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 Ibex Investors LLC 1.44M (21.31%) 0.00
Increased by 0.00%
Dec 31, 24
2 Bleichroeder LP 1.15M (17.06%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Group Inc 355.15K (5.25%) 0.00
Increased by 0.00%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 160.22K (2.37%) 34.72K
Increased by +21.67%
Dec 31, 24
5 HighTower Advisors, LLC 129.94K (1.92%) 0.00
Increased by 0.00%
Dec 31, 24
6 Geode Capital Management, LLC 89.60K (1.32%) 209.00
Increased by +0.23%
Dec 31, 24
7 UBS Group AG 41.63K (0.62%) 30.22K
Increased by +72.58%
Dec 31, 24
8 State Street Corp 40.64K (0.60%) 0.00
Increased by 0.00%
Dec 31, 24
9 Mesirow Fin Investmt Mgmt Intl Equity 21.40K (0.32%) 0.00
Increased by 0.00%
Dec 31, 24
10 Marathon Capital Management LLC 15.38K (0.23%) 0.00
Increased by 0.00%
Dec 31, 24
11 Northern Trust Corp 10.46K (0.15%) 0.00
Increased by 0.00%
Dec 31, 24
12 Tower Research Capital LLC 2.15K (0.03%) 677.00
Increased by +31.42%
Dec 31, 24
13 Bank of America Corp 374.00 (0.01%) -7.00
Decreased by -1.87%
Dec 31, 24
14 Royal Bank of Canada 74.00 (0.00%) -52.00
Decreased by -70.27%
Jun 30, 24
15 JPMorgan Chase & Co 20.00 (0.00%) -20.00
Decreased by -100.00%
Dec 31, 24
16 SBI Securities Co Ltd 3.00 (0.00%) 3.00
Increased by +100.00%
Dec 31, 24
17 Abound Wealth Management 0.00 (0.00%) -76.00
Decreased by N/A%
Mar 31, 24
18 BlackRock Inc 0.00 (0.00%) -1.12K
Decreased by N/A%
Sep 30, 23
19 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 0.00 (0.00%) -10.00K
Decreased by N/A%
Jun 30, 24
20 Goss Wealth Management LLC 0.00 (0.00%) -513.00
Decreased by N/A%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 255.38K (3.78%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 233.78K (3.46%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 121.36K (1.79%) 0.00
Increased by 0.00%
Mar 31, 25
4 Fidelity Extended Market Index 49.07K (0.73%) 3.79K
Increased by +7.72%
Mar 31, 25
5 Fidelity® Extended Market Index 23.90K (0.35%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Total Market Index 17.99K (0.27%) 0.00
Increased by 0.00%
Mar 31, 25
7 Fidelity Series Total Market Index 11.26K (0.17%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity Nasdaq Composite Index 7.83K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
9 Spartan Extended Market Index Pool E 5.95K (0.09%) 394.00
Increased by +6.63%
Mar 31, 25
10 NT Ext Equity Mkt Idx Fd - NL 5.79K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
11 Spartan Extended Market Index Pool F 5.55K (0.08%) 288.00
Increased by +5.19%
Feb 28, 25
12 NT Ext Equity Mkt Idx Fd - DC - NL - T2 4.51K (0.07%) -82.00
Decreased by -1.82%
Mar 31, 25
13 NT Ext Equity Mkt Idx Fd - L 4.15K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
14 Northern Trust Extended Eq Market Idx 4.15K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
15 Fidelity® Total Market Index 3.17K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity® Series Total Market Index 3.09K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
17 Spartan Total Market Index Pool E 1.65K (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
18 Spartan Total Market Index Pool G 1.65K (0.02%) 0.00
Increased by 0.00%
Feb 28, 25
19 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 996.00 (0.01%) 8.00
Increased by +0.80%
Mar 31, 25
20 NT Ext Eq Mkt Indx Fd DC Lend T3 988.00 (0.01%) 988.00
Increased by +100.00%
Dec 31, 24