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 Vanguard Group Inc 171.21K (4.90%) 64.22K
Increased by +37.51%
Dec 31, 25
2 First Manhattan Co. LLC 127.93K (3.66%) 0.00
Increased by 0.00%
Dec 31, 25
3 Banc Funds Co LLC 91.68K (2.62%) -78.09K
Decreased by -85.18%
Dec 31, 25
4 SALZHAUER MICHAEL 53.91K (1.54%) -14.97K
Decreased by -27.77%
Dec 31, 25
5 Gator Capital Management, LLC 51.53K (1.47%) 16.28K
Increased by +31.59%
Sep 30, 23
6 BlackRock Inc 50.34K (1.44%) 1.61K
Increased by +3.20%
Sep 30, 25
7 Geode Capital Management, LLC 39.68K (1.13%) 333.00
Increased by +0.84%
Dec 31, 25
8 Northern Trust Corp 34.17K (0.98%) -4.68K
Decreased by -13.68%
Sep 30, 25
9 Kennedy Capital Management Inc 27.64K (0.79%) 0.00
Increased by 0.00%
Sep 30, 23
10 Stifel Financial Corp 15.83K (0.45%) 3.00K
Increased by +18.95%
Sep 30, 25
11 Creative Planning Inc 15.57K (0.45%) 0.00
Increased by 0.00%
Sep 30, 23
12 LPL Financial Corp 12.82K (0.37%) 0.00
Increased by 0.00%
Dec 31, 25
13 UBS Group AG 10.54K (0.30%) -6.42K
Decreased by -60.90%
Sep 30, 25
14 Tower Research Capital LLC 769.00 (0.02%) 233.00
Increased by +30.30%
Dec 31, 25
15 JONES FINANCIAL COMPANIES LLLP 396.00 (0.01%) 396.00
Increased by +100.00%
Sep 30, 25
16 Qube Research & Technologies 323.00 (0.01%) 323.00
Increased by +100.00%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 179.00 (0.01%) 177.00
Increased by +98.88%
Sep 30, 25
18 Royal Bank of Canada 60.00 (0.00%) -7.00
Decreased by -11.67%
Sep 30, 23
19 Wells Fargo & Co 26.00 (0.00%) 1.00
Increased by +3.85%
Sep 30, 23
20 Bank of America Corp 3.00 (0.00%) -31.00
Decreased by -1.03 K%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 110.03K (3.15%) 0.00
Increased by 0.00%
Feb 28, 26
2 Vanguard Institutional Extnd Mkt Idx Tr 38.61K (1.10%) 0.00
Increased by 0.00%
Feb 28, 26
3 Kennedy Bank Sector 27.65K (0.79%) 13.00
Increased by +0.05%
Dec 31, 23
4 Fidelity Extended Market Index 19.38K (0.55%) -67.00
Decreased by -0.35%
Jan 31, 26
5 Fidelity® Extended Market Index 17.86K (0.51%) 0.00
Increased by 0.00%
Oct 31, 23
6 Auer Growth 12.50K (0.36%) 0.00
Increased by 0.00%
Dec 31, 23
7 iShares Micro-Cap ETF 10.56K (0.30%) 2.76K
Increased by +26.15%
Feb 28, 26
8 Fidelity® Total Market Index 7.29K (0.21%) 0.00
Increased by 0.00%
Oct 31, 23
9 Fidelity Total Market Index 7.11K (0.20%) 0.00
Increased by 0.00%
Jan 31, 26
10 BlackRock Extended Mkt Composite 6.69K (0.19%) 0.00
Increased by 0.00%
Sep 30, 23
11 Blackrock Extended Mkt Fund CF 6.69K (0.19%) 0.00
Increased by 0.00%
Feb 28, 26
12 BlackRock Extended Equity Market K 5.83K (0.17%) -12.00
Decreased by -0.21%
Dec 31, 23
13 Extended Equity Market Fund K 5.74K (0.16%) 4.00
Increased by +0.07%
Dec 31, 25
14 Northern Small Cap Core I 5.43K (0.16%) -406.00
Decreased by -7.47%
Dec 31, 25
15 Fidelity Series Total Market Index 5.10K (0.15%) 0.00
Increased by 0.00%
Jan 31, 26
16 Spartan Extended Market Index Pool F 4.66K (0.13%) 67.00
Increased by +1.44%
Jan 31, 26
17 NT Ext Equity Mkt Idx Fd - L 3.79K (0.11%) 0.00
Increased by 0.00%
Dec 31, 25
18 Northern Trust Extended Eq Market Idx 3.79K (0.11%) 0.00
Increased by 0.00%
Sep 30, 25
19 Vanguard Instl Ttl Stck Mkt Idx Tr 3.57K (0.10%) 0.00
Increased by 0.00%
Feb 28, 26
20 Fidelity® Series Total Market Index 2.79K (0.08%) 0.00
Increased by 0.00%
Oct 31, 23