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 DRW Securities, LLC 116.32K (3.07%) 25.07K
Increased by +21.56%
Dec 31, 25
2 Northern Trust Corp 103.78K (2.74%) 4.66K
Increased by +4.49%
Jun 30, 23
3 Charles Schwab Investment Management Inc 53.08K (1.40%) 0.00
Increased by 0.00%
Jun 30, 23
4 State Street Corporation 31.90K (0.84%) 0.00
Increased by 0.00%
Jun 30, 23
5 Geode Capital Management, LLC 27.51K (0.73%) 6.93K
Increased by +25.19%
Dec 31, 25
6 TWO SIGMA SECURITIES, LLC 22.64K (0.60%) 4.84K
Increased by +21.38%
Jun 30, 23
7 Vanguard Group Inc 21.62K (0.57%) 0.00
Increased by 0.00%
Dec 31, 25
8 Morgan Stanley - Brokerage Accounts 18.00K (0.47%) 18.00K
Increased by +100.00%
Dec 31, 25
9 Commonwealth Equity Services Inc 16.67K (0.44%) 0.00
Increased by 0.00%
Jun 30, 23
10 XTX Topco Ltd 12.47K (0.33%) 12.47K
Increased by +100.00%
Dec 31, 25
11 Hartland & Co 10.00K (0.26%) 0.00
Increased by 0.00%
Dec 31, 25
12 Tower Research Capital LLC 2.08K (0.05%) 475.00
Increased by +22.83%
Dec 31, 25
13 UBS Group AG 2.08K (0.05%) 1.17K
Increased by +56.53%
Sep 30, 25
14 SIMPLEX TRADING, LLC 479.00 (0.01%) 479.00
Increased by +100.00%
Jun 30, 23
15 BlackRock Inc 437.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 25
16 Baystate Wealth Management 66.00 (0.00%) 66.00
Increased by +100.00%
Dec 31, 23
17 Bank of America Corp 43.00 (0.00%) 6.00
Increased by +13.95%
Dec 31, 25
18 SBI Securities Co Ltd 22.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25
19 Activest Wealth Management 0.00 (0.00%) -2.00
Decreased by N/A%
Sep 30, 25
20 Advisor Group Holdings, Inc. 0.00 (0.00%) -6.00
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 (1.51%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity Extended Market Index 24.71K (0.65%) -90.00
Decreased by -0.36%
Feb 28, 26
3 Fidelity® Extended Market Index 24.11K (0.64%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity® Total Market Index 7.06K (0.19%) -1.00
Decreased by -0.01%
Nov 30, 23
5 Fidelity® Series Total Market Index 5.88K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 4.40K (0.12%) 3.80K
Increased by +86.36%
Mar 31, 26
7 Schwab Total Stock Market Index 3.54K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Series Total Market Index 1.85K (0.05%) 1.05K
Increased by +56.90%
Feb 28, 26
9 Spartan Total Market Index Pool G 1.76K (0.05%) 0.00
Increased by 0.00%
Feb 28, 26
10 Spartan Extended Market Index Pool E 710.00 (0.02%) 188.00
Increased by +26.48%
Feb 28, 25
11 BNYM Mellon SL Mkt Completion Fd 399.00 (0.01%) -6.00
Decreased by -1.50%
Dec 31, 23
12 Spartan Total Market Index Pool E 260.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fidelity Nasdaq Composite Index 110.00 (0.00%) 0.00
Increased by 0.00%
Jul 31, 25
14 Fidelity Total Market Index 77.00 (0.00%) 0.00
Increased by 0.00%
Jul 31, 25
15 NT Ext Eq Mkt Indx Fd DC Lend T3 68.00 (0.00%) 68.00
Increased by +100.00%
Dec 31, 24
16 NT Ext Eq Mkt Indx Fd DC Lend T4 68.00 (0.00%) 68.00
Increased by +100.00%
Dec 31, 24
17 Spartan Extended Market Index Pool F 57.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25
18 NT Ext Equity Mkt Idx Fd - NL 41.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26
19 NT Ext Equity Mkt Idx Fd - DC - NL - T2 32.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26
20 NT Ext Equity Mkt Idx Fd - L 31.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26