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 Capital Management, LLC 1.20M (2.52%) 1.20M
Increased by +100.00%
Mar 31, 26
2 Vanguard Group Inc 1.08M (2.28%) -34.18K
Decreased by -3.15%
Dec 31, 25
3 BlackRock Inc 898.32K (1.89%) 6.16K
Increased by +0.69%
Mar 31, 26
4 Geode Capital Management, LLC 377.21K (0.79%) 71.47K
Increased by +18.95%
Mar 31, 26
5 Smith, Salley & Associates, LLC 367.65K (0.77%) 0.00
Increased by 0.00%
Mar 31, 26
6 UBS Group AG 335.19K (0.71%) -118.53K
Decreased by -35.36%
Mar 31, 26
7 Beacon Pointe Advisors, LLC 247.46K (0.52%) 247.46K
Increased by +100.00%
Mar 31, 26
8 Comprehensive Portfolio Management, LLC 208.19K (0.44%) 0.00
Increased by 0.00%
Mar 31, 26
9 O'Shaughnessy Asset Management LLC 208.19K (0.44%) 69.01K
Increased by +33.15%
Mar 31, 26
10 KESTRA PRIVATE WEALTH SERVICES, LLC 173.94K (0.37%) -1.25K
Decreased by -0.72%
Mar 31, 26
11 Vanguard Fiduciary Trust Co 150.06K (0.32%) 150.06K
Increased by +100.00%
Mar 31, 26
12 Sigma Planning Corp 132.55K (0.28%) 70.90K
Increased by +53.49%
Mar 31, 26
13 State Street Corp 125.47K (0.26%) 0.00
Increased by 0.00%
Mar 31, 26
14 Spectrum Asset Management Inc 94.40K (0.20%) 0.00
Increased by 0.00%
Mar 31, 26
15 Cannon Financial Strategists, INC. 72.79K (0.15%) 0.00
Increased by 0.00%
Mar 31, 26
16 State Street Corporation 65.27K (0.14%) 0.00
Increased by 0.00%
Mar 31, 24
17 Pasadena Private Wealth, LLC 60.55K (0.13%) 1.85K
Increased by +3.06%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 58.60K (0.12%) -3.03K
Decreased by -5.18%
Mar 31, 26
19 Northern Trust Corp 58.16K (0.12%) 0.00
Increased by 0.00%
Mar 31, 26
20 Stifel Financial Corp 51.00K (0.11%) 0.00
Increased by 0.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.45M (3.05%) 695.00K
Increased by +47.98%
Apr 30, 26
2 Vanguard Institutional Extnd Mkt Idx Tr 327.53K (0.69%) 0.00
Increased by 0.00%
Apr 30, 26
3 Fidelity Extended Market Index 199.71K (0.42%) -729.00
Decreased by -0.37%
Apr 30, 26
4 Fidelity® Extended Market Index 103.71K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard Instl Ttl Stk Mkt Idx InstlPls 93.28K (0.20%) 0.00
Increased by 0.00%
Apr 30, 26
6 Blackrock Extended Mkt Fund CF 89.36K (0.19%) 0.00
Increased by 0.00%
Apr 30, 26
7 Extended Equity Market Fund B 89.36K (0.19%) 67.73K
Increased by +75.79%
Dec 31, 25
8 Extended Equity Market Fund E 89.36K (0.19%) 67.73K
Increased by +75.79%
Dec 31, 25
9 BlackRock Extended Equity Market Fund K 76.09K (0.16%) -557.00
Decreased by -0.73%
Mar 31, 26
10 Extended Equity Market Fund K 76.09K (0.16%) -557.00
Decreased by -0.73%
Mar 31, 26
11 iShares Micro-Cap ETF 69.36K (0.15%) 0.00
Increased by 0.00%
May 29, 26
12 Fidelity Series Total Market Index 47.50K (0.10%) 0.00
Increased by 0.00%
Apr 30, 26
13 Spartan Extended Market Index Pool F 46.56K (0.10%) 729.00
Increased by +1.57%
Apr 30, 26
14 Fidelity Total Market Index 44.85K (0.09%) 0.00
Increased by 0.00%
Apr 30, 26
15 NT Ext Equity Mkt Idx Fd - L 34.25K (0.07%) 0.00
Increased by 0.00%
Mar 31, 26
16 NT Ext Equity Mkt Index Fund - Lending 34.25K (0.07%) 0.00
Increased by 0.00%
Mar 31, 26
17 Northern Trust Extended Eq Market Idx 34.25K (0.07%) 8.90K
Increased by +25.99%
Mar 31, 26
18 Fidelity® Series Total Market Index 30.67K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity® Total Market Index 30.41K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity Nasdaq Composite Index 24.82K (0.05%) 8.33K
Increased by +33.58%
Apr 30, 26