Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Awm Investment Company Inc 1.85M (8.79%) -26.36K
Decreased by -1.43%
Mar 31, 26
2 Goss Wealth Management LLC 678.34K (3.23%) -443.56K
Decreased by -65.39%
Dec 31, 25
3 Diametric Capital, LP 323.85K (1.54%) 323.85K
Increased by +100.00%
Mar 31, 26
4 Vanguard Group Inc 311.01K (1.48%) -24.95K
Decreased by -8.02%
Dec 31, 25
5 Geode Capital Management, LLC 274.15K (1.30%) 19.54K
Increased by +7.13%
Mar 31, 26
6 Vanguard Capital Management, LLC 258.51K (1.23%) 258.51K
Increased by +100.00%
Mar 31, 26
7 Perkins Capital Management Inc 245.00K (1.16%) 0.00
Increased by 0.00%
Mar 31, 26
8 EMG Holdings, L.P. 195.78K (0.93%) 0.00
Increased by 0.00%
Mar 31, 26
9 Blue Owl Capital Holdings LP 129.53K (0.62%) 129.53K
Increased by +100.00%
Dec 31, 25
10 Vanguard Fiduciary Trust Co 119.11K (0.57%) 119.11K
Increased by +100.00%
Mar 31, 26
11 Centiva Capital LP 97.45K (0.46%) 97.45K
Increased by +100.00%
Mar 31, 26
12 State Street Corp 97.42K (0.46%) 24.00K
Increased by +24.64%
Mar 31, 26
13 Citizens Financial Group Inc 92.30K (0.44%) 92.30K
Increased by +100.00%
Mar 31, 26
14 Sowell Financial Services, LLC 91.45K (0.43%) 91.45K
Increased by +100.00%
Mar 31, 26
15 LPL Financial Corp 80.38K (0.38%) 63.25K
Increased by +78.69%
Mar 31, 26
16 BlackRock Inc 55.34K (0.26%) 0.00
Increased by 0.00%
Mar 31, 26
17 Springbok Capital Management, LLC 54.51K (0.26%) 54.51K
Increased by +100.00%
Mar 31, 26
18 The Goldman Sachs Group Inc 51.64K (0.25%) 51.64K
Increased by +100.00%
Mar 31, 26
19 Northern Trust Corp 51.19K (0.24%) 12.62K
Increased by +24.65%
Mar 31, 26
20 JPMorgan Chase & Co 46.03K (0.22%) 46.03K
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 258.51K (1.23%) 0.00
Increased by 0.00%
Apr 30, 26
2 Fidelity Extended Market Index 128.87K (0.61%) -471.00
Decreased by -0.37%
Apr 30, 26
3 Blackrock Extended Mkt Fund CF 54.17K (0.26%) 0.00
Increased by 0.00%
Apr 30, 26
4 Extended Equity Market Fund B 54.17K (0.26%) 0.00
Increased by 0.00%
Dec 31, 25
5 Extended Equity Market Fund E 54.17K (0.26%) 0.00
Increased by 0.00%
Dec 31, 25
6 BlackRock Extended Equity Market Fund K 46.13K (0.22%) -338.00
Decreased by -0.73%
Mar 31, 26
7 Fidelity Total Market Index 41.00K (0.19%) 0.00
Increased by 0.00%
Apr 30, 26
8 Fidelity Series Total Market Index 34.91K (0.17%) 0.00
Increased by 0.00%
Apr 30, 26
9 Spartan Extended Market Index Pool F 33.01K (0.16%) 471.00
Increased by +1.43%
Apr 30, 26
10 NT Ext Equity Mkt Index Fund - Lending 27.97K (0.13%) 11.40K
Increased by +40.75%
Mar 31, 26
11 Northern Trust Extended Eq Market Idx 27.97K (0.13%) 11.40K
Increased by +40.75%
Mar 31, 26
12 NT Ext Equity Mkt Index Fund - NL 21.14K (0.10%) 0.00
Increased by 0.00%
Mar 31, 26
13 Spartan Total Market Index Pool G 18.14K (0.09%) 0.00
Increased by 0.00%
Apr 30, 26
14 Fidelity Nasdaq Composite Index 17.90K (0.09%) 0.00
Increased by 0.00%
Apr 30, 26
15 NT Ext Equity Mkt Idx Fd - DC - NL - T2 16.56K (0.08%) -87.00
Decreased by -0.53%
Mar 31, 26
16 NT Ext Eq Mkt Idx Fd DC Lending Tier 5 11.04K (0.05%) 4.54K
Increased by +41.16%
Mar 31, 26
17 Vanguard U.S. Eq Idx £ Acc 8.12K (0.04%) 0.00
Increased by 0.00%
Apr 30, 26
18 Dimensional US Core Equity 1 ETF 8.07K (0.04%) 0.00
Increased by 0.00%
May 29, 26
19 Extended Equity Market Fund M 5.42K (0.03%) 181.00
Increased by +3.34%
Mar 31, 26
20 Dimensional US Core Equity 2 ETF 4.96K (0.02%) 0.00
Increased by 0.00%
May 29, 26