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%) 66.00
Increased by +0.01%
Jun 30, 25
2 Vanguard Group Inc 426.56K (3.61%) 132.72K
Increased by +31.11%
Jun 30, 25
3 SCOGGIN LLC 400.00K (3.39%) 150.61K
Increased by +37.65%
Jun 30, 25
4 Leo Wealth, LLC. 173.30K (1.47%) 0.00
Increased by 0.00%
Jun 30, 25
5 Massey, Quick & Co. LLC 173.30K (1.47%) 0.00
Increased by 0.00%
Jun 30, 25
6 Sonic GP LLC 115.00K (0.97%) 0.00
Increased by 0.00%
Dec 31, 24
7 Geode Capital Management, LLC 105.98K (0.90%) 1.96K
Increased by +1.85%
Jun 30, 25
8 Connective Capital Management LLC 76.03K (0.64%) 76.03K
Increased by +100.00%
Jun 30, 25
9 CI Private Wealth LLC 52.00K (0.44%) 30.00K
Increased by +57.69%
Jun 30, 25
10 State Street Corp 31.33K (0.27%) 18.70K
Increased by +59.67%
Jun 30, 25
11 BlackRock Inc 30.13K (0.26%) 7.04K
Increased by +23.36%
Jun 30, 25
12 Private Wealth Asset Management LLC 26.05K (0.22%) 26.05K
Increased by +100.00%
Jun 30, 25
13 Renaissance Technologies Corp 22.73K (0.19%) -4.70K
Decreased by -20.68%
Jun 30, 24
14 Kestra Advisory Services, LLC 20.34K (0.17%) 0.00
Increased by 0.00%
Jun 30, 25
15 Johnson Financial Group Inc 20.30K (0.17%) 0.00
Increased by 0.00%
Jun 30, 25
16 Comerica Bank 19.13K (0.16%) 0.00
Increased by 0.00%
Jun 30, 25
17 Brighton Jones LLC 18.39K (0.16%) 0.00
Increased by 0.00%
Sep 30, 24
18 Northern Trust Corp 17.86K (0.15%) 0.00
Increased by 0.00%
Jun 30, 25
19 LLBH Private Wealth Management, LLC 14.99K (0.13%) 14.99K
Increased by +100.00%
Jun 30, 25
20 XTX Topco Ltd 14.58K (0.12%) 14.58K
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 274.48K (2.32%) -6.00K
Decreased by -2.19%
Jul 31, 25
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%) -26.30K
Decreased by -22.99%
Jul 31, 25
4 Fidelity Extended Market Index 56.00K (0.47%) 5.38K
Increased by +9.60%
Jul 31, 25
5 Fidelity® Extended Market Index 33.24K (0.28%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Total Market Index 23.12K (0.20%) 5.93K
Increased by +25.65%
Jul 31, 25
7 iShares Micro-Cap ETF 22.59K (0.19%) 0.00
Increased by 0.00%
Aug 31, 25
8 Fidelity Series Total Market Index 16.74K (0.14%) 3.33K
Increased by +19.89%
Jul 31, 25
9 Spartan Extended Market Index Pool F 13.61K (0.12%) 461.00
Increased by +3.39%
Jul 31, 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%
Jun 30, 25
12 Northern Trust Extended Eq Market Idx 10.51K (0.09%) 0.00
Increased by 0.00%
Jun 30, 25
13 Spartan Total Market Index Pool G 7.21K (0.06%) 1.14K
Increased by +15.81%
Jul 31, 25
14 NT Ext Equity Mkt Idx Fd - NL 6.88K (0.06%) 0.00
Increased by 0.00%
Jun 30, 25
15 Fidelity® Total Market Index 6.56K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity Nasdaq Composite Index 5.46K (0.05%) 0.00
Increased by 0.00%
Jul 31, 25
17 Vanguard U.S. Eq Idx £ Acc 5.38K (0.05%) 0.00
Increased by 0.00%
Jul 31, 25
18 NT Ext Equity Mkt Idx Fd - DC - NL - T2 5.34K (0.05%) -13.00
Decreased by -0.24%
Jun 30, 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