Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
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 416.57K (2.46%) 95.11K
Increased by +22.83%
Jun 30, 25
2 Vanguard Group Inc 279.53K (1.65%) 25.65K
Increased by +9.18%
Jun 30, 25
3 Geode Capital Management, LLC 244.61K (1.44%) 30.71K
Increased by +12.55%
Jun 30, 25
4 State Street Corp 102.95K (0.61%) 32.70K
Increased by +31.76%
Jun 30, 25
5 State Street Corporation 70.25K (0.41%) 0.00
Increased by 0.00%
Mar 31, 24
6 GG Group Ventures, LLC 53.83K (0.32%) 53.83K
Increased by +100.00%
Jun 30, 24
7 Kure Advisory LLC 32.46K (0.19%) 32.46K
Increased by +100.00%
Dec 31, 23
8 Northern Trust Corp 31.22K (0.18%) 19.27K
Increased by +61.71%
Jun 30, 25
9 Renaissance Technologies Corp 26.50K (0.16%) 5.50K
Increased by +20.75%
Jun 30, 25
10 Two Sigma Advisers, LLC 20.65K (0.12%) -446.00
Decreased by -2.16%
Mar 31, 24
11 UBS Group AG 15.07K (0.09%) -28.25K
Decreased by -187.43%
Jun 30, 25
12 SBI Securities Co Ltd 500.00 (0.00%) 500.00
Increased by +100.00%
Jun 30, 25
13 Royal Bank of Canada 265.00 (0.00%) 199.00
Increased by +75.09%
Jun 30, 24
14 Principal Securities Inc 250.00 (0.00%) 250.00
Increased by +100.00%
Mar 31, 24
15 CoreCap Advisors, LLC 200.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
16 Bank of America Corp 190.00 (0.00%) 16.00
Increased by +8.42%
Jun 30, 25
17 Advisor Group Holdings, Inc. 150.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
18 Tower Research Capital LLC 100.00 (0.00%) -3.62K
Decreased by -3.62 K%
Jun 30, 25
19 Northwestern Mutual Wealth Management Co 51.00 (0.00%) 51.00
Increased by +100.00%
Sep 30, 23
20 Brookfield Corp 0.00 (0.00%) -758.73K
Decreased by N/A%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 312.46K (1.84%) -36.20K
Decreased by -11.59%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 184.78K (1.09%) -4.04K
Decreased by -2.19%
Jul 31, 25
3 Fidelity Extended Market Index 110.26K (0.65%) -907.00
Decreased by -0.82%
Jul 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 101.71K (0.60%) 11.00K
Increased by +10.81%
Jul 31, 25
5 Fidelity® Extended Market Index 63.74K (0.38%) 0.00
Increased by 0.00%
Oct 31, 23
6 Extended Equity Market Fund K 53.91K (0.32%) 53.91K
Increased by +100.00%
Jun 30, 25
7 Fidelity Total Market Index 46.57K (0.27%) -99.00
Decreased by -0.21%
Jul 31, 25
8 Fidelity Series Total Market Index 28.54K (0.17%) 0.00
Increased by 0.00%
Jul 31, 25
9 iShares Micro-Cap ETF 28.36K (0.17%) 0.00
Increased by 0.00%
Aug 31, 25
10 Fidelity Nasdaq Composite Index 25.58K (0.15%) 0.00
Increased by 0.00%
Jul 31, 25
11 Fidelity® Total Market Index 25.04K (0.15%) 0.00
Increased by 0.00%
Oct 31, 23
12 Spartan Extended Market Index Pool F 24.61K (0.15%) 907.00
Increased by +3.68%
Jul 31, 25
13 NT Ext Equity Mkt Idx Fd - L 19.72K (0.12%) 19.27K
Increased by +97.71%
Jun 30, 25
14 Northern Trust Extended Eq Market Idx 19.72K (0.12%) 19.27K
Increased by +97.71%
Jun 30, 25
15 Fidelity® Series Total Market Index 18.22K (0.11%) 0.00
Increased by 0.00%
Oct 31, 23
16 Spartan Extended Market Index Pool E 13.70K (0.08%) 1.02K
Increased by +7.44%
Mar 31, 25
17 Spartan Total Market Index Pool G 12.67K (0.07%) 3.83K
Increased by +30.25%
Jul 31, 25
18 NT Ext Equity Mkt Idx Fd - NL 11.50K (0.07%) 0.00
Increased by 0.00%
Jun 30, 25
19 NT Ext Equity Mkt Idx Fd - DC - NL - T2 8.93K (0.05%) -22.00
Decreased by -0.25%
Jun 30, 25
20 Spartan Total Market Index Pool E 7.91K (0.05%) 0.00
Increased by 0.00%
Mar 31, 25