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 Vanguard Group Inc 171.21K (4.86%) 64.22K
Increased by +37.51%
Dec 31, 25
2 Vanguard Capital Management, LLC 148.63K (4.22%) 148.63K
Increased by +100.00%
Mar 31, 26
3 First Manhattan Co. LLC 127.93K (3.63%) 0.00
Increased by 0.00%
Mar 31, 26
4 Banc Funds Co LLC 91.68K (2.60%) 0.00
Increased by 0.00%
Mar 31, 26
5 BlackRock Inc 51.73K (1.47%) 2.37K
Increased by +4.58%
Mar 31, 26
6 Gator Capital Management, LLC 51.53K (1.46%) 16.28K
Increased by +31.59%
Sep 30, 23
7 Geode Capital Management, LLC 44.15K (1.25%) 4.47K
Increased by +10.12%
Mar 31, 26
8 SALZHAUER MICHAEL 34.61K (0.98%) -19.30K
Decreased by -55.77%
Mar 31, 26
9 Stifel Financial Corp 31.20K (0.89%) 8.00K
Increased by +25.64%
Mar 31, 26
10 Kennedy Capital Management Inc 27.64K (0.79%) 0.00
Increased by 0.00%
Sep 30, 23
11 Vanguard Fiduciary Trust Co 21.17K (0.60%) 21.17K
Increased by +100.00%
Mar 31, 26
12 Susquehanna International Group, LLP 19.79K (0.56%) 19.79K
Increased by +100.00%
Mar 31, 26
13 Creative Planning Inc 15.57K (0.44%) 0.00
Increased by 0.00%
Sep 30, 23
14 Tactive Advisors LLC 15.46K (0.44%) 15.46K
Increased by +100.00%
Mar 31, 26
15 Citadel Advisors Llc 12.91K (0.37%) 12.91K
Increased by +100.00%
Mar 31, 26
16 LPL Financial Corp 12.82K (0.36%) 0.00
Increased by 0.00%
Mar 31, 26
17 Vanguard Global Advisers, LLC 1.41K (0.04%) 1.41K
Increased by +100.00%
Mar 31, 26
18 Tower Research Capital LLC 911.00 (0.03%) 142.00
Increased by +15.59%
Mar 31, 26
19 JONES FINANCIAL COMPANIES LLLP 343.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 26
20 Qube Research & Technologies 323.00 (0.01%) 323.00
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 110.03K (3.13%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard Institutional Extnd Mkt Idx Tr 38.61K (1.10%) 0.00
Increased by 0.00%
Apr 30, 26
3 Kennedy Bank Sector 27.65K (0.79%) 13.00
Increased by +0.05%
Dec 31, 23
4 Fidelity Extended Market Index 23.50K (0.67%) -86.00
Decreased by -0.37%
Apr 30, 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 10.21K (0.29%) 0.00
Increased by 0.00%
May 29, 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%
Apr 30, 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%
Apr 30, 26
12 Extended Equity Market Fund B 6.69K (0.19%) 0.00
Increased by 0.00%
Dec 31, 25
13 Extended Equity Market Fund E 6.69K (0.19%) 0.00
Increased by 0.00%
Dec 31, 25
14 BlackRock Extended Equity Market K 5.83K (0.17%) -12.00
Decreased by -0.21%
Dec 31, 23
15 BlackRock Extended Equity Market Fund K 5.70K (0.16%) -42.00
Decreased by -0.74%
Mar 31, 26
16 Extended Equity Market Fund K 5.70K (0.16%) -42.00
Decreased by -0.74%
Mar 31, 26
17 Northern Small Cap Core I 5.43K (0.15%) -406.00
Decreased by -7.47%
Dec 31, 25
18 Fidelity Series Total Market Index 5.10K (0.14%) 0.00
Increased by 0.00%
Apr 30, 26
19 Spartan Extended Market Index Pool F 4.83K (0.14%) 86.00
Increased by +1.78%
Apr 30, 26
20 NT Ext Equity Mkt Idx Fd - L 3.79K (0.11%) 0.00
Increased by 0.00%
Mar 31, 26