Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 ITOT 0.00%
3 VTI 0.00%
4 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 321.46K (4.69%) 450.00
Increased by +0.14%
Mar 31, 25
2 Vanguard Group Inc 253.88K (3.70%) 4.00K
Increased by +1.58%
Mar 31, 25
3 Geode Capital Management, LLC 213.90K (3.12%) -2.95K
Decreased by -1.38%
Mar 31, 25
4 State Street Corp 70.25K (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
5 State Street Corporation 70.25K (1.02%) 0.00
Increased by 0.00%
Mar 31, 24
6 GG Group Ventures, LLC 53.83K (0.78%) 53.83K
Increased by +100.00%
Jun 30, 24
7 Susquehanna International Group, LLP 42.87K (0.62%) -3.64K
Decreased by -8.50%
Mar 31, 25
8 Kure Advisory LLC 32.46K (0.47%) 32.46K
Increased by +100.00%
Dec 31, 23
9 UBS Group AG 25.77K (0.38%) -2.62K
Decreased by -10.15%
Dec 31, 24
10 Quinn Opportunity Partners LLC 22.20K (0.32%) 0.00
Increased by 0.00%
Mar 31, 25
11 Renaissance Technologies Corp 21.00K (0.31%) 400.00
Increased by +1.90%
Mar 31, 25
12 Two Sigma Advisers, LLC 20.65K (0.30%) -446.00
Decreased by -2.16%
Mar 31, 24
13 Western Wealth Management, LLC 12.50K (0.18%) 0.00
Increased by 0.00%
Mar 31, 25
14 Northern Trust Corp 11.96K (0.17%) 0.00
Increased by 0.00%
Mar 31, 25
15 Tower Research Capital LLC 3.72K (0.05%) -7.42K
Decreased by -199.46%
Mar 31, 25
16 Royal Bank of Canada 265.00 (0.00%) 199.00
Increased by +75.09%
Jun 30, 24
17 Principal Securities Inc 250.00 (0.00%) 250.00
Increased by +100.00%
Mar 31, 24
18 CoreCap Advisors, LLC 200.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
19 Bank of America Corp 174.00 (0.00%) -236.00
Decreased by -135.63%
Mar 31, 25
20 Advisor Group Holdings, Inc. 150.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 312.46K (4.55%) -36.20K
Decreased by -11.59%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 188.82K (2.75%) 0.00
Increased by 0.00%
May 31, 25
3 Fidelity Extended Market Index 111.95K (1.63%) -1.07K
Decreased by -0.96%
Apr 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 84.41K (1.23%) 647.00
Increased by +0.77%
May 31, 25
5 Fidelity® Extended Market Index 63.74K (0.93%) 0.00
Increased by 0.00%
Oct 31, 23
6 Fidelity Series Total Market Index 28.54K (0.42%) 0.00
Increased by 0.00%
Apr 30, 25
7 iShares Micro-Cap ETF 27.12K (0.40%) -184.00
Decreased by -0.68%
Apr 30, 24
8 Fidelity Nasdaq Composite Index 25.58K (0.37%) 0.00
Increased by 0.00%
Apr 30, 25
9 Fidelity Total Market Index 25.04K (0.36%) 0.00
Increased by 0.00%
Apr 30, 25
10 Fidelity® Total Market Index 25.04K (0.36%) 0.00
Increased by 0.00%
Oct 31, 23
11 Fidelity® Series Total Market Index 18.22K (0.27%) 0.00
Increased by 0.00%
Oct 31, 23
12 Spartan Extended Market Index Pool F 14.77K (0.22%) 1.07K
Increased by +7.24%
Apr 30, 25
13 Spartan Extended Market Index Pool E 13.70K (0.20%) 1.02K
Increased by +7.44%
Mar 31, 25
14 NT Ext Equity Mkt Idx Fd - NL 11.50K (0.17%) 0.00
Increased by 0.00%
Mar 31, 25
15 NT Ext Equity Mkt Idx Fd - DC - NL - T2 8.95K (0.13%) -163.00
Decreased by -1.82%
Mar 31, 25
16 Spartan Total Market Index Pool G 8.84K (0.13%) 928.00
Increased by +10.50%
Apr 30, 25
17 Spartan Total Market Index Pool E 7.91K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
18 SSgA U.S. Extended Market Index Class I 4.70K (0.07%) 0.00
Increased by 0.00%
Dec 31, 23
19 State St US Extended Mkt Indx NL Cl C 4.70K (0.07%) 0.00
Increased by 0.00%
May 31, 25
20 1290 VT Micro Cap K 2.22K (0.03%) 0.00
Increased by 0.00%
May 31, 24