Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 466.28K (2.98%) 86.02K
Increased by +18.45%
Dec 31, 24
2 Citadel Advisors Llc 215.21K (1.37%) 112.52K
Increased by +52.28%
Dec 31, 24
3 BlackRock Inc 111.98K (0.71%) 10.48K
Increased by +9.36%
Dec 31, 24
4 Adage Capital Partners Gp LLC 100.00K (0.64%) -150.00K
Decreased by -150.00%
Jun 30, 24
5 Geode Capital Management, LLC 99.56K (0.64%) 450.00
Increased by +0.45%
Dec 31, 24
6 Merit Financial Group, LLC 97.82K (0.62%) -700.00
Decreased by -0.72%
Mar 31, 25
7 Jane Street Group LLC 68.11K (0.43%) 47.90K
Increased by +70.33%
Dec 31, 24
8 Susquehanna International Group, LLP 55.31K (0.35%) 23.79K
Increased by +43.01%
Dec 31, 24
9 Cubist Systematic Strategies, LLC 51.35K (0.33%) 51.35K
Increased by +100.00%
Dec 31, 24
10 AIGH Capital Management, LLC 48.94K (0.31%) -370.13K
Decreased by -756.28%
Sep 30, 23
11 UBS Group AG 48.74K (0.31%) 46.89K
Increased by +96.21%
Dec 31, 24
12 Quest Partners LLC 46.00K (0.29%) 46.00K
Increased by +100.00%
Sep 30, 24
13 Wescott Financial Advisory Group, LLC 41.61K (0.27%) 0.00
Increased by 0.00%
Dec 31, 24
14 State Street Corp 38.44K (0.25%) 2.40K
Increased by +6.24%
Dec 31, 24
15 Redmond Asset Management, LLC 36.16K (0.23%) 2.08K
Increased by +5.74%
Mar 31, 24
16 Northern Trust Corp 32.78K (0.21%) 10.85K
Increased by +33.09%
Dec 31, 24
17 Marshall Wace Asset Management Ltd 32.58K (0.21%) 32.58K
Increased by +100.00%
Dec 31, 23
18 Greenwich Wealth Management LLC 31.95K (0.20%) 15.48K
Increased by +48.44%
Dec 31, 24
19 Modera Wealth Management, LLC 30.51K (0.19%) 0.00
Increased by 0.00%
Jun 30, 24
20 State Street Corporation 29.14K (0.19%) 5.60K
Increased by +19.22%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 510.63K (3.26%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 263.51K (1.68%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 130.52K (0.83%) 778.00
Increased by +0.60%
Mar 31, 25
4 Fidelity Extended Market Index 88.77K (0.57%) 35.38K
Increased by +39.85%
Mar 31, 25
5 Fidelity® Extended Market Index 29.54K (0.19%) 0.00
Increased by 0.00%
Nov 30, 23
6 Kieger Impact Healthcare A USD Acc 24.62K (0.16%) 0.00
Increased by 0.00%
Apr 30, 24
7 Bridgeway Ultra-Small Company Market 21.00K (0.13%) 0.00
Increased by 0.00%
Dec 31, 24
8 NT Ext Equity Mkt Idx Fd - L 19.61K (0.13%) 7.89K
Increased by +40.22%
Mar 31, 25
9 Northern Trust Extended Eq Market Idx 19.61K (0.13%) 7.89K
Increased by +40.22%
Mar 31, 25
10 iShares Micro-Cap ETF 18.03K (0.12%) 0.00
Increased by 0.00%
Apr 30, 25
11 Fidelity Total Market Index 17.87K (0.11%) 0.00
Increased by 0.00%
Mar 31, 25
12 Spartan Extended Market Index Pool E 17.45K (0.11%) 7.91K
Increased by +45.30%
Mar 31, 25
13 Fidelity Series Total Market Index 14.03K (0.09%) 542.00
Increased by +3.86%
Mar 31, 25
14 BlackRock Extended Mkt Composite 13.37K (0.09%) 0.00
Increased by 0.00%
Sep 30, 23
15 BlackRock Extended Equity Market K 11.65K (0.07%) -5.00
Decreased by -0.04%
Sep 30, 24
16 Extended Equity Market Fund K 11.53K (0.07%) 35.00
Increased by +0.30%
Mar 31, 25
17 Fidelity® Total Market Index 10.74K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
18 NT Ext Equity Mkt Idx Fd - NL 9.72K (0.06%) 7.16K
Increased by +73.68%
Mar 31, 25
19 Spartan Extended Market Index Pool F 9.54K (0.06%) 340.00
Increased by +3.56%
Feb 28, 25
20 Dimensional US Small Cap ETF 8.90K (0.06%) 0.00
Increased by 0.00%
Dec 29, 23