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 1.40M (15.39%) 86.79K
Increased by +6.18%
Jun 30, 25
2 Renaissance Technologies Corp 183.83K (2.01%) -14.70K
Decreased by -8.00%
Jun 30, 25
3 Geode Capital Management, LLC 125.74K (1.38%) 4.07K
Increased by +3.24%
Jun 30, 25
4 Vanguard Group Inc 110.79K (1.21%) 0.00
Increased by 0.00%
Jun 30, 25
5 Susquehanna International Group, LLP 69.39K (0.76%) 51.59K
Increased by +74.35%
Jun 30, 25
6 Schonfeld Strategic Advisors LLC 18.21K (0.20%) 100.00
Increased by +0.55%
Jun 30, 25
7 State Street Corp 16.20K (0.18%) 0.00
Increased by 0.00%
Jun 30, 25
8 State Street Corporation 16.20K (0.18%) 0.00
Increased by 0.00%
Mar 31, 24
9 UBS Group AG 12.43K (0.14%) 9.72K
Increased by +78.21%
Jun 30, 25
10 Northern Trust Corp 11.55K (0.13%) 0.00
Increased by 0.00%
Jun 30, 25
11 H D Vest Advisory Services 10.00K (0.11%) -1.00K
Decreased by -10.00%
Jun 30, 25
12 Citigroup Inc 3.42K (0.04%) 3.42K
Increased by +100.00%
Jun 30, 25
13 Tower Research Capital LLC 2.62K (0.03%) 2.62K
Increased by +100.00%
Jun 30, 25
14 Bank of America Corp 96.00 (0.00%) 22.00
Increased by +22.92%
Jun 30, 25
15 Citadel Advisors Llc 0.00 (0.00%) -37.61K
Decreased by N/A%
Dec 31, 24
16 HRT FINANCIAL LLC 0.00 (0.00%) -15.56K
Decreased by N/A%
Mar 31, 25
17 Heron Bay Capital Management 0.00 (0.00%) -143.09K
Decreased by N/A%
Jun 30, 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 (1.93%) -79.66K
Decreased by -45.21%
Jul 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 76.11K (0.83%) -34.68K
Decreased by -45.57%
Jul 31, 25
3 Fidelity Extended Market Index 51.68K (0.57%) -364.00
Decreased by -0.70%
Jul 31, 25
4 Fidelity® Extended Market Index 49.78K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Total Market Index 21.39K (0.23%) 0.00
Increased by 0.00%
Jul 31, 25
6 Fidelity Nasdaq Composite Index 18.62K (0.20%) 0.00
Increased by 0.00%
Jul 31, 25
7 Fidelity Series Total Market Index 15.03K (0.16%) 0.00
Increased by 0.00%
Jul 31, 25
8 Spartan Extended Market Index Pool F 14.00K (0.15%) 364.00
Increased by +2.60%
Jul 31, 25
9 Spartan Extended Market Index Pool E 13.02K (0.14%) 394.00
Increased by +3.03%
Mar 31, 25
10 NT Ext Equity Mkt Idx Fd - NL 7.50K (0.08%) 0.00
Increased by 0.00%
Jun 30, 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 5.82K (0.06%) -15.00
Decreased by -0.26%
Jun 30, 25
13 Spartan Total Market Index Pool G 4.91K (0.05%) 0.00
Increased by 0.00%
Jul 31, 25
14 NT Ext Equity Mkt Idx Fd - L 4.05K (0.04%) 0.00
Increased by 0.00%
Jun 30, 25
15 Northern Trust Extended Eq Market Idx 4.05K (0.04%) 0.00
Increased by 0.00%
Jun 30, 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%
Aug 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 1.14K (0.01%) 170.00
Increased by +14.86%
Jun 30, 25