Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 293.21K (3.12%) 89.91K
Increased by +30.66%
Dec 31, 24
2 SCOGGIN LLC 175.00K (1.86%) 25.00K
Increased by +14.29%
Dec 31, 24
3 Leo Wealth, LLC. 173.30K (1.85%) 0.00
Increased by 0.00%
Dec 31, 24
4 Massey, Quick & Co. LLC 173.30K (1.85%) 0.00
Increased by 0.00%
Dec 31, 24
5 Sonic GP LLC 115.00K (1.22%) 0.00
Increased by 0.00%
Dec 31, 24
6 Geode Capital Management, LLC 99.19K (1.06%) 1.35K
Increased by +1.36%
Dec 31, 24
7 BlackRock Inc 31.79K (0.34%) 6.90K
Increased by +21.71%
Dec 31, 24
8 Sontag Advisory LLC 29.87K (0.32%) 0.00
Increased by 0.00%
Dec 31, 24
9 Renaissance Technologies Corp 22.73K (0.24%) -4.70K
Decreased by -20.68%
Jun 30, 24
10 CI Private Wealth LLC 22.00K (0.23%) 6.38K
Increased by +28.98%
Dec 31, 24
11 Kestra Advisory Services, LLC 20.34K (0.22%) 2.30K
Increased by +11.31%
Dec 31, 24
12 Johnson Financial Group Inc 20.30K (0.22%) 0.00
Increased by 0.00%
Dec 31, 24
13 Brighton Jones LLC 18.39K (0.20%) 0.00
Increased by 0.00%
Sep 30, 24
14 Comerica Bank 17.13K (0.18%) 6.30K
Increased by +36.78%
Dec 31, 24
15 UBS Group AG 15.51K (0.17%) 7.94K
Increased by +51.18%
Dec 31, 24
16 Northern Trust Corp 13.04K (0.14%) 2.67K
Increased by +20.52%
Dec 31, 24
17 Rathbone Brothers PLC 13.04K (0.14%) 0.00
Increased by 0.00%
Dec 31, 24
18 State Street Corp 13.04K (0.14%) 2.90K
Increased by +22.25%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 2.60K (0.03%) 1.38K
Increased by +53.23%
Dec 31, 24
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 164.09K (1.75%) 50.00
Increased by +0.03%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 134.24K (1.43%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 124.36K (1.32%) 0.00
Increased by 0.00%
Feb 28, 25
4 Fidelity Extended Market Index 50.04K (0.53%) -319.00
Decreased by -0.64%
Feb 28, 25
5 Fidelity® Extended Market Index 33.24K (0.35%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Total Market Index 17.19K (0.18%) 0.00
Increased by 0.00%
Feb 28, 25
7 iShares Micro-Cap ETF 16.27K (0.17%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity Series Total Market Index 11.94K (0.13%) 0.00
Increased by 0.00%
Feb 28, 25
9 NT Ext Equity Mkt Idx Fd - L 10.51K (0.11%) 0.00
Increased by 0.00%
Mar 31, 25
10 Northern Trust Extended Eq Market Idx 10.51K (0.11%) 2.67K
Increased by +25.45%
Dec 31, 24
11 Spartan Extended Market Index Pool E 8.61K (0.09%) 319.00
Increased by +3.70%
Feb 28, 25
12 Spartan Extended Market Index Pool F 8.61K (0.09%) 319.00
Increased by +3.70%
Feb 28, 25
13 Fidelity Nasdaq Composite Index 7.04K (0.07%) 0.00
Increased by 0.00%
Feb 28, 25
14 NT Ext Equity Mkt Idx Fd - NL 6.88K (0.07%) 4.83K
Increased by +70.14%
Mar 31, 25
15 Fidelity® Total Market Index 6.56K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard U.S. Eq Idx £ Acc 5.38K (0.06%) 0.00
Increased by 0.00%
Feb 28, 25
17 NT Ext Equity Mkt Idx Fd - DC - NL - T2 5.36K (0.06%) 3.73K
Increased by +69.60%
Mar 31, 25
18 BlackRock Extended Mkt Composite 4.63K (0.05%) 1.00
Increased by +0.02%
Sep 30, 23
19 Spartan Total Market Index Pool E 4.33K (0.05%) 0.00
Increased by 0.00%
Feb 28, 25
20 Spartan Total Market Index Pool G 4.33K (0.05%) 0.00
Increased by 0.00%
Feb 28, 25