Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Starr International Co., Inc. 15.28M (82.98%) 0.00
Increased by 0.00%
Sep 30, 23
2 Armistice Capital, LLC 4.70M (25.52%) 57.00K
Increased by +1.21%
Sep 30, 23
3 C V Starr & Co Inc 764.07K (4.15%) 0.00
Increased by 0.00%
Dec 31, 25
4 Vanguard Group Inc 676.65K (3.67%) 0.00
Increased by 0.00%
Dec 31, 25
5 Geode Capital Management, LLC 160.19K (0.87%) 20.88K
Increased by +13.03%
Dec 31, 25
6 BlackRock Inc 103.83K (0.56%) 768.00
Increased by +0.74%
Sep 30, 25
7 Citadel Advisors Llc 77.66K (0.42%) 32.90K
Increased by +42.37%
Dec 31, 25
8 Cubist Systematic Strategies, LLC 62.41K (0.34%) -41.93K
Decreased by -67.18%
Sep 30, 23
9 State Street Corp 57.83K (0.31%) -7.60K
Decreased by -13.14%
Sep 30, 25
10 Valmark Advisers, Inc. 49.98K (0.27%) 0.00
Increased by 0.00%
Dec 31, 25
11 Jane Street Group LLC 41.31K (0.22%) 41.31K
Increased by +100.00%
Dec 31, 25
12 Commonwealth Equity Services Inc 40.82K (0.22%) 5.00K
Increased by +12.25%
Dec 31, 23
13 HB Wealth Management, LLC 40.41K (0.22%) 0.00
Increased by 0.00%
Dec 31, 25
14 Bank of America Corp 37.03K (0.20%) -273.00
Decreased by -0.74%
Sep 30, 25
15 Biltmore Family Office, LLC 35.00K (0.19%) 0.00
Increased by 0.00%
Dec 31, 25
16 Cresset Asset Management, LLC 35.00K (0.19%) 0.00
Increased by 0.00%
Sep 30, 24
17 Northern Trust Corp 34.06K (0.18%) 0.00
Increased by 0.00%
Sep 30, 25
18 XTX Topco Ltd 29.32K (0.16%) 29.32K
Increased by +100.00%
Dec 31, 25
19 Bank of New York Mellon Corp 29.30K (0.16%) 0.00
Increased by 0.00%
Dec 31, 23
20 Keynote Financial Services, LLC 25.32K (0.14%) 840.00
Increased by +3.32%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 583.60K (3.17%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 455.05K (2.47%) 0.00
Increased by 0.00%
Feb 28, 26
3 BlackRock Extended Mkt Composite 147.03K (0.80%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 139.41K (0.76%) 0.00
Increased by 0.00%
Feb 28, 26
5 Fidelity® Series Total Market Index 113.41K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Total Market Index 101.95K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Extended Market Index 86.08K (0.47%) -312.00
Decreased by -0.36%
Feb 28, 26
8 iShares Micro-Cap ETF 48.99K (0.27%) 8.96K
Increased by +18.30%
Mar 31, 26
9 Vanguard Instl Ttl Stk Mkt Idx InstlPls 31.52K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
10 NT Ext Equity Mkt Idx Fd - L 29.08K (0.16%) 10.10K
Increased by +34.74%
Dec 31, 25
11 SSgA U.S. Extended Market Index Class I 24.90K (0.14%) 0.00
Increased by 0.00%
Dec 31, 23
12 Fidelity Total Market Index 20.68K (0.11%) 0.00
Increased by 0.00%
Feb 28, 26
13 Fidelity Series Total Market Index 19.85K (0.11%) 1.60K
Increased by +8.06%
Feb 28, 26
14 Northern Trust Extended Eq Market Idx 18.98K (0.10%) 0.00
Increased by 0.00%
Sep 30, 25
15 Extended Equity Market Fund M 15.86K (0.09%) 755.00
Increased by +4.76%
Dec 31, 23
16 Spartan Extended Market Index Pool F 14.80K (0.08%) 0.00
Increased by 0.00%
Feb 28, 26
17 Blackrock Extended Mkt Fund CF 14.70K (0.08%) 0.00
Increased by 0.00%
Feb 28, 26
18 Extended Equity Market Fund B 14.70K (0.08%) 0.00
Increased by 0.00%
Dec 31, 25
19 Extended Equity Market Fund E 14.70K (0.08%) 0.00
Increased by 0.00%
Dec 31, 25
20 NT Ext Equity Mkt Idx Fd - NL 14.20K (0.08%) 0.00
Increased by 0.00%
Dec 31, 25