Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Northern Trust Corp 103.78K (14.50%) 4.66K
Increased by +4.49%
Jun 30, 23
2 Vanguard Group Inc 78.55K (10.97%) 0.00
Increased by 0.00%
Mar 31, 24
3 Charles Schwab Investment Management Inc 53.08K (7.41%) 0.00
Increased by 0.00%
Jun 30, 23
4 Geode Capital Management, LLC 33.54K (4.68%) 33.54K
Increased by +100.00%
Dec 31, 24
5 State Street Corporation 31.90K (4.46%) 0.00
Increased by 0.00%
Jun 30, 23
6 TWO SIGMA SECURITIES, LLC 22.64K (3.16%) 4.84K
Increased by +21.38%
Jun 30, 23
7 Commonwealth Equity Services Inc 16.67K (2.33%) 0.00
Increased by 0.00%
Jun 30, 23
8 BB&T Corp. 15.50K (2.16%) 0.00
Increased by 0.00%
Mar 31, 25
9 BlackRock Inc 3.97K (0.55%) 0.00
Increased by 0.00%
Mar 31, 25
10 SIMPLEX TRADING, LLC 479.00 (0.07%) 479.00
Increased by +100.00%
Jun 30, 23
11 Bank of America Corp 136.00 (0.02%) 31.00
Increased by +22.79%
Dec 31, 24
12 Baystate Wealth Management 66.00 (0.01%) 66.00
Increased by +100.00%
Dec 31, 23
13 Activest Wealth Management 20.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 24
14 HARBOR INVESTMENT ADVISORY, LLC 20.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
15 SBI Securities Co Ltd 18.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
16 Parallel Advisors, LLC 3.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
17 Advisor Group Holdings, Inc. 0.00 (0.00%) -6.00
Decreased by N/A%
Mar 31, 25
18 Bank of New York Mellon Corp 0.00 (0.00%) -2.69K
Decreased by N/A%
Dec 31, 23
19 Citadel Advisors Llc 0.00 (0.00%) -30.64K
Decreased by N/A%
Mar 31, 25
20 Citigroup Inc 0.00 (0.00%) -544.00
Decreased by N/A%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 57.14K (7.98%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity Extended Market Index 29.83K (4.17%) -175.00
Decreased by -0.59%
Apr 30, 25
3 Fidelity® Extended Market Index 24.11K (3.37%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity Series Total Market Index 7.18K (1.00%) 1.17K
Increased by +16.34%
Apr 30, 25
5 Fidelity® Total Market Index 7.06K (0.99%) -1.00
Decreased by -0.01%
Nov 30, 23
6 Fidelity® Series Total Market Index 5.88K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
7 Schwab Total Stock Market Index 3.54K (0.49%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Nasdaq Composite Index 999.00 (0.14%) 0.00
Increased by 0.00%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 872.00 (0.12%) -1.00
Decreased by -0.11%
May 31, 25
10 Spartan Extended Market Index Pool E 710.00 (0.10%) 188.00
Increased by +26.48%
Feb 28, 25
11 Fidelity Total Market Index 705.00 (0.10%) 0.00
Increased by 0.00%
Apr 30, 25
12 BNYM Mellon SL Mkt Completion Fd 399.00 (0.06%) -6.00
Decreased by -1.50%
Dec 31, 23
13 NT Ext Equity Mkt Idx Fd - NL 374.00 (0.05%) 0.00
Increased by 0.00%
Mar 31, 25
14 NT US Market Cap Idx Fd - L 310.00 (0.04%) -1.00
Decreased by -0.32%
Dec 31, 23
15 NT Ext Equity Mkt Idx Fd - DC - NL - T2 291.00 (0.04%) -5.00
Decreased by -1.72%
Mar 31, 25
16 NT Ext Equity Mkt Idx Fd - L 286.00 (0.04%) 0.00
Increased by 0.00%
Mar 31, 25
17 Northern Trust Extended Eq Market Idx 286.00 (0.04%) 0.00
Increased by 0.00%
Mar 31, 25
18 Spartan Total Market Index Pool E 260.00 (0.04%) 0.00
Increased by 0.00%
Mar 31, 25
19 Spartan Total Market Index Pool G 260.00 (0.04%) 0.00
Increased by 0.00%
Apr 30, 25
20 BNYM Mellon SL Market Completion UC1 207.00 (0.03%) -1.00
Decreased by -0.48%
Mar 31, 25