Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MEDX 0.92%
2 IWC 0.03%
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 2.19M (4.97%) 54.90K
Increased by +2.50%
Mar 31, 25
2 BlackRock Inc 1.41M (3.21%) -236.98K
Decreased by -16.75%
Mar 31, 25
3 Advisor Group Holdings, Inc. 1.22M (2.78%) 42.88K
Increased by +3.51%
Mar 31, 25
4 Geode Capital Management, LLC 852.71K (1.93%) -17.88K
Decreased by -2.10%
Mar 31, 25
5 Geneos Wealth Management Inc 850.67K (1.93%) 461.74K
Increased by +54.28%
Mar 31, 25
6 Sontag Advisory LLC 398.37K (0.90%) 0.00
Increased by 0.00%
Mar 31, 25
7 State Street Corp 280.31K (0.64%) -7.20K
Decreased by -2.57%
Mar 31, 25
8 Commonwealth Equity Services Inc 257.56K (0.58%) 123.05K
Increased by +47.77%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 245.09K (0.56%) -44.99K
Decreased by -18.36%
Mar 31, 25
10 Y-Intercept (Hong Kong) Ltd 235.19K (0.53%) 235.19K
Increased by +100.00%
Mar 31, 25
11 Sovran Advisors, LLC 199.83K (0.45%) 13.82K
Increased by +6.91%
Mar 31, 25
12 LPL Financial Corp 193.48K (0.44%) 54.55K
Increased by +28.19%
Mar 31, 25
13 Atria Wealth Solutions, Inc. 186.00K (0.42%) -21.10K
Decreased by -11.34%
Mar 31, 25
14 Northern Trust Corp 170.23K (0.39%) -74.05K
Decreased by -43.50%
Mar 31, 25
15 State Street Corporation 161.44K (0.37%) 0.00
Increased by 0.00%
Mar 31, 24
16 RETIREMENT GUYS FORMULA LLC 155.34K (0.35%) 0.00
Increased by 0.00%
Mar 31, 25
17 Soltis Investment Advisors, LLC 140.75K (0.32%) 0.00
Increased by 0.00%
Mar 31, 25
18 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 118.58K (0.27%) 0.00
Increased by 0.00%
Mar 31, 25
19 Cutter & CO Brokerage, Inc. 115.49K (0.26%) 0.00
Increased by 0.00%
Dec 31, 24
20 683 Capital Management LLC 111.03K (0.25%) 111.03K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.39M (3.14%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.25M (2.83%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 716.63K (1.63%) 0.00
Increased by 0.00%
May 31, 25
4 iShares Russell 2000 ETF 358.30K (0.81%) 0.00
Increased by 0.00%
May 31, 25
5 Fidelity Extended Market Index 271.40K (0.62%) -2.59K
Decreased by -0.96%
Apr 30, 25
6 Fidelity® Extended Market Index 229.63K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Small Cap Index 173.45K (0.39%) -20.73K
Decreased by -11.95%
Mar 31, 25
8 BlackRock Extended Mkt Composite 105.58K (0.24%) 0.00
Increased by 0.00%
Sep 30, 23
9 iShares Russell 2000 Growth ETF 103.67K (0.24%) 0.00
Increased by 0.00%
May 31, 25
10 BlackRock Extended Equity Market K 92.01K (0.21%) -39.00
Decreased by -0.04%
Sep 30, 24
11 Extended Equity Market Fund K 91.04K (0.21%) 279.00
Increased by +0.31%
Mar 31, 25
12 Fidelity Total Market Index 87.42K (0.20%) 0.00
Increased by 0.00%
Apr 30, 25
13 Fidelity Nasdaq Composite ETF 79.31K (0.18%) 0.00
Increased by 0.00%
May 30, 25
14 iShares Russell 2000 Value ETF 69.75K (0.16%) 0.00
Increased by 0.00%
May 31, 25
15 Fidelity Series Total Market Index 69.68K (0.16%) 1.95K
Increased by +2.79%
Apr 30, 25
16 Fidelity® Nasdaq Composite ETF 69.41K (0.16%) 0.00
Increased by 0.00%
Dec 29, 23
17 Fidelity Nasdaq Composite Index 67.75K (0.15%) 0.00
Increased by 0.00%
Apr 30, 25
18 Fidelity® Total Market Index 63.34K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
19 NT Ext Equity Mkt Idx Fd - L 59.75K (0.14%) 974.00
Increased by +1.63%
Mar 31, 25
20 Northern Trust Extended Eq Market Idx 59.75K (0.14%) 974.00
Increased by +1.63%
Mar 31, 25