Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Two Sigma Advisers, LLC 271.50K (7.18%) -188.38K
Decreased by -69.38%
Jun 30, 23
2 Citadel Advisors Llc 239.82K (6.34%) 163.59K
Increased by +68.21%
Jun 30, 23
3 Arete Wealth Advisors, LLC 224.21K (5.93%) -249.19K
Decreased by -111.14%
Jun 30, 23
4 Two Sigma Investments LLC 186.46K (4.93%) -112.42K
Decreased by -60.29%
Jun 30, 23
5 State Street Corporation 185.87K (4.92%) 0.00
Increased by 0.00%
Jun 30, 23
6 Man Group PLC 164.72K (4.36%) 46.62K
Increased by +28.30%
Jun 30, 23
7 Dorsey & Whitney Trust CO LLC 134.00K (3.54%) 0.00
Increased by 0.00%
Jun 30, 23
8 Millennium Management LLC 128.59K (3.40%) -72.49K
Decreased by -56.37%
Jun 30, 23
9 Cetera Investment Advisers 124.02K (3.28%) -5.00K
Decreased by -4.03%
Jun 30, 23
10 EPIQ PARTNERS, LLC 89.00K (2.35%) 0.00
Increased by 0.00%
Mar 31, 25
11 Northern Trust Corp 86.26K (2.28%) 0.00
Increased by 0.00%
Jun 30, 23
12 Commonwealth Equity Services Inc 63.63K (1.68%) 22.00K
Increased by +34.57%
Jun 30, 23
13 BlackRock Inc 47.53K (1.26%) -142.00
Decreased by -0.30%
Dec 31, 24
14 Charles Schwab Investment Management Inc 44.03K (1.16%) 0.00
Increased by 0.00%
Jun 30, 23
15 LexAurum Advisors, LLC 42.50K (1.12%) 22.00K
Increased by +51.76%
Jun 30, 23
16 Summit Financial, LLC 40.35K (1.07%) 20.00K
Increased by +49.56%
Jun 30, 23
17 Renaissance Technologies Corp 37.72K (1.00%) 900.00
Increased by +2.39%
Dec 31, 24
18 Vanguard Group Inc 34.02K (0.90%) 0.00
Increased by 0.00%
Dec 31, 24
19 Susquehanna International Group, LLP 33.38K (0.88%) 6.14K
Increased by +18.39%
Dec 31, 24
20 Geode Capital Management, LLC 31.63K (0.84%) -1.88K
Decreased by -5.94%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Extended Mkt Composite 161.05K (4.26%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 45.06K (1.19%) -54.37K
Decreased by -120.66%
Dec 31, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 34.02K (0.90%) 0.00
Increased by 0.00%
Mar 31, 25
4 Fidelity Extended Market Index 23.74K (0.63%) 4.07K
Increased by +17.15%
Mar 31, 25
5 Sanzcor Inversiones SICAV 20.00K (0.53%) 57.00
Increased by +0.29%
Jun 30, 23
6 Fidelity® Extended Market Index 15.72K (0.42%) 0.00
Increased by 0.00%
Nov 30, 23
7 BlackRock Extended Equity Market K 7.02K (0.19%) -3.00
Decreased by -0.04%
Sep 30, 24
8 Extended Equity Market Fund K 6.94K (0.18%) 21.00
Increased by +0.30%
Mar 31, 25
9 Dimensional US Targeted Value ETF 6.50K (0.17%) -2.80K
Decreased by -43.06%
Aug 30, 24
10 Piercer Aquaculture A USD Acc 6.04K (0.16%) 0.00
Increased by 0.00%
Mar 31, 23
11 Fidelity Total Market Index 5.56K (0.15%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity® Total Market Index 5.56K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity Series Total Market Index 5.36K (0.14%) 1.48K
Increased by +27.62%
Mar 31, 25
14 Blackstone Alternative Multi-Strategy I 4.78K (0.13%) -1.62K
Decreased by -34.00%
Sep 30, 23
15 BNYM Mellon SL Mkt Completion Fd 4.21K (0.11%) -70.00
Decreased by -1.66%
Sep 30, 23
16 Fidelity® Series Total Market Index 2.63K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
17 Schwab Total Stock Market Index 2.20K (0.06%) 0.00
Increased by 0.00%
Jan 31, 24
18 NT Ext Equity Mkt Idx Fd - L 2.13K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
19 Northern Trust Extended Eq Market Idx 2.13K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
20 NT Ext Equity Mkt Idx Fd - NL 1.93K (0.05%) 0.00
Increased by 0.00%
Mar 31, 25