Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Sontag Advisory LLC 542.69K (4.63%) 512.83K
Increased by +94.50%
Mar 31, 25
2 Vanguard Group Inc 293.84K (2.51%) 630.00
Increased by +0.21%
Mar 31, 25
3 SCOGGIN LLC 249.39K (2.13%) 74.39K
Increased by +29.83%
Mar 31, 25
4 Leo Wealth, LLC. 173.30K (1.48%) 0.00
Increased by 0.00%
Mar 31, 25
5 Massey, Quick & Co. LLC 173.30K (1.48%) 0.00
Increased by 0.00%
Mar 31, 25
6 Sonic GP LLC 115.00K (0.98%) 0.00
Increased by 0.00%
Dec 31, 24
7 Geode Capital Management, LLC 104.02K (0.89%) 4.82K
Increased by +4.64%
Mar 31, 25
8 BlackRock Inc 23.09K (0.20%) -8.70K
Decreased by -37.66%
Mar 31, 25
9 Renaissance Technologies Corp 22.73K (0.19%) -4.70K
Decreased by -20.68%
Jun 30, 24
10 CI Private Wealth LLC 22.00K (0.19%) 0.00
Increased by 0.00%
Mar 31, 25
11 Kestra Advisory Services, LLC 20.34K (0.17%) 0.00
Increased by 0.00%
Mar 31, 25
12 Johnson Financial Group Inc 20.30K (0.17%) 0.00
Increased by 0.00%
Mar 31, 25
13 Comerica Bank 19.13K (0.16%) 2.00K
Increased by +10.46%
Mar 31, 25
14 Brighton Jones LLC 18.39K (0.16%) 0.00
Increased by 0.00%
Sep 30, 24
15 Northern Trust Corp 17.86K (0.15%) 4.83K
Increased by +27.03%
Mar 31, 25
16 UBS Group AG 15.51K (0.13%) 7.94K
Increased by +51.18%
Dec 31, 24
17 Rathbone Brothers PLC 13.04K (0.11%) 0.00
Increased by 0.00%
Mar 31, 25
18 State Street Corp 12.63K (0.11%) -400.00
Decreased by -3.17%
Mar 31, 25
19 Northwestern Mutual Wealth Management Co 2.00K (0.02%) 2.00K
Increased by +100.00%
Mar 31, 25
20 Tower Research Capital LLC 888.00 (0.01%) -332.00
Decreased by -37.39%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 280.48K (2.39%) 61.70K
Increased by +22.00%
May 31, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 140.70K (1.20%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 134.24K (1.15%) 0.00
Increased by 0.00%
Sep 30, 24
4 Fidelity Extended Market Index 50.98K (0.43%) -487.00
Decreased by -0.96%
Apr 30, 25
5 Fidelity® Extended Market Index 33.24K (0.28%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Total Market Index 17.19K (0.15%) 0.00
Increased by 0.00%
Apr 30, 25
7 iShares Micro-Cap ETF 15.64K (0.13%) 0.00
Increased by 0.00%
May 31, 25
8 Fidelity Series Total Market Index 13.07K (0.11%) 491.00
Increased by +3.76%
Apr 30, 25
9 Spartan Extended Market Index Pool F 11.37K (0.10%) 487.00
Increased by +4.28%
Apr 30, 25
10 Spartan Extended Market Index Pool E 10.88K (0.09%) 2.27K
Increased by +20.87%
Mar 31, 25
11 NT Ext Equity Mkt Idx Fd - L 10.51K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
12 Northern Trust Extended Eq Market Idx 10.51K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
13 NT Ext Equity Mkt Idx Fd - NL 6.88K (0.06%) 4.83K
Increased by +70.14%
Mar 31, 25
14 Fidelity® Total Market Index 6.56K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
15 Spartan Total Market Index Pool G 6.07K (0.05%) 1.74K
Increased by +28.72%
Apr 30, 25
16 Fidelity Nasdaq Composite Index 5.46K (0.05%) -1.58K
Decreased by -28.94%
Apr 30, 25
17 Vanguard U.S. Eq Idx £ Acc 5.38K (0.05%) 0.00
Increased by 0.00%
May 31, 25
18 NT Ext Equity Mkt Idx Fd - DC - NL - T2 5.36K (0.05%) 3.73K
Increased by +69.60%
Mar 31, 25
19 BlackRock Extended Mkt Composite 4.63K (0.04%) 1.00
Increased by +0.02%
Sep 30, 23
20 Spartan Total Market Index Pool E 4.33K (0.04%) 0.00
Increased by 0.00%
Mar 31, 25