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 Vanguard Group Inc 135.56K (1.88%) 39.06K
Increased by +28.82%
Dec 31, 25
2 CM Management, LLC 130.00K (1.81%) 0.00
Increased by 0.00%
Dec 31, 25
3 Renaissance Technologies Corp 88.30K (1.23%) 77.80K
Increased by +88.11%
Dec 31, 23
4 BlackRock Inc 45.89K (0.64%) 3.12K
Increased by +6.81%
Mar 31, 24
5 Susquehanna International Group, LLP 38.81K (0.54%) 0.00
Increased by 0.00%
Sep 30, 25
6 Geode Capital Management, LLC 38.74K (0.54%) 1.28K
Increased by +3.30%
Sep 30, 25
7 Brown Advisory Holdings Inc 35.54K (0.49%) 0.00
Increased by 0.00%
Sep 30, 25
8 State Street Corporation 21.00K (0.29%) 0.00
Increased by 0.00%
Mar 31, 24
9 Cetera Investment Advisers 20.27K (0.28%) 20.27K
Increased by +100.00%
Jun 30, 25
10 TWO SIGMA SECURITIES, LLC 19.34K (0.27%) 19.34K
Increased by +100.00%
Sep 30, 25
11 Commonwealth Equity Services Inc 18.28K (0.25%) 200.00
Increased by +1.09%
Sep 30, 25
12 Wealth Enhancement Advisory Services, LLC 17.00K (0.24%) 17.00K
Increased by +100.00%
Sep 30, 25
13 XTX Topco Ltd 16.18K (0.22%) 16.18K
Increased by +100.00%
Sep 30, 25
14 GSA Capital Partners LLP 11.30K (0.16%) 11.30K
Increased by +100.00%
Dec 31, 25
15 Two Sigma Investments LLC 11.23K (0.16%) 11.23K
Increased by +100.00%
Dec 31, 25
16 UBS Group AG 10.74K (0.15%) 6.56K
Increased by +61.09%
Sep 30, 25
17 Morgan Stanley - Brokerage Accounts 3.10K (0.04%) 0.00
Increased by 0.00%
Sep 30, 25
18 Pingora Partners LLC 3.04K (0.04%) 2.00K
Increased by +65.88%
Dec 31, 25
19 Citigroup Inc 833.00 (0.01%) 833.00
Increased by +100.00%
Sep 30, 25
20 Bank of America Corp 421.00 (0.01%) -1.00
Decreased by -0.24%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Abante Quant Value FI 103.86K (1.44%) 0.00
Increased by 0.00%
Dec 31, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 69.02K (0.96%) 0.00
Increased by 0.00%
Jan 31, 26
3 Fidelity® Extended Market Index 56.81K (0.79%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Total Stock Mkt Idx Inv 55.57K (0.77%) 55.57K
Increased by +100.00%
Jan 31, 26
5 Fidelity Extended Market Index 49.88K (0.69%) -173.00
Decreased by -0.35%
Jan 31, 26
6 Fidelity® Total Market Index 48.56K (0.67%) 0.00
Increased by 0.00%
Nov 30, 23
7 iShares Micro-Cap ETF 40.47K (0.56%) -275.00
Decreased by -0.68%
Apr 30, 24
8 Fidelity® Series Total Market Index 14.31K (0.20%) 0.00
Increased by 0.00%
Nov 30, 23
9 Spartan Total Market Index Pool G 6.42K (0.09%) 660.00
Increased by +10.27%
Jan 31, 26
10 Fidelity Series Total Market Index 5.98K (0.08%) 0.00
Increased by 0.00%
Jan 31, 26
11 Spartan Extended Market Index Pool E 4.57K (0.06%) 4.08K
Increased by +89.15%
Mar 31, 25
12 Fidelity Total Market Index 3.24K (0.04%) 0.00
Increased by 0.00%
Jan 31, 26
13 SSgA U.S. Extended Market Index Class I 1.50K (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
14 Fidelity Nasdaq Composite Index 964.00 (0.01%) 0.00
Increased by 0.00%
Jan 31, 26
15 NT Ext Equity Mkt Idx Fd - L 668.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 25
16 Northern Trust Extended Eq Market Idx 668.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 25
17 NT Ext Equity Mkt Idx Fd - NL 567.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 25
18 NT Ext Equity Mkt Idx Fd - DC - NL - T2 447.00 (0.01%) 3.00
Increased by +0.67%
Dec 31, 25
19 1290 VT Micro Cap K 269.00 (0.00%) -1.00
Decreased by -0.37%
May 31, 24
20 Vanguard U.S. Eq Idx £ Acc 268.00 (0.00%) 0.00
Increased by 0.00%
Jan 31, 26