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 (2.86%) 111.08K
Increased by +100.00%
Mar 31, 24
2 Renaissance Technologies Corp 88.30K (2.27%) 77.80K
Increased by +88.11%
Dec 31, 23
3 CM Management, LLC 75.00K (1.93%) 50.00K
Increased by +66.67%
Mar 31, 25
4 Susquehanna International Group, LLP 59.95K (1.54%) 16.11K
Increased by +26.87%
Mar 31, 25
5 BlackRock Inc 45.89K (1.18%) 3.12K
Increased by +6.81%
Mar 31, 24
6 Geode Capital Management, LLC 37.23K (0.96%) 6.24K
Increased by +16.77%
Mar 31, 25
7 Brown Advisory Holdings Inc 35.54K (0.91%) 35.54K
Increased by +100.00%
Mar 31, 25
8 State Street Corporation 21.00K (0.54%) 0.00
Increased by 0.00%
Mar 31, 24
9 Commonwealth Equity Services Inc 15.58K (0.40%) 15.58K
Increased by +100.00%
Mar 31, 25
10 Vanguard Group Inc 12.88K (0.33%) 0.00
Increased by 0.00%
Mar 31, 25
11 UBS Group AG 4.75K (0.12%) 4.75K
Increased by +100.00%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 3.10K (0.08%) -911.00
Decreased by -29.34%
Mar 31, 25
13 Pingora Partners LLC 1.04K (0.03%) 0.00
Increased by 0.00%
Mar 31, 25
14 Bank of America Corp 415.00 (0.01%) 2.00
Increased by +0.48%
Mar 31, 25
15 Global Retirement Partners, LLC. 411.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
16 Advisor Group Holdings, Inc. 62.00 (0.00%) 1.00
Increased by +1.61%
Mar 31, 25
17 Royal Bank of Canada 26.00 (0.00%) 26.00
Increased by +100.00%
Jun 30, 24
18 SBI Securities Co Ltd 8.00 (0.00%) -7.00
Decreased by -87.50%
Mar 31, 25
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 (11.77%) 0.00
Increased by 0.00%
Apr 30, 24
2 Fidelity® Extended Market Index 56.81K (1.46%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity® Total Market Index 48.56K (1.25%) 0.00
Increased by 0.00%
Nov 30, 23
4 iShares Micro-Cap ETF 40.47K (1.04%) -275.00
Decreased by -0.68%
Apr 30, 24
5 Fidelity Extended Market Index 21.51K (0.55%) -206.00
Decreased by -0.96%
Apr 30, 25
6 Fidelity® Series Total Market Index 14.31K (0.37%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 12.62K (0.32%) 0.00
Increased by 0.00%
May 31, 25
8 Fidelity Series Total Market Index 5.28K (0.14%) 0.00
Increased by 0.00%
Apr 30, 25
9 Spartan Extended Market Index Pool F 4.78K (0.12%) 206.00
Increased by +4.31%
Apr 30, 25
10 Spartan Extended Market Index Pool E 4.57K (0.12%) 4.08K
Increased by +89.15%
Mar 31, 25
11 Fidelity Total Market Index 3.24K (0.08%) 0.00
Increased by 0.00%
Apr 30, 25
12 SSgA U.S. Extended Market Index Class I 1.50K (0.04%) 0.00
Increased by 0.00%
Dec 31, 23
13 Spartan Total Market Index Pool G 1.05K (0.03%) 780.00
Increased by +74.57%
Apr 30, 25
14 Fidelity Nasdaq Composite Index 964.00 (0.02%) -1.20K
Decreased by -124.27%
Apr 30, 25
15 NT US Market Cap Idx Fd - L 690.00 (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
16 NT Ext Equity Mkt Idx Fd - L 668.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
17 Northern Trust Extended Eq Market Idx 668.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
18 NT Ext Equity Mkt Idx Fd - NL 567.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
19 NT Ext Equity Mkt Idx Fd - DC - NL - T2 441.00 (0.01%) -8.00
Decreased by -1.81%
Mar 31, 25
20 1290 VT Micro Cap K 269.00 (0.01%) -1.00
Decreased by -0.37%
May 31, 24