Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Walleye Trading Advisors, LLC 1.21M (22.98%) 1.21M
Increased by +100.00%
Sep 30, 23
2 Phoenix Holdings Ltd 1.18M (22.43%) 0.00
Increased by 0.00%
Mar 31, 24
3 Phoenix Financial Ltd 1.13M (21.41%) 0.00
Increased by 0.00%
Jun 30, 25
4 Y.D. More Investments Ltd 653.78K (12.42%) 0.00
Increased by 0.00%
Jun 30, 25
5 Nantahala Capital Management, LLC 563.23K (10.70%) -1.00
Decreased by -0.00%
Dec 31, 25
6 Clal Insurance Enterprises Holdings Ltd 512.17K (9.73%) 0.00
Increased by 0.00%
Sep 30, 24
7 Lasry Marc 464.91K (8.83%) 0.00
Increased by 0.00%
Jun 30, 25
8 AMH Equity Ltd 215.00K (4.08%) -35.00K
Decreased by -16.28%
Jun 30, 25
9 BMO Capital Markets Corp. 150.47K (2.86%) 125.00K
Increased by +83.08%
Sep 30, 24
10 Bank of Montreal 150.47K (2.86%) 125.00K
Increased by +83.08%
Sep 30, 24
11 Shay Capital LLC 150.00K (2.85%) 50.00K
Increased by +33.33%
Sep 30, 23
12 Renaissance Technologies Corp 129.80K (2.47%) 12.20K
Increased by +9.40%
Jun 30, 25
13 LPL Financial Corp 128.00K (2.43%) 19.50K
Increased by +15.23%
Jun 30, 25
14 Goldman Sachs Group Inc 105.77K (2.01%) -2.69K
Decreased by -2.54%
Jun 30, 24
15 Vanguard Group Inc 99.30K (1.89%) 68.90K
Increased by +69.38%
Dec 31, 25
16 State Street Corporation 75.36K (1.43%) 0.00
Increased by 0.00%
Mar 31, 24
17 Citadel Advisors Llc 71.94K (1.37%) 5.57K
Increased by +7.75%
Dec 31, 24
18 XTX Topco Ltd 62.51K (1.19%) 43.51K
Increased by +69.61%
Jun 30, 25
19 Appian WAY Asset Management 56.86K (1.08%) -7.18K
Decreased by -12.63%
Sep 30, 25
20 Wellspring Financial Advisors, LLC 50.00K (0.95%) 50.00K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 141.73K (2.69%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity® Total Market Index 70.37K (1.34%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 65.91K (1.25%) 0.00
Increased by 0.00%
Mar 31, 26
4 iShares Micro-Cap ETF 53.66K (1.02%) 0.00
Increased by 0.00%
May 31, 25
5 BlackRock Extended Mkt Composite 38.71K (0.74%) 0.00
Increased by 0.00%
Sep 30, 23
6 Spartan Extended Market Index Pool E 37.93K (0.72%) 16.24K
Increased by +42.82%
Mar 31, 25
7 BlackRock Extended Equity Market K 33.74K (0.64%) -14.00
Decreased by -0.04%
Sep 30, 24
8 Fidelity® Series Total Market Index 32.18K (0.61%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Extended Market Index 30.99K (0.59%) -112.00
Decreased by -0.36%
Feb 28, 26
10 Blackrock Extended Mkt Fund CF 18.00K (0.34%) 0.00
Increased by 0.00%
Feb 28, 26
11 Extended Equity Market Fund B 18.00K (0.34%) 16.06K
Increased by +89.24%
Dec 31, 25
12 Extended Equity Market Fund E 18.00K (0.34%) 16.06K
Increased by +89.24%
Dec 31, 25
13 Extended Equity Market Fund K 15.32K (0.29%) -112.00
Decreased by -0.73%
Mar 31, 26
14 Spartan Total Market Index Pool E 13.46K (0.26%) 0.00
Increased by 0.00%
Mar 31, 25
15 Fidelity Nasdaq Composite Index 11.33K (0.22%) 0.00
Increased by 0.00%
Mar 31, 25
16 Schwab Total Stock Market Index 10.29K (0.20%) 0.00
Increased by 0.00%
Nov 30, 23
17 BlackRock U.S. Equity Market F 7.78K (0.15%) -1.00
Decreased by -0.01%
Sep 30, 24
18 Fidelity Series Total Market Index 7.76K (0.15%) 383.00
Increased by +4.94%
Feb 28, 26
19 Fidelity Total Market Index 7.63K (0.14%) 0.00
Increased by 0.00%
Feb 28, 26
20 Dimensional US Small Cap ETF 7.33K (0.14%) 0.00
Increased by 0.00%
Dec 29, 23