Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 TWO SIGMA SECURITIES, LLC 111.08K (3.18%) 111.08K
Increased by +100.00%
Mar 31, 24
2 Renaissance Technologies Corp 88.30K (2.53%) 77.80K
Increased by +88.11%
Dec 31, 23
3 BlackRock Inc 45.89K (1.31%) 3.12K
Increased by +6.81%
Mar 31, 24
4 Susquehanna International Group, LLP 43.84K (1.25%) -26.75K
Decreased by -61.02%
Dec 31, 24
5 Geode Capital Management, LLC 30.99K (0.89%) 16.25K
Increased by +52.44%
Dec 31, 24
6 CM Management, LLC 25.00K (0.72%) 25.00K
Increased by +100.00%
Dec 31, 24
7 State Street Corporation 21.00K (0.60%) 0.00
Increased by 0.00%
Mar 31, 24
8 Vanguard Group Inc 12.88K (0.37%) 0.00
Increased by 0.00%
Dec 31, 24
9 UBS Group AG 4.75K (0.14%) 4.75K
Increased by +100.00%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 4.02K (0.11%) 3.99K
Increased by +99.25%
Dec 31, 24
11 Pingora Partners LLC 1.04K (0.03%) 0.00
Increased by 0.00%
Dec 31, 24
12 JPMorgan Chase & Co 899.00 (0.03%) 899.00
Increased by +100.00%
Dec 31, 24
13 Tower Research Capital LLC 535.00 (0.02%) -747.00
Decreased by -139.63%
Dec 31, 24
14 Bank of America Corp 413.00 (0.01%) -33.00
Decreased by -7.99%
Dec 31, 24
15 Global Retirement Partners, LLC. 411.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
16 Advisor Group Holdings, Inc. 61.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 24
17 Royal Bank of Canada 26.00 (0.00%) 26.00
Increased by +100.00%
Jun 30, 24
18 SBI Securities Co Ltd 15.00 (0.00%) 15.00
Increased by +100.00%
Dec 31, 24
19 AIGH Capital Management, LLC 0.00 (0.00%) -509.15K
Decreased by N/A%
Jun 30, 23
20 Bank of New York Mellon Corp 0.00 (0.00%) -12.58K
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 457.50K (13.09%) 0.00
Increased by 0.00%
Apr 30, 24
2 Fidelity® Extended Market Index 56.81K (1.63%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity® Total Market Index 48.56K (1.39%) 0.00
Increased by 0.00%
Nov 30, 23
4 iShares Micro-Cap ETF 40.47K (1.16%) -275.00
Decreased by -0.68%
Apr 30, 24
5 Fidelity Extended Market Index 21.71K (0.62%) -1.17K
Decreased by -5.40%
Mar 31, 25
6 Fidelity® Series Total Market Index 14.31K (0.41%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 12.62K (0.36%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity Series Total Market Index 5.28K (0.15%) 833.00
Increased by +15.78%
Mar 31, 25
9 Spartan Extended Market Index Pool E 4.57K (0.13%) 4.08K
Increased by +89.15%
Mar 31, 25
10 Fidelity Total Market Index 3.24K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity Nasdaq Composite Index 2.16K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
12 SSgA U.S. Extended Market Index Class I 1.50K (0.04%) 0.00
Increased by 0.00%
Dec 31, 23
13 NT US Market Cap Idx Fd - L 690.00 (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
14 NT Ext Equity Mkt Idx Fd - L 668.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
15 Northern Trust Extended Eq Market Idx 668.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
16 NT Ext Equity Mkt Idx Fd - NL 567.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
17 Spartan Extended Market Index Pool F 496.00 (0.01%) 146.00
Increased by +29.44%
Feb 28, 25
18 NT Ext Equity Mkt Idx Fd - DC - NL - T2 441.00 (0.01%) -8.00
Decreased by -1.81%
Mar 31, 25
19 1290 VT Micro Cap K 269.00 (0.01%) -1.00
Decreased by -0.37%
May 31, 24
20 Vanguard U.S. Eq Idx £ Acc 268.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25