Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CI Private Wealth LLC 2.11M (29.04%) 0.00
Increased by 0.00%
Jun 30, 25
2 KIM, LLC 2.00M (27.58%) 0.00
Increased by 0.00%
Jun 30, 25
3 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 1.34M (18.53%) 0.00
Increased by 0.00%
Mar 31, 24
4 Fortress Investment Group LLC 1.11M (15.31%) 0.00
Increased by 0.00%
Dec 31, 23
5 Owl Creek Asset Management LP 450.00K (6.20%) 0.00
Increased by 0.00%
Sep 30, 23
6 Marathon Asset Management LLC 351.40K (4.85%) 0.00
Increased by 0.00%
Jun 30, 25
7 Kent Lake Capital LLC 333.62K (4.60%) -786.54K
Decreased by -235.76%
Sep 30, 23
8 Liberty Mutual Group Asset Management Inc. 319.60K (4.41%) 0.00
Increased by 0.00%
Jun 30, 25
9 Quarry LP 303.40K (4.18%) 0.00
Increased by 0.00%
Sep 30, 23
10 Vanguard Group Inc 302.68K (4.17%) 0.00
Increased by 0.00%
Jun 30, 25
11 Diversified Trust Co 250.00K (3.45%) 250.00K
Increased by +100.00%
Jun 30, 25
12 RBF LLC 176.47K (2.43%) 0.00
Increased by 0.00%
Jun 30, 25
13 State Street Corporation 118.59K (1.64%) 0.00
Increased by 0.00%
Mar 31, 24
14 LANDSCAPE CAPITAL MANAGEMENT,LLC 105.98K (1.46%) -24.08K
Decreased by -22.72%
Jun 30, 24
15 Geode Capital Management, LLC 78.02K (1.08%) -201.00
Decreased by -0.26%
Jun 30, 25
16 Cohanzick Management LLC 55.19K (0.76%) -48.24K
Decreased by -87.42%
Sep 30, 23
17 Barings LLC 49.43K (0.68%) 0.00
Increased by 0.00%
Jun 30, 25
18 Worth Venture Partners, LLC 47.10K (0.65%) 10.06K
Increased by +21.37%
Mar 31, 24
19 Bridgeway Capital Management, LLC 44.74K (0.62%) 0.00
Increased by 0.00%
Jun 30, 25
20 Courier Capital Corp 34.43K (0.47%) 0.00
Increased by 0.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 243.78K (3.36%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 205.87K (2.84%) -4.50K
Decreased by -2.19%
Jul 31, 25
3 BlackRock Extended Mkt Composite 62.44K (0.86%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 61.88K (0.85%) -28.20K
Decreased by -45.57%
Jul 31, 25
5 Fidelity® Total Market Index 53.18K (0.73%) 0.00
Increased by 0.00%
Nov 30, 23
6 Bridgeway Ultra-Small Company Market 44.74K (0.62%) 0.00
Increased by 0.00%
Jun 30, 25
7 Fidelity Extended Market Index 40.34K (0.56%) -332.00
Decreased by -0.82%
Jul 31, 25
8 Fidelity® Series Total Market Index 37.96K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
9 RiverPark Strategic Income Institutional 32.16K (0.44%) 0.00
Increased by 0.00%
Apr 30, 23
10 Vanguard Instl Ttl Stck Mkt Idx Tr 15.87K (0.22%) 0.00
Increased by 0.00%
Mar 31, 24
11 Vanguard Instl Ttl Stk Mkt Idx InstlPls 15.87K (0.22%) 0.00
Increased by 0.00%
Jun 30, 24
12 Fidelity Total Market Index 14.53K (0.20%) 0.00
Increased by 0.00%
Jul 31, 25
13 SSgA U.S. Extended Market Index Class I 13.80K (0.19%) 0.00
Increased by 0.00%
Dec 31, 23
14 BlackRock Extended Equity Market K 10.88K (0.15%) -4.00
Decreased by -0.04%
Sep 30, 24
15 Extended Equity Market Fund K 10.56K (0.15%) -211.00
Decreased by -2.00%
Jun 30, 25
16 Fidelity Series Total Market Index 10.55K (0.15%) 0.00
Increased by 0.00%
Jul 31, 25
17 iShares Micro-Cap ETF 10.46K (0.14%) 0.00
Increased by 0.00%
Aug 31, 25
18 Spartan Extended Market Index Pool F 7.52K (0.10%) 332.00
Increased by +4.42%
Jul 31, 25
19 NT Ext Equity Mkt Idx Fd - L 6.95K (0.10%) 0.00
Increased by 0.00%
Jun 30, 25
20 Northern Trust Extended Eq Market Idx 6.95K (0.10%) 0.00
Increased by 0.00%
Jun 30, 25