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 AIGH Capital Management, LLC 668.62K (9.54%) -149.69K
Decreased by -22.39%
Jun 30, 25
2 Awm Investment Company Inc 601.53K (8.59%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard Group Inc 342.21K (4.88%) 9.79K
Increased by +2.86%
Jun 30, 25
4 LeConte Wealth Management, LLC 180.49K (2.58%) 180.49K
Increased by +100.00%
Mar 31, 25
5 Baird Financial Group, Inc. 174.54K (2.49%) -112.52K
Decreased by -64.47%
Jun 30, 25
6 Bleichroeder LP 133.00K (1.90%) 0.00
Increased by 0.00%
Jun 30, 25
7 BlackRock Inc 118.81K (1.70%) -348.00
Decreased by -0.29%
Mar 31, 25
8 Timelo Investment Management Inc. 100.00K (1.43%) 100.00K
Increased by +100.00%
Mar 31, 24
9 Geode Capital Management, LLC 81.92K (1.17%) 4.25K
Increased by +5.19%
Mar 31, 25
10 UBS Group AG 51.34K (0.73%) 2.32K
Increased by +4.52%
Mar 31, 25
11 Cable Car Capital LLC 50.00K (0.71%) 0.00
Increased by 0.00%
Mar 31, 25
12 Worth Venture Partners, LLC 23.18K (0.33%) -15.48K
Decreased by -66.77%
Sep 30, 23
13 Bailard Inc 22.54K (0.32%) -202.00
Decreased by -0.90%
Jun 30, 25
14 State Street Corp 21.85K (0.31%) 0.00
Increased by 0.00%
Mar 31, 25
15 State Street Corporation 18.05K (0.26%) 0.00
Increased by 0.00%
Mar 31, 24
16 Susquehanna International Group, LLP 17.34K (0.25%) -103.00
Decreased by -0.59%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 15.89K (0.23%) 5.58K
Increased by +35.11%
Jun 30, 25
18 Stratos Wealth Partners, LTD 15.52K (0.22%) 0.00
Increased by 0.00%
Jun 30, 25
19 Northern Trust Corp 13.46K (0.19%) 0.00
Increased by 0.00%
Mar 31, 25
20 AE Wealth Management LLC 10.53K (0.15%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 235.15K (3.36%) -5.14K
Decreased by -2.19%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 231.31K (3.30%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 72.57K (1.04%) -15.49K
Decreased by -21.34%
Jul 31, 25
4 Fidelity Extended Market Index 39.54K (0.56%) -326.00
Decreased by -0.82%
Jul 31, 25
5 Fidelity® Extended Market Index 28.22K (0.40%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Micro-Cap ETF 16.81K (0.24%) 0.00
Increased by 0.00%
Aug 31, 25
7 BlackRock Extended Mkt Composite 14.38K (0.21%) 14.08K
Increased by +97.93%
Sep 30, 23
8 Fidelity Total Market Index 13.19K (0.19%) -28.00
Decreased by -0.21%
Jul 31, 25
9 BlackRock Extended Equity Market K 12.53K (0.18%) -5.00
Decreased by -0.04%
Sep 30, 24
10 Extended Equity Market Fund K 12.16K (0.17%) -243.00
Decreased by -2.00%
Jun 30, 25
11 Fidelity Series Total Market Index 10.51K (0.15%) 0.00
Increased by 0.00%
Jul 31, 25
12 Fidelity® Total Market Index 8.37K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
13 NT Ext Equity Mkt Idx Fd - L 8.28K (0.12%) 0.00
Increased by 0.00%
Jun 30, 25
14 Northern Trust Extended Eq Market Idx 8.28K (0.12%) 0.00
Increased by 0.00%
Jun 30, 25
15 Spartan Extended Market Index Pool F 8.03K (0.11%) 326.00
Increased by +4.06%
Jul 31, 25
16 Spartan Extended Market Index Pool E 7.24K (0.10%) 332.00
Increased by +4.59%
Mar 31, 25
17 Vanguard Instl Ttl Stck Mkt Idx Tr 6.72K (0.10%) 0.00
Increased by 0.00%
Dec 31, 24
18 Vanguard Instl Ttl Stk Mkt Idx InstlPls 6.72K (0.10%) 0.00
Increased by 0.00%
Jul 31, 25
19 Fidelity® Series Total Market Index 6.66K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity Nasdaq Composite Index 6.10K (0.09%) 0.00
Increased by 0.00%
Jul 31, 25