Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 ONEQ 0.00%
3 IWO 0.00%
4 RSSL 0.00%
5 UWM 0.00%
6 URTY 0.00%
7 IWM 0.00%
8 HDG 0.00%
9 AVSC 0.00%
10 DFAC 0.00%
11 VTHR 0.00%
12 VTI 0.00%
13 VTWG 0.00%
14 VTWO 0.00%
15 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.17M (5.69%) 224.08K
Increased by +19.11%
Jun 30, 25
2 Praetorian PR LLC 865.00K (4.20%) 52.79K
Increased by +6.10%
Mar 31, 25
3 Vanguard Group Inc 847.75K (4.11%) 21.14K
Increased by +2.49%
Jun 30, 25
4 CVI Holdings LLC 596.37K (2.89%) 596.37K
Increased by +100.00%
Jun 30, 24
5 UBS Group AG 449.22K (2.18%) 311.91K
Increased by +69.43%
Jun 30, 25
6 Geode Capital Management, LLC 389.93K (1.89%) 25.07K
Increased by +6.43%
Jun 30, 25
7 Raymond James Finl Svs Advisors, Inc. 369.44K (1.79%) 141.90K
Increased by +38.41%
Sep 30, 24
8 State Street Corp 275.39K (1.34%) 39.26K
Increased by +14.26%
Jun 30, 25
9 Dauntless Investment Group, LLC 248.54K (1.21%) 117.86K
Increased by +47.42%
Jun 30, 25
10 Renaissance Technologies Corp 185.80K (0.90%) 78.60K
Increased by +42.30%
Dec 31, 24
11 Rhenman Partners Asset Management AB 178.28K (0.87%) 0.00
Increased by 0.00%
Jun 30, 25
12 Northern Trust Corp 164.42K (0.80%) 11.97K
Increased by +7.28%
Jun 30, 25
13 Janney Montgomery Scott LLC 140.91K (0.68%) -22.65K
Decreased by -16.07%
Mar 31, 24
14 XTX Topco Ltd 125.85K (0.61%) 88.93K
Increased by +70.66%
Jun 30, 25
15 Deutsche Bank AG 109.85K (0.53%) 0.00
Increased by 0.00%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 102.74K (0.50%) 18.27K
Increased by +17.79%
Jun 30, 25
17 Citadel Advisors Llc 101.51K (0.49%) 49.31K
Increased by +48.58%
Mar 31, 25
18 Appleseed Capital 94.30K (0.46%) 10.95K
Increased by +11.61%
Mar 31, 25
19 Westside Investment Management, Inc. 89.20K (0.43%) -775.00
Decreased by -0.87%
Mar 31, 25
20 Corton Capital Inc. 76.14K (0.37%) 55.60K
Increased by +73.02%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 479.04K (2.32%) -10.47K
Decreased by -2.19%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 434.27K (2.11%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 406.63K (1.97%) 0.00
Increased by 0.00%
Aug 31, 25
4 Rhenman Healthcare Equity L/S RC2 SEK 178.28K (0.87%) 0.00
Increased by 0.00%
May 31, 25
5 Fidelity Small Cap Index 168.80K (0.82%) 28.59K
Increased by +16.93%
Jun 30, 25
6 Bridge Builder Tax Managed Sm/Md Cp 164.97K (0.80%) 164.97K
Increased by +100.00%
Jul 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 150.66K (0.73%) -68.65K
Decreased by -45.57%
Jul 31, 25
8 iShares Russell 2000 Growth ETF 145.86K (0.71%) 0.00
Increased by 0.00%
Aug 31, 25
9 Fidelity Extended Market Index 84.32K (0.41%) 1.70K
Increased by +2.02%
Jul 31, 25
10 Vanguard Russell 2000 ETF 78.87K (0.38%) -6.09K
Decreased by -7.72%
Jul 31, 25
11 State St Russell Sm/Mid Cp® Indx NL Cl C 64.06K (0.31%) 0.00
Increased by 0.00%
Apr 30, 25
12 State St Russell Sm/Mid Cp® Indx SL Cl I 64.06K (0.31%) 0.00
Increased by 0.00%
Jul 31, 25
13 Fidelity® Extended Market Index 61.50K (0.30%) 0.00
Increased by 0.00%
Nov 30, 23
14 State St Russell Sm Cap® Indx SL Cl I 41.90K (0.20%) 0.00
Increased by 0.00%
Aug 31, 25
15 Schwab Small Cap Index 41.83K (0.20%) 0.00
Increased by 0.00%
Jul 31, 25
16 NT R2000 Index Fund - NL 40.37K (0.20%) 9.49K
Increased by +23.51%
Jun 30, 25
17 Extended Equity Market Fund K 37.89K (0.18%) -756.00
Decreased by -2.00%
Jun 30, 25
18 Fidelity® Nasdaq Composite ETF 37.30K (0.18%) 0.00
Increased by 0.00%
Dec 29, 23
19 iShares Micro-Cap ETF 37.20K (0.18%) 0.00
Increased by 0.00%
Aug 31, 25
20 Fidelity® Total Market Index 35.01K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23