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 (6.11%) -39.06K
Decreased by -4.29%
Sep 30, 24
2 Vanguard Group Inc 614.35K (4.12%) -1.25K
Decreased by -0.20%
Mar 31, 25
3 Amvescap Plc. 357.42K (2.40%) 35.87K
Increased by +10.04%
Sep 30, 23
4 BlackRock Inc 185.76K (1.25%) -684.00
Decreased by -0.37%
Mar 31, 25
5 Geode Capital Management, LLC 146.73K (0.98%) 6.56K
Increased by +4.47%
Mar 31, 25
6 HITE Hedge Asset Management MLP 109.12K (0.73%) -90.88K
Decreased by -83.29%
Sep 30, 23
7 Hudson Bay Capital Management LP 108.55K (0.73%) 54.28K
Increased by +50.00%
Sep 30, 23
8 Susquehanna International Group, LLP 96.23K (0.65%) 25.93K
Increased by +26.95%
Dec 31, 24
9 Essex Investment Management Company, LLC 87.78K (0.59%) -10.73K
Decreased by -12.22%
Dec 31, 23
10 NICOLA WEALTH MANAGEMENT LTD. 80.00K (0.54%) -20.00K
Decreased by -25.00%
Sep 30, 23
11 Deutsche Bank AG 70.09K (0.47%) 0.00
Increased by 0.00%
Mar 31, 24
12 JANE STREET GROUP, LLC 65.24K (0.44%) 65.24K
Increased by +100.00%
Dec 31, 23
13 Northern Trust Corp 54.72K (0.37%) 18.63K
Increased by +34.04%
Dec 31, 24
14 OAK FAMILY ADVISORS, LLC 51.42K (0.34%) -871.00
Decreased by -1.69%
Sep 30, 24
15 Virtue Capital Management, LLC 50.00K (0.34%) 0.00
Increased by 0.00%
Mar 31, 25
16 State Street Corp 49.53K (0.33%) 0.00
Increased by 0.00%
Mar 31, 25
17 LPL Financial Corp 49.40K (0.33%) -9.56K
Decreased by -19.36%
Sep 30, 24
18 State Street Corporation 45.33K (0.30%) -1.50K
Decreased by -3.31%
Mar 31, 24
19 Bard Associates Inc 43.41K (0.29%) -11.31K
Decreased by -26.07%
Dec 31, 24
20 XTX Topco Ltd 41.88K (0.28%) 21.55K
Increased by +51.45%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 424.84K (2.85%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 178.91K (1.20%) 0.00
Increased by 0.00%
Apr 30, 25
3 Fidelity Extended Market Index 78.00K (0.52%) 3.75K
Increased by +4.81%
Mar 31, 25
4 Fidelity® Extended Market Index 66.64K (0.45%) 0.00
Increased by 0.00%
Nov 30, 23
5 DWS Global Small Cap S 50.67K (0.34%) 0.00
Increased by 0.00%
Mar 31, 24
6 Amplify Etho Climate Leadership U.S. ETF 40.62K (0.27%) 0.00
Increased by 0.00%
Feb 29, 24
7 Etho Climate Leadership US ETF 40.50K (0.27%) 0.00
Increased by 0.00%
Jan 31, 24
8 BlackRock Extended Mkt Composite 35.03K (0.23%) 17.16K
Increased by +48.99%
Sep 30, 23
9 iShares Micro-Cap ETF 31.47K (0.21%) 0.00
Increased by 0.00%
Apr 30, 25
10 BlackRock Extended Equity Market K 30.53K (0.20%) -13.00
Decreased by -0.04%
Sep 30, 24
11 Extended Equity Market Fund K 30.21K (0.20%) 93.00
Increased by +0.31%
Mar 31, 25
12 Fidelity Total Market Index 24.85K (0.17%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fidelity® Total Market Index 19.62K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
14 T. Rowe Price Total Equity Market Idx 19.60K (0.13%) 0.00
Increased by 0.00%
Mar 31, 25
15 DWS Global Small Cap VIP A 19.42K (0.13%) 0.00
Increased by 0.00%
Mar 31, 24
16 NT Ext Equity Mkt Idx Fd - L 19.09K (0.13%) 0.00
Increased by 0.00%
Mar 31, 25
17 Northern Trust Extended Eq Market Idx 19.09K (0.13%) 0.00
Increased by 0.00%
Mar 31, 25
18 Fidelity Series Total Market Index 18.94K (0.13%) 1.19K
Increased by +6.27%
Mar 31, 25
19 Fidelity® Series Total Market Index 16.55K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
20 1290 Essex Small Cap Growth I 15.56K (0.10%) 0.00
Increased by 0.00%
Dec 31, 23