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 696.76K (4.08%) 48.84K
Increased by +7.01%
Jun 30, 25
2 Geode Capital Management, LLC 183.29K (1.07%) 30.67K
Increased by +16.74%
Jun 30, 25
3 Two Sigma Investments LLC 166.22K (0.97%) 155.30K
Increased by +93.43%
Mar 31, 25
4 Susquehanna International Group, LLP 164.56K (0.96%) 36.85K
Increased by +22.40%
Jun 30, 25
5 Adage Capital Partners Gp LLC 100.00K (0.59%) -150.00K
Decreased by -150.00%
Jun 30, 24
6 Two Sigma Advisers, LLC 92.92K (0.54%) 92.92K
Increased by +100.00%
Mar 31, 25
7 Merit Financial Group, LLC 91.32K (0.54%) -6.50K
Decreased by -7.12%
Jun 30, 25
8 Marshall Wace Asset Management Ltd 90.91K (0.53%) 90.91K
Increased by +100.00%
Jun 30, 25
9 BlackRock Inc 80.67K (0.47%) -19.95K
Decreased by -24.73%
Jun 30, 25
10 Northern Trust Corp 59.51K (0.35%) 18.84K
Increased by +31.65%
Jun 30, 25
11 Cubist Systematic Strategies, LLC 51.35K (0.30%) 51.35K
Increased by +100.00%
Dec 31, 24
12 AIGH Capital Management, LLC 48.94K (0.29%) -370.13K
Decreased by -756.28%
Sep 30, 23
13 Greenwich Wealth Management LLC 47.00K (0.28%) 900.00
Increased by +1.91%
Jun 30, 25
14 Quest Partners LLC 46.00K (0.27%) 46.00K
Increased by +100.00%
Sep 30, 24
15 Wescott Financial Advisory Group, LLC 41.61K (0.24%) 0.00
Increased by 0.00%
Jun 30, 25
16 Warberg Asset Management LLC 39.00K (0.23%) 39.00K
Increased by +100.00%
Mar 31, 25
17 State Street Corp 38.44K (0.23%) 0.00
Increased by 0.00%
Jun 30, 25
18 Redmond Asset Management, LLC 36.16K (0.21%) 2.08K
Increased by +5.74%
Mar 31, 24
19 Group One Trading, LP 31.67K (0.19%) -18.91K
Decreased by -59.71%
Jun 30, 25
20 Modera Wealth Management, LLC 30.51K (0.18%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 499.71K (2.93%) -10.92K
Decreased by -2.19%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 263.51K (1.54%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 154.87K (0.91%) -24.49K
Decreased by -15.81%
Jul 31, 25
4 Fidelity Extended Market Index 86.60K (0.51%) -712.00
Decreased by -0.82%
Jul 31, 25
5 Fidelity Total Market Index 45.41K (0.27%) -97.00
Decreased by -0.21%
Jul 31, 25
6 Fidelity® Extended Market Index 29.54K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
7 Kieger Impact Healthcare A USD Acc 24.62K (0.14%) 0.00
Increased by 0.00%
Apr 30, 24
8 Fidelity Series Total Market Index 22.47K (0.13%) 0.00
Increased by 0.00%
Jul 31, 25
9 NT Ext Equity Mkt Idx Fd - L 19.61K (0.11%) 0.00
Increased by 0.00%
Jun 30, 25
10 Northern Trust Extended Eq Market Idx 19.61K (0.11%) 0.00
Increased by 0.00%
Jun 30, 25
11 Spartan Extended Market Index Pool F 19.19K (0.11%) 712.00
Increased by +3.71%
Jul 31, 25
12 Spartan Extended Market Index Pool E 17.45K (0.10%) 7.91K
Increased by +45.30%
Mar 31, 25
13 iShares Micro-Cap ETF 16.98K (0.10%) 0.00
Increased by 0.00%
May 31, 25
14 Bridgeway Ultra-Small Company Market 15.30K (0.09%) 0.00
Increased by 0.00%
Jun 30, 25
15 BlackRock Extended Mkt Composite 13.37K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
16 BlackRock Extended Equity Market K 11.65K (0.07%) -5.00
Decreased by -0.04%
Sep 30, 24
17 Extended Equity Market Fund K 11.30K (0.07%) -226.00
Decreased by -2.00%
Jun 30, 25
18 Fidelity® Total Market Index 10.74K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
19 Spartan Total Market Index Pool G 10.04K (0.06%) 630.00
Increased by +6.27%
Jul 31, 25
20 NT Ext Equity Mkt Idx Fd - NL 9.72K (0.06%) 0.00
Increased by 0.00%
Jun 30, 25