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 321.01K (2.43%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Group Inc 249.88K (1.89%) -123.65K
Decreased by -49.48%
Dec 31, 24
3 Geode Capital Management, LLC 216.86K (1.64%) 0.00
Increased by 0.00%
Dec 31, 24
4 State Street Corp 70.25K (0.53%) 0.00
Increased by 0.00%
Dec 31, 24
5 State Street Corporation 70.25K (0.53%) 0.00
Increased by 0.00%
Mar 31, 24
6 GG Group Ventures, LLC 53.83K (0.41%) 53.83K
Increased by +100.00%
Jun 30, 24
7 Susquehanna International Group, LLP 46.51K (0.35%) 11.10K
Increased by +23.87%
Dec 31, 24
8 Kure Advisory LLC 32.46K (0.25%) 32.46K
Increased by +100.00%
Dec 31, 23
9 UBS Group AG 25.77K (0.20%) -2.62K
Decreased by -10.15%
Dec 31, 24
10 Quinn Opportunity Partners LLC 22.20K (0.17%) 0.00
Increased by 0.00%
Dec 31, 24
11 Two Sigma Advisers, LLC 20.65K (0.16%) -446.00
Decreased by -2.16%
Mar 31, 24
12 Renaissance Technologies Corp 20.60K (0.16%) 100.00
Increased by +0.49%
Dec 31, 24
13 Ground Swell Capital, LLC 17.59K (0.13%) 771.00
Increased by +4.38%
Dec 31, 24
14 Western Wealth Management, LLC 12.50K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
15 Northern Trust Corp 11.96K (0.09%) 0.00
Increased by 0.00%
Dec 31, 24
16 Tower Research Capital LLC 11.14K (0.08%) 8.17K
Increased by +73.31%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 1.40K (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
18 Bank of America Corp 410.00 (0.00%) 239.00
Increased by +58.29%
Dec 31, 24
19 Royal Bank of Canada 265.00 (0.00%) 199.00
Increased by +75.09%
Jun 30, 24
20 Principal Securities Inc 250.00 (0.00%) 250.00
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 312.46K (2.37%) -36.20K
Decreased by -11.59%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 188.82K (1.43%) 0.00
Increased by 0.00%
Mar 31, 25
3 Fidelity Extended Market Index 113.03K (0.86%) -3.97K
Decreased by -3.52%
Mar 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 65.06K (0.49%) 4.00K
Increased by +6.15%
Mar 31, 25
5 Fidelity® Extended Market Index 63.74K (0.48%) 0.00
Increased by 0.00%
Oct 31, 23
6 Fidelity Series Total Market Index 28.54K (0.22%) 0.00
Increased by 0.00%
Mar 31, 25
7 iShares Micro-Cap ETF 27.12K (0.21%) -184.00
Decreased by -0.68%
Apr 30, 24
8 Fidelity Nasdaq Composite Index 25.58K (0.19%) 0.00
Increased by 0.00%
Mar 31, 25
9 Fidelity Total Market Index 25.04K (0.19%) 0.00
Increased by 0.00%
Mar 31, 25
10 Fidelity® Total Market Index 25.04K (0.19%) 0.00
Increased by 0.00%
Oct 31, 23
11 Fidelity® Series Total Market Index 18.22K (0.14%) 0.00
Increased by 0.00%
Oct 31, 23
12 Spartan Extended Market Index Pool E 13.70K (0.10%) 1.02K
Increased by +7.44%
Mar 31, 25
13 Spartan Extended Market Index Pool F 12.68K (0.10%) 745.00
Increased by +5.87%
Feb 28, 25
14 NT Ext Equity Mkt Idx Fd - NL 11.50K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
15 NT Ext Equity Mkt Idx Fd - DC - NL - T2 8.95K (0.07%) -163.00
Decreased by -1.82%
Mar 31, 25
16 Spartan Total Market Index Pool E 7.91K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
17 Spartan Total Market Index Pool G 7.91K (0.06%) 0.00
Increased by 0.00%
Feb 28, 25
18 SSgA U.S. Extended Market Index Class I 4.70K (0.04%) 0.00
Increased by 0.00%
Dec 31, 23
19 State St US Extended Mkt Indx NL Cl C 4.70K (0.04%) 0.00
Increased by 0.00%
Apr 30, 25
20 1290 VT Micro Cap K 2.22K (0.02%) 0.00
Increased by 0.00%
May 31, 24