Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 ITOT 0.00%
3 VTI 0.00%
4 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Rosalind Advisors, Inc. 3.67M (8.11%) 965.93K
Increased by +26.31%
Sep 30, 24
2 AIGH Capital Management, LLC 3.20M (7.06%) 161.21K
Increased by +5.04%
Sep 30, 24
3 Nantahala Capital Management, LLC 2.71M (5.99%) -954.21K
Decreased by -35.18%
Sep 30, 24
4 Vanguard Group Inc 1.72M (3.80%) -5.16K
Decreased by -0.30%
Mar 31, 25
5 Worth Venture Partners, LLC 693.91K (1.53%) 414.79K
Increased by +59.78%
Dec 31, 23
6 Geode Capital Management, LLC 443.42K (0.98%) 92.54K
Increased by +20.87%
Mar 31, 25
7 UBS Group AG 376.20K (0.83%) 373.62K
Increased by +99.31%
Dec 31, 24
8 Squarepoint Ops LLC 370.87K (0.82%) -149.38K
Decreased by -40.28%
Mar 31, 25
9 Citadel Advisors Llc 343.26K (0.76%) 343.26K
Increased by +100.00%
Mar 31, 25
10 BlackRock Inc 230.81K (0.51%) -1.70K
Decreased by -0.73%
Mar 31, 25
11 Altium Capital Management, LP 215.00K (0.47%) 0.00
Increased by 0.00%
Dec 31, 24
12 Bank of America Corp 206.78K (0.46%) 41.70K
Increased by +20.17%
Dec 31, 24
13 Sequoia Financial Advisors LLC 203.26K (0.45%) 188.76K
Increased by +92.87%
Mar 31, 25
14 JPMorgan Chase & Co 182.40K (0.40%) 136.06K
Increased by +74.60%
Dec 31, 24
15 SIMPLEX TRADING, LLC 173.13K (0.38%) 132.39K
Increased by +76.47%
Mar 31, 25
16 Baader Bank INC 172.94K (0.38%) 172.94K
Increased by +100.00%
Mar 31, 25
17 Hudson Bay Capital Management LP 150.00K (0.33%) 0.00
Increased by 0.00%
Jun 30, 24
18 State Street Corp 128.11K (0.28%) 0.00
Increased by 0.00%
Mar 31, 25
19 Barclays PLC 120.50K (0.27%) -51.70K
Decreased by -42.91%
Sep 30, 24
20 State Street Corporation 105.41K (0.23%) 89.70K
Increased by +85.09%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.07M (2.37%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.07M (2.37%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 568.75K (1.26%) 0.00
Increased by 0.00%
Apr 30, 25
4 Fidelity Extended Market Index 229.76K (0.51%) -2.20K
Decreased by -0.96%
Apr 30, 25
5 iShares Micro-Cap ETF 73.44K (0.16%) 0.00
Increased by 0.00%
May 31, 25
6 BlackRock Extended Equity Market K 72.26K (0.16%) -31.00
Decreased by -0.04%
Sep 30, 24
7 Extended Equity Market Fund K 71.50K (0.16%) 219.00
Increased by +0.31%
Mar 31, 25
8 Fidelity Total Market Index 61.94K (0.14%) 0.00
Increased by 0.00%
Apr 30, 25
9 Spartan Extended Market Index Pool F 58.87K (0.13%) 2.20K
Increased by +3.73%
Apr 30, 25
10 Spartan Extended Market Index Pool E 56.68K (0.13%) 27.44K
Increased by +48.41%
Mar 31, 25
11 NT Ext Equity Mkt Idx Fd - L 49.06K (0.11%) 0.00
Increased by 0.00%
Mar 31, 25
12 Northern Trust Extended Eq Market Idx 49.06K (0.11%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fidelity Series Total Market Index 48.99K (0.11%) 0.00
Increased by 0.00%
Apr 30, 25
14 Fidelity® Extended Market Index 40.93K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard Balanced Index Inv 37.50K (0.08%) 0.00
Increased by 0.00%
Apr 30, 25
16 Vanguard Instl Ttl Stck Mkt Idx Tr 31.13K (0.07%) 0.00
Increased by 0.00%
Dec 31, 24
17 Spartan Total Market Index Pool E 28.59K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
18 Spartan Total Market Index Pool G 28.59K (0.06%) 0.00
Increased by 0.00%
Apr 30, 25
19 NT Ext Equity Mkt Idx Fd - NL 27.23K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
20 Vanguard Instl Ttl Stk Mkt Idx InstlPls 23.16K (0.05%) -2.81K
Decreased by -12.12%
Apr 30, 25