Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 M3F, Inc. 493.73K (13.17%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard Group Inc 196.94K (5.25%) 8.34K
Increased by +4.23%
Dec 31, 25
3 AllianceBernstein L.P. 78.83K (2.10%) -9.80K
Decreased by -12.43%
Dec 31, 25
4 Geode Capital Management, LLC 49.30K (1.31%) -2.31K
Decreased by -4.69%
Dec 31, 25
5 Renaissance Technologies Corp 31.25K (0.83%) 700.00
Increased by +2.24%
Mar 31, 26
6 Bank of America Corp 30.74K (0.82%) -3.00K
Decreased by -9.76%
Dec 31, 25
7 Northern Trust Corp 24.53K (0.65%) -177.00
Decreased by -0.72%
Mar 31, 26
8 Beese Fulmer Investment Management Inc 15.35K (0.41%) 0.00
Increased by 0.00%
Mar 31, 26
9 Cetera Advisors LLC 15.00K (0.40%) 0.00
Increased by 0.00%
Mar 31, 24
10 Cetera Investment Advisers 15.00K (0.40%) 0.00
Increased by 0.00%
Dec 31, 25
11 BlackRock Inc 11.13K (0.30%) 438.00
Increased by +3.94%
Dec 31, 25
12 Northwestern Mutual Wealth Management Co 2.96K (0.08%) 0.00
Increased by 0.00%
Dec 31, 25
13 UBS Group AG 2.68K (0.07%) 11.00
Increased by +0.41%
Mar 31, 26
14 Larson Financial Group, LLC 431.00 (0.01%) -569.00
Decreased by -132.02%
Dec 31, 25
15 Tower Research Capital LLC 306.00 (0.01%) 306.00
Increased by +100.00%
Dec 31, 25
16 Citigroup Inc 1.00 (0.00%) 1.00
Increased by +100.00%
Mar 31, 26
17 Acadian Asset Management LLC 0.00 (0.00%) -209.00
Decreased by N/A%
Jun 30, 23
18 AlphaQ Advisors LLC 0.00 (0.00%) -11.85K
Decreased by N/A%
Mar 31, 25
19 Barclays PLC 0.00 (0.00%) -1.00
Decreased by N/A%
Dec 31, 25
20 FMR Inc 0.00 (0.00%) -118.00
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 141.41K (3.77%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 138.28K (3.69%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard Institutional Extnd Mkt Idx Tr 33.58K (0.90%) 0.00
Increased by 0.00%
Mar 31, 26
4 Fidelity® Extended Market Index 18.84K (0.50%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Extended Market Index 17.22K (0.46%) -75.00
Decreased by -0.44%
Mar 31, 26
6 iShares Micro-Cap ETF 11.19K (0.30%) 0.00
Increased by 0.00%
Apr 30, 26
7 Fidelity Nasdaq Composite Index 8.81K (0.23%) 0.00
Increased by 0.00%
Mar 31, 26
8 Fidelity Total Market Index 8.05K (0.21%) 0.00
Increased by 0.00%
Mar 31, 26
9 Spartan Total Market Index Pool E 6.12K (0.16%) 0.00
Increased by 0.00%
Mar 31, 25
10 Spartan Total Market Index Pool G 6.07K (0.16%) 0.00
Increased by 0.00%
Mar 31, 26
11 NT Ext Equity Mkt Idx Fd - NL 5.55K (0.15%) 0.00
Increased by 0.00%
Mar 31, 26
12 NT Ext Equity Mkt Index Fund - NL 5.55K (0.15%) 0.00
Increased by 0.00%
Mar 31, 26
13 Spartan Extended Market Index Pool F 5.28K (0.14%) 1.33K
Increased by +25.27%
Mar 31, 26
14 Fidelity Series Total Market Index 5.04K (0.13%) 0.00
Increased by 0.00%
Mar 31, 26
15 NT Ext Equity Mkt Idx Fd - L 4.48K (0.12%) 0.00
Increased by 0.00%
Mar 31, 26
16 NT Ext Equity Mkt Index Fund - Lending 4.48K (0.12%) 0.00
Increased by 0.00%
Mar 31, 26
17 Northern Trust Extended Eq Market Idx 4.48K (0.12%) 0.00
Increased by 0.00%
Mar 31, 26
18 NT Ext Equity Mkt Idx Fd - DC - NL - T2 4.34K (0.12%) -23.00
Decreased by -0.53%
Mar 31, 26
19 Fidelity® Series Total Market Index 4.29K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
20 Spartan Extended Market Index Pool E 3.11K (0.08%) 162.00
Increased by +5.21%
Mar 31, 25