Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Street Corporation 55.90K (9.19%) 0.00
Increased by 0.00%
Mar 31, 24
2 Renaissance Technologies Corp 51.69K (8.50%) 1.60K
Increased by +3.09%
Mar 31, 25
3 BlackRock Inc 28.28K (4.65%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Group Inc 10.13K (1.67%) 0.00
Increased by 0.00%
Mar 31, 25
5 Advisor Group Holdings, Inc. 1.30K (0.21%) -102.00
Decreased by -7.82%
Mar 31, 25
6 Tower Research Capital LLC 1.00K (0.16%) 411.00
Increased by +40.98%
Mar 31, 25
7 Bank of America Corp 296.00 (0.05%) -25.00
Decreased by -8.45%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 124.00 (0.02%) -1.67K
Decreased by -1.35 K%
Mar 31, 25
9 UBS Group AG 105.00 (0.02%) -2.98K
Decreased by -2.83 K%
Mar 31, 25
10 Barclays PLC 74.00 (0.01%) 74.00
Increased by +100.00%
Mar 31, 25
11 Royal Bank of Canada 20.00 (0.00%) 20.00
Increased by +100.00%
Dec 31, 24
12 SBI Securities Co Ltd 20.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
13 Goss Wealth Management LLC 2.00 (0.00%) 1.00
Increased by +50.00%
Mar 31, 25
14 BakerAvenue Asset Management, LP 0.00 (0.00%) -4.60K
Decreased by N/A%
Jun 30, 23
15 Citadel Advisors Llc 0.00 (0.00%) -10.71K
Decreased by N/A%
Mar 31, 25
16 GMT Capital Corp 0.00 (0.00%) -91.80K
Decreased by N/A%
Dec 31, 23
17 Geode Capital Management, LLC 0.00 (0.00%) -2.71K
Decreased by N/A%
Jun 30, 24
18 Grassi Investment Management LLC 0.00 (0.00%) -15.50K
Decreased by N/A%
Dec 31, 23
19 JPMorgan Chase & Co 0.00 (0.00%) -7.00
Decreased by N/A%
Dec 31, 23
20 Millennium Management LLC 0.00 (0.00%) -2.17K
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Extended Mkt Composite 38.91K (6.40%) 0.00
Increased by 0.00%
Sep 30, 23
2 Fidelity® Extended Market Index 23.28K (3.83%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 10.13K (1.67%) 0.00
Increased by 0.00%
May 31, 25
4 BlackRock U.S. Equity Market F 5.47K (0.90%) -57.43K
Decreased by -1.05 K%
Mar 31, 24
5 Fidelity Extended Market Index 4.25K (0.70%) -25.00
Decreased by -0.59%
Apr 30, 25
6 Fidelity® Series Total Market Index 3.82K (0.63%) 0.00
Increased by 0.00%
Nov 30, 23
7 SSgA U.S. Extended Market Index Class I 2.92K (0.48%) 0.00
Increased by 0.00%
Dec 31, 23
8 BlackRock Extended Equity Market K 1.42K (0.23%) -1.00
Decreased by -0.07%
Sep 30, 24
9 Extended Equity Market Fund K 1.41K (0.23%) 4.00
Increased by +0.28%
Mar 31, 25
10 NT US Market Cap Idx Fd - L 1.13K (0.18%) 0.00
Increased by 0.00%
Dec 31, 23
11 Fidelity Series Total Market Index 1.08K (0.18%) 0.00
Increased by 0.00%
Apr 30, 25
12 NT Ext Equity Mkt Idx Fd - L 425.00 (0.07%) 0.00
Increased by 0.00%
Mar 31, 25
13 Northern Trust Extended Eq Market Idx 425.00 (0.07%) 0.00
Increased by 0.00%
Mar 31, 25
14 State St US Extended Mkt Indx NL Cl C 293.00 (0.05%) 0.00
Increased by 0.00%
May 31, 25
15 Spartan Total Market Index Pool G 271.00 (0.04%) 271.00
Increased by +100.00%
Apr 30, 25
16 NT Ext Equity Mkt Idx Fd - NL 268.00 (0.04%) 0.00
Increased by 0.00%
Mar 31, 25
17 NT Ext Equity Mkt Idx Fd - DC - NL - T2 209.00 (0.03%) -4.00
Decreased by -1.91%
Mar 31, 25
18 Extended Equity Market Fund M 176.00 (0.03%) -6.00
Decreased by -3.41%
Mar 31, 25
19 SSgA U.S. Total Market Index Strategy 123.00 (0.02%) 3.00
Increased by +2.44%
Mar 31, 25
20 Northern Trust Wilshire 5000 113.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25