Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 UBS Group AG 119.06K (0.95%) 110.36K
Increased by +92.70%
Mar 31, 26
2 Jane Street Group LLC 65.82K (0.52%) 65.82K
Increased by +100.00%
Mar 31, 26
3 Geode Capital Management, LLC 45.57K (0.36%) 28.57K
Increased by +62.69%
Mar 31, 26
4 Vanguard Capital Management, LLC 37.15K (0.30%) 37.15K
Increased by +100.00%
Mar 31, 26
5 First Republic Inv Mgmt Inc 27.95K (0.22%) 0.00
Increased by 0.00%
Sep 30, 23
6 XTX Topco Ltd 26.97K (0.21%) 26.97K
Increased by +100.00%
Mar 31, 25
7 Vanguard Group Inc 26.78K (0.21%) 0.00
Increased by 0.00%
Dec 31, 25
8 Quantinno Capital Management LP 22.57K (0.18%) 22.57K
Increased by +100.00%
Mar 31, 26
9 HRT FINANCIAL LLC 20.92K (0.17%) 2.67K
Increased by +12.79%
Dec 31, 25
10 Vanguard Fiduciary Trust Co 16.80K (0.13%) 16.80K
Increased by +100.00%
Mar 31, 26
11 POTENTIA WEALTH 16.14K (0.13%) 0.00
Increased by 0.00%
Mar 31, 25
12 BlackRock Inc 13.41K (0.11%) 0.00
Increased by 0.00%
Mar 31, 26
13 BMO Capital Markets Corp. 13.30K (0.11%) 3.30K
Increased by +24.81%
Mar 31, 26
14 Bank of Montreal 13.30K (0.11%) 3.30K
Increased by +24.81%
Mar 31, 26
15 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 9.50K (0.08%) 0.00
Increased by 0.00%
Jun 30, 24
16 IFP Advisors, LLC 4.75K (0.04%) 0.00
Increased by 0.00%
Jun 30, 24
17 CoreCap Advisors, LLC 2.00K (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
18 Crewe Advisors LLC 1.47K (0.01%) 0.00
Increased by 0.00%
Mar 31, 26
19 Tower Research Capital LLC 815.00 (0.01%) -5.54K
Decreased by -679.88%
Mar 31, 26
20 FMR Inc 301.00 (0.00%) 301.00
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 293.75K (2.34%) -46.46K
Decreased by -15.82%
Mar 31, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 37.15K (0.30%) 0.00
Increased by 0.00%
Apr 30, 26
3 Fidelity Extended Market Index 31.34K (0.25%) -114.00
Decreased by -0.36%
Apr 30, 26
4 iShares Micro-Cap ETF 22.36K (0.18%) 0.00
Increased by 0.00%
May 31, 25
5 Spartan Extended Market Index Pool E 11.62K (0.09%) 647.00
Increased by +5.57%
Mar 31, 25
6 Schwab Total Stock Market Index 9.64K (0.08%) 0.00
Increased by 0.00%
Oct 31, 24
7 Spartan Total Market Index Pool E 6.64K (0.05%) 0.00
Increased by 0.00%
Mar 31, 25
8 Spartan Extended Market Index Pool F 6.11K (0.05%) 114.00
Increased by +1.87%
Apr 30, 26
9 Fidelity Series Total Market Index 5.07K (0.04%) 0.00
Increased by 0.00%
Apr 30, 26
10 NT Ext Eq Mkt Indx Fd DC Lend T3 2.77K (0.02%) 2.77K
Increased by +100.00%
Dec 31, 24
11 NT Ext Eq Mkt Indx Fd DC Lend T4 2.77K (0.02%) 2.77K
Increased by +100.00%
Dec 31, 24
12 Fidelity Total Market Index 2.38K (0.02%) 0.00
Increased by 0.00%
Apr 30, 26
13 1290 VT Micro Cap K 2.35K (0.02%) 0.00
Increased by 0.00%
Oct 31, 24
14 NT Ext Equity Mkt Idx Fd - L 1.16K (0.01%) 0.00
Increased by 0.00%
Mar 31, 26
15 NT Ext Equity Mkt Index Fund - Lending 1.16K (0.01%) 0.00
Increased by 0.00%
Mar 31, 26
16 Northern Trust Extended Eq Market Idx 1.16K (0.01%) 0.00
Increased by 0.00%
Mar 31, 26
17 Spartan Total Market Index Pool G 664.00 (0.01%) 0.00
Increased by 0.00%
Apr 30, 26
18 Carbon Collective Climate Sol US Eq ETF 641.00 (0.01%) 0.00
Increased by 0.00%
Nov 29, 24
19 NT Ext Eq Mkt Idx Fd DC Lending Tier 5 458.00 (0.00%) 3.00
Increased by +0.66%
Mar 31, 26
20 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 458.00 (0.00%) 3.00
Increased by +0.66%
Mar 31, 26