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 Polaris Capital Management, LLC 24.30K (1.00%) 0.00
Increased by 0.00%
Mar 31, 25
2 Commonwealth Equity Services Inc 19.05K (0.78%) 0.00
Increased by 0.00%
Mar 31, 25
3 Geode Capital Management, LLC 18.82K (0.77%) 2.01K
Increased by +10.68%
Mar 31, 25
4 Integrated Wealth Concepts LLC 10.00K (0.41%) 0.00
Increased by 0.00%
Mar 31, 25
5 Stilwell Value LLC 10.00K (0.41%) 0.00
Increased by 0.00%
Mar 31, 25
6 BlackRock Inc 6.74K (0.28%) -129.00
Decreased by -1.92%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 5.30K (0.22%) 0.00
Increased by 0.00%
Mar 31, 25
8 Huntington National Bank 3.00K (0.12%) 0.00
Increased by 0.00%
Sep 30, 23
9 Advisor Group Holdings, Inc. 1.47K (0.06%) 1.47K
Increased by +100.00%
Mar 31, 25
10 Tower Research Capital LLC 490.00 (0.02%) -329.00
Decreased by -67.14%
Mar 31, 25
11 Royal Bank of Canada 55.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
12 Bank of America Corp 22.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
13 Wells Fargo & Co 20.00 (0.00%) -1.00
Decreased by -5.00%
Sep 30, 23
14 BNP Paribas Arbitrage, SA 3.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
15 FMR Inc 0.00 (0.00%) -10.00K
Decreased by N/A%
Sep 30, 23
16 Oppenheimer & Close Inc 0.00 (0.00%) -10.00K
Decreased by N/A%
Jun 30, 23
17 The Colony Group LLC 0.00 (0.00%) -15.00K
Decreased by N/A%
Dec 31, 24
18 UBS Group AG 0.00 (0.00%) -972.00
Decreased by N/A%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Extended Market Index 13.57K (0.56%) -129.00
Decreased by -0.95%
Apr 30, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 5.83K (0.24%) 0.00
Increased by 0.00%
May 31, 25
3 iShares Micro-Cap ETF 5.65K (0.23%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 4.49K (0.18%) 0.00
Increased by 0.00%
Nov 30, 23
5 NT Ext Equity Mkt Idx Fd - NL 3.13K (0.13%) 0.00
Increased by 0.00%
Mar 31, 25
6 NT Ext Equity Mkt Idx Fd - DC - NL - T2 2.44K (0.10%) -44.00
Decreased by -1.80%
Mar 31, 25
7 NT Ext Equity Mkt Idx Fd - L 2.14K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
8 Northern Trust Extended Eq Market Idx 2.14K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
9 Spartan Extended Market Index Pool F 1.99K (0.08%) 129.00
Increased by +6.50%
Apr 30, 25
10 Fidelity Series Total Market Index 1.91K (0.08%) 0.00
Increased by 0.00%
Apr 30, 25
11 Fidelity Total Market Index 1.19K (0.05%) 0.00
Increased by 0.00%
Apr 30, 25
12 Fidelity® Series Total Market Index 534.00 (0.02%) 0.00
Increased by 0.00%
Nov 30, 23
13 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 514.00 (0.02%) 4.00
Increased by +0.78%
Mar 31, 25
14 NT Ext Eq Mkt Indx Fd DC Lend T3 510.00 (0.02%) 510.00
Increased by +100.00%
Dec 31, 24
15 NT Ext Eq Mkt Indx Fd DC Lend T4 510.00 (0.02%) 510.00
Increased by +100.00%
Dec 31, 24
16 1290 VT Micro Cap K 485.00 (0.02%) 0.00
Increased by 0.00%
Apr 30, 25
17 Northern Small Cap Core I 416.00 (0.02%) 416.00
Increased by +100.00%
Mar 31, 25
18 Spartan Extended Market Index Pool E 300.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
19 State St US Ttl Mkt Indx NL Cl A 300.00 (0.01%) 0.00
Increased by 0.00%
May 31, 25
20 State St US Ttl Mkt Indx SL Cl I 300.00 (0.01%) 0.00
Increased by 0.00%
Jan 31, 24