01%) 0.00
Increased by 0.00%
Nov 30, 23