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 Bard Associates Inc 1.32M (14.37%) 1.32M
Increased by +100.00%
Mar 31, 25
2 Renaissance Technologies Corp 198.53K (2.17%) 67.63K
Increased by +34.06%
Mar 31, 25
3 Heron Bay Capital Management 143.09K (1.56%) 143.09K
Increased by +100.00%
Mar 31, 25
4 Geode Capital Management, LLC 121.67K (1.33%) 31.33K
Increased by +25.75%
Mar 31, 25
5 Vanguard Group Inc 110.79K (1.21%) 0.00
Increased by 0.00%
Mar 31, 25
6 UBS Group AG 26.48K (0.29%) 22.87K
Increased by +86.36%
Dec 31, 24
7 Schonfeld Strategic Advisors LLC 18.11K (0.20%) -190.00
Decreased by -1.05%
Mar 31, 25
8 Susquehanna International Group, LLP 17.80K (0.19%) 17.80K
Increased by +100.00%
Mar 31, 25
9 XTX Topco Ltd 17.78K (0.19%) 17.78K
Increased by +100.00%
Mar 31, 25
10 State Street Corp 16.20K (0.18%) 0.00
Increased by 0.00%
Mar 31, 25
11 State Street Corporation 16.20K (0.18%) 0.00
Increased by 0.00%
Mar 31, 24
12 Northern Trust Corp 11.55K (0.13%) 0.00
Increased by 0.00%
Mar 31, 25
13 H D Vest Advisory Services 11.00K (0.12%) 11.00K
Increased by +100.00%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 200.00 (0.00%) 200.00
Increased by +100.00%
Mar 31, 25
15 Bank of America Corp 74.00 (0.00%) 4.00
Increased by +5.41%
Mar 31, 25
16 Citadel Advisors Llc 0.00 (0.00%) -37.61K
Decreased by N/A%
Dec 31, 24
17 HRT FINANCIAL LLC 0.00 (0.00%) -15.56K
Decreased by N/A%
Mar 31, 25
18 IFP Advisors, LLC 0.00 (0.00%) -2.20K
Decreased by N/A%
Sep 30, 23
19 JPMorgan Chase & Co 0.00 (0.00%) -9.00
Decreased by N/A%
Dec 31, 23
20 Jane Street Group LLC 0.00 (0.00%) -19.73K
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 176.21K (1.92%) -79.66K
Decreased by -45.21%
Jul 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 110.79K (1.21%) 0.00
Increased by 0.00%
May 31, 25
3 Fidelity Extended Market Index 52.42K (0.57%) -501.00
Decreased by -0.96%
Apr 30, 25
4 Fidelity® Extended Market Index 49.78K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Total Market Index 21.39K (0.23%) 0.00
Increased by 0.00%
Apr 30, 25
6 Fidelity Nasdaq Composite Index 18.62K (0.20%) 0.00
Increased by 0.00%
Apr 30, 25
7 Spartan Extended Market Index Pool F 13.52K (0.15%) 501.00
Increased by +3.70%
Apr 30, 25
8 Spartan Extended Market Index Pool E 13.02K (0.14%) 394.00
Increased by +3.03%
Mar 31, 25
9 Fidelity Series Total Market Index 12.85K (0.14%) 0.00
Increased by 0.00%
Apr 30, 25
10 NT Ext Equity Mkt Idx Fd - NL 7.50K (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity® Series Total Market Index 6.04K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
12 NT Ext Equity Mkt Idx Fd - DC - NL - T2 5.83K (0.06%) -106.00
Decreased by -1.82%
Mar 31, 25
13 Spartan Total Market Index Pool G 4.91K (0.05%) 2.15K
Increased by +43.87%
Apr 30, 25
14 NT Ext Equity Mkt Idx Fd - L 4.05K (0.04%) 0.00
Increased by 0.00%
Mar 31, 25
15 Northern Trust Extended Eq Market Idx 4.05K (0.04%) 0.00
Increased by 0.00%
Mar 31, 25
16 SSgA U.S. Extended Market Index Class I 3.00K (0.03%) 0.00
Increased by 0.00%
Dec 31, 23
17 State St US Extended Mkt Indx NL Cl C 3.00K (0.03%) 0.00
Increased by 0.00%
May 31, 25
18 Spartan Total Market Index Pool E 2.75K (0.03%) 0.00
Increased by 0.00%
Mar 31, 25
19 SSgA U.S. Total Market Index Strategy 1.26K (0.01%) 27.00
Increased by +2.15%
Mar 31, 25
20 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 974.00 (0.01%) 8.00
Increased by +0.82%
Mar 31, 25