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 Armistice Capital, LLC 749.23K (4.45%) 749.23K
Increased by +100.00%
Jun 30, 24
2 Squarepoint Ops LLC 138.70K (0.82%) 138.70K
Increased by +100.00%
Dec 31, 23
3 Vanguard Group Inc 91.72K (0.54%) -129.34K
Decreased by -141.01%
Dec 31, 23
4 T. Rowe Price Associates, Inc. 46.20K (0.27%) 0.00
Increased by 0.00%
Sep 30, 23
5 TWO SIGMA SECURITIES, LLC 28.02K (0.17%) 28.02K
Increased by +100.00%
Sep 30, 24
6 Franklin Resources Inc 11.00K (0.07%) 0.00
Increased by 0.00%
Dec 31, 23
7 Advisor Group Holdings, Inc. 3.25K (0.02%) 3.25K
Increased by +100.00%
Jun 30, 25
8 Tower Research Capital LLC 1.19K (0.01%) 1.03K
Increased by +86.33%
Jun 30, 25
9 SBI Securities Co Ltd 588.00 (0.00%) 553.00
Increased by +94.05%
Jun 30, 25
10 Qube Research & Technologies 500.00 (0.00%) 400.00
Increased by +80.00%
Jun 30, 24
11 Bank of America Corp 3.00 (0.00%) -113.00
Decreased by -3.77 K%
Jun 30, 25
12 Truvestments Capital LLC 2.00 (0.00%) 2.00
Increased by +100.00%
Sep 30, 24
13 BlackRock Inc 1.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
14 Baader Bank INC 0.00 (0.00%) -20.15K
Decreased by N/A%
Sep 30, 24
15 CLEAR STREET LLC. 0.00 (0.00%) -140.00
Decreased by N/A%
Jun 30, 25
16 Center For Financial Planning Inc 0.00 (0.00%) -5.00
Decreased by N/A%
Mar 31, 25
17 Citadel Advisors Llc 0.00 (0.00%) -3.02K
Decreased by N/A%
Dec 31, 24
18 Citigroup Inc 0.00 (0.00%) 0.00
Decreased by N/A%
Mar 31, 24
19 DIVERGENT WEALTH ADVISORS, LLC 0.00 (0.00%) -227.00
Decreased by N/A%
Mar 31, 24
20 Diadema Partners LP 0.00 (0.00%) -4.05K
Decreased by N/A%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Total Equity Market Idx 46.20K (0.27%) 0.00
Increased by 0.00%
Sep 30, 23
2 Fidelity® Extended Market Index 24.07K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
3 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 22.87K (0.14%) 22.87K
Increased by +100.00%
Jun 30, 24
4 Fidelity Nasdaq Composite Index 7.52K (0.04%) 0.00
Increased by 0.00%
Feb 29, 24
5 BlackRock Extended Mkt Composite 7.43K (0.04%) 0.00
Increased by 0.00%
Sep 30, 23
6 BlackRock Extended Equity Market K 6.48K (0.04%) -13.00
Decreased by -0.20%
Dec 31, 23
7 Fidelity Total Market Index 5.94K (0.04%) 0.00
Increased by 0.00%
Feb 29, 24
8 Fidelity® Total Market Index 5.94K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity® Series Total Market Index 4.24K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Extended Market Index 2.00K (0.01%) 1.58K
Increased by +79.06%
Jul 31, 25
11 Extended Equity Market Fund M 801.00 (0.00%) 38.00
Increased by +4.74%
Dec 31, 23
12 SSgA U.S. Extended Market Index Class I 738.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
13 NT US Market Cap Idx Fd - L 473.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
14 Northern Trust Wilshire 5000 473.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
15 Northern Trust Extended Eq Market Idx 183.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
16 Fidelity Series Total Market Index 106.00 (0.00%) 0.00
Increased by 0.00%
Jul 31, 25
17 Spartan Total Market Index Pool E 32.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
18 SAST SA Franklin Tactical Oppos Port 1 16.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
19 State St US Extended Mkt Indx NL Cl C 16.00 (0.00%) 0.00
Increased by 0.00%
Oct 31, 24
20 CIMA Global Value SICAV 8.00 (0.00%) -1.00
Decreased by -12.50%
Dec 31, 24