Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ibex Investors LLC 1.44M (20.81%) 0.00
Increased by 0.00%
Mar 31, 25
2 Bleichroeder LP 1.39M (20.09%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard Group Inc 376.75K (5.44%) 0.00
Increased by 0.00%
Jun 30, 25
4 Morgan Stanley - Brokerage Accounts 199.23K (2.88%) 39.01K
Increased by +19.58%
Mar 31, 25
5 HighTower Advisors, LLC 156.25K (2.26%) 0.00
Increased by 0.00%
Jun 30, 25
6 Geode Capital Management, LLC 94.67K (1.37%) 5.08K
Increased by +5.36%
Mar 31, 25
7 State Street Corp 40.64K (0.59%) 0.00
Increased by 0.00%
Mar 31, 25
8 UBS Group AG 33.40K (0.48%) -8.23K
Decreased by -24.63%
Mar 31, 25
9 Mesirow Fin Investmt Mgmt Intl Equity 21.40K (0.31%) 0.00
Increased by 0.00%
Jun 30, 25
10 Marathon Capital Management LLC 15.38K (0.22%) 0.00
Increased by 0.00%
Jun 30, 25
11 Northern Trust Corp 10.46K (0.15%) 0.00
Increased by 0.00%
Mar 31, 25
12 Tower Research Capital LLC 1.37K (0.02%) 98.00
Increased by +7.15%
Jun 30, 25
13 Bank of America Corp 382.00 (0.01%) 8.00
Increased by +2.09%
Mar 31, 25
14 Royal Bank of Canada 74.00 (0.00%) -52.00
Decreased by -70.27%
Jun 30, 24
15 JPMorgan Chase & Co 18.00 (0.00%) -2.00
Decreased by -11.11%
Mar 31, 25
16 SBI Securities Co Ltd 3.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
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 249.92K (3.61%) -5.46K
Decreased by -2.19%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 233.78K (3.38%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 83.37K (1.20%) -37.99K
Decreased by -45.57%
Jul 31, 25
4 Fidelity Extended Market Index 47.87K (0.69%) -393.00
Decreased by -0.82%
Jul 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 17.95K (0.26%) -38.00
Decreased by -0.21%
Jul 31, 25
7 iShares Micro-Cap ETF 14.87K (0.21%) 0.00
Increased by 0.00%
Aug 29, 25
8 Fidelity Series Total Market Index 12.15K (0.18%) 0.00
Increased by 0.00%
Jul 31, 25
9 Fidelity Nasdaq Composite Index 7.83K (0.11%) 0.00
Increased by 0.00%
Jul 31, 25
10 Spartan Extended Market Index Pool F 6.91K (0.10%) 393.00
Increased by +5.69%
Jul 31, 25
11 Spartan Extended Market Index Pool E 5.95K (0.09%) 394.00
Increased by +6.63%
Mar 31, 25
12 NT Ext Equity Mkt Idx Fd - NL 5.79K (0.08%) 0.00
Increased by 0.00%
Jun 30, 25
13 NT Ext Equity Mkt Idx Fd - DC - NL - T2 4.50K (0.06%) -11.00
Decreased by -0.24%
Jun 30, 25
14 NT Ext Equity Mkt Idx Fd - L 4.15K (0.06%) 0.00
Increased by 0.00%
Jun 30, 25
15 Northern Trust Extended Eq Market Idx 4.15K (0.06%) 0.00
Increased by 0.00%
Jun 30, 25
16 Fidelity® Total Market Index 3.17K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity® Series Total Market Index 3.09K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
18 Spartan Total Market Index Pool G 2.77K (0.04%) 815.00
Increased by +29.37%
Jul 31, 25
19 Spartan Total Market Index Pool E 1.65K (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
20 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 1.17K (0.02%) 174.00
Increased by +14.87%
Jun 30, 25