Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Awm Investment Company Inc 911.17K (5.05%) -39.06K
Decreased by -4.29%
Sep 30, 24
2 Vanguard Group Inc 704.86K (3.91%) 44.24K
Increased by +6.28%
Dec 31, 25
3 Amvescap Plc. 357.42K (1.98%) 35.87K
Increased by +10.04%
Sep 30, 23
4 Geode Capital Management, LLC 165.92K (0.92%) 19.57K
Increased by +11.79%
Sep 30, 25
5 BlackRock Inc 150.30K (0.83%) 0.00
Increased by 0.00%
Sep 30, 25
6 Renaissance Technologies Corp 124.00K (0.69%) 90.30K
Increased by +72.82%
Dec 31, 25
7 HITE Hedge Asset Management MLP 109.12K (0.60%) -90.88K
Decreased by -83.29%
Sep 30, 23
8 Hudson Bay Capital Management LP 108.55K (0.60%) 54.28K
Increased by +50.00%
Sep 30, 23
9 Susquehanna International Group, LLP 98.03K (0.54%) 74.21K
Increased by +75.71%
Sep 30, 25
10 UBS Group AG 94.22K (0.52%) 85.55K
Increased by +90.79%
Jun 30, 25
11 Essex Investment Management Company, LLC 87.78K (0.49%) -10.73K
Decreased by -12.22%
Dec 31, 23
12 NICOLA WEALTH MANAGEMENT LTD. 80.00K (0.44%) -20.00K
Decreased by -25.00%
Sep 30, 23
13 Deutsche Bank AG 70.09K (0.39%) 0.00
Increased by 0.00%
Mar 31, 24
14 JANE STREET GROUP, LLC 65.24K (0.36%) 65.24K
Increased by +100.00%
Dec 31, 23
15 Jane Street Group LLC 57.57K (0.32%) 57.57K
Increased by +100.00%
Sep 30, 25
16 OAK FAMILY ADVISORS, LLC 51.42K (0.28%) -871.00
Decreased by -1.69%
Sep 30, 24
17 Virtue Capital Management, LLC 50.00K (0.28%) 0.00
Increased by 0.00%
Sep 30, 25
18 State Street Corp 49.53K (0.27%) 0.00
Increased by 0.00%
Sep 30, 25
19 LPL Financial Corp 49.40K (0.27%) -9.56K
Decreased by -19.36%
Sep 30, 24
20 Green Alpha Advisors, LLC 47.37K (0.26%) 27.90K
Increased by +58.90%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 459.99K (2.55%) 0.00
Increased by 0.00%
Jan 31, 26
2 Vanguard Institutional Extnd Mkt Idx Tr 149.62K (0.83%) 0.00
Increased by 0.00%
Jan 31, 26
3 Fidelity Extended Market Index 92.29K (0.51%) -383.00
Decreased by -0.42%
Jan 31, 26
4 Fidelity® Extended Market Index 66.64K (0.37%) 0.00
Increased by 0.00%
Nov 30, 23
5 DWS Global Small Cap S 50.67K (0.28%) 0.00
Increased by 0.00%
Mar 31, 24
6 Amplify Etho Climate Leadership U.S. ETF 40.62K (0.23%) 0.00
Increased by 0.00%
Feb 29, 24
7 Etho Climate Leadership US ETF 40.50K (0.22%) 0.00
Increased by 0.00%
Jan 31, 24
8 BlackRock Extended Mkt Composite 35.03K (0.19%) 17.16K
Increased by +48.99%
Sep 30, 23
9 Blackrock Extended Mkt Fund CF 35.03K (0.19%) 35.03K
Increased by +100.00%
Jan 31, 26
10 BlackRock Extended Equity Market K 30.53K (0.17%) -13.00
Decreased by -0.04%
Sep 30, 24
11 Extended Equity Market Fund K 30.05K (0.17%) 20.00
Increased by +0.07%
Dec 31, 25
12 iShares Micro-Cap ETF 29.64K (0.16%) 0.00
Increased by 0.00%
May 31, 25
13 Fidelity Total Market Index 24.70K (0.14%) 0.00
Increased by 0.00%
Jan 31, 26
14 Fidelity Series Total Market Index 19.91K (0.11%) 0.00
Increased by 0.00%
Jan 31, 26
15 Fidelity® Total Market Index 19.62K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
16 DWS Global Small Cap VIP A 19.42K (0.11%) 0.00
Increased by 0.00%
Mar 31, 24
17 NT Ext Equity Mkt Idx Fd - L 19.09K (0.11%) 0.00
Increased by 0.00%
Dec 31, 25
18 Northern Trust Extended Eq Market Idx 19.09K (0.11%) 0.00
Increased by 0.00%
Sep 30, 25
19 T. Rowe Price Total Equity Market Idx 16.99K (0.09%) 0.00
Increased by 0.00%
Jan 31, 26
20 Spartan Extended Market Index Pool F 16.86K (0.09%) 383.00
Increased by +2.27%
Jan 31, 26