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 (7.01%) 0.00
Increased by 0.00%
Jun 30, 25
2 M3F, Inc. 344.22K (6.98%) 77.02K
Increased by +22.37%
Jun 30, 25
3 Bank of America Corp 266.54K (5.40%) -1.00
Decreased by -0.00%
Jun 30, 25
4 Grace & White Inc 188.31K (3.82%) -8.75K
Decreased by -4.65%
Jun 30, 25
5 EJF Capital LLC 81.17K (1.64%) -57.05K
Decreased by -70.29%
Dec 31, 23
6 U.S. Bancorp 79.08K (1.60%) 0.00
Increased by 0.00%
Jun 30, 25
7 Geode Capital Management, LLC 69.89K (1.42%) 333.00
Increased by +0.48%
Jun 30, 25
8 Citadel Advisors Llc 67.85K (1.37%) -15.13K
Decreased by -22.30%
Sep 30, 23
9 Wittenberg Investment Management Inc 55.84K (1.13%) 1.95K
Increased by +3.50%
Jun 30, 25
10 TWO SIGMA SECURITIES, LLC 30.37K (0.62%) 30.37K
Increased by +100.00%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 24.66K (0.50%) 1.74K
Increased by +7.07%
Jun 30, 25
12 Millennium Management LLC 24.01K (0.49%) -2.44K
Decreased by -10.15%
Jun 30, 25
13 Renaissance Technologies Corp 21.05K (0.43%) 200.00
Increased by +0.95%
Jun 30, 25
14 Charles Schwab Investment Management Inc 20.06K (0.41%) 0.00
Increased by 0.00%
Sep 30, 23
15 UBS Group AG 14.54K (0.29%) 13.09K
Increased by +90.01%
Jun 30, 25
16 Susquehanna International Group, LLP 13.96K (0.28%) 13.96K
Increased by +100.00%
Jun 30, 25
17 BlackRock Inc 10.20K (0.21%) 160.00
Increased by +1.57%
Jun 30, 25
18 Advisor Group Holdings, Inc. 1.51K (0.03%) 500.00
Increased by +33.11%
Jun 30, 25
19 GPS Wealth Strategies Group, LLC 1.30K (0.03%) 0.00
Increased by 0.00%
Jun 30, 25
20 Tower Research Capital LLC 519.00 (0.01%) 50.00
Increased by +9.63%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 264.27K (5.35%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 258.58K (5.24%) -5.65K
Decreased by -2.19%
Jul 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 54.07K (1.10%) -24.64K
Decreased by -45.57%
Jul 31, 25
4 Fidelity Extended Market Index 25.92K (0.53%) -214.00
Decreased by -0.83%
Jul 31, 25
5 Fidelity® Extended Market Index 25.88K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Nasdaq Composite ETF 16.61K (0.34%) 0.00
Increased by 0.00%
Aug 29, 25
7 Fidelity® Nasdaq Composite ETF 15.23K (0.31%) 0.00
Increased by 0.00%
Dec 29, 23
8 Fidelity® Total Market Index 11.33K (0.23%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Total Market Index 11.14K (0.23%) -24.00
Decreased by -0.22%
Jul 31, 25
10 Dimensional US Targeted Value ETF 10.02K (0.20%) 0.00
Increased by 0.00%
Aug 29, 25
11 iShares Micro-Cap ETF 9.37K (0.19%) 0.00
Increased by 0.00%
Aug 31, 25
12 DFA US Targeted Value I 6.85K (0.14%) 0.00
Increased by 0.00%
Jul 31, 25
13 Fidelity Series Total Market Index 6.57K (0.13%) 0.00
Increased by 0.00%
Jul 31, 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 4.65K (0.09%) 214.00
Increased by +4.60%
Jul 31, 25
16 NT Ext Equity Mkt Idx Fd - L 4.21K (0.09%) 0.00
Increased by 0.00%
Jun 30, 25
17 Northern Trust Extended Eq Market Idx 4.21K (0.09%) 0.00
Increased by 0.00%
Jun 30, 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