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 1.46M (4.60%) 37.23K
Increased by +2.55%
Dec 31, 25
2 Laird Norton Tyee Trust Co 588.03K (1.85%) -9.21K
Decreased by -1.57%
Dec 31, 25
3 Davidson D A & Co 539.27K (1.70%) -75.00K
Decreased by -13.91%
Dec 31, 25
4 UBS Group AG 474.48K (1.50%) -30.81K
Decreased by -6.49%
Sep 30, 25
5 Geode Capital Management, LLC 350.92K (1.11%) 7.27K
Increased by +2.07%
Dec 31, 25
6 Susquehanna International Group, LLP 252.07K (0.79%) 171.69K
Increased by +68.11%
Dec 31, 25
7 Bank of America Corp 213.96K (0.67%) 3.65K
Increased by +1.70%
Sep 30, 25
8 Mission Wealth Management, LLC 206.90K (0.65%) -149.25K
Decreased by -72.14%
Dec 31, 25
9 BlackRock Inc 161.02K (0.51%) 1.55K
Increased by +0.97%
Sep 30, 25
10 Long Focus Capital Management, LLC 147.36K (0.46%) -18.34K
Decreased by -12.45%
Dec 31, 24
11 State Street Corp 120.50K (0.38%) 0.00
Increased by 0.00%
Sep 30, 25
12 683 Capital Management LLC 113.64K (0.36%) 113.64K
Increased by +100.00%
Dec 31, 25
13 State Street Corporation 108.50K (0.34%) 6.40K
Increased by +5.90%
Dec 31, 23
14 Citadel Advisors Llc 96.01K (0.30%) 25.07K
Increased by +26.11%
Sep 30, 25
15 ExodusPoint Capital Management, LP 93.93K (0.30%) 93.93K
Increased by +100.00%
Dec 31, 25
16 LPL Financial Corp 89.61K (0.28%) 2.60K
Increased by +2.90%
Dec 31, 25
17 GSA Capital Partners LLP 82.12K (0.26%) 221.00
Increased by +0.27%
Dec 31, 25
18 CI Private Wealth LLC 74.80K (0.24%) 37.40K
Increased by +50.00%
Dec 31, 25
19 The Colony Group LLC 71.80K (0.23%) -68.20K
Decreased by -94.98%
Mar 31, 25
20 Marshall Wace Asset Management Ltd 62.72K (0.20%) 50.99K
Increased by +81.31%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 936.93K (2.95%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 927.84K (2.92%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 339.01K (1.07%) 25.17K
Increased by +7.43%
Mar 31, 26
4 Fidelity Extended Market Index 164.64K (0.52%) -597.00
Decreased by -0.36%
Feb 28, 26
5 Fidelity® Extended Market Index 161.34K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
6 BlackRock Extended Mkt Composite 83.65K (0.26%) 0.00
Increased by 0.00%
Sep 30, 23
7 Blackrock Extended Mkt Fund CF 83.65K (0.26%) 0.00
Increased by 0.00%
Feb 28, 26
8 Extended Equity Market Fund B 83.65K (0.26%) 0.00
Increased by 0.00%
Dec 31, 25
9 Extended Equity Market Fund E 83.65K (0.26%) 0.00
Increased by 0.00%
Dec 31, 25
10 iShares Micro-Cap ETF 79.32K (0.25%) -525.00
Decreased by -0.66%
Mar 31, 26
11 BlackRock Extended Equity Market K 72.90K (0.23%) -31.00
Decreased by -0.04%
Sep 30, 24
12 Extended Equity Market Fund K 71.22K (0.22%) -522.00
Decreased by -0.73%
Mar 31, 26
13 Fidelity Total Market Index 52.69K (0.17%) 0.00
Increased by 0.00%
Feb 28, 26
14 Fidelity® Total Market Index 52.26K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Series Total Market Index 43.33K (0.14%) 538.00
Increased by +1.24%
Feb 28, 26
16 Spartan Extended Market Index Pool F 42.08K (0.13%) 0.00
Increased by 0.00%
Feb 28, 26
17 Fidelity® Series Total Market Index 38.01K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
18 NT Ext Equity Mkt Idx Fd - L 34.67K (0.11%) 0.00
Increased by 0.00%
Mar 31, 26
19 Northern Trust Extended Eq Market Idx 34.67K (0.11%) 0.00
Increased by 0.00%
Sep 30, 25
20 Spartan Extended Market Index Pool E 32.98K (0.10%) 4.63K
Increased by +14.05%
Mar 31, 25