Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Geode Capital Management, LLC 14.09K (0.50%) 2.78K
Increased by +19.73%
Jun 30, 25
2 State Street Corporation 13.98K (0.50%) -9.30K
Decreased by -66.50%
Mar 31, 24
3 Citigroup Inc 6.03K (0.21%) 6.03K
Increased by +100.00%
Jun 30, 25
4 UBS Group AG 3.65K (0.13%) 3.65K
Increased by +100.00%
Jun 30, 25
5 Tower Research Capital LLC 894.00 (0.03%) -1.06K
Decreased by -118.90%
Jun 30, 25
6 Lazard Asset Management LLC 496.00 (0.02%) 496.00
Increased by +100.00%
Mar 31, 24
7 Royal Bank of Canada 140.00 (0.00%) -42.00
Decreased by -30.00%
Jun 30, 24
8 Bank of America Corp 20.00 (0.00%) 10.00
Increased by +50.00%
Jun 30, 25
9 JPMorgan Chase & Co 12.00 (0.00%) 4.00
Increased by +33.33%
Mar 31, 24
10 SBI Securities Co Ltd 1.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
11 Armistice Capital, LLC 0.00 (0.00%) -113.45K
Decreased by N/A%
Jun 30, 25
12 Bartlett & Co. LLC 0.00 (0.00%) -125.00
Decreased by N/A%
Jun 30, 23
13 BlackRock Inc 0.00 (0.00%) -13.95K
Decreased by N/A%
Jun 30, 24
14 Renaissance Technologies Corp 0.00 (0.00%) -30.68K
Decreased by N/A%
Jun 30, 23
15 State Street Corp 0.00 (0.00%) -1.40K
Decreased by N/A%
Mar 31, 25
16 TWO SIGMA SECURITIES, LLC 0.00 (0.00%) -34.55K
Decreased by N/A%
Mar 31, 24
17 Vanguard Group Inc 0.00 (0.00%) -7.73K
Decreased by N/A%
Mar 31, 25
18 Wells Fargo & Co 0.00 (0.00%) -37.00
Decreased by N/A%
Jun 30, 24
19 XTX Topco Ltd 0.00 (0.00%) -1.05K
Decreased by N/A%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 24.78K (0.88%) 0.00
Increased by 0.00%
Nov 30, 23
2 iShares Micro-Cap ETF 12.16K (0.43%) -168.00
Decreased by -1.38%
May 30, 24
3 SSgA U.S. Extended Market Index Class I 11.80K (0.42%) 0.00
Increased by 0.00%
Dec 31, 23
4 Fidelity® Series Total Market Index 8.73K (0.31%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Extended Market Index 7.42K (0.26%) -52.00
Decreased by -0.70%
Jul 31, 25
6 Fidelity® Total Market Index 6.28K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Series Total Market Index 5.21K (0.18%) -886.00
Decreased by -17.02%
Jul 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 5.15K (0.18%) -2.35K
Decreased by -45.56%
Jul 31, 25
9 Vanguard Total Stock Mkt Idx Inv 2.29K (0.08%) -133.27K
Decreased by -5.82 K%
Jun 30, 24
10 Spartan Extended Market Index Pool E 1.69K (0.06%) 0.00
Increased by 0.00%
Feb 28, 25
11 NT Ext Eq Mkt Indx Fd DC Lend T3 1.33K (0.05%) 1.33K
Increased by +100.00%
Dec 31, 24
12 NT Ext Eq Mkt Indx Fd DC Lend T4 1.33K (0.05%) 1.33K
Increased by +100.00%
Dec 31, 24
13 1290 VT Micro Cap K 1.12K (0.04%) 0.00
Increased by 0.00%
Apr 30, 24
14 Fidelity Total Market Index 961.00 (0.03%) 0.00
Increased by 0.00%
Jul 31, 25
15 NT Ext Equity Mkt Idx Fd - L 558.00 (0.02%) 0.00
Increased by 0.00%
Jun 30, 25
16 Northern Trust Extended Eq Market Idx 558.00 (0.02%) 0.00
Increased by 0.00%
Jun 30, 25
17 NT US Market Cap Idx Fd - L 537.00 (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
18 Fidelity Nasdaq Composite Index 453.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
19 Spartan Total Market Index Pool E 449.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
20 Spartan Total Market Index Pool G 449.00 (0.02%) 0.00
Increased by 0.00%
Jul 31, 25