Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEUS 0.03%
2 ISCF 0.03%
3 SCZ 0.02%
4 IDEV 0.00%
5 IXUS 0.00%
6 ITOT 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Altium Capital Management, LP 724.94K (51.77%) 724.94K
Increased by +100.00%
Mar 31, 24
2 Nantahala Capital Management, LLC 148.15K (10.58%) 0.00
Increased by 0.00%
Jun 30, 25
3 Bleichroeder LP 68.75K (4.91%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard Group Inc 29.85K (2.13%) 0.00
Increased by 0.00%
Mar 31, 24
5 Geode Capital Management, LLC 27.07K (1.93%) 0.00
Increased by 0.00%
Mar 31, 24
6 Citadel Advisors Llc 12.54K (0.90%) -12.26K
Decreased by -97.76%
Jun 30, 25
7 Tower Research Capital LLC 1.99K (0.14%) 1.77K
Increased by +89.29%
Jun 30, 25
8 FMR Inc 301.00 (0.02%) 301.00
Increased by +100.00%
Jun 30, 25
9 BlackRock Inc 122.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
10 SBI Securities Co Ltd 75.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 64.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
12 Royal Bank of Canada 28.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
13 Goss Wealth Management LLC 17.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
14 CWM, LLC duplicate 16.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
15 Bank of America Corp 10.00 (0.00%) 1.00
Increased by +10.00%
Jun 30, 25
16 AIGH Capital Management, LLC 0.00 (0.00%) -70.55K
Decreased by N/A%
Dec 31, 24
17 Citigroup Inc 0.00 (0.00%) -4.00
Decreased by N/A%
Dec 31, 24
18 Concord Wealth Partners 0.00 (0.00%) -31.00
Decreased by N/A%
Dec 31, 23
19 Corsair Capital Management LLC 0.00 (0.00%) -11.67K
Decreased by N/A%
Dec 31, 24
20 Federation des caisses Desjardins du Quebec 0.00 (0.00%) -5.00
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 18.28K (1.31%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity Extended Market Index 6.36K (0.45%) -45.00
Decreased by -0.71%
Jul 31, 25
3 Fidelity® Series Total Market Index 2.96K (0.21%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 1.71K (0.12%) -778.00
Decreased by -45.52%
Jul 31, 25
5 Fidelity Series Total Market Index 1.48K (0.11%) 0.00
Increased by 0.00%
Jul 31, 25
6 SSgA U.S. Extended Market Index Class I 650.00 (0.05%) 0.00
Increased by 0.00%
Dec 31, 23
7 Spartan Total Market Index Pool G 519.00 (0.04%) 449.00
Increased by +86.51%
Jul 31, 25
8 Fidelity® Total Market Index 494.00 (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Nasdaq Composite Index 373.00 (0.03%) 0.00
Increased by 0.00%
Mar 31, 25
10 State Street Balanced Index K 314.00 (0.02%) 0.00
Increased by 0.00%
Aug 31, 24
11 NT US Market Cap Idx Fd - L 239.00 (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
12 Spartan Extended Market Index Pool E 176.00 (0.01%) 52.00
Increased by +29.55%
Feb 28, 25
13 NT Ext Equity Mkt Idx Fd - L 168.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
14 Northern Trust Extended Eq Market Idx 168.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
15 BNYM Mellon SL Mkt Completion Fd 108.00 (0.01%) -2.00
Decreased by -1.85%
Dec 31, 23
16 NT Ext Equity Mkt Idx Fd - NL 101.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
17 NT Ext Equity Mkt Idx Fd - DC - NL - T2 78.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
18 Spartan Total Market Index Pool E 70.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
19 State St US Extended Mkt Indx NL Cl C 54.00 (0.00%) 0.00
Increased by 0.00%
Aug 31, 25
20 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 47.00 (0.00%) 7.00
Increased by +14.89%
Jun 30, 25