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 (1.61%) 4.66K
Increased by +4.49%
Jun 30, 23
2 Vanguard Group Inc 78.55K (1.22%) 0.00
Increased by 0.00%
Mar 31, 24
3 Charles Schwab Investment Management Inc 53.08K (0.82%) 0.00
Increased by 0.00%
Jun 30, 23
4 Geode Capital Management, LLC 33.54K (0.52%) 33.54K
Increased by +100.00%
Dec 31, 24
5 State Street Corporation 31.90K (0.50%) 0.00
Increased by 0.00%
Jun 30, 23
6 Citadel Advisors Llc 30.64K (0.48%) 30.64K
Increased by +100.00%
Dec 31, 24
7 TWO SIGMA SECURITIES, LLC 22.64K (0.35%) 4.84K
Increased by +21.38%
Jun 30, 23
8 Commonwealth Equity Services Inc 16.67K (0.26%) 0.00
Increased by 0.00%
Jun 30, 23
9 BB&T Corp. 15.50K (0.24%) 0.00
Increased by 0.00%
Dec 31, 24
10 Renaissance Technologies Corp 15.00K (0.23%) 15.00K
Increased by +100.00%
Dec 31, 24
11 Virtu Financial LLC 12.72K (0.20%) 12.72K
Increased by +100.00%
Dec 31, 24
12 BlackRock Inc 3.97K (0.06%) 0.00
Increased by 0.00%
Dec 31, 24
13 UBS Group AG 820.00 (0.01%) 820.00
Increased by +100.00%
Dec 31, 24
14 Citigroup Inc 544.00 (0.01%) 544.00
Increased by +100.00%
Dec 31, 24
15 SIMPLEX TRADING, LLC 479.00 (0.01%) 479.00
Increased by +100.00%
Jun 30, 23
16 Tower Research Capital LLC 388.00 (0.01%) -3.78K
Decreased by -973.97%
Dec 31, 24
17 Bank of America Corp 136.00 (0.00%) 31.00
Increased by +22.79%
Dec 31, 24
18 Baystate Wealth Management 66.00 (0.00%) 66.00
Increased by +100.00%
Dec 31, 23
19 Activest Wealth Management 20.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 24
20 HARBOR INVESTMENT ADVISORY, LLC 20.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 57.14K (0.89%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity Extended Market Index 30.01K (0.47%) 537.00
Increased by +1.79%
Mar 31, 25
3 Fidelity® Extended Market Index 24.11K (0.37%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 7.85K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
5 Fidelity® Total Market Index 7.06K (0.11%) -1.00
Decreased by -0.01%
Nov 30, 23
6 Fidelity Series Total Market Index 6.00K (0.09%) 1.56K
Increased by +26.01%
Mar 31, 25
7 Fidelity® Series Total Market Index 5.88K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
8 Schwab Total Stock Market Index 3.54K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Nasdaq Composite Index 999.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
10 Spartan Extended Market Index Pool E 710.00 (0.01%) 188.00
Increased by +26.48%
Feb 28, 25
11 Spartan Extended Market Index Pool F 710.00 (0.01%) 188.00
Increased by +26.48%
Feb 28, 25
12 Fidelity Total Market Index 705.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
13 BNYM Mellon SL Mkt Completion Fd 399.00 (0.01%) -6.00
Decreased by -1.50%
Dec 31, 23
14 NT Ext Equity Mkt Idx Fd - NL 374.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
15 NT US Market Cap Idx Fd - L 310.00 (0.00%) -1.00
Decreased by -0.32%
Dec 31, 23
16 NT Ext Equity Mkt Idx Fd - DC - NL - T2 291.00 (0.00%) -5.00
Decreased by -1.72%
Mar 31, 25
17 NT Ext Equity Mkt Idx Fd - L 286.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
18 Northern Trust Extended Eq Market Idx 286.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
19 Spartan Total Market Index Pool E 260.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
20 Spartan Total Market Index Pool G 260.00 (0.00%) 0.00
Increased by 0.00%
Feb 28, 25