Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 DFAC 0.00%
3 VTI 0.00%
4 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.39M (4.57%) 0.00
Increased by 0.00%
Mar 31, 25
2 Laird Norton Tyee Trust Co 622.24K (2.04%) 0.00
Increased by 0.00%
Mar 31, 25
3 Davidson D A & Co 614.27K (2.01%) -56.80K
Decreased by -9.25%
Mar 31, 25
4 UBS Group AG 524.16K (1.72%) -9.96K
Decreased by -1.90%
Mar 31, 25
5 Mission Wealth Management, LLC 469.52K (1.54%) 0.00
Increased by 0.00%
Mar 31, 25
6 Geode Capital Management, LLC 340.26K (1.12%) 10.89K
Increased by +3.20%
Mar 31, 25
7 Bank of America Corp 210.27K (0.69%) 12.00
Increased by +0.01%
Mar 31, 25
8 BlackRock Inc 195.42K (0.64%) 12.39K
Increased by +6.34%
Mar 31, 25
9 Susquehanna International Group, LLP 195.17K (0.64%) -86.52K
Decreased by -44.33%
Mar 31, 25
10 Long Focus Capital Management, LLC 147.36K (0.48%) -18.34K
Decreased by -12.45%
Dec 31, 24
11 State Street Corp 120.50K (0.40%) 0.00
Increased by 0.00%
Mar 31, 25
12 State Street Corporation 108.50K (0.36%) 6.40K
Increased by +5.90%
Dec 31, 23
13 Citadel Advisors Llc 87.92K (0.29%) 82.23K
Increased by +93.53%
Dec 31, 24
14 GSA Capital Partners LLP 75.80K (0.25%) 75.80K
Increased by +100.00%
Mar 31, 25
15 The Colony Group LLC 71.80K (0.24%) -68.20K
Decreased by -94.98%
Mar 31, 25
16 Northern Trust Corp 66.68K (0.22%) 0.00
Increased by 0.00%
Mar 31, 25
17 Bank of New York Mellon Corp 58.74K (0.19%) -1.00
Decreased by -0.00%
Mar 31, 25
18 LPL Financial Corp 56.94K (0.19%) 14.00K
Increased by +24.59%
Mar 31, 25
19 Raymond James & Associates 55.65K (0.18%) -933.00
Decreased by -1.68%
Dec 31, 23
20 Qube Research & Technologies 48.45K (0.16%) 48.45K
Increased by +99.99%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 927.84K (3.04%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 927.84K (3.04%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 420.66K (1.38%) 0.00
Increased by 0.00%
May 31, 25
4 Fidelity Extended Market Index 167.58K (0.55%) -1.60K
Decreased by -0.96%
Apr 30, 25
5 Fidelity® Extended Market Index 161.34K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
6 BlackRock Extended Mkt Composite 83.65K (0.27%) 0.00
Increased by 0.00%
Sep 30, 23
7 BlackRock Extended Equity Market K 72.90K (0.24%) -31.00
Decreased by -0.04%
Sep 30, 24
8 Extended Equity Market Fund K 72.13K (0.24%) 221.00
Increased by +0.31%
Mar 31, 25
9 iShares Micro-Cap ETF 61.45K (0.20%) 0.00
Increased by 0.00%
May 31, 25
10 Fidelity Total Market Index 53.28K (0.17%) 0.00
Increased by 0.00%
Apr 30, 25
11 Fidelity® Total Market Index 52.26K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity Series Total Market Index 42.92K (0.14%) 1.52K
Increased by +3.54%
Apr 30, 25
13 Fidelity® Series Total Market Index 38.01K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
14 NT Ext Equity Mkt Idx Fd - L 34.67K (0.11%) 0.00
Increased by 0.00%
Mar 31, 25
15 Northern Trust Extended Eq Market Idx 34.67K (0.11%) 0.00
Increased by 0.00%
Mar 31, 25
16 Spartan Extended Market Index Pool F 34.58K (0.11%) 1.60K
Increased by +4.63%
Apr 30, 25
17 Spartan Extended Market Index Pool E 32.98K (0.11%) 4.63K
Increased by +14.05%
Mar 31, 25
18 NT Ext Equity Mkt Idx Fd - NL 30.93K (0.10%) 0.00
Increased by 0.00%
Mar 31, 25
19 Fidelity Nasdaq Composite Index 24.10K (0.08%) 0.00
Increased by 0.00%
Apr 30, 25
20 NT Ext Equity Mkt Idx Fd - DC - NL - T2 24.08K (0.08%) -438.00
Decreased by -1.82%
Mar 31, 25