Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 345.98K (6.69%) 0.00
Increased by 0.00%
Mar 31, 25
2 M3F, Inc. 267.21K (5.17%) 17.76K
Increased by +6.65%
Mar 31, 25
3 Bank of America Corp 266.54K (5.15%) 1.00
Increased by +0.00%
Mar 31, 25
4 Grace & White Inc 197.06K (3.81%) 0.00
Increased by 0.00%
Mar 31, 25
5 EJF Capital LLC 81.17K (1.57%) -57.05K
Decreased by -70.29%
Dec 31, 23
6 U.S. Bancorp 79.08K (1.53%) 0.00
Increased by 0.00%
Mar 31, 25
7 Geode Capital Management, LLC 69.55K (1.35%) 1.57K
Increased by +2.26%
Mar 31, 25
8 Citadel Advisors Llc 67.85K (1.31%) -15.13K
Decreased by -22.30%
Sep 30, 23
9 Wittenberg Investment Management Inc 53.88K (1.04%) 2.77K
Increased by +5.13%
Mar 31, 25
10 TWO SIGMA SECURITIES, LLC 30.37K (0.59%) 30.37K
Increased by +100.00%
Sep 30, 23
11 Millennium Management LLC 26.45K (0.51%) -4.18K
Decreased by -15.79%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 22.92K (0.44%) 1.36K
Increased by +5.94%
Mar 31, 25
13 Renaissance Technologies Corp 20.85K (0.40%) 300.00
Increased by +1.44%
Mar 31, 25
14 Charles Schwab Investment Management Inc 20.06K (0.39%) 0.00
Increased by 0.00%
Sep 30, 23
15 BlackRock Inc 10.04K (0.19%) -192.00
Decreased by -1.91%
Mar 31, 25
16 Royal Bank of Canada 8.52K (0.16%) 0.00
Increased by 0.00%
Mar 31, 25
17 UBS Group AG 1.45K (0.03%) -1.43K
Decreased by -98.42%
Mar 31, 25
18 GPS Wealth Strategies Group, LLC 1.30K (0.03%) 1.30K
Increased by +100.00%
Mar 31, 25
19 Advisor Group Holdings, Inc. 1.01K (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
20 Tower Research Capital LLC 469.00 (0.01%) 80.00
Increased by +17.06%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 264.27K (5.11%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 264.23K (5.11%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 78.71K (1.52%) 0.00
Increased by 0.00%
May 31, 25
4 Fidelity Extended Market Index 26.32K (0.51%) -251.00
Decreased by -0.95%
Apr 30, 25
5 Fidelity® Extended Market Index 25.88K (0.50%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Nasdaq Composite ETF 16.61K (0.32%) 0.00
Increased by 0.00%
May 30, 25
7 Fidelity® Nasdaq Composite ETF 15.23K (0.29%) 0.00
Increased by 0.00%
Dec 29, 23
8 Fidelity® Total Market Index 11.33K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Total Market Index 11.17K (0.22%) 0.00
Increased by 0.00%
Apr 30, 25
10 Dimensional US Targeted Value ETF 10.02K (0.19%) 0.00
Increased by 0.00%
May 30, 25
11 iShares Micro-Cap ETF 8.38K (0.16%) 0.00
Increased by 0.00%
May 31, 25
12 DFA US Targeted Value I 6.85K (0.13%) 0.00
Increased by 0.00%
Apr 30, 25
13 Fidelity Series Total Market Index 6.57K (0.13%) 135.00
Increased by +2.05%
Apr 30, 25
14 Fidelity® Series Total Market Index 5.13K (0.10%) -1.00
Decreased by -0.02%
Nov 30, 23
15 Spartan Extended Market Index Pool F 4.38K (0.08%) 251.00
Increased by +5.73%
Apr 30, 25
16 NT Ext Equity Mkt Idx Fd - L 4.21K (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
17 Northern Trust Extended Eq Market Idx 4.21K (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
18 Spartan Extended Market Index Pool E 4.13K (0.08%) 222.00
Increased by +5.37%
Mar 31, 25
19 NT US Market Cap Idx Fd - L 3.56K (0.07%) 0.00
Increased by 0.00%
Sep 30, 23
20 Northern Trust Wilshire 5000 3.56K (0.07%) 0.00
Increased by 0.00%
Jun 30, 23