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 Geode Capital Management, LLC 125.46K (3.12%) 6.77K
Increased by +5.40%
Jun 30, 25
2 Hanson Mcclain Inc 53.73K (1.34%) 53.73K
Increased by +100.00%
Jun 30, 25
3 Sheaff Brock Investment Advisors, LLC 53.73K (1.34%) 7.43K
Increased by +13.83%
Mar 31, 25
4 Vanguard Group Inc 40.64K (1.01%) -136.25K
Decreased by -335.26%
Jun 30, 25
5 CapTrust Financial Advisors 27.89K (0.69%) 0.00
Increased by 0.00%
Jun 30, 25
6 IFP Advisors, LLC 25.00K (0.62%) 10.00K
Increased by +40.00%
Jun 30, 25
7 Two Sigma Investments LLC 21.64K (0.54%) 0.00
Increased by 0.00%
Dec 31, 23
8 HRT FINANCIAL LLC 18.84K (0.47%) 18.84K
Increased by +100.00%
Mar 31, 25
9 State Street Corp 17.60K (0.44%) 0.00
Increased by 0.00%
Jun 30, 25
10 State Street Corporation 17.60K (0.44%) 0.00
Increased by 0.00%
Dec 31, 23
11 Van Hulzen Asset Management, LLC 16.01K (0.40%) 16.01K
Increased by +100.00%
Mar 31, 25
12 XTX Topco Ltd 15.60K (0.39%) 2.99K
Increased by +19.17%
Jun 30, 25
13 StoneX Group Inc 15.21K (0.38%) 15.21K
Increased by +100.00%
Jun 30, 25
14 Northern Trust Corp 13.66K (0.34%) 0.00
Increased by 0.00%
Jun 30, 25
15 Creative Planning Inc 12.10K (0.30%) 0.00
Increased by 0.00%
Jun 30, 25
16 SPROTT INC. 10.00K (0.25%) 10.00K
Increased by +100.00%
Jun 30, 25
17 Tower Research Capital LLC 3.13K (0.08%) -13.00
Decreased by -0.42%
Jun 30, 25
18 Citigroup Inc 1.48K (0.04%) 1.48K
Increased by +100.00%
Jun 30, 25
19 Bank of America Corp 205.00 (0.01%) 117.00
Increased by +57.07%
Jun 30, 25
20 Morgan Stanley - Brokerage Accounts 100.00 (0.00%) -200.00
Decreased by -200.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 136.25K (3.39%) -93.27K
Decreased by -68.45%
Mar 31, 25
2 Fidelity Extended Market Index 101.59K (2.53%) 32.78K
Increased by +32.26%
Jul 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 58.42K (1.45%) 17.78K
Increased by +30.43%
Jul 31, 25
4 Fidelity Series Total Market Index 21.04K (0.52%) 0.00
Increased by 0.00%
Jul 31, 25
5 Fidelity Nasdaq Composite Index 18.07K (0.45%) 0.00
Increased by 0.00%
Jul 31, 25
6 Fidelity Total Market Index 13.70K (0.34%) 0.00
Increased by 0.00%
Jul 31, 25
7 Spartan Total Market Index Pool G 11.04K (0.27%) 7.21K
Increased by +65.25%
Jul 31, 25
8 NT Ext Equity Mkt Idx Fd - NL 9.40K (0.23%) 0.00
Increased by 0.00%
Jun 30, 25
9 Spartan Extended Market Index Pool E 8.41K (0.21%) 291.00
Increased by +3.46%
Feb 28, 25
10 NT Ext Equity Mkt Idx Fd - DC - NL - T2 7.30K (0.18%) -18.00
Decreased by -0.25%
Jun 30, 25
11 NT Ext Equity Mkt Idx Fd - L 4.26K (0.11%) 0.00
Increased by 0.00%
Jun 30, 25
12 Northern Trust Extended Eq Market Idx 4.26K (0.11%) 0.00
Increased by 0.00%
Jun 30, 25
13 Spartan Total Market Index Pool E 2.19K (0.05%) 0.00
Increased by 0.00%
Mar 31, 25
14 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 1.20K (0.03%) 179.00
Increased by +14.89%
Jun 30, 25
15 NT Ext Eq Mkt Indx Fd DC Lend T3 1.01K (0.03%) 1.01K
Increased by +100.00%
Dec 31, 24
16 NT Ext Eq Mkt Indx Fd DC Lend T4 1.01K (0.03%) 1.01K
Increased by +100.00%
Dec 31, 24
17 Spartan Extended Market Index Pool F 715.00 (0.02%) 715.00
Increased by +100.00%
Jul 31, 25