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 Banc Funds Co LLC 125.27K (3.56%) -25.00K
Decreased by -19.96%
Jun 30, 25
2 First Manhattan Co. LLC 125.26K (3.55%) -197.00
Decreased by -0.16%
Jun 30, 25
3 Vanguard Group Inc 89.10K (2.53%) 900.00
Increased by +1.01%
Jun 30, 25
4 Gator Capital Management, LLC 51.53K (1.46%) 16.28K
Increased by +31.59%
Sep 30, 23
5 BlackRock Inc 48.73K (1.38%) -52.00
Decreased by -0.11%
Jun 30, 25
6 SALZHAUER MICHAEL 42.43K (1.20%) -2.50K
Decreased by -5.89%
Jun 30, 25
7 Geode Capital Management, LLC 38.88K (1.10%) 380.00
Increased by +0.98%
Jun 30, 25
8 Northern Trust Corp 38.85K (1.10%) -288.00
Decreased by -0.74%
Jun 30, 25
9 Kennedy Capital Management Inc 27.64K (0.78%) 0.00
Increased by 0.00%
Sep 30, 23
10 UBS Group AG 16.96K (0.48%) 12.69K
Increased by +74.80%
Jun 30, 25
11 Creative Planning Inc 15.57K (0.44%) 0.00
Increased by 0.00%
Sep 30, 23
12 Susquehanna International Group, LLP 14.66K (0.42%) 14.66K
Increased by +100.00%
Jun 30, 25
13 Stifel Financial Corp 12.83K (0.36%) 12.83K
Increased by +100.00%
Jun 30, 25
14 LPL Financial Corp 12.82K (0.36%) 0.00
Increased by 0.00%
Jun 30, 25
15 Qube Research & Technologies 323.00 (0.01%) 323.00
Increased by +100.00%
Sep 30, 23
16 Tower Research Capital LLC 304.00 (0.01%) -60.00
Decreased by -19.74%
Jun 30, 25
17 Royal Bank of Canada 60.00 (0.00%) -7.00
Decreased by -11.67%
Sep 30, 23
18 Bank of America Corp 34.00 (0.00%) 4.00
Increased by +11.76%
Jun 30, 25
19 Wells Fargo & Co 26.00 (0.00%) 1.00
Increased by +3.85%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 2.00 (0.00%) 1.00
Increased by +50.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 38.61K (1.10%) -17.59K
Decreased by -45.57%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 30.81K (0.87%) -673.00
Decreased by -2.18%
Jul 31, 25
3 Kennedy Bank Sector 27.65K (0.78%) 13.00
Increased by +0.05%
Dec 31, 23
4 Fidelity Extended Market Index 19.42K (0.55%) -160.00
Decreased by -0.82%
Jul 31, 25
5 Fidelity® Extended Market Index 17.86K (0.51%) 0.00
Increased by 0.00%
Oct 31, 23
6 Auer Growth 12.50K (0.35%) 0.00
Increased by 0.00%
Dec 31, 23
7 iShares Micro-Cap ETF 8.48K (0.24%) 0.00
Increased by 0.00%
Aug 31, 25
8 Fidelity® Total Market Index 7.29K (0.21%) 0.00
Increased by 0.00%
Oct 31, 23
9 Fidelity Total Market Index 7.15K (0.20%) -15.00
Decreased by -0.21%
Jul 31, 25
10 BlackRock Extended Mkt Composite 6.69K (0.19%) 0.00
Increased by 0.00%
Sep 30, 23
11 BlackRock Extended Equity Market K 5.83K (0.17%) -12.00
Decreased by -0.21%
Dec 31, 23
12 Northern Small Cap Core I 5.71K (0.16%) -335.00
Decreased by -5.87%
Jun 30, 25
13 Extended Equity Market Fund K 5.65K (0.16%) -113.00
Decreased by -2.00%
Jun 30, 25
14 Fidelity Series Total Market Index 5.10K (0.14%) 0.00
Increased by 0.00%
Jul 31, 25
15 Spartan Extended Market Index Pool F 4.24K (0.12%) 160.00
Increased by +3.77%
Jul 31, 25
16 NT Ext Equity Mkt Idx Fd - L 3.79K (0.11%) 0.00
Increased by 0.00%
Jun 30, 25
17 Northern Trust Extended Eq Market Idx 3.79K (0.11%) 0.00
Increased by 0.00%
Jun 30, 25
18 NT Quality SCC US Fund - L 2.87K (0.08%) -228.00
Decreased by -7.94%
Jun 30, 25
19 NT Quality Small Cap Core 2.87K (0.08%) -228.00
Decreased by -7.94%
Jun 30, 25
20 Fidelity® Series Total Market Index 2.79K (0.08%) 0.00
Increased by 0.00%
Oct 31, 23