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 (84.25%) -1.00K
Decreased by -0.12%
Sep 30, 23
2 Vanguard Group Inc 523.69K (54.55%) 0.00
Increased by 0.00%
Dec 31, 23
3 AMH Equity Ltd 514.66K (53.61%) -135.15K
Decreased by -26.26%
Sep 30, 24
4 Geode Capital Management, LLC 417.49K (43.49%) 310.75K
Increased by +74.43%
Dec 31, 24
5 Connective Capital Management LLC 178.62K (18.61%) 178.62K
Increased by +100.00%
Dec 31, 24
6 Millennium Management LLC 134.88K (14.05%) 134.88K
Increased by +100.00%
Dec 31, 24
7 SBI Securities Co Ltd 117.43K (12.23%) 117.43K
Increased by +100.00%
Dec 31, 24
8 HRT FINANCIAL LLC 101.21K (10.54%) 101.21K
Increased by +100.00%
Dec 31, 24
9 Cowen Prime Advisors LLC 98.30K (10.24%) 0.00
Increased by 0.00%
Jun 30, 23
10 TWO SIGMA SECURITIES, LLC 98.03K (10.21%) 98.03K
Increased by +100.00%
Dec 31, 24
11 Altium Capital Management, LP 86.15K (8.97%) 86.15K
Increased by +100.00%
Jun 30, 24
12 Citigroup Inc 83.47K (8.69%) 81.63K
Increased by +97.79%
Dec 31, 24
13 State Street Corporation 75.68K (7.88%) 0.00
Increased by 0.00%
Dec 31, 23
14 Sabby Management LLC 70.46K (7.34%) 70.46K
Increased by +100.00%
Jun 30, 24
15 Two Sigma Investments LLC 62.51K (6.51%) 62.51K
Increased by +100.00%
Dec 31, 24
16 Raymond James & Associates 49.88K (5.20%) 0.00
Increased by 0.00%
Mar 31, 24
17 Jane Street Group LLC 22.06K (2.30%) -51.33K
Decreased by -232.67%
Dec 31, 24
18 Atria Wealth Solutions, Inc. 20.00K (2.08%) 0.00
Increased by 0.00%
Dec 31, 24
19 Virtu Financial LLC 19.02K (1.98%) 19.02K
Increased by +100.00%
Jun 30, 24
20 Goldman Sachs Group Inc 17.76K (1.85%) 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 (36.11%) 0.00
Increased by 0.00%
Feb 29, 24
2 Fidelity Extended Market Index 282.63K (29.44%) -4.29K
Decreased by -1.52%
Jan 31, 25
3 Fidelity® Extended Market Index 73.87K (7.70%) 0.00
Increased by 0.00%
Nov 30, 23
4 Spartan Extended Market Index Pool E 55.89K (5.82%) 4.29K
Increased by +7.68%
Jan 31, 25
5 Fidelity Series Total Market Index 52.94K (5.51%) 0.00
Increased by 0.00%
Jan 31, 25
6 BlackRock Extended Mkt Composite 42.83K (4.46%) 0.00
Increased by 0.00%
Sep 30, 23
7 Fidelity® Total Market Index 30.08K (3.13%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Total Market Index 26.01K (2.71%) 0.00
Increased by 0.00%
Jan 31, 25
9 Fidelity® Series Total Market Index 17.49K (1.82%) 0.00
Increased by 0.00%
Nov 30, 23
10 SSgA U.S. Extended Market Index Class I 9.32K (0.97%) 0.00
Increased by 0.00%
Dec 31, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 8.68K (0.90%) 0.00
Increased by 0.00%
Feb 28, 25
12 BlackRock Extended Equity Market K 1.87K (0.19%) -1.00
Decreased by -0.05%
Sep 30, 24
13 Extended Equity Market Fund K 1.84K (0.19%) -25.00
Decreased by -1.36%
Dec 31, 24
14 Fidelity Nasdaq Composite Index 770.00 (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
15 NT US Market Cap Idx Fd - L 595.00 (0.06%) 0.00
Increased by 0.00%
Dec 31, 23
16 NT Ext Equity Mkt Idx Fd - L 589.00 (0.06%) 0.00
Increased by 0.00%
Dec 31, 24
17 Northern Trust Extended Eq Market Idx 589.00 (0.06%) 0.00
Increased by 0.00%
Dec 31, 24
18 State St US Extended Mkt Indx NL Cl C 466.00 (0.05%) 0.00
Increased by 0.00%
Feb 28, 25
19 Extended Equity Market Fund M 239.00 (0.02%) 2.00
Increased by +0.84%
Dec 31, 24
20 SSgA U.S. Total Market Index Strategy 191.00 (0.02%) 57.00
Increased by +29.84%
Jun 30, 24