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 CM Management, LLC 130.00K (1.80%) 55.00K
Increased by +42.31%
Jun 30, 25
2 TWO SIGMA SECURITIES, LLC 111.08K (1.54%) 111.08K
Increased by +100.00%
Mar 31, 24
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%) -21.14K
Decreased by -54.48%
Jun 30, 25
6 Geode Capital Management, LLC 37.46K (0.52%) 232.00
Increased by +0.62%
Jun 30, 25
7 Brown Advisory Holdings Inc 35.54K (0.49%) 0.00
Increased by 0.00%
Jun 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 Commonwealth Equity Services Inc 18.08K (0.25%) 2.50K
Increased by +13.83%
Jun 30, 25
11 Vanguard Group Inc 12.88K (0.18%) 0.00
Increased by 0.00%
Jun 30, 25
12 UBS Group AG 4.18K (0.06%) -423.00
Decreased by -10.12%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 3.10K (0.04%) 0.00
Increased by 0.00%
Jun 30, 25
14 Pingora Partners LLC 1.04K (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
15 Bank of America Corp 422.00 (0.01%) 7.00
Increased by +1.66%
Jun 30, 25
16 Global Retirement Partners, LLC. 411.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
17 JPMorgan Chase & Co 234.00 (0.00%) 234.00
Increased by +100.00%
Jun 30, 25
18 Advisor Group Holdings, Inc. 62.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
19 Royal Bank of Canada 26.00 (0.00%) 26.00
Increased by +100.00%
Jun 30, 24
20 SBI Securities Co Ltd 6.00 (0.00%) -2.00
Decreased by -33.33%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 457.50K (6.35%) 0.00
Increased by 0.00%
Apr 30, 24
2 Fidelity® Extended Market Index 56.81K (0.79%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity® Total Market Index 48.56K (0.67%) 0.00
Increased by 0.00%
Nov 30, 23
4 iShares Micro-Cap ETF 40.47K (0.56%) -275.00
Decreased by -0.68%
Apr 30, 24
5 Fidelity Extended Market Index 21.26K (0.29%) -150.00
Decreased by -0.71%
Jul 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 14.47K (0.20%) 1.85K
Increased by +12.79%
Jul 31, 25
7 Fidelity® Series Total Market Index 14.31K (0.20%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Series Total Market Index 5.98K (0.08%) 0.00
Increased by 0.00%
Jul 31, 25
9 Spartan Extended Market Index Pool F 4.97K (0.07%) 150.00
Increased by +3.02%
Jul 31, 25
10 Spartan Extended Market Index Pool E 4.57K (0.06%) 4.08K
Increased by +89.15%
Mar 31, 25
11 Fidelity Total Market Index 3.24K (0.04%) 0.00
Increased by 0.00%
Jul 31, 25
12 Spartan Total Market Index Pool G 2.22K (0.03%) 1.17K
Increased by +52.88%
Jul 31, 25
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%
Jul 31, 25
15 NT US Market Cap Idx Fd - L 690.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
16 NT Ext Equity Mkt Idx Fd - L 668.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
17 Northern Trust Extended Eq Market Idx 668.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
18 NT Ext Equity Mkt Idx Fd - NL 567.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
19 NT Ext Equity Mkt Idx Fd - DC - NL - T2 440.00 (0.01%) -1.00
Decreased by -0.23%
Jun 30, 25
20 1290 VT Micro Cap K 269.00 (0.00%) -1.00
Decreased by -0.37%
May 31, 24