Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Virtu Financial LLC 19.00K (0.59%) 19.00K
Increased by +100.00%
Sep 30, 25
2 State Street Corporation 13.07K (0.40%) -6.40K
Decreased by -48.96%
Mar 31, 24
3 Tower Research Capital LLC 3.15K (0.10%) 2.68K
Increased by +84.99%
Dec 31, 25
4 UBS Group AG 502.00 (0.02%) 502.00
Increased by +100.00%
Sep 30, 25
5 Royal Bank of Canada 38.00 (0.00%) 38.00
Increased by +100.00%
Dec 31, 23
6 Bank of America Corp 33.00 (0.00%) 2.00
Increased by +6.06%
Sep 30, 25
7 SBI Securities Co Ltd 17.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25
8 Advisor Group Holdings, Inc. 0.00 (0.00%) -19.00
Decreased by N/A%
Jun 30, 23
9 Bangor Savings Bank 0.00 (0.00%) -12.00
Decreased by N/A%
Jun 30, 25
10 Citadel Advisors Llc 0.00 (0.00%) -15.39K
Decreased by N/A%
Dec 31, 24
11 FMR Inc 0.00 (0.00%) -10.00
Decreased by N/A%
Sep 30, 25
12 Geode Capital Management, LLC 0.00 (0.00%) -4.46K
Decreased by N/A%
Jun 30, 25
13 Group One Trading, LP 0.00 (0.00%) 0.00
Decreased by N/A%
Jun 30, 25
14 Investment House LLC 0.00 (0.00%) -4.60K
Decreased by N/A%
Jun 30, 25
15 JPMorgan Chase & Co 0.00 (0.00%) -1.00
Decreased by N/A%
Jun 30, 25
16 MASSMUTUAL TRUST CO FSB/ADV 0.00 (0.00%) -14.00
Decreased by N/A%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 0.00 (0.00%) -32.00
Decreased by N/A%
Jun 30, 25
18 Northern Trust Corp 0.00 (0.00%) -12.92K
Decreased by N/A%
Sep 30, 23
19 Pine Valley Investments Ltd Liability Co 0.00 (0.00%) -1.57K
Decreased by N/A%
Dec 31, 25
20 Qube Research & Technologies 0.00 (0.00%) -1.00
Decreased by N/A%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 229.20K (7.07%) 0.00
Increased by 0.00%
May 31, 25
2 Fidelity® Extended Market Index 28.20K (0.87%) 0.00
Increased by 0.00%
Nov 30, 23
3 Spartan Extended Market Index Pool E 14.31K (0.44%) 13.39K
Increased by +93.55%
Mar 31, 25
4 Fidelity Nasdaq Composite Index 14.12K (0.44%) 0.00
Increased by 0.00%
Mar 31, 25
5 Fidelity® Series Total Market Index 9.31K (0.29%) 0.00
Increased by 0.00%
Nov 30, 23
6 Abante Quant Value FI 9.21K (0.28%) 0.00
Increased by 0.00%
Jan 31, 26
7 Fidelity Extended Market Index 8.11K (0.25%) 3.21K
Increased by +39.57%
Feb 28, 26
8 SSgA U.S. Extended Market Index Class I 6.40K (0.20%) 0.00
Increased by 0.00%
Dec 31, 23
9 State St US Extended Mkt Indx NL Cl C 6.40K (0.20%) 0.00
Increased by 0.00%
Feb 29, 24
10 SSgA U.S. Total Market Index Strategy 1.85K (0.06%) -43.00
Decreased by -2.33%
Dec 31, 23
11 Spartan Total Market Index Pool E 1.83K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
12 NT Ext Eq Mkt Indx Fd DC Lend T3 855.00 (0.03%) 855.00
Increased by +100.00%
Dec 31, 24
13 NT Ext Eq Mkt Indx Fd DC Lend T4 855.00 (0.03%) 855.00
Increased by +100.00%
Dec 31, 24
14 Spartan Total Market Index Pool G 715.00 (0.02%) 0.00
Increased by 0.00%
Feb 28, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 664.00 (0.02%) -302.00
Decreased by -45.48%
Jul 31, 25
16 Fidelity Series Total Market Index 506.00 (0.02%) 0.00
Increased by 0.00%
Feb 28, 26
17 Fidelity Total Market Index 462.00 (0.01%) 0.00
Increased by 0.00%
Feb 28, 26
18 NT Ext Equity Mkt Idx Fd - NL 214.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 25
19 NT Ext Equity Mkt Idx Fd - DC - NL - T2 169.00 (0.01%) 1.00
Increased by +0.59%
Dec 31, 25
20 NT Ext Equity Mkt Idx Fd - L 128.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25