Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Awm Investment Company Inc 911.17K (4.21%) -39.06K
Decreased by -4.29%
Sep 30, 24
2 Vanguard Group Inc 704.86K (3.25%) 44.24K
Increased by +6.28%
Dec 31, 25
3 Vanguard Capital Management, LLC 660.09K (3.05%) 660.09K
Increased by +100.00%
Mar 31, 26
4 Amvescap Plc. 357.42K (1.65%) 35.87K
Increased by +10.04%
Sep 30, 23
5 Geode Capital Management, LLC 232.03K (1.07%) 63.33K
Increased by +27.29%
Mar 31, 26
6 BlackRock Inc 150.30K (0.69%) 0.00
Increased by 0.00%
Mar 31, 26
7 T3 Companies, LLC 110.00K (0.51%) 110.00K
Increased by +100.00%
Dec 31, 25
8 HITE Hedge Asset Management MLP 109.12K (0.50%) -90.88K
Decreased by -83.29%
Sep 30, 23
9 Hudson Bay Capital Management LP 108.55K (0.50%) 54.28K
Increased by +50.00%
Sep 30, 23
10 Susquehanna International Group, LLP 98.41K (0.45%) -10.91K
Decreased by -11.08%
Mar 31, 26
11 Vanguard Fiduciary Trust Co 92.01K (0.42%) 92.01K
Increased by +100.00%
Mar 31, 26
12 Essex Investment Management Company, LLC 87.78K (0.41%) -10.73K
Decreased by -12.22%
Dec 31, 23
13 Renaissance Technologies Corp 84.60K (0.39%) -39.40K
Decreased by -46.57%
Mar 31, 26
14 NICOLA WEALTH MANAGEMENT LTD. 80.00K (0.37%) -20.00K
Decreased by -25.00%
Sep 30, 23
15 Deutsche Bank AG 70.09K (0.32%) 0.00
Increased by 0.00%
Mar 31, 24
16 JANE STREET GROUP, LLC 65.24K (0.30%) 65.24K
Increased by +100.00%
Dec 31, 23
17 State Street Corp 58.23K (0.27%) 0.00
Increased by 0.00%
Mar 31, 26
18 Jane Street Group LLC 57.57K (0.27%) 57.57K
Increased by +100.00%
Sep 30, 25
19 OAK FAMILY ADVISORS, LLC 51.42K (0.24%) -871.00
Decreased by -1.69%
Sep 30, 24
20 Virtue Capital Management, LLC 50.00K (0.23%) 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 459.99K (2.12%) 0.00
Increased by 0.00%
Jun 30, 26
2 Vanguard Institutional Extnd Mkt Idx Tr 199.36K (0.92%) 0.00
Increased by 0.00%
Jun 30, 26
3 Fidelity Extended Market Index 111.22K (0.51%) -31.15K
Decreased by -28.00%
May 31, 26
4 Fidelity® Extended Market Index 66.64K (0.31%) 0.00
Increased by 0.00%
Nov 30, 23
5 iShares Micro-Cap ETF 66.60K (0.31%) 0.00
Increased by 0.00%
Jun 30, 26
6 DWS Global Small Cap S 50.67K (0.23%) 0.00
Increased by 0.00%
Mar 31, 24
7 Amplify Etho Climate Leadership U.S. ETF 40.62K (0.19%) 0.00
Increased by 0.00%
Feb 29, 24
8 Etho Climate Leadership US ETF 40.50K (0.19%) 0.00
Increased by 0.00%
Jan 31, 24
9 BlackRock Extended Mkt Composite 35.03K (0.16%) 17.16K
Increased by +48.99%
Sep 30, 23
10 Blackrock Extended Mkt Fund CF 35.03K (0.16%) 0.00
Increased by 0.00%
May 31, 26
11 Extended Equity Market Fund B 35.03K (0.16%) 0.00
Increased by 0.00%
Dec 31, 25
12 Extended Equity Market Fund E 35.03K (0.16%) 0.00
Increased by 0.00%
Dec 31, 25
13 BlackRock Extended Equity Market K 30.53K (0.14%) -13.00
Decreased by -0.04%
Sep 30, 24
14 Extended Equity Market Fund K 29.83K (0.14%) -219.00
Decreased by -0.73%
Mar 31, 26
15 BlackRock Extended Equity Market Fund K 29.78K (0.14%) -55.00
Decreased by -0.18%
Jun 30, 26
16 Spartan Extended Market Index Pool F 25.61K (0.12%) 0.00
Increased by 0.00%
May 31, 26
17 Fidelity Total Market Index 24.70K (0.11%) 0.00
Increased by 0.00%
May 31, 26
18 Fidelity Series Total Market Index 23.81K (0.11%) 0.00
Increased by 0.00%
May 31, 26
19 NT Ext Equity Mkt Index Fund - NL 20.14K (0.09%) 6.60K
Increased by +32.78%
Jun 30, 26
20 Fidelity® Total Market Index 19.62K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23