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. 494.61K (13.07%) -2.00K
Decreased by -0.40%
Mar 31, 25
2 Vanguard Group Inc 180.09K (4.76%) 0.00
Increased by 0.00%
Mar 31, 25
3 AllianceBernstein L.P. 127.66K (3.37%) -2.48K
Decreased by -1.94%
Mar 31, 25
4 Geode Capital Management, LLC 51.59K (1.36%) 2.69K
Increased by +5.21%
Mar 31, 25
5 Renaissance Technologies Corp 37.85K (1.00%) 0.00
Increased by 0.00%
Mar 31, 25
6 Bank of America Corp 33.77K (0.89%) -23.00
Decreased by -0.07%
Mar 31, 25
7 Susquehanna International Group, LLP 30.48K (0.81%) 15.27K
Increased by +50.11%
Mar 31, 25
8 Northern Trust Corp 24.34K (0.64%) -1.37K
Decreased by -5.62%
Mar 31, 25
9 Beese Fulmer Investment Management Inc 15.35K (0.41%) 0.00
Increased by 0.00%
Mar 31, 25
10 Cetera Advisors LLC 15.00K (0.40%) 0.00
Increased by 0.00%
Mar 31, 24
11 Cetera Investment Advisers 15.00K (0.40%) 0.00
Increased by 0.00%
Mar 31, 25
12 BlackRock Inc 10.39K (0.27%) -745.00
Decreased by -7.17%
Mar 31, 25
13 Northwestern Mutual Wealth Management Co 2.96K (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
14 UBS Group AG 2.71K (0.07%) 2.01K
Increased by +73.97%
Dec 31, 24
15 Tower Research Capital LLC 181.00 (0.00%) -383.00
Decreased by -211.60%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 131.00 (0.00%) 131.00
Increased by +100.00%
Mar 31, 25
17 JPMorgan Chase & Co 9.00 (0.00%) -1.00
Decreased by -11.11%
Mar 31, 25
18 Acadian Asset Management LLC 0.00 (0.00%) -209.00
Decreased by N/A%
Jun 30, 23
19 AlphaQ Advisors LLC 0.00 (0.00%) -11.85K
Decreased by N/A%
Mar 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 (3.74%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 141.31K (3.74%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 36.49K (0.96%) 0.00
Increased by 0.00%
May 31, 25
4 Fidelity Extended Market Index 20.41K (0.54%) -196.00
Decreased by -0.96%
Apr 30, 25
5 Fidelity® Extended Market Index 18.84K (0.50%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Nasdaq Composite Index 8.81K (0.23%) 0.00
Increased by 0.00%
Apr 30, 25
7 iShares Micro-Cap ETF 8.45K (0.22%) 0.00
Increased by 0.00%
May 31, 25
8 Fidelity Total Market Index 8.12K (0.21%) 0.00
Increased by 0.00%
Apr 30, 25
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 6.12K (0.16%) 0.00
Increased by 0.00%
Apr 30, 25
11 Fidelity Series Total Market Index 4.80K (0.13%) 246.00
Increased by +5.13%
Apr 30, 25
12 NT Ext Equity Mkt Idx Fd - L 4.48K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
13 Northern Trust Extended Eq Market Idx 4.48K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
14 Fidelity® Series Total Market Index 4.29K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
15 Spartan Extended Market Index Pool F 3.30K (0.09%) 196.00
Increased by +5.93%
Apr 30, 25
16 Spartan Extended Market Index Pool E 3.11K (0.08%) 162.00
Increased by +5.21%
Mar 31, 25
17 Vanguard U.S. Eq Idx £ Acc 2.30K (0.06%) 0.00
Increased by 0.00%
May 31, 25
18 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 1.07K (0.03%) 8.00
Increased by +0.74%
Mar 31, 25
19 NT Ext Eq Mkt Indx Fd DC Lend T3 1.07K (0.03%) 1.07K
Increased by +100.00%
Dec 31, 24
20 NT Ext Eq Mkt Indx Fd DC Lend T4 1.07K (0.03%) 1.07K
Increased by +100.00%
Dec 31, 24