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 Armistice Capital, LLC 1.08M (54.47%) 1.08M
Increased by +100.00%
Jun 30, 25
2 Geode Capital Management, LLC 146.40K (7.39%) -25.08K
Decreased by -17.13%
Jun 30, 25
3 Renaissance Technologies Corp 87.78K (4.43%) 61.18K
Increased by +69.70%
Jun 30, 25
4 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 85.00K (4.29%) 70.00K
Increased by +82.35%
Jun 30, 25
5 O'Brien Greene & Co., Inc 60.00K (3.03%) 60.00K
Increased by +100.00%
Jun 30, 25
6 Vanguard Capital Wealth Advisors 46.00K (2.32%) -21.50K
Decreased by -46.74%
Jun 30, 25
7 ACT Advisors, LLC 45.95K (2.32%) 45.95K
Increased by +100.00%
Jun 30, 25
8 LPL Financial Corp 44.78K (2.26%) -8.96K
Decreased by -20.00%
Sep 30, 24
9 State Street Corporation 43.47K (2.20%) 14.90K
Increased by +34.28%
Mar 31, 24
10 UBS Group AG 38.76K (1.96%) 38.71K
Increased by +99.88%
Jun 30, 25
11 Virtu Financial LLC 27.84K (1.41%) 27.84K
Increased by +100.00%
Dec 31, 24
12 Vanguard Group Inc 23.28K (1.18%) 23.28K
Increased by +100.00%
Dec 31, 25
13 Prospect Financial Services Llc 19.83K (1.00%) -50.00
Decreased by -0.25%
Dec 31, 25
14 Citadel Advisors Llc 18.84K (0.95%) 18.84K
Increased by +100.00%
Sep 30, 23
15 TD Waterhouse Canada Inc 18.66K (0.94%) 0.00
Increased by 0.00%
Dec 31, 24
16 Susquehanna International Group, LLP 16.82K (0.85%) 13.33K
Increased by +79.26%
Sep 30, 25
17 Baader Bank INC 16.39K (0.83%) 16.39K
Increased by +100.00%
Jun 30, 25
18 Millennium Management LLC 14.57K (0.74%) -2.73K
Decreased by -18.76%
Sep 30, 23
19 One68 Global Capital, LLC 13.04K (0.66%) 13.04K
Increased by +100.00%
Jun 30, 23
20 XTX Topco Ltd 13.04K (0.66%) 13.04K
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 384.36K (19.41%) 551.00
Increased by +0.14%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 383.81K (19.38%) 0.00
Increased by 0.00%
May 31, 25
3 Fidelity® Extended Market Index 54.37K (2.75%) 0.00
Increased by 0.00%
Nov 30, 23
4 BlackRock Extended Equity Market K 38.40K (1.94%) 38.40K
Increased by +100.00%
Dec 31, 23
5 iShares Micro-Cap ETF 27.76K (1.40%) 0.00
Increased by 0.00%
May 31, 25
6 Fidelity® Series Total Market Index 26.44K (1.34%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Total Market Index 20.10K (1.01%) 0.00
Increased by 0.00%
Nov 30, 23
8 NT Ext Equity Mkt Idx Fd - L 16.50K (0.83%) 15.55K
Increased by +94.27%
Dec 31, 25
9 Spartan Extended Market Index Pool E 15.76K (0.80%) 650.00
Increased by +4.12%
Mar 31, 25
10 Fidelity Extended Market Index 9.21K (0.47%) 0.00
Increased by 0.00%
Jan 31, 26
11 Spartan Total Market Index Pool E 7.11K (0.36%) 0.00
Increased by 0.00%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 7.08K (0.36%) 0.00
Increased by 0.00%
Jan 31, 26
13 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 6.46K (0.33%) 6.20K
Increased by +95.87%
Dec 31, 25
14 Extended Equity Market Fund M 4.75K (0.24%) 4.75K
Increased by +100.00%
Dec 31, 23
15 NT Ext Eq Mkt Indx Fd DC Lend T3 4.51K (0.23%) 4.51K
Increased by +100.00%
Dec 31, 24
16 NT Ext Eq Mkt Indx Fd DC Lend T4 4.51K (0.23%) 4.51K
Increased by +100.00%
Dec 31, 24
17 1290 VT Micro Cap K 2.28K (0.12%) 0.00
Increased by 0.00%
May 31, 25
18 DFA US Vector Equity I 1.66K (0.08%) 0.00
Increased by 0.00%
Jan 31, 24
19 DFA US Core Equity 1 I 1.40K (0.07%) 0.00
Increased by 0.00%
Jan 31, 24
20 Victory Extended Market Index 1.16K (0.06%) 154.00
Increased by +13.30%
Sep 30, 23