Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FORH 4.05%
2 ISCF 0.02%
3 IWC 0.00%
4 CCSO 0.00%
5 FEU 0.00%
6 SPEU 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Formidable Asset Management LLC 3.00M (26.88%) 388.89K
Increased by +12.95%
Mar 31, 25
2 Vanguard Group Inc 537.25K (4.81%) 0.00
Increased by 0.00%
Mar 31, 25
3 Tidal Investments LLC. 506.74K (4.53%) 24.82K
Increased by +4.90%
Mar 31, 25
4 Toroso Investments LLC 380.84K (3.41%) 52.00
Increased by +0.01%
Sep 30, 23
5 HighTower Advisors, LLC 294.31K (2.63%) 0.00
Increased by 0.00%
Mar 31, 25
6 BlackRock Inc 184.88K (1.65%) -570.00
Decreased by -0.31%
Mar 31, 25
7 Geode Capital Management, LLC 140.98K (1.26%) 4.05K
Increased by +2.87%
Mar 31, 25
8 Park Edge Advisors, LLC 107.77K (0.96%) -3.00K
Decreased by -2.78%
Jun 30, 25
9 National Asset Management Inc 58.87K (0.53%) -5.23K
Decreased by -8.88%
Jun 30, 24
10 Creative Planning Inc 49.25K (0.44%) 49.25K
Increased by +100.00%
Dec 31, 23
11 Susquehanna International Group, LLP 38.59K (0.35%) -56.35K
Decreased by -146.01%
Mar 31, 25
12 State Street Corp 35.57K (0.32%) 0.00
Increased by 0.00%
Mar 31, 25
13 State Street Corporation 33.77K (0.30%) 0.00
Increased by 0.00%
Dec 31, 23
14 Belvedere Trading LLC 31.11K (0.28%) -7.57K
Decreased by -24.33%
Dec 31, 23
15 Engineers Gate Manager LP 27.91K (0.25%) 27.91K
Increased by +100.00%
Dec 31, 24
16 Northern Trust Corp 23.69K (0.21%) 0.00
Increased by 0.00%
Mar 31, 25
17 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 23.00K (0.21%) 0.00
Increased by 0.00%
Jun 30, 25
18 Kestra Advisory Services, LLC 22.80K (0.20%) -11.87K
Decreased by -52.08%
Mar 31, 25
19 Virtu Financial LLC 20.65K (0.18%) 20.65K
Increased by +100.00%
Jun 30, 24
20 Wolverine Trading LLC 20.38K (0.18%) 2.53K
Increased by +12.42%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Formidable ETF 506.74K (4.53%) 0.00
Increased by 0.00%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 359.46K (3.22%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 359.46K (3.22%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 160.45K (1.44%) 0.00
Increased by 0.00%
Jun 30, 25
5 Fidelity Extended Market Index 68.31K (0.61%) -178.00
Decreased by -0.26%
Jun 30, 25
6 Fidelity® Extended Market Index 62.15K (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
7 iShares Micro-Cap ETF 24.76K (0.22%) 0.00
Increased by 0.00%
May 31, 25
8 Fidelity Total Market Index 20.38K (0.18%) 0.00
Increased by 0.00%
Jun 30, 25
9 Fidelity® Series Total Market Index 17.51K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Series Total Market Index 17.09K (0.15%) 0.00
Increased by 0.00%
Jun 30, 25
11 Vanguard Balanced Index Inv 14.20K (0.13%) 0.00
Increased by 0.00%
May 31, 25
12 Fidelity Nasdaq Composite Index 13.92K (0.12%) 0.00
Increased by 0.00%
Jun 30, 25
13 Fidelity® Total Market Index 13.27K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
14 NT Ext Equity Mkt Idx Fd - NL 11.83K (0.11%) 0.00
Increased by 0.00%
Jun 30, 25
15 Spartan Extended Market Index Pool F 11.40K (0.10%) 0.00
Increased by 0.00%
Jun 30, 25
16 NT Ext Equity Mkt Idx Fd - L 11.09K (0.10%) 0.00
Increased by 0.00%
Jun 30, 25
17 Northern Trust Extended Eq Market Idx 11.09K (0.10%) 0.00
Increased by 0.00%
Jun 30, 25
18 Spartan Extended Market Index Pool E 10.60K (0.09%) 580.00
Increased by +5.47%
Mar 31, 25
19 NT Ext Equity Mkt Idx Fd - DC - NL - T2 9.19K (0.08%) -23.00
Decreased by -0.25%
Jun 30, 25
20 Spartan Total Market Index Pool E 7.88K (0.07%) 0.00
Increased by 0.00%
Mar 31, 25