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 (54.39%) 6.47M
Increased by +100.00%
Sep 30, 23
2 Vanguard Group Inc 328.33K (2.76%) 0.00
Increased by 0.00%
Jun 30, 25
3 State Street Corporation 247.71K (2.08%) 0.00
Increased by 0.00%
Mar 31, 24
4 AMH Equity Ltd 193.60K (1.63%) 29.30K
Increased by +15.13%
Jun 30, 25
5 Susquehanna International Group, LLP 106.89K (0.90%) 48.72K
Increased by +45.58%
Jun 30, 25
6 Geode Capital Management, LLC 95.45K (0.80%) -450.00
Decreased by -0.47%
Jun 30, 25
7 Renaissance Technologies Corp 71.80K (0.60%) 1.20K
Increased by +1.67%
Jun 30, 25
8 InterWest Venture Management Co 62.06K (0.52%) 0.00
Increased by 0.00%
Sep 30, 23
9 VISIONARY HORIZONS LLC 37.25K (0.31%) 37.25K
Increased by +100.00%
Dec 31, 23
10 TWO SIGMA SECURITIES, LLC 33.29K (0.28%) 33.29K
Increased by +100.00%
Mar 31, 24
11 Wealth Enhancement Advisory Services, LLC 30.88K (0.26%) 0.00
Increased by 0.00%
Mar 31, 24
12 Charles Schwab Investment Management Inc 30.53K (0.26%) 0.00
Increased by 0.00%
Mar 31, 24
13 JANE STREET GROUP, LLC 25.01K (0.21%) 25.01K
Increased by +100.00%
Sep 30, 23
14 State Street Corp 23.52K (0.20%) 0.00
Increased by 0.00%
Jun 30, 25
15 Zuckerman Investment Group, LLC 23.06K (0.19%) 0.00
Increased by 0.00%
Dec 31, 23
16 Bank of New York Mellon Corp 22.95K (0.19%) -4.00K
Decreased by -17.43%
Mar 31, 24
17 Raymond James Finl Svs Advisors, Inc. 20.00K (0.17%) -7.59K
Decreased by -37.95%
Mar 31, 24
18 BlackRock Inc 16.97K (0.14%) 0.00
Increased by 0.00%
Jun 30, 25
19 Commonwealth Equity Services Inc 16.73K (0.14%) 50.00
Increased by +0.30%
Jun 30, 25
20 Jane Street Group LLC 16.58K (0.14%) 16.58K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 446.55K (3.75%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 240.25K (2.02%) -5.25K
Decreased by -2.19%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 205.80K (1.73%) 0.00
Increased by 0.00%
Sep 30, 24
4 BlackRock Extended Mkt Composite 191.76K (1.61%) 0.00
Increased by 0.00%
Sep 30, 23
5 iShares Micro-Cap ETF 188.48K (1.58%) -2.62K
Decreased by -1.39%
May 30, 24
6 Fidelity® Total Market Index 186.90K (1.57%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Series Total Market Index 97.01K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 81.11K (0.68%) 1.23K
Increased by +1.52%
Jul 31, 25
9 Fidelity Extended Market Index 47.56K (0.40%) -391.00
Decreased by -0.82%
Jul 31, 25
10 Vanguard Instl Ttl Stck Mkt Idx Tr 44.84K (0.38%) 0.00
Increased by 0.00%
Mar 31, 24
11 Vanguard Instl Ttl Stk Mkt Idx InstlPls 44.84K (0.38%) 0.00
Increased by 0.00%
Mar 31, 24
12 Schwab Total Stock Market Index 30.53K (0.26%) 0.00
Increased by 0.00%
Jun 30, 24
13 Vanguard Balanced Index Inv 25.74K (0.22%) -21.53K
Decreased by -83.63%
May 31, 24
14 Fidelity Total Market Index 15.42K (0.13%) 0.00
Increased by 0.00%
Jul 31, 25
15 BlackRock Extended Equity Market K 13.93K (0.12%) -4.00
Decreased by -0.03%
Sep 30, 24
16 Extended Equity Market Fund K 13.51K (0.11%) -270.00
Decreased by -2.00%
Jun 30, 25
17 Fidelity Series Total Market Index 11.88K (0.10%) 0.00
Increased by 0.00%
Jul 31, 25
18 T. Rowe Price U.S. Equities Tr 10.22K (0.09%) -269.00
Decreased by -2.63%
Jun 30, 25
19 SSgA U.S. Extended Market Index Class I 8.93K (0.08%) 0.00
Increased by 0.00%
Dec 31, 23
20 Spartan Extended Market Index Pool F 8.34K (0.07%) 391.00
Increased by +4.69%
Jul 31, 25