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 640.54K (2.59%) 0.00
Increased by 0.00%
Mar 31, 25
2 Geode Capital Management, LLC 198.52K (0.80%) 8.44K
Increased by +4.25%
Dec 31, 24
3 Armistice Capital, LLC 188.00K (0.76%) 188.00K
Increased by +100.00%
Sep 30, 24
4 Moss Adams Wealth Advisors LLC 85.00K (0.34%) 0.00
Increased by 0.00%
Mar 31, 25
5 HRT FINANCIAL LLC 54.90K (0.22%) 54.90K
Increased by +100.00%
Dec 31, 24
6 State Street Corp 42.67K (0.17%) 0.00
Increased by 0.00%
Mar 31, 25
7 Northern Trust Corp 41.77K (0.17%) 0.00
Increased by 0.00%
Dec 31, 24
8 Fiduciary Alliance LLC 40.00K (0.16%) 0.00
Increased by 0.00%
Mar 31, 25
9 State Street Corporation 35.37K (0.14%) 0.00
Increased by 0.00%
Mar 31, 24
10 Citadel Advisors Llc 30.58K (0.12%) -4.05K
Decreased by -13.25%
Sep 30, 23
11 Virtu Financial LLC 29.97K (0.12%) 12.82K
Increased by +42.79%
Dec 31, 24
12 TWO SIGMA SECURITIES, LLC 23.75K (0.10%) 23.75K
Increased by +100.00%
Sep 30, 24
13 XTX Topco Ltd 22.53K (0.09%) 22.53K
Increased by +100.00%
Dec 31, 24
14 LPL Financial Corp 20.70K (0.08%) 500.00
Increased by +2.42%
Sep 30, 24
15 JustInvest LLC 14.99K (0.06%) 14.99K
Increased by +100.00%
Dec 31, 24
16 Cresset Asset Management, LLC 10.00K (0.04%) 0.00
Increased by 0.00%
Dec 31, 24
17 BlackRock Inc 9.84K (0.04%) -23.16K
Decreased by -235.48%
Jun 30, 24
18 Advisor Group Holdings, Inc. 5.00K (0.02%) 0.00
Increased by 0.00%
Dec 31, 24
19 UBS Group AG 3.20K (0.01%) 3.20K
Increased by +100.00%
Dec 31, 24
20 Tower Research Capital LLC 2.29K (0.01%) -961.00
Decreased by -41.91%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 483.44K (1.96%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 149.96K (0.61%) 0.00
Increased by 0.00%
Mar 31, 25
3 Fidelity Extended Market Index 135.67K (0.55%) 19.70K
Increased by +14.52%
Mar 31, 25
4 Fidelity® Extended Market Index 64.71K (0.26%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Series Total Market Index 32.62K (0.13%) 4.67K
Increased by +14.31%
Mar 31, 25
6 iShares Micro-Cap ETF 29.48K (0.12%) -201.00
Decreased by -0.68%
Apr 30, 24
7 Fidelity Total Market Index 27.33K (0.11%) 0.00
Increased by 0.00%
Mar 31, 25
8 NT Ext Equity Mkt Idx Fd - L 22.17K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
9 Northern Trust Extended Eq Market Idx 22.17K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
10 Fidelity® Total Market Index 18.90K (0.08%) 0.00
Increased by 0.00%
Nov 30, 23
11 NT Ext Equity Mkt Idx Fd - NL 18.73K (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
12 NT Ext Equity Mkt Idx Fd - DC - NL - T2 14.58K (0.06%) -265.00
Decreased by -1.82%
Mar 31, 25
13 Spartan Extended Market Index Pool E 14.16K (0.06%) 1.01K
Increased by +7.13%
Mar 31, 25
14 Spartan Extended Market Index Pool F 14.16K (0.06%) 1.01K
Increased by +7.13%
Mar 31, 25
15 Fidelity® Series Total Market Index 13.41K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity Nasdaq Composite Index 8.07K (0.03%) 0.00
Increased by 0.00%
Mar 31, 25
17 Vanguard U.S. Eq Idx £ Acc 7.14K (0.03%) 0.00
Increased by 0.00%
Apr 30, 25
18 Spartan Total Market Index Pool E 5.96K (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
19 Spartan Total Market Index Pool G 5.96K (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
20 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 5.32K (0.02%) 42.00
Increased by +0.79%
Mar 31, 25