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 1.78M (5.72%) 0.00
Increased by 0.00%
Mar 31, 25
2 Private Asset Group LLC 1.18M (3.80%) 0.00
Increased by 0.00%
Mar 31, 25
3 Renaissance Technologies Corp 550.32K (1.77%) -5.30K
Decreased by -0.96%
Mar 31, 25
4 BlackRock Inc 502.79K (1.62%) -1.44K
Decreased by -0.29%
Mar 31, 25
5 Geode Capital Management, LLC 342.17K (1.10%) -3.34K
Decreased by -0.98%
Mar 31, 25
6 Bridgeway Capital Management, LLC 272.90K (0.88%) 0.00
Increased by 0.00%
Mar 31, 25
7 Susquehanna International Group, LLP 213.32K (0.69%) -45.81K
Decreased by -21.47%
Mar 31, 25
8 Citadel Advisors Llc 189.12K (0.61%) 172.65K
Increased by +91.29%
Mar 31, 25
9 Bank of New York Mellon Corp 137.07K (0.44%) 0.00
Increased by 0.00%
Mar 31, 25
10 Kestra Advisory Services, LLC 124.53K (0.40%) 1.73K
Increased by +1.39%
Mar 31, 25
11 State Street Corp 100.65K (0.32%) 0.00
Increased by 0.00%
Mar 31, 25
12 State Street Corporation 100.65K (0.32%) 0.00
Increased by 0.00%
Mar 31, 24
13 BMO Capital Markets Corp. 74.91K (0.24%) 74.91K
Increased by +100.00%
Dec 31, 23
14 Bank of Montreal 74.91K (0.24%) 74.91K
Increased by +100.00%
Dec 31, 23
15 Man Group PLC 74.09K (0.24%) 0.00
Increased by 0.00%
Dec 31, 23
16 Squarepoint Ops LLC 65.80K (0.21%) 37.44K
Increased by +56.90%
Mar 31, 25
17 Koss-Olinger Consulting, LLC 58.10K (0.19%) 0.00
Increased by 0.00%
Dec 31, 24
18 Thompson Davis & Co Inc 57.20K (0.18%) 15.70K
Increased by +27.45%
Dec 31, 24
19 Northern Trust Corp 54.98K (0.18%) 0.00
Increased by 0.00%
Mar 31, 25
20 Virtu Financial LLC 54.24K (0.17%) 54.24K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.28M (4.12%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.28M (4.11%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 444.78K (1.43%) 0.00
Increased by 0.00%
May 31, 25
4 Bridgeway Ultra-Small Company 272.90K (0.88%) 0.00
Increased by 0.00%
Mar 31, 25
5 Fidelity Extended Market Index 160.44K (0.52%) -1.53K
Decreased by -0.96%
Apr 30, 25
6 Fidelity® Extended Market Index 157.25K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
7 BlackRock Extended Mkt Composite 83.11K (0.27%) 0.00
Increased by 0.00%
Sep 30, 23
8 BlackRock Extended Equity Market K 72.43K (0.23%) -31.00
Decreased by -0.04%
Sep 30, 24
9 Extended Equity Market Fund K 71.67K (0.23%) 220.00
Increased by +0.31%
Mar 31, 25
10 KO Microcap Strategy 65.52K (0.21%) 39.15K
Increased by +59.76%
Jul 31, 23
11 iShares Micro-Cap ETF 62.55K (0.20%) 0.00
Increased by 0.00%
May 31, 25
12 Fidelity® Total Market Index 53.59K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity Total Market Index 53.05K (0.17%) 0.00
Increased by 0.00%
Apr 30, 25
14 Spartan Total Market Index Pool E 43.70K (0.14%) 0.00
Increased by 0.00%
Mar 31, 25
15 Spartan Total Market Index Pool G 43.70K (0.14%) 0.00
Increased by 0.00%
Apr 30, 25
16 Fidelity® Series Total Market Index 42.48K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity Series Total Market Index 39.15K (0.13%) 0.00
Increased by 0.00%
Apr 30, 25
18 LUX IM Global Medtech HX 32.19K (0.10%) 0.00
Increased by 0.00%
May 31, 25
19 Spartan Extended Market Index Pool F 29.18K (0.09%) 1.53K
Increased by +5.25%
Apr 30, 25
20 NT Ext Equity Mkt Idx Fd - NL 28.27K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25