Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VBB 2.15%
2 SATO 1.99%
3 BLKC 1.22%
4 IWC 0.00%
5 VTI 0.00%
6 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 442.40K (1.08%) 33.67K
Increased by +7.61%
Jun 30, 25
2 Renaissance Technologies Corp 127.39K (0.31%) 90.17K
Increased by +70.78%
Dec 31, 24
3 Amvescap Plc. 118.98K (0.29%) 118.98K
Increased by +100.00%
Dec 31, 24
4 Geode Capital Management, LLC 114.55K (0.28%) 16.53K
Increased by +14.43%
Mar 31, 25
5 Citadel Advisors Llc 43.90K (0.11%) 43.90K
Increased by +100.00%
Sep 30, 24
6 State Street Corp 32.70K (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
7 Heron Bay Capital Management 32.05K (0.08%) -12.38K
Decreased by -38.63%
Sep 30, 24
8 Northern Trust Corp 25.14K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
9 SBI Securities Co Ltd 24.85K (0.06%) 7.06K
Increased by +28.43%
Mar 31, 25
10 Virtu Financial LLC 23.46K (0.06%) 23.46K
Increased by +100.00%
Sep 30, 24
11 XTX Topco Ltd 17.26K (0.04%) 17.26K
Increased by +100.00%
Sep 30, 24
12 State Street Corporation 13.90K (0.03%) 0.00
Increased by 0.00%
Mar 31, 24
13 Quadrature Capital LLP 11.65K (0.03%) 11.65K
Increased by +100.00%
Mar 31, 25
14 Mission Wealth Management, LLC 10.34K (0.03%) 0.00
Increased by 0.00%
Jun 30, 25
15 TWO SIGMA SECURITIES, LLC 10.15K (0.02%) 10.15K
Increased by +100.00%
Mar 31, 25
16 UBS Group AG 4.95K (0.01%) -5.32K
Decreased by -107.51%
Mar 31, 25
17 Asset Dedication, LLC 2.17K (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
18 Lazard Asset Management LLC 1.28K (0.00%) 446.00
Increased by +34.93%
Mar 31, 25
19 Citigroup Inc 919.00 (0.00%) 919.00
Increased by +100.00%
Dec 31, 24
20 Bank of America Corp 526.00 (0.00%) 294.00
Increased by +55.89%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 280.19K (0.69%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 280.19K (0.69%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 162.21K (0.40%) 0.00
Increased by 0.00%
Jun 30, 25
4 Invesco Alerian Galaxy Crypto Eco ETF 113.98K (0.28%) 0.00
Increased by 0.00%
Jun 30, 25
5 Alcalá Multigestión Oricalco FI 63.00K (0.15%) 0.00
Increased by 0.00%
Oct 31, 23
6 Cinvest Multigestión Oricalco FI 63.00K (0.15%) 0.00
Increased by 0.00%
Sep 30, 24
7 Fidelity Extended Market Index 62.81K (0.15%) -164.00
Decreased by -0.26%
Jun 30, 25
8 Fidelity® Extended Market Index 51.99K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
9 iShares Micro-Cap ETF 29.04K (0.07%) 0.00
Increased by 0.00%
Jul 31, 25
10 Invesco Aln Glxy Blkh Usr&Dctrzd Cmr ETF 19.02K (0.05%) 0.00
Increased by 0.00%
Jun 30, 25
11 DSS AmericaFirstMonthlyRisk-OnRisk-Off A 17.54K (0.04%) 17.54K
Increased by +100.00%
May 31, 25
12 Fidelity Series Total Market Index 16.23K (0.04%) -9.46K
Decreased by -58.30%
Jun 30, 25
13 NT Ext Equity Mkt Idx Fd - L 15.64K (0.04%) 0.00
Increased by 0.00%
Jun 30, 25
14 Northern Trust Extended Eq Market Idx 15.64K (0.04%) 0.00
Increased by 0.00%
Jun 30, 25
15 Spartan Extended Market Index Pool F 14.63K (0.04%) 3.35K
Increased by +22.87%
Jun 30, 25
16 Fidelity Total Market Index 14.47K (0.04%) 0.00
Increased by 0.00%
Jun 30, 25
17 Fidelity® Total Market Index 11.58K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
18 Spartan Extended Market Index Pool E 10.55K (0.03%) 485.00
Increased by +4.60%
Mar 31, 25
19 NT Ext Equity Mkt Idx Fd - NL 9.51K (0.02%) 0.00
Increased by 0.00%
Jun 30, 25
20 NT Ext Equity Mkt Idx Fd - DC - NL - T2 7.38K (0.02%) -18.00
Decreased by -0.24%
Jun 30, 25