Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VTI 0.00%
2 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 176.90K (0.82%) -83.97K
Decreased by -47.47%
Mar 31, 25
2 Geode Capital Management, LLC 118.69K (0.55%) 19.14K
Increased by +16.12%
Mar 31, 25
3 Sheaff Brock Investment Advisors, LLC 53.73K (0.25%) 7.43K
Increased by +13.83%
Mar 31, 25
4 CapTrust Financial Advisors 27.89K (0.13%) 0.00
Increased by 0.00%
Mar 31, 25
5 Warberg Asset Management LLC 22.50K (0.10%) 22.50K
Increased by +100.00%
Mar 31, 25
6 Two Sigma Investments LLC 21.64K (0.10%) 0.00
Increased by 0.00%
Dec 31, 23
7 HRT FINANCIAL LLC 18.84K (0.09%) 18.84K
Increased by +100.00%
Mar 31, 25
8 State Street Corp 17.60K (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
9 State Street Corporation 17.60K (0.08%) 0.00
Increased by 0.00%
Dec 31, 23
10 Van Hulzen Asset Management, LLC 16.01K (0.07%) 16.01K
Increased by +100.00%
Mar 31, 25
11 IFP Advisors, LLC 15.00K (0.07%) 5.00K
Increased by +33.33%
Mar 31, 25
12 Northern Trust Corp 13.66K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
13 XTX Topco Ltd 12.61K (0.06%) 1.99K
Increased by +15.80%
Mar 31, 25
14 Creative Planning Inc 12.10K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
15 Barclays PLC 3.18K (0.01%) 3.18K
Increased by +100.00%
Mar 31, 25
16 Tower Research Capital LLC 3.14K (0.01%) -3.19K
Decreased by -101.59%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 300.00 (0.00%) -200.00
Decreased by -66.67%
Mar 31, 25
18 Bank of America Corp 88.00 (0.00%) 4.00
Increased by +4.55%
Mar 31, 25
19 JPMorgan Chase & Co 18.00 (0.00%) -3.00
Decreased by -16.67%
Mar 31, 25
20 CLEAR STREET LLC. 0.00 (0.00%) -100.00
Decreased by N/A%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 136.25K (0.63%) -93.27K
Decreased by -68.45%
Mar 31, 25
2 Fidelity Extended Market Index 68.81K (0.32%) -658.00
Decreased by -0.96%
Apr 30, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 40.64K (0.19%) 0.00
Increased by 0.00%
May 31, 25
4 Fidelity Nasdaq Composite Index 18.07K (0.08%) 0.00
Increased by 0.00%
Apr 30, 25
5 Fidelity Series Total Market Index 15.26K (0.07%) 0.00
Increased by 0.00%
Apr 30, 25
6 Fidelity Total Market Index 13.70K (0.06%) 0.00
Increased by 0.00%
Apr 30, 25
7 NT Ext Equity Mkt Idx Fd - NL 9.40K (0.04%) 0.00
Increased by 0.00%
Mar 31, 25
8 Spartan Extended Market Index Pool E 8.41K (0.04%) 291.00
Increased by +3.46%
Feb 28, 25
9 NT Ext Equity Mkt Idx Fd - DC - NL - T2 7.32K (0.03%) -133.00
Decreased by -1.82%
Mar 31, 25
10 NT Ext Equity Mkt Idx Fd - L 4.26K (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
11 Northern Trust Extended Eq Market Idx 4.26K (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
12 Spartan Total Market Index Pool G 3.84K (0.02%) 1.65K
Increased by +42.99%
Apr 30, 25
13 Spartan Total Market Index Pool E 2.19K (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
14 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 1.02K (0.00%) 8.00
Increased by +0.78%
Mar 31, 25
15 NT Ext Eq Mkt Indx Fd DC Lend T3 1.01K (0.00%) 1.01K
Increased by +100.00%
Dec 31, 24
16 NT Ext Eq Mkt Indx Fd DC Lend T4 1.01K (0.00%) 1.01K
Increased by +100.00%
Dec 31, 24
17 Spartan Extended Market Index Pool F 658.00 (0.00%) 658.00
Increased by +100.00%
Apr 30, 25