Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Geode Capital Management, LLC 122.58K (0.82%) 9.07K
Increased by +7.40%
Jun 30, 25
2 UBS Group AG 42.24K (0.28%) -16.52K
Decreased by -39.11%
Jun 30, 25
3 Vanguard Group Inc 38.80K (0.26%) 0.00
Increased by 0.00%
Jun 30, 25
4 TWO SIGMA SECURITIES, LLC 17.05K (0.11%) -15.16K
Decreased by -88.92%
Mar 31, 25
5 BMO Capital Markets Corp. 15.00K (0.10%) 15.00K
Increased by +100.00%
Jun 30, 25
6 Bank of Montreal 15.00K (0.10%) 15.00K
Increased by +100.00%
Jun 30, 25
7 Foundations Investment Advisors, LLC 15.00K (0.10%) 0.00
Increased by 0.00%
Jun 30, 25
8 HRT FINANCIAL LLC 11.62K (0.08%) 11.62K
Increased by +100.00%
Mar 31, 25
9 Two Sigma Investments LLC 11.10K (0.07%) -148.00
Decreased by -1.33%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 10.01K (0.07%) 0.00
Increased by 0.00%
Jun 30, 25
11 Tower Research Capital LLC 6.20K (0.04%) 4.56K
Increased by +73.53%
Jun 30, 25
12 Advisor Group Holdings, Inc. 2.78K (0.02%) -1.00
Decreased by -0.04%
Jun 30, 25
13 JONES FINANCIAL COMPANIES LLLP 500.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
14 Federation des caisses Desjardins du Quebec 350.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
15 Royal Bank of Canada 240.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
16 Bank of America Corp 123.00 (0.00%) 63.00
Increased by +51.22%
Jun 30, 25
17 Citigroup Inc 19.00 (0.00%) 19.00
Increased by +100.00%
Jun 30, 25
18 SBI Securities Co Ltd 13.00 (0.00%) 2.00
Increased by +15.38%
Jun 30, 25
19 Acadian Asset Management LLC 0.00 (0.00%) -39.91K
Decreased by N/A%
Jun 30, 23
20 Armistice Capital, LLC 0.00 (0.00%) -213.00K
Decreased by N/A%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 78.51K (0.52%) 39.70K
Increased by +50.57%
Jul 31, 25
2 Fidelity Extended Market Index 63.62K (0.43%) 22.52K
Increased by +35.40%
Jul 31, 25
3 Fidelity Nasdaq Composite Index 31.71K (0.21%) 0.00
Increased by 0.00%
Jul 31, 25
4 Spartan Extended Market Index Pool F 17.67K (0.12%) 448.00
Increased by +2.54%
Jul 31, 25
5 Fidelity® Extended Market Index 17.26K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Total Market Index 16.17K (0.11%) 0.00
Increased by 0.00%
Jul 31, 25
7 Fidelity Series Total Market Index 12.87K (0.09%) 0.00
Increased by 0.00%
Jul 31, 25
8 Spartan Extended Market Index Pool E 10.67K (0.07%) 9.92K
Increased by +92.93%
Mar 31, 25
9 Spartan Total Market Index Pool G 7.39K (0.05%) 3.88K
Increased by +52.50%
Jul 31, 25
10 Spartan Total Market Index Pool E 3.51K (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
11 NT Ext Equity Mkt Idx Fd - NL 1.62K (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
12 NT Ext Equity Mkt Idx Fd - DC - NL - T2 1.26K (0.01%) -3.00
Decreased by -0.24%
Jun 30, 25
13 SSgA U.S. Extended Market Index Class I 1.08K (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
14 State St US Extended Mkt Indx NL Cl C 1.08K (0.01%) 0.00
Increased by 0.00%
Aug 31, 25
15 Fidelity® Series Total Market Index 702.00 (0.00%) 0.00
Increased by 0.00%
Nov 30, 23
16 NT Ext Equity Mkt Idx Fd - L 690.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
17 Northern Trust Extended Eq Market Idx 690.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
18 SSgA U.S. Total Market Index Strategy 454.00 (0.00%) 10.00
Increased by +2.20%
Mar 31, 25
19 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 195.00 (0.00%) 29.00
Increased by +14.87%
Jun 30, 25
20 NT Ext Eq Mkt Indx Fd DC Lend T3 164.00 (0.00%) 164.00
Increased by +100.00%
Dec 31, 24