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 (62.63%) -1.00K
Decreased by -0.12%
Sep 30, 23
2 Vanguard Group Inc 523.69K (40.55%) 0.00
Increased by 0.00%
Dec 31, 23
3 AMH Equity Ltd 514.66K (39.85%) -135.15K
Decreased by -26.26%
Sep 30, 24
4 Geode Capital Management, LLC 417.49K (32.33%) 310.75K
Increased by +74.43%
Dec 31, 24
5 Anson Funds Management LP 210.05K (16.27%) 210.05K
Increased by +100.00%
Mar 31, 25
6 Millennium Management LLC 134.88K (10.44%) 134.88K
Increased by +100.00%
Dec 31, 24
7 HRT FINANCIAL LLC 101.21K (7.84%) 101.21K
Increased by +100.00%
Dec 31, 24
8 Cowen Prime Advisors LLC 98.30K (7.61%) 0.00
Increased by 0.00%
Jun 30, 23
9 TWO SIGMA SECURITIES, LLC 98.03K (7.59%) 98.03K
Increased by +100.00%
Dec 31, 24
10 Altium Capital Management, LP 86.15K (6.67%) 86.15K
Increased by +100.00%
Jun 30, 24
11 Citigroup Inc 83.47K (6.46%) 81.63K
Increased by +97.79%
Dec 31, 24
12 State Street Corporation 75.68K (5.86%) 0.00
Increased by 0.00%
Dec 31, 23
13 Sabby Management LLC 70.46K (5.46%) 70.46K
Increased by +100.00%
Jun 30, 24
14 Two Sigma Investments LLC 62.51K (4.84%) 62.51K
Increased by +100.00%
Dec 31, 24
15 Raymond James & Associates 49.88K (3.86%) 0.00
Increased by 0.00%
Mar 31, 24
16 UBS Group AG 34.66K (2.68%) 34.65K
Increased by +99.99%
Mar 31, 25
17 Jane Street Group LLC 22.06K (1.71%) -51.33K
Decreased by -232.67%
Dec 31, 24
18 Atria Wealth Solutions, Inc. 20.00K (1.55%) 0.00
Increased by 0.00%
Dec 31, 24
19 Virtu Financial LLC 19.02K (1.47%) 19.02K
Increased by +100.00%
Jun 30, 24
20 Foundations Investment Advisors, LLC 17.37K (1.34%) 17.37K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 346.63K (26.84%) 0.00
Increased by 0.00%
Feb 29, 24
2 Fidelity® Extended Market Index 73.87K (5.72%) 0.00
Increased by 0.00%
Nov 30, 23
3 Spartan Extended Market Index Pool E 57.68K (4.47%) 1.79K
Increased by +3.10%
Feb 28, 25
4 Spartan Extended Market Index Pool F 57.68K (4.47%) 1.79K
Increased by +3.10%
Feb 28, 25
5 BlackRock Extended Mkt Composite 42.83K (3.32%) 0.00
Increased by 0.00%
Sep 30, 23
6 Fidelity® Total Market Index 30.08K (2.33%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Series Total Market Index 17.49K (1.35%) 0.00
Increased by 0.00%
Nov 30, 23
8 SSgA U.S. Extended Market Index Class I 9.32K (0.72%) 0.00
Increased by 0.00%
Dec 31, 23
9 BlackRock Extended Equity Market K 1.87K (0.14%) -1.00
Decreased by -0.05%
Sep 30, 24
10 Fidelity Nasdaq Composite Index 770.00 (0.06%) 0.00
Increased by 0.00%
Sep 30, 24
11 NT US Market Cap Idx Fd - L 595.00 (0.05%) 0.00
Increased by 0.00%
Dec 31, 23
12 Fidelity Extended Market Index 443.00 (0.03%) 1.00
Increased by +0.23%
Jun 30, 25
13 NT Ext Eq Mkt Indx Fd DC Lend T3 140.00 (0.01%) 140.00
Increased by +100.00%
Dec 31, 24
14 NT Ext Eq Mkt Indx Fd DC Lend T4 140.00 (0.01%) 140.00
Increased by +100.00%
Dec 31, 24
15 Vanguard U.S. Eq Idx £ Acc 121.00 (0.01%) 0.00
Increased by 0.00%
Oct 31, 24
16 Fidelity Series Total Market Index 95.00 (0.01%) 1.00
Increased by +1.05%
Jun 30, 25
17 Extended Equity Market Fund K 37.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
18 Fidelity Total Market Index 36.00 (0.00%) 1.00
Increased by +2.78%
Jun 30, 25
19 Northern Trust Extended Eq Market Idx 12.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 12.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25