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 818.32K (12.16%) -5.00K
Decreased by -0.61%
Mar 31, 25
2 Awm Investment Company Inc 601.53K (8.94%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Group Inc 332.41K (4.94%) 9.19K
Increased by +2.76%
Mar 31, 25
4 Baird Financial Group, Inc. 287.06K (4.26%) 8.71K
Increased by +3.04%
Mar 31, 25
5 Bleichroeder LP 133.00K (1.98%) 0.00
Increased by 0.00%
Mar 31, 25
6 BlackRock Inc 118.81K (1.76%) -348.00
Decreased by -0.29%
Mar 31, 25
7 Timelo Investment Management Inc. 100.00K (1.49%) 100.00K
Increased by +100.00%
Mar 31, 24
8 Geode Capital Management, LLC 81.92K (1.22%) 4.25K
Increased by +5.19%
Mar 31, 25
9 Cable Car Capital LLC 50.00K (0.74%) 0.00
Increased by 0.00%
Dec 31, 24
10 UBS Group AG 49.02K (0.73%) 536.00
Increased by +1.09%
Dec 31, 24
11 Worth Venture Partners, LLC 23.18K (0.34%) -15.48K
Decreased by -66.77%
Sep 30, 23
12 Bailard Inc 22.74K (0.34%) 202.00
Increased by +0.89%
Mar 31, 25
13 State Street Corp 21.85K (0.32%) 0.00
Increased by 0.00%
Mar 31, 25
14 State Street Corporation 18.05K (0.27%) 0.00
Increased by 0.00%
Mar 31, 24
15 Susquehanna International Group, LLP 17.44K (0.26%) 3.00K
Increased by +17.20%
Dec 31, 24
16 Stratos Wealth Partners, LTD 14.81K (0.22%) 0.00
Increased by 0.00%
Dec 31, 24
17 Northern Trust Corp 13.46K (0.20%) 3.44K
Increased by +25.58%
Dec 31, 24
18 AE Wealth Management LLC 10.53K (0.16%) 0.00
Increased by 0.00%
Dec 31, 23
19 XTX Topco Ltd 10.38K (0.15%) 10.38K
Increased by +100.00%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 10.31K (0.15%) 10.31K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 240.29K (3.57%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 231.31K (3.44%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 88.06K (1.31%) 9.79K
Increased by +11.12%
Apr 30, 25
4 Fidelity Extended Market Index 40.15K (0.60%) -384.00
Decreased by -0.96%
Apr 30, 25
5 Fidelity® Extended Market Index 28.22K (0.42%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Micro-Cap ETF 15.11K (0.22%) 0.00
Increased by 0.00%
May 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 13.22K (0.20%) 0.00
Increased by 0.00%
Apr 30, 25
9 BlackRock Extended Equity Market K 12.53K (0.19%) -5.00
Decreased by -0.04%
Sep 30, 24
10 Extended Equity Market Fund K 12.40K (0.18%) 38.00
Increased by +0.31%
Mar 31, 25
11 Fidelity Series Total Market Index 10.51K (0.16%) 629.00
Increased by +5.98%
Apr 30, 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%
Mar 31, 25
14 Northern Trust Extended Eq Market Idx 8.28K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
15 Spartan Extended Market Index Pool F 7.62K (0.11%) 384.00
Increased by +5.04%
Apr 30, 25
16 Spartan Extended Market Index Pool E 7.24K (0.11%) 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%
Apr 30, 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%) -321.00
Decreased by -5.26%
Apr 30, 25