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 (19.92%) 0.00
Increased by 0.00%
Mar 31, 25
2 Bleichroeder LP 1.39M (19.23%) 236.84K
Increased by +17.03%
Mar 31, 25
3 Vanguard Group Inc 376.75K (5.21%) 21.60K
Increased by +5.73%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 199.23K (2.75%) 39.01K
Increased by +19.58%
Mar 31, 25
5 HighTower Advisors, LLC 156.25K (2.16%) 26.32K
Increased by +16.84%
Mar 31, 25
6 Geode Capital Management, LLC 94.67K (1.31%) 5.08K
Increased by +5.36%
Mar 31, 25
7 UBS Group AG 41.63K (0.58%) 30.22K
Increased by +72.58%
Dec 31, 24
8 State Street Corp 40.64K (0.56%) 0.00
Increased by 0.00%
Mar 31, 25
9 Mesirow Fin Investmt Mgmt Intl Equity 21.40K (0.30%) 0.00
Increased by 0.00%
Mar 31, 25
10 Marathon Capital Management LLC 15.38K (0.21%) 0.00
Increased by 0.00%
Mar 31, 25
11 Mercer Global Advisors Inc. 12.50K (0.17%) 12.50K
Increased by +100.00%
Mar 31, 25
12 Northern Trust Corp 10.46K (0.14%) 0.00
Increased by 0.00%
Mar 31, 25
13 Tower Research Capital LLC 1.27K (0.02%) -882.00
Decreased by -69.29%
Mar 31, 25
14 Bank of America Corp 382.00 (0.01%) 8.00
Increased by +2.09%
Mar 31, 25
15 Royal Bank of Canada 74.00 (0.00%) -52.00
Decreased by -70.27%
Jun 30, 24
16 JPMorgan Chase & Co 18.00 (0.00%) -2.00
Decreased by -11.11%
Mar 31, 25
17 SBI Securities Co Ltd 3.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
18 Abound Wealth Management 0.00 (0.00%) -76.00
Decreased by N/A%
Mar 31, 24
19 BlackRock Inc 0.00 (0.00%) -1.12K
Decreased by N/A%
Sep 30, 23
20 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 0.00 (0.00%) -10.00K
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 255.38K (3.53%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 233.78K (3.23%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 121.36K (1.68%) 0.00
Increased by 0.00%
May 31, 25
4 Fidelity Extended Market Index 48.60K (0.67%) -465.00
Decreased by -0.96%
Apr 30, 25
5 Fidelity® Extended Market Index 23.90K (0.33%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Total Market Index 17.99K (0.25%) 0.00
Increased by 0.00%
Apr 30, 25
7 Fidelity Series Total Market Index 12.15K (0.17%) 894.00
Increased by +7.36%
Apr 30, 25
8 Fidelity Nasdaq Composite Index 7.83K (0.11%) 0.00
Increased by 0.00%
Apr 30, 25
9 Spartan Extended Market Index Pool F 6.41K (0.09%) 465.00
Increased by +7.25%
Apr 30, 25
10 Spartan Extended Market Index Pool E 5.95K (0.08%) 394.00
Increased by +6.63%
Mar 31, 25
11 NT Ext Equity Mkt Idx Fd - NL 5.79K (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
12 NT Ext Equity Mkt Idx Fd - DC - NL - T2 4.51K (0.06%) -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 (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity® Series Total Market Index 3.09K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
17 Spartan Total Market Index Pool G 1.96K (0.03%) 314.00
Increased by +16.02%
Apr 30, 25
18 Spartan Total Market Index Pool E 1.65K (0.02%) 0.00
Increased by 0.00%
Mar 31, 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