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 (54.56%) 203.17K
Increased by +10.64%
Dec 31, 25
2 Renaissance Technologies Corp 730.32K (20.87%) -137.20K
Decreased by -18.79%
Dec 31, 25
3 Geode Capital Management, LLC 449.15K (12.84%) 129.16K
Increased by +28.76%
Dec 31, 25
4 BlackRock Inc 427.44K (12.22%) 0.00
Increased by 0.00%
Dec 31, 25
5 Bridgeway Capital Management, LLC 272.90K (7.80%) 0.00
Increased by 0.00%
Mar 31, 25
6 Jane Street Group LLC 240.92K (6.88%) 178.67K
Increased by +74.16%
Dec 31, 25
7 Bank of New York Mellon Corp 137.07K (3.92%) 0.00
Increased by 0.00%
Dec 31, 25
8 Virtu Financial LLC 126.52K (3.62%) 100.90K
Increased by +79.75%
Sep 30, 25
9 State Street Corp 100.65K (2.88%) 0.00
Increased by 0.00%
Dec 31, 25
10 State Street Corporation 100.65K (2.88%) 0.00
Increased by 0.00%
Mar 31, 24
11 Kestra Advisory Services, LLC 88.20K (2.52%) -46.49K
Decreased by -52.72%
Dec 31, 25
12 BMO Capital Markets Corp. 74.91K (2.14%) 74.91K
Increased by +100.00%
Dec 31, 23
13 Bank of Montreal 74.91K (2.14%) 74.91K
Increased by +100.00%
Dec 31, 23
14 Man Group PLC 74.09K (2.12%) 0.00
Increased by 0.00%
Dec 31, 23
15 Squarepoint Ops LLC 65.80K (1.88%) 37.44K
Increased by +56.90%
Mar 31, 25
16 Koss-Olinger Consulting, LLC 58.10K (1.66%) 0.00
Increased by 0.00%
Dec 31, 24
17 Thompson Davis & Co Inc 57.20K (1.63%) 15.70K
Increased by +27.45%
Dec 31, 24
18 Northern Trust Corp 54.98K (1.57%) 0.00
Increased by 0.00%
Dec 31, 25
19 Group One Trading, LP 54.30K (1.55%) 53.26K
Increased by +98.09%
Sep 30, 25
20 Susquehanna International Group, LLP 49.26K (1.41%) 4.12K
Increased by +8.37%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.28M (36.55%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.25M (35.69%) -27.29K
Decreased by -2.19%
Jul 31, 25
3 Fidelity Extended Market Index 318.40K (9.10%) 161.85K
Increased by +50.83%
Dec 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 305.55K (8.73%) -139.23K
Decreased by -45.57%
Jul 31, 25
5 Bridgeway Ultra-Small Company 272.90K (7.80%) 0.00
Increased by 0.00%
Mar 31, 25
6 Fidelity® Extended Market Index 157.25K (4.49%) 0.00
Increased by 0.00%
Nov 30, 23
7 BlackRock Extended Mkt Composite 83.11K (2.38%) 0.00
Increased by 0.00%
Sep 30, 23
8 Extended Equity Market Fund B 83.11K (2.38%) 0.00
Increased by 0.00%
Dec 31, 25
9 Extended Equity Market Fund E 83.11K (2.38%) 0.00
Increased by 0.00%
Dec 31, 25
10 BlackRock Extended Equity Market K 72.43K (2.07%) -31.00
Decreased by -0.04%
Sep 30, 24
11 Extended Equity Market Fund K 71.28K (2.04%) 46.00
Increased by +0.06%
Dec 31, 25
12 KO Microcap Strategy 65.52K (1.87%) 39.15K
Increased by +59.76%
Jul 31, 23
13 iShares Micro-Cap ETF 62.55K (1.79%) 0.00
Increased by 0.00%
May 31, 25
14 Fidelity® Total Market Index 53.59K (1.53%) 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 (1.21%) 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