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 Vanguard Group Inc 438.97K (2.21%) -46.46K
Decreased by -10.58%
Mar 31, 25
2 BlackRock Inc 158.89K (0.80%) -2.86K
Decreased by -1.80%
Mar 31, 25
3 Geode Capital Management, LLC 151.78K (0.76%) 18.08K
Increased by +11.91%
Mar 31, 25
4 Swan Global Investments, LLC 50.00K (0.25%) 50.00K
Increased by +100.00%
Mar 31, 25
5 FLAGSHIP HARBOR ADVISORS, LLC 38.83K (0.20%) 0.00
Increased by 0.00%
Mar 31, 25
6 First Republic Inv Mgmt Inc 27.95K (0.14%) 0.00
Increased by 0.00%
Sep 30, 23
7 XTX Topco Ltd 26.97K (0.14%) 26.97K
Increased by +100.00%
Mar 31, 25
8 Consolidated Portfolio Review Corp. 25.25K (0.13%) 0.00
Increased by 0.00%
Mar 31, 25
9 Citadel Advisors Llc 21.58K (0.11%) 21.58K
Increased by +100.00%
Dec 31, 24
10 Ground Swell Capital, LLC 18.03K (0.09%) 18.03K
Increased by +100.00%
Dec 31, 24
11 POTENTIA WEALTH 16.14K (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
12 Crewe Advisors LLC 14.70K (0.07%) 0.00
Increased by 0.00%
Mar 31, 25
13 CALDWELL SUTTER CAPITAL INC 13.05K (0.07%) 0.00
Increased by 0.00%
Mar 31, 25
14 Northern Trust Corp 12.67K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
15 HRT FINANCIAL LLC 10.98K (0.06%) 10.98K
Increased by +100.00%
Mar 31, 25
16 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 9.50K (0.05%) 0.00
Increased by 0.00%
Jun 30, 24
17 UBS Group AG 9.18K (0.05%) 9.18K
Increased by +100.00%
Dec 31, 24
18 IFP Advisors, LLC 4.75K (0.02%) 0.00
Increased by 0.00%
Jun 30, 24
19 Tower Research Capital LLC 4.40K (0.02%) 4.40K
Increased by +100.00%
Dec 31, 24
20 Hanson Mcclain Inc 2.55K (0.01%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 293.75K (1.48%) -46.46K
Decreased by -15.82%
Mar 31, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 145.22K (0.73%) 0.00
Increased by 0.00%
Apr 30, 25
3 Fidelity Extended Market Index 88.83K (0.45%) -520.00
Decreased by -0.59%
Apr 30, 25
4 Fidelity Total Market Index 23.75K (0.12%) 0.00
Increased by 0.00%
Apr 30, 25
5 iShares Micro-Cap ETF 22.36K (0.11%) 0.00
Increased by 0.00%
May 31, 25
6 Fidelity Series Total Market Index 20.31K (0.10%) 0.00
Increased by 0.00%
Apr 30, 25
7 Spartan Extended Market Index Pool F 12.14K (0.06%) 520.00
Increased by +4.28%
Apr 30, 25
8 NT Ext Equity Mkt Idx Fd - L 11.62K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
9 Northern Trust Extended Eq Market Idx 11.62K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
10 Spartan Extended Market Index Pool E 11.62K (0.06%) 647.00
Increased by +5.57%
Mar 31, 25
11 Schwab Total Stock Market Index 9.64K (0.05%) 0.00
Increased by 0.00%
Oct 31, 24
12 Spartan Total Market Index Pool E 6.64K (0.03%) 0.00
Increased by 0.00%
Mar 31, 25
13 Spartan Total Market Index Pool G 6.64K (0.03%) 0.00
Increased by 0.00%
Apr 30, 25
14 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 2.79K (0.01%) 22.00
Increased by +0.79%
Mar 31, 25
15 NT Ext Eq Mkt Indx Fd DC Lend T3 2.77K (0.01%) 2.77K
Increased by +100.00%
Dec 31, 24
16 NT Ext Eq Mkt Indx Fd DC Lend T4 2.77K (0.01%) 2.77K
Increased by +100.00%
Dec 31, 24
17 1290 VT Micro Cap K 2.35K (0.01%) 0.00
Increased by 0.00%
Oct 31, 24
18 NT US Market Cap Idx Fd - L 1.06K (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
19 Northern Trust Wilshire 5000 1.06K (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
20 Carbon Collective Climate Sol US Eq ETF 641.00 (0.00%) 0.00
Increased by 0.00%
Nov 29, 24