Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFSU 0.00%
3 DFAC 0.00%
4 VTI 0.00%
5 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Oracle Investment Management Inc 1.37M (11.78%) 0.00
Increased by 0.00%
Dec 31, 25
2 Staley Capital Advisers Inc 1.10M (9.48%) 0.00
Increased by 0.00%
Dec 31, 25
3 Vanguard Group Inc 743.97K (6.41%) -16.60K
Decreased by -2.23%
Dec 31, 25
4 Elser Financial Planning, Inc 558.62K (4.82%) 558.62K
Increased by +100.00%
Dec 31, 24
5 Geode Capital Management, LLC 171.28K (1.48%) 1.56K
Increased by +0.91%
Dec 31, 25
6 Grey Street Capital, LLC 86.78K (0.75%) -10.00K
Decreased by -11.52%
Mar 31, 24
7 OpenArc Corporate Advisory, LLC 81.48K (0.70%) 81.48K
Increased by +100.00%
Dec 31, 25
8 BlackRock Inc 80.06K (0.69%) -10.00
Decreased by -0.01%
Sep 30, 25
9 Citadel Advisors Llc 66.70K (0.58%) 28.33K
Increased by +42.48%
Dec 31, 25
10 JPMorgan Chase & Co 61.02K (0.53%) 29.51K
Increased by +48.36%
Sep 30, 25
11 Renaissance Technologies Corp 56.00K (0.48%) -2.80K
Decreased by -4.99%
Dec 31, 25
12 State Street Corp 53.86K (0.46%) 0.00
Increased by 0.00%
Sep 30, 25
13 State Street Corporation 53.86K (0.46%) 0.00
Increased by 0.00%
Mar 31, 24
14 Aufman Associates Inc 52.66K (0.45%) 0.00
Increased by 0.00%
Dec 31, 25
15 Caprock Group Inc 48.39K (0.42%) -38.40K
Decreased by -79.36%
Dec 31, 25
16 Canton Hathaway, LLC 44.00K (0.38%) -19.50K
Decreased by -44.32%
Dec 31, 25
17 Northern Trust Corp 35.24K (0.30%) 0.00
Increased by 0.00%
Sep 30, 25
18 Susquehanna International Group, LLP 28.89K (0.25%) -8.67K
Decreased by -30.02%
Jun 30, 25
19 Portland Global Advisors, LLC 25.00K (0.22%) 0.00
Increased by 0.00%
Dec 31, 25
20 Dimensional Fund Advisors, Inc. 20.64K (0.18%) 0.00
Increased by 0.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 507.76K (4.38%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 496.90K (4.28%) 0.00
Increased by 0.00%
Jan 31, 26
3 Vanguard Institutional Extnd Mkt Idx Tr 157.47K (1.36%) 0.00
Increased by 0.00%
Jan 31, 26
4 Fidelity® Extended Market Index 91.08K (0.79%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Extended Market Index 81.31K (0.70%) -338.00
Decreased by -0.42%
Jan 31, 26
6 BlackRock Extended Mkt Composite 41.05K (0.35%) 0.00
Increased by 0.00%
Sep 30, 23
7 Blackrock Extended Mkt Fund CF 41.05K (0.35%) 41.05K
Increased by +100.00%
Jan 31, 26
8 iShares Micro-Cap ETF 40.05K (0.35%) 90.00
Increased by +0.22%
Feb 28, 26
9 BlackRock Extended Equity Market K 35.78K (0.31%) -15.00
Decreased by -0.04%
Sep 30, 24
10 Extended Equity Market Fund K 35.21K (0.30%) 23.00
Increased by +0.07%
Dec 31, 25
11 Fidelity Series Total Market Index 22.15K (0.19%) 0.00
Increased by 0.00%
Jan 31, 26
12 Fidelity® Series Total Market Index 20.46K (0.18%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity® Total Market Index 20.35K (0.18%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Total Market Index 20.02K (0.17%) 0.00
Increased by 0.00%
Jan 31, 26
15 Fidelity Nasdaq Composite Index 18.66K (0.16%) 0.00
Increased by 0.00%
Jan 31, 26
16 Spartan Extended Market Index Pool F 18.50K (0.16%) 338.00
Increased by +1.83%
Jan 31, 26
17 NT Ext Equity Mkt Idx Fd - L 18.31K (0.16%) 0.00
Increased by 0.00%
Dec 31, 25
18 Northern Trust Extended Eq Market Idx 18.31K (0.16%) 0.00
Increased by 0.00%
Sep 30, 25
19 Vanguard Balanced Index Inv 16.60K (0.14%) 0.00
Increased by 0.00%
Jul 31, 25
20 NT Ext Equity Mkt Idx Fd - NL 15.69K (0.14%) 0.00
Increased by 0.00%
Dec 31, 25