Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
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%
Dec 31, 24
2 Davidson D A & Co 671.07K (2.20%) 0.00
Increased by 0.00%
Dec 31, 24
3 Laird Norton Tyee Trust Co 622.24K (2.04%) 1.50K
Increased by +0.24%
Dec 31, 24
4 UBS Group AG 534.12K (1.75%) 4.73K
Increased by +0.88%
Dec 31, 24
5 Mission Wealth Management, LLC 469.52K (1.54%) 0.00
Increased by 0.00%
Mar 31, 25
6 Geode Capital Management, LLC 329.38K (1.08%) 599.00
Increased by +0.18%
Dec 31, 24
7 Susquehanna International Group, LLP 281.69K (0.92%) 185.34K
Increased by +65.80%
Dec 31, 24
8 Bank of America Corp 210.26K (0.69%) -6.89K
Decreased by -3.28%
Dec 31, 24
9 BlackRock Inc 183.03K (0.60%) 20.69K
Increased by +11.30%
Dec 31, 24
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%) 8.60K
Increased by +7.14%
Dec 31, 24
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 70.00K (0.23%) 70.00K
Increased by +100.00%
Dec 31, 24
16 Northern Trust Corp 66.68K (0.22%) -4.36K
Decreased by -6.54%
Dec 31, 24
17 Bank of New York Mellon Corp 58.75K (0.19%) 1.00
Increased by +0.00%
Dec 31, 24
18 Raymond James & Associates 55.65K (0.18%) -933.00
Decreased by -1.68%
Dec 31, 23
19 Qube Research & Technologies 48.45K (0.16%) 48.45K
Increased by +99.99%
Dec 31, 23
20 CoreCap Advisors, LLC 44.79K (0.15%) 0.00
Increased by 0.00%
Dec 31, 24

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%
Mar 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%
Mar 31, 25
4 Fidelity Extended Market Index 169.18K (0.55%) 3.02K
Increased by +1.78%
Mar 31, 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 65.23K (0.21%) 0.00
Increased by 0.00%
Apr 30, 25
10 Fidelity Total Market Index 53.28K (0.17%) 0.00
Increased by 0.00%
Mar 31, 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 41.40K (0.14%) 1.72K
Increased by +4.15%
Mar 31, 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 E 32.98K (0.11%) 4.63K
Increased by +14.05%
Mar 31, 25
17 NT Ext Equity Mkt Idx Fd - NL 30.93K (0.10%) 0.00
Increased by 0.00%
Mar 31, 25
18 Spartan Extended Market Index Pool F 28.34K (0.09%) 1.06K
Increased by +3.74%
Feb 28, 25
19 Fidelity Nasdaq Composite Index 24.10K (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
20 NT Ext Equity Mkt Idx Fd - DC - NL - T2 24.08K (0.08%) -438.00
Decreased by -1.82%
Mar 31, 25