Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MEDX 1.60%
2 IWC 0.06%
3 ONEQ 0.00%
4 RSSL 0.00%
5 UWM 0.00%
6 URTY 0.00%
7 HDG 0.00%
8 IWO 0.00%
9 IWN 0.00%
10 IWM 0.00%
11 VTI 0.00%
12 VTWG 0.00%
13 VTWO 0.00%
14 VTWV 0.00%
15 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.18M (4.80%) -7.95K
Decreased by -0.36%
Jun 30, 25
2 Advisor Group Holdings, Inc. 1.27M (2.78%) 41.97K
Increased by +3.32%
Jun 30, 25
3 BlackRock Inc 891.88K (1.96%) -523.03K
Decreased by -58.64%
Jun 30, 25
4 Jane Street Group LLC 748.65K (1.64%) 748.65K
Increased by +100.00%
Jun 30, 25
5 Geode Capital Management, LLC 666.19K (1.46%) -186.51K
Decreased by -28.00%
Jun 30, 25
6 Sontag Advisory LLC 479.52K (1.05%) 81.14K
Increased by +16.92%
Jun 30, 25
7 Geneos Wealth Management Inc 423.24K (0.93%) -427.44K
Decreased by -100.99%
Jun 30, 25
8 LPL Financial Corp 366.98K (0.81%) 173.50K
Increased by +47.28%
Jun 30, 25
9 Commonwealth Equity Services Inc 285.41K (0.63%) 27.85K
Increased by +9.76%
Jun 30, 25
10 Y-Intercept (Hong Kong) Ltd 235.19K (0.52%) 235.19K
Increased by +100.00%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 208.62K (0.46%) -36.47K
Decreased by -17.48%
Jun 30, 25
12 State Street Corp 200.94K (0.44%) -79.37K
Decreased by -39.50%
Jun 30, 25
13 Sovran Advisors, LLC 199.83K (0.44%) 13.82K
Increased by +6.91%
Mar 31, 25
14 Susquehanna International Group, LLP 193.20K (0.42%) 181.85K
Increased by +94.13%
Jun 30, 25
15 Atria Wealth Solutions, Inc. 186.00K (0.41%) -21.10K
Decreased by -11.34%
Mar 31, 25
16 Vivaldi Capital Management, LLC 172.44K (0.38%) 116.81K
Increased by +67.74%
Jun 30, 25
17 UBS Group AG 167.87K (0.37%) 115.62K
Increased by +68.88%
Jun 30, 25
18 State Street Corporation 161.44K (0.35%) 0.00
Increased by 0.00%
Mar 31, 24
19 RETIREMENT GUYS FORMULA LLC 159.59K (0.35%) 4.25K
Increased by +2.66%
Jun 30, 25
20 Millennium Management LLC 144.53K (0.32%) 144.53K
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.36M (2.98%) -29.90K
Decreased by -2.21%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.25M (2.74%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 543.11K (1.19%) -173.52K
Decreased by -31.95%
Jul 31, 25
4 Fidelity Extended Market Index 268.61K (0.59%) -879.00
Decreased by -0.33%
Jul 31, 25
5 Fidelity® Extended Market Index 229.63K (0.50%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Small Cap Index 142.93K (0.31%) -17.81K
Decreased by -12.46%
May 31, 25
7 BlackRock Extended Mkt Composite 105.58K (0.23%) 0.00
Increased by 0.00%
Sep 30, 23
8 iShares Russell 2000 Growth ETF 103.67K (0.23%) 0.00
Increased by 0.00%
May 31, 25
9 iShares Micro-Cap ETF 101.44K (0.22%) 0.00
Increased by 0.00%
Aug 31, 25
10 BlackRock Extended Equity Market K 92.01K (0.20%) -39.00
Decreased by -0.04%
Sep 30, 24
11 Extended Equity Market Fund K 89.26K (0.20%) -1.78K
Decreased by -2.00%
Jun 30, 25
12 Fidelity Total Market Index 87.23K (0.19%) -186.00
Decreased by -0.21%
Jul 31, 25
13 Fidelity Nasdaq Composite ETF 79.34K (0.17%) 0.00
Increased by 0.00%
Aug 29, 25
14 iShares Russell 2000 Value ETF 69.75K (0.15%) 0.00
Increased by 0.00%
May 31, 25
15 Fidelity Series Total Market Index 69.68K (0.15%) 0.00
Increased by 0.00%
Jul 31, 25
16 Fidelity® Nasdaq Composite ETF 69.41K (0.15%) 0.00
Increased by 0.00%
Dec 29, 23
17 Fidelity Nasdaq Composite Index 68.03K (0.15%) 278.00
Increased by +0.41%
Jul 31, 25
18 iShares Russell 2000 ETF 65.11K (0.14%) -11.61K
Decreased by -17.83%
Jun 30, 25
19 Fidelity® Total Market Index 63.34K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
20 Spartan Extended Market Index Pool F 61.18K (0.13%) 2.21K
Increased by +3.61%
Jul 31, 25