Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 COINFUND MANAGEMENT LLC 169.70K (36.88%) 169.70K
Increased by +100.00%
Dec 31, 25
2 TWO SIGMA SECURITIES, LLC 36.55K (7.94%) 36.55K
Increased by +100.00%
Mar 31, 25
3 Vanguard Group Inc 35.31K (7.67%) 25.04K
Increased by +70.92%
Dec 31, 25
4 HRT FINANCIAL LLC 18.89K (4.10%) 18.89K
Increased by +100.00%
Mar 31, 25
5 Prosperity Wealth Management Inc 16.60K (3.61%) 16.60K
Increased by +100.00%
Dec 31, 25
6 Tower Research Capital LLC 3.47K (0.75%) 2.36K
Increased by +68.00%
Dec 31, 25
7 Royal Bank of Canada 1.08K (0.23%) 1.08K
Increased by +100.00%
Mar 31, 24
8 Citigroup Inc 785.00 (0.17%) 785.00
Increased by +100.00%
Sep 30, 25
9 Byrne Asset Management LLC 49.00 (0.01%) -1.00
Decreased by -2.04%
Jun 30, 23
10 Cowen Prime Advisors LLC 20.00 (0.00%) 20.00
Increased by +100.00%
Jun 30, 23
11 Bank of America Corp 11.00 (0.00%) -1.00
Decreased by -9.09%
Sep 30, 25
12 Morgan Stanley - Brokerage Accounts 10.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 25
13 Smallwood Wealth Investment Management, LLC 8.00 (0.00%) 6.00
Increased by +75.00%
Dec 31, 25
14 UBS Group AG 8.00 (0.00%) -18.38K
Decreased by -229.72 K%
Sep 30, 25
15 Meteora Capital, LLC 4.00 (0.00%) 4.00
Increased by +100.00%
Dec 31, 25
16 BNP Paribas Arbitrage, SA 2.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25
17 CWM, LLC duplicate 2.00 (0.00%) 2.00
Increased by +100.00%
Jun 30, 24
18 BlackRock Inc 1.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 25
19 Northwestern Mutual Wealth Management Co 1.00 (0.00%) 1.00
Increased by +100.00%
Sep 30, 23
20 ARROW FINANCIAL CORP(Junk) 0.00 (0.00%) -11.00
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 10.27K (2.23%) 0.00
Increased by 0.00%
Feb 28, 26
2 NT Ext Equity Mkt Idx Fd - L 6.93K (1.51%) 6.93K
Increased by +100.00%
Dec 31, 25
3 DFA US Targeted Value I 5.27K (1.15%) 0.00
Increased by 0.00%
Sep 30, 24
4 Amplify Seymour Cannabis ETF 4.83K (1.05%) 0.00
Increased by 0.00%
Dec 29, 23
5 DFA US Core Equity 2 I 3.45K (0.75%) 3.45K
Increased by +100.00%
Dec 31, 25
6 DFA US Vector Equity Class F 3.25K (0.71%) -153.00
Decreased by -4.71%
Jan 31, 26
7 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 2.71K (0.59%) 2.71K
Increased by +100.00%
Dec 31, 25
8 Cambria Cannabis ETF 2.71K (0.59%) 0.00
Increased by 0.00%
Jan 31, 24
9 NT US Market Cap Idx Fd - L 187.00 (0.04%) 187.00
Increased by +100.00%
Dec 31, 25
10 State St US Ttl Mkt Indx SL SF Cl II 58.00 (0.01%) 0.00
Increased by 0.00%
Nov 30, 23
11 iShares Core S&P Total US Stock Mkt ETF 36.00 (0.01%) 0.00
Increased by 0.00%
Jan 31, 24
12 SSgA U.S. Extended Market Index Class I 32.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
13 Northern Trust Extended Eq Market Idx 23.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 24
14 SSgA U.S. Total Market Index Strategy 13.00 (0.00%) 4.00
Increased by +30.77%
Jun 30, 24
15 BlackRock Extended Mkt Composite 10.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
16 State St US Ttl Mkt Indx NL Cl A 6.00 (0.00%) 6.00
Increased by +100.00%
May 31, 25
17 State St US Ttl Mkt Indx SL Cl I 6.00 (0.00%) 6.00
Increased by +100.00%
Apr 30, 25
18 BNYM Mellon SL Mkt Completion Fd 5.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
19 NT Ext Eq Mkt Indx Fd DC Lend T3 5.00 (0.00%) 5.00
Increased by +100.00%
Dec 31, 24
20 NT Ext Eq Mkt Indx Fd DC Lend T4 5.00 (0.00%) 5.00
Increased by +100.00%
Dec 31, 24