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 Sabby Management LLC 242.76K (5.69%) 242.76K
Increased by +100.00%
Sep 30, 25
2 Hanson Mcclain Inc 53.73K (1.26%) 53.73K
Increased by +100.00%
Jun 30, 25
3 Sheaff Brock Investment Advisors, LLC 53.73K (1.26%) 7.43K
Increased by +13.83%
Mar 31, 25
4 IFP Advisors, LLC 25.00K (0.59%) 10.00K
Increased by +40.00%
Jun 30, 25
5 Two Sigma Investments LLC 21.64K (0.51%) 0.00
Increased by 0.00%
Dec 31, 23
6 HRT FINANCIAL LLC 18.84K (0.44%) 18.84K
Increased by +100.00%
Mar 31, 25
7 State Street Corporation 17.60K (0.41%) 0.00
Increased by 0.00%
Dec 31, 23
8 Scientech Research LLC 16.58K (0.39%) 16.58K
Increased by +100.00%
Sep 30, 25
9 Van Hulzen Asset Management, LLC 16.01K (0.38%) 16.01K
Increased by +100.00%
Mar 31, 25
10 Tower Research Capital LLC 2.50K (0.06%) 2.40K
Increased by +95.84%
Sep 30, 25
11 Bank of America Corp 1.68K (0.04%) 1.68K
Increased by +99.58%
Sep 30, 25
12 UBS Group AG 143.00 (0.00%) 142.00
Increased by +99.30%
Sep 30, 25
13 Citigroup Inc 75.00 (0.00%) 26.00
Increased by +34.67%
Sep 30, 25
14 Larson Financial Group, LLC 33.00 (0.00%) 33.00
Increased by +100.00%
Sep 30, 25
15 JPMorgan Chase & Co 18.00 (0.00%) -3.00
Decreased by -16.67%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 3.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 25
17 Barclays PLC 0.00 (0.00%) -3.18K
Decreased by N/A%
Jun 30, 25
18 CLEAR STREET LLC. 0.00 (0.00%) -100.00
Decreased by N/A%
Dec 31, 24
19 CapTrust Financial Advisors 0.00 (0.00%) -929.00
Decreased by N/A%
Sep 30, 25
20 Citadel Advisors Llc 0.00 (0.00%) -13.26K
Decreased by N/A%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 136.25K (3.20%) -93.27K
Decreased by -68.45%
Mar 31, 25
2 Abante Quant Value FI 43.17K (1.01%) 0.00
Increased by 0.00%
Dec 31, 25
3 Fidelity Extended Market Index 25.70K (0.60%) 22.34K
Increased by +86.92%
Dec 31, 25
4 NT Ext Equity Mkt Idx Fd - L 12.41K (0.29%) 12.27K
Increased by +98.86%
Dec 31, 25
5 Spartan Extended Market Index Pool E 8.41K (0.20%) 291.00
Increased by +3.46%
Feb 28, 25
6 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 4.86K (0.11%) 4.82K
Increased by +99.18%
Dec 31, 25
7 Spartan Total Market Index Pool G 2.96K (0.07%) 2.56K
Increased by +86.17%
Dec 31, 25
8 Spartan Total Market Index Pool E 2.19K (0.05%) 0.00
Increased by 0.00%
Mar 31, 25
9 NT Ext Eq Mkt Indx Fd DC Lend T3 1.01K (0.02%) 1.01K
Increased by +100.00%
Dec 31, 24
10 NT Ext Eq Mkt Indx Fd DC Lend T4 1.01K (0.02%) 1.01K
Increased by +100.00%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 894.00 (0.02%) 0.00
Increased by 0.00%
Jan 31, 26
12 Spartan Extended Market Index Pool F 715.00 (0.02%) 715.00
Increased by +100.00%
Jul 31, 25
13 Fidelity Series Total Market Index 700.00 (0.02%) 0.00
Increased by 0.00%
Dec 31, 25
14 Fidelity Nasdaq Composite Index 601.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 25
15 Fidelity Total Market Index 456.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 25
16 NT Ext Equity Mkt Idx Fd - NL 313.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 25
17 NT Ext Equity Mkt Idx Fd - DC - NL - T2 247.00 (0.01%) 2.00
Increased by +0.81%
Dec 31, 25
18 Northern Trust Extended Eq Market Idx 142.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 25