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 1.73M (4.83%) -44.94K
Decreased by -2.59%
Jun 30, 25
2 Private Asset Group LLC 1.18M (3.29%) 0.00
Increased by 0.00%
Jun 30, 25
3 Renaissance Technologies Corp 550.32K (1.53%) -5.30K
Decreased by -0.96%
Mar 31, 25
4 BlackRock Inc 502.79K (1.40%) -1.44K
Decreased by -0.29%
Mar 31, 25
5 Geode Capital Management, LLC 342.17K (0.95%) -3.34K
Decreased by -0.98%
Mar 31, 25
6 Bridgeway Capital Management, LLC 272.90K (0.76%) 0.00
Increased by 0.00%
Mar 31, 25
7 Citadel Advisors Llc 189.12K (0.53%) 172.65K
Increased by +91.29%
Mar 31, 25
8 Bank of New York Mellon Corp 137.07K (0.38%) 0.00
Increased by 0.00%
Mar 31, 25
9 Susquehanna International Group, LLP 125.08K (0.35%) -88.23K
Decreased by -70.54%
Jun 30, 25
10 Kestra Advisory Services, LLC 124.53K (0.35%) 1.73K
Increased by +1.39%
Mar 31, 25
11 State Street Corp 100.65K (0.28%) 0.00
Increased by 0.00%
Mar 31, 25
12 State Street Corporation 100.65K (0.28%) 0.00
Increased by 0.00%
Mar 31, 24
13 BMO Capital Markets Corp. 74.91K (0.21%) 74.91K
Increased by +100.00%
Dec 31, 23
14 Bank of Montreal 74.91K (0.21%) 74.91K
Increased by +100.00%
Dec 31, 23
15 Man Group PLC 74.09K (0.21%) 0.00
Increased by 0.00%
Dec 31, 23
16 Squarepoint Ops LLC 65.80K (0.18%) 37.44K
Increased by +56.90%
Mar 31, 25
17 Koss-Olinger Consulting, LLC 58.10K (0.16%) 0.00
Increased by 0.00%
Dec 31, 24
18 Thompson Davis & Co Inc 57.20K (0.16%) 15.70K
Increased by +27.45%
Dec 31, 24
19 Northern Trust Corp 54.98K (0.15%) 0.00
Increased by 0.00%
Mar 31, 25
20 XTX Topco Ltd 47.85K (0.13%) 47.85K
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 (3.56%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.25M (3.48%) -27.29K
Decreased by -2.19%
Jul 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 305.55K (0.85%) -139.23K
Decreased by -45.57%
Jul 31, 25
4 Bridgeway Ultra-Small Company 272.90K (0.76%) 0.00
Increased by 0.00%
Mar 31, 25
5 Fidelity Extended Market Index 158.61K (0.44%) -1.12K
Decreased by -0.70%
Jul 31, 25
6 Fidelity® Extended Market Index 157.25K (0.44%) 0.00
Increased by 0.00%
Nov 30, 23
7 BlackRock Extended Mkt Composite 83.11K (0.23%) 0.00
Increased by 0.00%
Sep 30, 23
8 BlackRock Extended Equity Market K 72.43K (0.20%) -31.00
Decreased by -0.04%
Sep 30, 24
9 Extended Equity Market Fund K 70.27K (0.20%) -1.40K
Decreased by -2.00%
Jun 30, 25
10 KO Microcap Strategy 65.52K (0.18%) 39.15K
Increased by +59.76%
Jul 31, 23
11 iShares Micro-Cap ETF 62.55K (0.17%) 0.00
Increased by 0.00%
May 31, 25
12 Fidelity® Total Market Index 53.59K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity Total Market Index 53.05K (0.15%) 0.00
Increased by 0.00%
Jul 31, 25
14 Spartan Total Market Index Pool E 43.70K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
15 Fidelity® Series Total Market Index 42.48K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity Series Total Market Index 39.15K (0.11%) 0.00
Increased by 0.00%
Jul 31, 25
17 Spartan Total Market Index Pool G 37.14K (0.10%) 0.00
Increased by 0.00%
Jul 31, 25
18 LUX IM Global Medtech HX 32.19K (0.09%) 0.00
Increased by 0.00%
Jul 31, 25
19 Spartan Extended Market Index Pool F 30.63K (0.09%) 1.12K
Increased by +3.65%
Jul 31, 25
20 NT Ext Equity Mkt Idx Fd - NL 28.27K (0.08%) 0.00
Increased by 0.00%
Jun 30, 25