Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Sontag Advisory LLC 542.76K (4.59%) 0.00
Increased by 0.00%
Dec 31, 25
2 SCOGGIN LLC 500.00K (4.23%) 100.00K
Increased by +20.00%
Dec 31, 25
3 Vanguard Group Inc 452.38K (3.83%) 0.00
Increased by 0.00%
Dec 31, 25
4 CI Private Wealth LLC 320.00K (2.71%) 268.00K
Increased by +83.75%
Dec 31, 25
5 Leo Wealth, LLC. 173.30K (1.47%) 0.00
Increased by 0.00%
Dec 31, 25
6 Massey, Quick & Co. LLC 173.30K (1.47%) 0.00
Increased by 0.00%
Dec 31, 25
7 Geode Capital Management, LLC 138.84K (1.18%) 13.09K
Increased by +9.43%
Dec 31, 25
8 Connective Capital Management LLC 120.95K (1.02%) 44.92K
Increased by +37.14%
Sep 30, 25
9 Sonic GP LLC 115.00K (0.97%) 0.00
Increased by 0.00%
Dec 31, 24
10 HRT FINANCIAL LLC 78.93K (0.67%) 78.93K
Increased by +100.00%
Dec 31, 25
11 Two Sigma Investments LLC 67.08K (0.57%) 67.08K
Increased by +100.00%
Dec 31, 25
12 State Street Corp 55.73K (0.47%) 24.40K
Increased by +43.78%
Sep 30, 25
13 Susquehanna International Group, LLP 47.59K (0.40%) 47.59K
Increased by +100.00%
Dec 31, 25
14 BlackRock Inc 30.84K (0.26%) 712.00
Increased by +2.31%
Sep 30, 25
15 Private Wealth Asset Management LLC 26.05K (0.22%) 0.00
Increased by 0.00%
Dec 31, 25
16 XTX Topco Ltd 25.79K (0.22%) 25.79K
Increased by +100.00%
Dec 31, 25
17 Renaissance Technologies Corp 22.73K (0.19%) -4.70K
Decreased by -20.68%
Jun 30, 24
18 GRANITE ISLANDS PRIVATE WEALTH, LLC 21.85K (0.18%) 21.85K
Increased by +100.00%
Dec 31, 25
19 Johnson Financial Group Inc 20.30K (0.17%) 0.00
Increased by 0.00%
Dec 31, 25
20 LLBH Private Wealth Management, LLC 19.79K (0.17%) 4.80K
Increased by +24.25%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 274.48K (2.32%) 0.00
Increased by 0.00%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 134.24K (1.14%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 114.40K (0.97%) 0.00
Increased by 0.00%
Feb 28, 26
4 Fidelity Extended Market Index 71.74K (0.61%) -248.00
Decreased by -0.35%
Jan 31, 26
5 Fidelity® Extended Market Index 33.24K (0.28%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Micro-Cap ETF 27.22K (0.23%) 27.22K
Increased by +100.00%
Feb 28, 26
7 NT Ext Equity Mkt Idx Fd - L 26.64K (0.23%) 16.13K
Increased by +60.54%
Dec 31, 25
8 Fidelity Total Market Index 22.98K (0.19%) 0.00
Increased by 0.00%
Jan 31, 26
9 Fidelity Series Total Market Index 16.29K (0.14%) 0.00
Increased by 0.00%
Jan 31, 26
10 Spartan Extended Market Index Pool F 14.89K (0.13%) 248.00
Increased by +1.67%
Jan 31, 26
11 Spartan Extended Market Index Pool E 10.88K (0.09%) 2.27K
Increased by +20.87%
Mar 31, 25
12 Northern Trust Extended Eq Market Idx 10.51K (0.09%) 0.00
Increased by 0.00%
Sep 30, 25
13 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 10.44K (0.09%) 7.47K
Increased by +71.60%
Dec 31, 25
14 Spartan Total Market Index Pool G 8.42K (0.07%) 1.01K
Increased by +12.02%
Jan 31, 26
15 NT Ext Equity Mkt Idx Fd - NL 6.88K (0.06%) 0.00
Increased by 0.00%
Dec 31, 25
16 Fidelity® Total Market Index 6.56K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Instl Ttl Stck Mkt Idx Tr 6.00K (0.05%) 0.00
Increased by 0.00%
Feb 28, 26
18 Fidelity Nasdaq Composite Index 5.46K (0.05%) 0.00
Increased by 0.00%
Jan 31, 26
19 NT Ext Equity Mkt Idx Fd - DC - NL - T2 5.42K (0.05%) 41.00
Increased by +0.76%
Dec 31, 25
20 Vanguard U.S. Eq Idx £ Acc 5.38K (0.05%) 0.00
Increased by 0.00%
Feb 28, 26