Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 237.99K (1.79%) 237.57K
Increased by +99.82%
Mar 31, 26
2 Redwood Wealth Management Group LLC 183.27K (1.38%) 3.69K
Increased by +2.01%
Mar 31, 26
3 Jane Street Group LLC 128.28K (0.96%) -10.14K
Decreased by -7.91%
Mar 31, 26
4 Renaissance Technologies Corp 115.64K (0.87%) -70.46K
Decreased by -60.93%
Mar 31, 26
5 Citadel Advisors Llc 112.91K (0.85%) 95.88K
Increased by +84.92%
Mar 31, 26
6 Vanguard Group Inc 86.06K (0.65%) 0.00
Increased by 0.00%
Dec 31, 25
7 Vanguard Capital Management, LLC 84.41K (0.63%) 84.41K
Increased by +100.00%
Mar 31, 26
8 BlackRock Inc 81.11K (0.61%) 3.00K
Increased by +3.70%
Mar 31, 26
9 Geode Capital Management, LLC 77.08K (0.58%) 16.89K
Increased by +21.91%
Mar 31, 26
10 Oppenheimer & Co Inc 64.27K (0.48%) 64.27K
Increased by +100.00%
Mar 31, 26
11 Buckingham Strategic Partners 62.18K (0.47%) 62.18K
Increased by +100.00%
Dec 31, 25
12 Investment House LLC 51.88K (0.39%) 5.20K
Increased by +10.02%
Mar 31, 26
13 UBS Group AG 48.79K (0.37%) -40.67K
Decreased by -83.37%
Mar 31, 26
14 Vanguard Fiduciary Trust Co 28.15K (0.21%) 28.15K
Increased by +100.00%
Mar 31, 26
15 State Street Corp 25.86K (0.19%) 0.00
Increased by 0.00%
Mar 31, 26
16 XTX Topco Ltd 25.57K (0.19%) 25.57K
Increased by +100.00%
Mar 31, 26
17 T. Rowe Price Associates, Inc. 20.50K (0.15%) 0.00
Increased by 0.00%
Mar 31, 26
18 Northern Trust Corp 18.73K (0.14%) 0.00
Increased by 0.00%
Mar 31, 26
19 Nations Financial Group Inc 11.13K (0.08%) 0.00
Increased by 0.00%
Mar 31, 26
20 Sanctuary Advisors, LLC 10.80K (0.08%) 0.00
Increased by 0.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Putnam Small Cap Value A 142.80K (1.07%) 142.80K
Increased by +100.00%
Apr 30, 26
2 Vanguard Institutional Extnd Mkt Idx Tr 84.41K (0.63%) 0.00
Increased by 0.00%
Apr 30, 26
3 Putnam VT Small Cap Value IA 56.30K (0.42%) 56.30K
Increased by +100.00%
Apr 30, 26
4 Fidelity Extended Market Index 41.36K (0.31%) -151.00
Decreased by -0.37%
Apr 30, 26
5 T. Rowe Price Extended Equity Market Idx 20.50K (0.15%) 0.00
Increased by 0.00%
Apr 30, 26
6 Blackrock Extended Mkt Fund CF 15.83K (0.12%) 0.00
Increased by 0.00%
Apr 30, 26
7 Extended Equity Market Fund B 15.83K (0.12%) 0.00
Increased by 0.00%
Dec 31, 25
8 Extended Equity Market Fund E 15.83K (0.12%) 0.00
Increased by 0.00%
Dec 31, 25
9 BlackRock Extended Equity Market Fund K 13.48K (0.10%) -99.00
Decreased by -0.73%
Mar 31, 26
10 Fidelity Total Market Index 13.41K (0.10%) 4.15K
Increased by +30.94%
Apr 30, 26
11 Spartan Extended Market Index Pool F 10.93K (0.08%) 151.00
Increased by +1.38%
Apr 30, 26
12 NT Ext Equity Mkt Index Fund - Lending 10.93K (0.08%) 0.00
Increased by 0.00%
Mar 31, 26
13 Northern Trust Extended Eq Market Idx 10.93K (0.08%) 5.14K
Increased by +47.04%
Mar 31, 26
14 Fidelity Series Total Market Index 10.26K (0.08%) 0.00
Increased by 0.00%
Apr 30, 26
15 NT Ext Equity Mkt Index Fund - NL 7.59K (0.06%) 0.00
Increased by 0.00%
Mar 31, 26
16 NT Ext Equity Mkt Idx Fd - DC - NL - T2 5.95K (0.04%) -31.00
Decreased by -0.52%
Mar 31, 26
17 Spartan Total Market Index Pool G 4.37K (0.03%) 0.00
Increased by 0.00%
Apr 30, 26
18 NT Ext Eq Mkt Idx Fd DC Lending Tier 5 4.31K (0.03%) 30.00
Increased by +0.70%
Mar 31, 26
19 Fidelity Nasdaq Composite Index 3.92K (0.03%) 3.06K
Increased by +77.97%
Apr 30, 26
20 Extended Equity Market Fund M 1.58K (0.01%) 53.00
Increased by +3.35%
Mar 31, 26