Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 529.35K (2.72%) 0.00
Increased by 0.00%
Dec 31, 24
2 Armistice Capital, LLC 500.00K (2.57%) -682.00K
Decreased by -136.40%
Sep 30, 23
3 Prospect Financial Services Llc 366.58K (1.88%) 37.50K
Increased by +10.23%
Mar 31, 25
4 Geode Capital Management, LLC 146.50K (0.75%) 0.00
Increased by 0.00%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 106.20K (0.55%) 60.00K
Increased by +56.50%
Dec 31, 24
6 Vanguard Capital Wealth Advisors 67.50K (0.35%) 67.50K
Increased by +100.00%
Mar 31, 25
7 Susquehanna International Group, LLP 48.37K (0.25%) 48.37K
Increased by +100.00%
Dec 31, 24
8 LPL Financial Corp 44.78K (0.23%) -8.96K
Decreased by -20.00%
Sep 30, 24
9 State Street Corp 43.47K (0.22%) 0.00
Increased by 0.00%
Dec 31, 24
10 State Street Corporation 43.47K (0.22%) 14.90K
Increased by +34.28%
Mar 31, 24
11 Virtu Financial LLC 27.84K (0.14%) 27.84K
Increased by +100.00%
Dec 31, 24
12 Northern Trust Corp 27.29K (0.14%) 0.00
Increased by 0.00%
Dec 31, 24
13 BlackRock Inc 25.91K (0.13%) -2.62K
Decreased by -10.13%
Dec 31, 24
14 Nbc Securities Inc 19.00K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
15 Citadel Advisors Llc 18.84K (0.10%) 18.84K
Increased by +100.00%
Sep 30, 23
16 TD Waterhouse Canada Inc 18.66K (0.10%) 0.00
Increased by 0.00%
Dec 31, 24
17 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 15.00K (0.08%) -2.75K
Decreased by -18.33%
Mar 31, 25
18 Renaissance Technologies Corp 14.67K (0.08%) 14.67K
Increased by +100.00%
Dec 31, 24
19 Millennium Management LLC 14.57K (0.07%) -2.73K
Decreased by -18.76%
Sep 30, 23
20 Advisor Group Holdings, Inc. 14.18K (0.07%) -35.00
Decreased by -0.25%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 384.36K (1.97%) 551.00
Increased by +0.14%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 383.81K (1.97%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 145.54K (0.75%) 0.00
Increased by 0.00%
Mar 31, 25
4 Fidelity Extended Market Index 97.34K (0.50%) 22.76K
Increased by +23.38%
Mar 31, 25
5 Fidelity® Extended Market Index 54.37K (0.28%) 0.00
Increased by 0.00%
Nov 30, 23
6 BlackRock Extended Equity Market K 38.40K (0.20%) 38.40K
Increased by +100.00%
Dec 31, 23
7 iShares Micro-Cap ETF 29.47K (0.15%) 0.00
Increased by 0.00%
Apr 30, 25
8 Fidelity® Series Total Market Index 26.44K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity® Total Market Index 20.10K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Total Market Index 20.03K (0.10%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity Series Total Market Index 19.87K (0.10%) 1.57K
Increased by +7.93%
Mar 31, 25
12 NT Ext Equity Mkt Idx Fd - L 18.93K (0.10%) 0.00
Increased by 0.00%
Mar 31, 25
13 Northern Trust Extended Eq Market Idx 18.93K (0.10%) 0.00
Increased by 0.00%
Mar 31, 25
14 Spartan Extended Market Index Pool E 15.76K (0.08%) 650.00
Increased by +4.12%
Mar 31, 25
15 Spartan Extended Market Index Pool F 15.11K (0.08%) 475.00
Increased by +3.14%
Feb 28, 25
16 Fidelity Nasdaq Composite Index 11.33K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
17 NT Ext Equity Mkt Idx Fd - NL 7.97K (0.04%) 0.00
Increased by 0.00%
Mar 31, 25
18 Spartan Total Market Index Pool E 7.11K (0.04%) 0.00
Increased by 0.00%
Mar 31, 25
19 Spartan Total Market Index Pool G 7.11K (0.04%) 0.00
Increased by 0.00%
Feb 28, 25
20 NT Ext Equity Mkt Idx Fd - DC - NL - T2 6.20K (0.03%) -113.00
Decreased by -1.82%
Mar 31, 25