Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Awm Investment Company Inc 808.80K (74.14%) -1.00K
Decreased by -0.12%
Sep 30, 23
2 Vanguard Group Inc 523.69K (48.00%) 0.00
Increased by 0.00%
Dec 31, 23
3 AMH Equity Ltd 514.66K (47.17%) -135.15K
Decreased by -26.26%
Sep 30, 24
4 Geode Capital Management, LLC 417.49K (38.27%) 310.75K
Increased by +74.43%
Dec 31, 24
5 Connective Capital Management LLC 178.62K (16.37%) 178.62K
Increased by +100.00%
Dec 31, 24
6 Millennium Management LLC 134.88K (12.36%) 134.88K
Increased by +100.00%
Dec 31, 24
7 SBI Securities Co Ltd 117.43K (10.76%) 117.43K
Increased by +100.00%
Dec 31, 24
8 HRT FINANCIAL LLC 101.21K (9.28%) 101.21K
Increased by +100.00%
Dec 31, 24
9 Cowen Prime Advisors LLC 98.30K (9.01%) 0.00
Increased by 0.00%
Jun 30, 23
10 TWO SIGMA SECURITIES, LLC 98.03K (8.99%) 98.03K
Increased by +100.00%
Dec 31, 24
11 Altium Capital Management, LP 86.15K (7.90%) 86.15K
Increased by +100.00%
Jun 30, 24
12 Citigroup Inc 83.47K (7.65%) 81.63K
Increased by +97.79%
Dec 31, 24
13 State Street Corporation 75.68K (6.94%) 0.00
Increased by 0.00%
Dec 31, 23
14 Sabby Management LLC 70.46K (6.46%) 70.46K
Increased by +100.00%
Jun 30, 24
15 Two Sigma Investments LLC 62.51K (5.73%) 62.51K
Increased by +100.00%
Dec 31, 24
16 Raymond James & Associates 49.88K (4.57%) 0.00
Increased by 0.00%
Mar 31, 24
17 Jane Street Group LLC 22.06K (2.02%) -51.33K
Decreased by -232.67%
Dec 31, 24
18 Atria Wealth Solutions, Inc. 20.00K (1.83%) 0.00
Increased by 0.00%
Dec 31, 24
19 Virtu Financial LLC 19.02K (1.74%) 19.02K
Increased by +100.00%
Jun 30, 24
20 Goldman Sachs Group Inc 17.76K (1.63%) 17.76K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 346.63K (31.77%) 0.00
Increased by 0.00%
Feb 29, 24
2 Fidelity® Extended Market Index 73.87K (6.77%) 0.00
Increased by 0.00%
Nov 30, 23
3 Spartan Extended Market Index Pool E 57.68K (5.29%) 1.79K
Increased by +3.10%
Feb 28, 25
4 Spartan Extended Market Index Pool F 57.68K (5.29%) 1.79K
Increased by +3.10%
Feb 28, 25
5 BlackRock Extended Mkt Composite 42.83K (3.93%) 0.00
Increased by 0.00%
Sep 30, 23
6 Fidelity® Total Market Index 30.08K (2.76%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Series Total Market Index 17.49K (1.60%) 0.00
Increased by 0.00%
Nov 30, 23
8 SSgA U.S. Extended Market Index Class I 9.32K (0.85%) 0.00
Increased by 0.00%
Dec 31, 23
9 Fidelity Extended Market Index 6.63K (0.61%) 1.02K
Increased by +15.33%
Mar 31, 25
10 BlackRock Extended Equity Market K 1.87K (0.17%) -1.00
Decreased by -0.05%
Sep 30, 24
11 Fidelity Series Total Market Index 1.41K (0.13%) 350.00
Increased by +24.84%
Mar 31, 25
12 Fidelity Nasdaq Composite Index 770.00 (0.07%) 0.00
Increased by 0.00%
Sep 30, 24
13 NT US Market Cap Idx Fd - L 595.00 (0.05%) 0.00
Increased by 0.00%
Dec 31, 23
14 Fidelity Total Market Index 520.00 (0.05%) 0.00
Increased by 0.00%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 174.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
16 NT Ext Eq Mkt Indx Fd DC Lend T3 140.00 (0.01%) 140.00
Increased by +100.00%
Dec 31, 24
17 NT Ext Eq Mkt Indx Fd DC Lend T4 140.00 (0.01%) 140.00
Increased by +100.00%
Dec 31, 24
18 Vanguard U.S. Eq Idx £ Acc 121.00 (0.01%) 0.00
Increased by 0.00%
Oct 31, 24
19 Extended Equity Market Fund K 37.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
20 Northern Trust Wilshire 5000 30.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 24