Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSM 0.11%
2 IWC 0.00%
3 ITOT 0.00%
4 VTI 0.00%
5 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.91M (54.74%) 203.17K
Increased by +10.64%
Dec 31, 25
2 Renaissance Technologies Corp 730.32K (20.94%) -137.20K
Decreased by -18.79%
Dec 31, 25
3 Geode Capital Management, LLC 449.15K (12.88%) 129.16K
Increased by +28.76%
Dec 31, 25
4 Bridgeway Capital Management, LLC 272.90K (7.82%) 0.00
Increased by 0.00%
Mar 31, 25
5 Bank of New York Mellon Corp 137.07K (3.93%) 0.00
Increased by 0.00%
Dec 31, 25
6 Virtu Financial LLC 126.52K (3.63%) 100.90K
Increased by +79.75%
Sep 30, 25
7 State Street Corporation 100.65K (2.89%) 0.00
Increased by 0.00%
Mar 31, 24
8 Kestra Advisory Services, LLC 88.20K (2.53%) -46.49K
Decreased by -52.72%
Dec 31, 25
9 BMO Capital Markets Corp. 74.91K (2.15%) 74.91K
Increased by +100.00%
Dec 31, 23
10 Bank of Montreal 74.91K (2.15%) 74.91K
Increased by +100.00%
Dec 31, 23
11 Man Group PLC 74.09K (2.12%) 0.00
Increased by 0.00%
Dec 31, 23
12 Squarepoint Ops LLC 65.80K (1.89%) 37.44K
Increased by +56.90%
Mar 31, 25
13 Koss-Olinger Consulting, LLC 58.10K (1.67%) 0.00
Increased by 0.00%
Dec 31, 24
14 Thompson Davis & Co Inc 57.20K (1.64%) 15.70K
Increased by +27.45%
Dec 31, 24
15 Northern Trust Corp 54.98K (1.58%) 0.00
Increased by 0.00%
Dec 31, 25
16 Group One Trading, LP 54.30K (1.56%) 53.26K
Increased by +98.09%
Sep 30, 25
17 XTX Topco Ltd 47.85K (1.37%) 47.85K
Increased by +100.00%
Mar 31, 25
18 JANE STREET GROUP, LLC 47.41K (1.36%) 21.58K
Increased by +45.51%
Dec 31, 23
19 D. E. Shaw & Co LP 46.30K (1.33%) -85.00
Decreased by -0.18%
Mar 31, 24
20 Private Asset Group LLC 41.39K (1.19%) 2.00K
Increased by +4.84%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.28M (36.68%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.25M (35.80%) -27.29K
Decreased by -2.19%
Jul 31, 25
3 Fidelity Extended Market Index 318.40K (9.13%) 161.85K
Increased by +50.83%
Dec 31, 25
4 Bridgeway Ultra-Small Company 272.90K (7.82%) 0.00
Increased by 0.00%
Mar 31, 25
5 Fidelity® Extended Market Index 157.25K (4.51%) 0.00
Increased by 0.00%
Nov 30, 23
6 BlackRock Extended Mkt Composite 83.11K (2.38%) 0.00
Increased by 0.00%
Sep 30, 23
7 Extended Equity Market Fund B 83.11K (2.38%) 0.00
Increased by 0.00%
Dec 31, 25
8 Extended Equity Market Fund E 83.11K (2.38%) 0.00
Increased by 0.00%
Dec 31, 25
9 BlackRock Extended Equity Market K 72.43K (2.08%) -31.00
Decreased by -0.04%
Sep 30, 24
10 Extended Equity Market Fund K 71.28K (2.04%) 46.00
Increased by +0.06%
Dec 31, 25
11 KO Microcap Strategy 65.52K (1.88%) 39.15K
Increased by +59.76%
Jul 31, 23
12 iShares Micro-Cap ETF 62.55K (1.79%) 0.00
Increased by 0.00%
May 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 58.27K (1.67%) 58.27K
Increased by +100.00%
Jun 30, 26
14 Fidelity® Total Market Index 53.59K (1.54%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Total Market Index 52.74K (1.51%) 0.00
Increased by 0.00%
Dec 31, 25
16 Spartan Total Market Index Pool E 43.70K (1.25%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fidelity® Series Total Market Index 42.48K (1.22%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity Series Total Market Index 39.15K (1.12%) 0.00
Increased by 0.00%
Dec 31, 25
19 Spartan Total Market Index Pool G 37.45K (1.07%) 0.00
Increased by 0.00%
Dec 31, 25
20 LUX IM Global Medtech HX 32.19K (0.92%) 0.00
Increased by 0.00%
Aug 31, 25