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 (188.53%) -1.00K
Decreased by -0.12%
Sep 30, 23
2 Vanguard Group Inc 523.69K (122.07%) 0.00
Increased by 0.00%
Dec 31, 23
3 AMH Equity Ltd 514.66K (119.97%) -135.15K
Decreased by -26.26%
Sep 30, 24
4 Geode Capital Management, LLC 417.49K (97.32%) 310.75K
Increased by +74.43%
Dec 31, 24
5 Anson Funds Management LP 210.05K (48.96%) 210.05K
Increased by +100.00%
Mar 31, 25
6 Connective Capital Management LLC 178.62K (41.64%) 178.62K
Increased by +100.00%
Dec 31, 24
7 Millennium Management LLC 134.88K (31.44%) 134.88K
Increased by +100.00%
Dec 31, 24
8 HRT FINANCIAL LLC 101.21K (23.59%) 101.21K
Increased by +100.00%
Dec 31, 24
9 Cowen Prime Advisors LLC 98.30K (22.91%) 0.00
Increased by 0.00%
Jun 30, 23
10 TWO SIGMA SECURITIES, LLC 98.03K (22.85%) 98.03K
Increased by +100.00%
Dec 31, 24
11 Altium Capital Management, LP 86.15K (20.08%) 86.15K
Increased by +100.00%
Jun 30, 24
12 Citigroup Inc 83.47K (19.46%) 81.63K
Increased by +97.79%
Dec 31, 24
13 State Street Corporation 75.68K (17.64%) 0.00
Increased by 0.00%
Dec 31, 23
14 Sabby Management LLC 70.46K (16.42%) 70.46K
Increased by +100.00%
Jun 30, 24
15 Two Sigma Investments LLC 62.51K (14.57%) 62.51K
Increased by +100.00%
Dec 31, 24
16 Raymond James & Associates 49.88K (11.63%) 0.00
Increased by 0.00%
Mar 31, 24
17 Jane Street Group LLC 22.06K (5.14%) -51.33K
Decreased by -232.67%
Dec 31, 24
18 Atria Wealth Solutions, Inc. 20.00K (4.66%) 0.00
Increased by 0.00%
Dec 31, 24
19 Virtu Financial LLC 19.02K (4.43%) 19.02K
Increased by +100.00%
Jun 30, 24
20 Goldman Sachs Group Inc 17.76K (4.14%) 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 (80.80%) 0.00
Increased by 0.00%
Feb 29, 24
2 Fidelity® Extended Market Index 73.87K (17.22%) 0.00
Increased by 0.00%
Nov 30, 23
3 Spartan Extended Market Index Pool E 57.68K (13.45%) 1.79K
Increased by +3.10%
Feb 28, 25
4 Spartan Extended Market Index Pool F 57.68K (13.45%) 1.79K
Increased by +3.10%
Feb 28, 25
5 BlackRock Extended Mkt Composite 42.83K (9.98%) 0.00
Increased by 0.00%
Sep 30, 23
6 Fidelity® Total Market Index 30.08K (7.01%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Series Total Market Index 17.49K (4.08%) 0.00
Increased by 0.00%
Nov 30, 23
8 SSgA U.S. Extended Market Index Class I 9.32K (2.17%) 0.00
Increased by 0.00%
Dec 31, 23
9 Fidelity Extended Market Index 6.63K (1.55%) 0.00
Increased by 0.00%
Apr 30, 25
10 BlackRock Extended Equity Market K 1.87K (0.44%) -1.00
Decreased by -0.05%
Sep 30, 24
11 Fidelity Series Total Market Index 1.41K (0.33%) 1.00
Increased by +0.07%
Apr 30, 25
12 Fidelity Nasdaq Composite Index 770.00 (0.18%) 0.00
Increased by 0.00%
Sep 30, 24
13 NT US Market Cap Idx Fd - L 595.00 (0.14%) 0.00
Increased by 0.00%
Dec 31, 23
14 Fidelity Total Market Index 521.00 (0.12%) 1.00
Increased by +0.19%
Apr 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 174.00 (0.04%) 0.00
Increased by 0.00%
May 31, 25
16 NT Ext Eq Mkt Indx Fd DC Lend T3 140.00 (0.03%) 140.00
Increased by +100.00%
Dec 31, 24
17 NT Ext Eq Mkt Indx Fd DC Lend T4 140.00 (0.03%) 140.00
Increased by +100.00%
Dec 31, 24
18 Vanguard U.S. Eq Idx £ Acc 121.00 (0.03%) 0.00
Increased by 0.00%
Oct 31, 24
19 Extended Equity Market Fund K 37.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
20 Northern Trust Wilshire 5000 30.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 24