Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VTI 0.00%
2 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 268.08K (4.04%) -7.58K
Decreased by -2.83%
Jun 30, 25
2 Renaissance Technologies Corp 125.63K (1.89%) -200.00
Decreased by -0.16%
Mar 31, 25
3 BlackRock Inc 73.75K (1.11%) 0.00
Increased by 0.00%
Mar 31, 25
4 Geode Capital Management, LLC 73.12K (1.10%) 4.23K
Increased by +5.78%
Mar 31, 25
5 Neuberger Berman Group LLC 59.27K (0.89%) 59.27K
Increased by +100.00%
Mar 31, 25
6 Susquehanna International Group, LLP 33.68K (0.51%) 21.56K
Increased by +64.00%
Mar 31, 25
7 State Street Corporation 24.44K (0.37%) 0.00
Increased by 0.00%
Mar 31, 24
8 State Street Corp 20.54K (0.31%) 0.00
Increased by 0.00%
Mar 31, 25
9 UBS Group AG 16.81K (0.25%) 10.68K
Increased by +63.52%
Mar 31, 25
10 Parallel Advisors, LLC 15.23K (0.23%) 0.00
Increased by 0.00%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 14.09K (0.21%) -504.00
Decreased by -3.58%
Jun 30, 25
12 Northern Trust Corp 11.92K (0.18%) -250.00
Decreased by -2.10%
Mar 31, 25
13 Citadel Advisors Llc 10.03K (0.15%) 10.03K
Increased by +100.00%
Mar 31, 25
14 Velan Capital Investment Management LP 10.00K (0.15%) 10.00K
Increased by +100.00%
Dec 31, 24
15 Bank of America Corp 9.02K (0.14%) 1.00
Increased by +0.01%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 5.86K (0.09%) -58.48K
Decreased by -997.49%
Mar 31, 25
17 Tower Research Capital LLC 1.96K (0.03%) 1.13K
Increased by +57.59%
Mar 31, 25
18 Northwestern Mutual Wealth Management Co 817.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
19 Clean Yield Group Inc 418.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
20 Mccormack Advisors International 237.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 191.36K (2.88%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 187.27K (2.82%) -4.09K
Decreased by -2.19%
Jul 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 52.70K (0.79%) -24.02K
Decreased by -45.57%
Jul 31, 25
4 Fidelity Extended Market Index 39.40K (0.59%) 0.00
Increased by 0.00%
Jun 30, 25
5 Fidelity® Extended Market Index 35.12K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Series Total Market Index 9.63K (0.15%) 0.00
Increased by 0.00%
Jun 30, 25
7 DFA US Targeted Value I 9.49K (0.14%) 0.00
Increased by 0.00%
Jun 30, 25
8 Fidelity® Series Total Market Index 8.67K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Total Market Index 8.53K (0.13%) 0.00
Increased by 0.00%
Jun 30, 25
10 Fidelity® Total Market Index 8.53K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
11 Vanguard Instl Ttl Stck Mkt Idx Tr 7.58K (0.11%) 0.00
Increased by 0.00%
Dec 31, 24
12 Vanguard Instl Ttl Stk Mkt Idx InstlPls 7.58K (0.11%) 0.00
Increased by 0.00%
May 31, 25
13 Spartan Extended Market Index Pool F 6.67K (0.10%) 0.00
Increased by 0.00%
Jun 30, 25
14 SSgA U.S. Extended Market Index Class I 6.47K (0.10%) 0.00
Increased by 0.00%
Dec 31, 23
15 Spartan Extended Market Index Pool E 6.20K (0.09%) 322.00
Increased by +5.19%
Mar 31, 25
16 NT Ext Equity Mkt Idx Fd - NL 6.18K (0.09%) 0.00
Increased by 0.00%
Jun 30, 25
17 Fidelity Nasdaq Composite Index 6.12K (0.09%) 0.00
Increased by 0.00%
Jun 30, 25
18 NT Ext Equity Mkt Idx Fd - L 5.35K (0.08%) 0.00
Increased by 0.00%
Jun 30, 25
19 Northern Trust Extended Eq Market Idx 5.35K (0.08%) 0.00
Increased by 0.00%
Jun 30, 25
20 NT Ext Equity Mkt Idx Fd - DC - NL - T2 4.80K (0.07%) -12.00
Decreased by -0.25%
Jun 30, 25