Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 CCSO 0.00%
3 DFSU 0.00%
4 DFAC 0.00%
5 ITOT 0.00%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Awm Investment Company Inc 786.09K (9.99%) 140.35K
Increased by +17.85%
Dec 31, 25
2 AIGH Capital Management, LLC 491.99K (6.25%) -21.06K
Decreased by -4.28%
Dec 31, 25
3 Vanguard Group Inc 359.09K (4.56%) 0.00
Increased by 0.00%
Dec 31, 25
4 LeConte Wealth Management, LLC 180.49K (2.29%) 180.49K
Increased by +100.00%
Mar 31, 25
5 Baird Financial Group, Inc. 174.54K (2.22%) -112.52K
Decreased by -64.47%
Jun 30, 25
6 AMH Equity Ltd 156.40K (1.99%) 156.40K
Increased by +100.00%
Sep 30, 25
7 Bleichroeder LP 133.00K (1.69%) 0.00
Increased by 0.00%
Dec 31, 25
8 BlackRock Inc 119.55K (1.52%) 528.00
Increased by +0.44%
Sep 30, 25
9 Timelo Investment Management Inc. 100.00K (1.27%) 100.00K
Increased by +100.00%
Mar 31, 24
10 Geode Capital Management, LLC 82.62K (1.05%) 670.00
Increased by +0.81%
Dec 31, 25
11 UBS Group AG 54.93K (0.70%) 3.99K
Increased by +7.26%
Sep 30, 25
12 Cable Car Capital LLC 50.00K (0.64%) 0.00
Increased by 0.00%
Sep 30, 25
13 Citadel Advisors Llc 31.74K (0.40%) 31.74K
Increased by +100.00%
Sep 30, 25
14 Stifel Financial Corp 23.84K (0.30%) 23.84K
Increased by +100.00%
Sep 30, 25
15 Worth Venture Partners, LLC 23.18K (0.29%) -15.48K
Decreased by -66.77%
Sep 30, 23
16 State Street Corp 21.85K (0.28%) 0.00
Increased by 0.00%
Sep 30, 25
17 Bailard Inc 20.36K (0.26%) -2.17K
Decreased by -10.68%
Dec 31, 25
18 State Street Corporation 18.05K (0.23%) 0.00
Increased by 0.00%
Mar 31, 24
19 Stratos Wealth Partners, LTD 15.52K (0.20%) 0.00
Increased by 0.00%
Jun 30, 25
20 Susquehanna International Group, LLP 14.67K (0.19%) -11.64K
Decreased by -79.34%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 235.15K (2.99%) 0.00
Increased by 0.00%
Jan 31, 26
2 Vanguard US Total Market Shares ETF 231.31K (2.94%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 72.57K (0.92%) 0.00
Increased by 0.00%
Jan 31, 26
4 Fidelity Extended Market Index 38.68K (0.49%) -161.00
Decreased by -0.42%
Jan 31, 26
5 Fidelity® Extended Market Index 28.22K (0.36%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Micro-Cap ETF 20.24K (0.26%) 7.22K
Increased by +35.68%
Feb 28, 26
7 BlackRock Extended Mkt Composite 14.38K (0.18%) 14.08K
Increased by +97.93%
Sep 30, 23
8 Blackrock Extended Mkt Fund CF 14.38K (0.18%) 14.38K
Increased by +100.00%
Jan 31, 26
9 Fidelity Total Market Index 13.11K (0.17%) 0.00
Increased by 0.00%
Jan 31, 26
10 BlackRock Extended Equity Market K 12.53K (0.16%) -5.00
Decreased by -0.04%
Sep 30, 24
11 Extended Equity Market Fund K 12.33K (0.16%) 8.00
Increased by +0.06%
Dec 31, 25
12 Fidelity Series Total Market Index 10.51K (0.13%) 0.00
Increased by 0.00%
Jan 31, 26
13 Spartan Extended Market Index Pool F 8.89K (0.11%) 161.00
Increased by +1.81%
Jan 31, 26
14 Fidelity® Total Market Index 8.37K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
15 NT Ext Equity Mkt Idx Fd - L 8.28K (0.11%) 0.00
Increased by 0.00%
Dec 31, 25
16 Northern Trust Extended Eq Market Idx 8.28K (0.11%) 0.00
Increased by 0.00%
Sep 30, 25
17 Spartan Extended Market Index Pool E 7.24K (0.09%) 332.00
Increased by +4.59%
Mar 31, 25
18 Vanguard Instl Ttl Stk Mkt Idx InstlPls 6.72K (0.09%) 0.00
Increased by 0.00%
Jan 31, 26
19 Fidelity® Series Total Market Index 6.66K (0.08%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity Nasdaq Composite Index 6.10K (0.08%) 0.00
Increased by 0.00%
Jan 31, 26