Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 3.42%
2 ITOT 0.00%
3 VTI 0.00%
4 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Armistice Capital, LLC 6.47M (74.27%) 6.47M
Increased by +100.00%
Sep 30, 23
2 Vanguard Group Inc 328.33K (3.77%) 39.70K
Increased by +12.09%
Mar 31, 25
3 State Street Corporation 247.71K (2.84%) 0.00
Increased by 0.00%
Mar 31, 24
4 AMH Equity Ltd 164.30K (1.89%) 14.30K
Increased by +8.70%
Mar 31, 25
5 Geode Capital Management, LLC 95.91K (1.10%) 3.25K
Increased by +3.39%
Mar 31, 25
6 Renaissance Technologies Corp 70.59K (0.81%) 1.90K
Increased by +2.69%
Mar 31, 25
7 InterWest Venture Management Co 62.06K (0.71%) 0.00
Increased by 0.00%
Sep 30, 23
8 Susquehanna International Group, LLP 58.16K (0.67%) 17.58K
Increased by +30.23%
Mar 31, 25
9 VISIONARY HORIZONS LLC 37.25K (0.43%) 37.25K
Increased by +100.00%
Dec 31, 23
10 TWO SIGMA SECURITIES, LLC 33.29K (0.38%) 33.29K
Increased by +100.00%
Mar 31, 24
11 UBS Group AG 32.39K (0.37%) 31.51K
Increased by +97.27%
Dec 31, 24
12 Wealth Enhancement Advisory Services, LLC 30.88K (0.35%) 0.00
Increased by 0.00%
Mar 31, 24
13 Charles Schwab Investment Management Inc 30.53K (0.35%) 0.00
Increased by 0.00%
Mar 31, 24
14 JANE STREET GROUP, LLC 25.01K (0.29%) 25.01K
Increased by +100.00%
Sep 30, 23
15 State Street Corp 23.52K (0.27%) 0.00
Increased by 0.00%
Mar 31, 25
16 Zuckerman Investment Group, LLC 23.06K (0.26%) 0.00
Increased by 0.00%
Dec 31, 23
17 Bank of New York Mellon Corp 22.95K (0.26%) -4.00K
Decreased by -17.43%
Mar 31, 24
18 Raymond James Finl Svs Advisors, Inc. 20.00K (0.23%) -7.59K
Decreased by -37.95%
Mar 31, 24
19 BlackRock Inc 16.97K (0.19%) 0.00
Increased by 0.00%
Mar 31, 25
20 Commonwealth Equity Services Inc 16.64K (0.19%) -851.00
Decreased by -5.12%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 446.55K (5.13%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 245.50K (2.82%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 205.80K (2.36%) 0.00
Increased by 0.00%
Sep 30, 24
4 BlackRock Extended Mkt Composite 191.76K (2.20%) 0.00
Increased by 0.00%
Sep 30, 23
5 iShares Micro-Cap ETF 188.48K (2.16%) -2.62K
Decreased by -1.39%
May 30, 24
6 Fidelity® Total Market Index 186.90K (2.15%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Series Total Market Index 97.01K (1.11%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 79.88K (0.92%) 0.00
Increased by 0.00%
Apr 30, 25
9 Fidelity Extended Market Index 48.29K (0.55%) -462.00
Decreased by -0.96%
Apr 30, 25
10 Vanguard Instl Ttl Stck Mkt Idx Tr 44.84K (0.51%) 0.00
Increased by 0.00%
Mar 31, 24
11 Vanguard Instl Ttl Stk Mkt Idx InstlPls 44.84K (0.51%) 0.00
Increased by 0.00%
Mar 31, 24
12 Schwab Total Stock Market Index 30.53K (0.35%) 0.00
Increased by 0.00%
Jun 30, 24
13 Vanguard Balanced Index Inv 25.74K (0.30%) -21.53K
Decreased by -83.63%
May 31, 24
14 SSgA U.S. Total Market Index Strategy 17.81K (0.20%) 15.24K
Increased by +85.54%
Jun 30, 24
15 Fidelity Total Market Index 15.42K (0.18%) 0.00
Increased by 0.00%
Apr 30, 25
16 BlackRock Extended Equity Market K 13.93K (0.16%) -4.00
Decreased by -0.03%
Sep 30, 24
17 Extended Equity Market Fund K 13.78K (0.16%) 42.00
Increased by +0.30%
Mar 31, 25
18 Fidelity Series Total Market Index 12.43K (0.14%) 586.00
Increased by +4.71%
Apr 30, 25
19 T. Rowe Price U.S. Equities Tr 10.49K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
20 SSgA U.S. Extended Market Index Class I 8.93K (0.10%) 0.00
Increased by 0.00%
Dec 31, 23