Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Maltese Capital Management LLC 212.50K (4.55%) 0.00
Increased by 0.00%
Mar 31, 25
2 Commonwealth Equity Services Inc 57.79K (1.24%) 17.00
Increased by +0.03%
Mar 31, 25
3 Stilwell Value LLC 50.00K (1.07%) 0.00
Increased by 0.00%
Mar 31, 25
4 BHZ Capital Management, LP. 46.13K (0.99%) 4.61K
Increased by +9.99%
Dec 31, 23
5 Venturi Wealth Management, LLC 218.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
6 Wells Fargo & Co 48.00 (0.00%) 1.00
Increased by +2.08%
Mar 31, 24
7 Innealta Capital, LLC 24.00 (0.00%) 24.00
Increased by +100.00%
Jun 30, 24
8 AllianceBernstein L.P. 0.00 (0.00%) -580.40K
Decreased by N/A%
Mar 31, 25
9 Baird Financial Group, Inc. 0.00 (0.00%) -18.16K
Decreased by N/A%
Mar 31, 25
10 Bank of America Corp 0.00 (0.00%) -48.00
Decreased by N/A%
Mar 31, 25
11 Black Maple Capital Management LP 0.00 (0.00%) -113.88K
Decreased by N/A%
Mar 31, 25
12 BlackRock Inc 0.00 (0.00%) -13.00K
Decreased by N/A%
Mar 31, 25
13 Geode Capital Management, LLC 0.00 (0.00%) -58.19K
Decreased by N/A%
Mar 31, 25
14 IAG Wealth Partners, LLC 0.00 (0.00%) -33.14K
Decreased by N/A%
Mar 31, 25
15 Keeley-Teton Advisors, LLC 0.00 (0.00%) -11.95K
Decreased by N/A%
Mar 31, 25
16 M3F, Inc. 0.00 (0.00%) -148.25K
Decreased by N/A%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 0.00 (0.00%) -11.59K
Decreased by N/A%
Mar 31, 25
18 Northern Trust Corp 0.00 (0.00%) -22.79K
Decreased by N/A%
Mar 31, 25
19 Renaissance Technologies Corp 0.00 (0.00%) -15.50K
Decreased by N/A%
Mar 31, 25
20 Royal Bank of Canada 0.00 (0.00%) -101.00
Decreased by N/A%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 331.18K (7.09%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 139.19K (2.98%) -191.99K
Decreased by -137.93%
Feb 28, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 78.66K (1.68%) -34.70K
Decreased by -44.12%
Feb 28, 25
4 Fidelity Extended Market Index 30.35K (0.65%) -193.00
Decreased by -0.64%
Feb 28, 25
5 Fidelity® Extended Market Index 28.57K (0.61%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Total Market Index 15.89K (0.34%) 0.00
Increased by 0.00%
Nov 30, 23
7 iShares Micro-Cap ETF 11.72K (0.25%) 0.00
Increased by 0.00%
Feb 28, 25
8 Fidelity Total Market Index 11.10K (0.24%) 0.00
Increased by 0.00%
Feb 28, 25
9 Spartan Extended Market Index Pool E 8.83K (0.19%) 193.00
Increased by +2.19%
Feb 28, 25
10 Spartan Extended Market Index Pool F 8.83K (0.19%) 193.00
Increased by +2.19%
Feb 28, 25
11 Fidelity Series Total Market Index 6.90K (0.15%) 283.00
Increased by +4.10%
Feb 28, 25
12 NT Ext Equity Mkt Idx Fd - L 4.65K (0.10%) 0.00
Increased by 0.00%
Dec 31, 24
13 Northern Trust Extended Eq Market Idx 4.65K (0.10%) 0.00
Increased by 0.00%
Dec 31, 24
14 Fidelity® Series Total Market Index 4.53K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Nasdaq Composite Index 3.06K (0.07%) 0.00
Increased by 0.00%
Feb 28, 25
16 Spartan Total Market Index Pool E 2.78K (0.06%) 0.00
Increased by 0.00%
Feb 28, 25
17 Spartan Total Market Index Pool G 2.78K (0.06%) 0.00
Increased by 0.00%
Feb 28, 25
18 Schwab Total Stock Market Index 1.53K (0.03%) 0.00
Increased by 0.00%
Feb 28, 25
19 NT Ext Eq Mkt Indx Fd DC Lend T3 1.11K (0.02%) 1.11K
Increased by +100.00%
Dec 31, 24
20 NT Ext Eq Mkt Indx Fd DC Lend T4 1.11K (0.02%) 1.11K
Increased by +100.00%
Dec 31, 24