Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Capital Management, LLC 502.06K (3.31%) 502.06K
Increased by +100.00%
Mar 31, 26
2 Sabby Management LLC 444.37K (2.93%) 444.37K
Increased by +100.00%
Mar 31, 25
3 Vanguard Group Inc 396.80K (2.61%) 119.95K
Increased by +30.23%
Dec 31, 25
4 Honkamp Krueger Financial Services Inc 219.10K (1.44%) 219.10K
Increased by +100.00%
Jun 30, 24
5 Traynor Capital Management, Inc 200.00K (1.32%) 100.00K
Increased by +50.00%
Jun 30, 24
6 Kingsview Wealth Management, LLC 187.75K (1.24%) 62.85K
Increased by +33.48%
Mar 31, 24
7 Geode Capital Management, LLC 141.88K (0.93%) 25.96K
Increased by +18.30%
Mar 31, 26
8 UBS Group AG 111.68K (0.74%) -46.38K
Decreased by -41.53%
Mar 31, 26
9 State Street Corporation 99.61K (0.66%) 0.00
Increased by 0.00%
Mar 31, 24
10 Commonwealth Equity Services Inc 96.58K (0.64%) 50.03K
Increased by +51.81%
Jun 30, 24
11 Cornerstone Wealth Group, LLC 91.47K (0.60%) 0.00
Increased by 0.00%
Jun 30, 24
12 Symmetry Peak Management LLC 90.00K (0.59%) 90.00K
Increased by +100.00%
Mar 31, 24
13 AlphaCentric Advisors, LLC 75.00K (0.49%) 0.00
Increased by 0.00%
Mar 31, 26
14 Vanguard Fiduciary Trust Co 65.85K (0.43%) 65.85K
Increased by +100.00%
Mar 31, 26
15 Squarepoint Ops LLC 65.13K (0.43%) 65.13K
Increased by +100.00%
Jun 30, 25
16 CIBC Global Asset Management Inc 63.60K (0.42%) 0.00
Increased by 0.00%
Mar 31, 24
17 BlackRock Inc 56.91K (0.37%) 5.03K
Increased by +8.84%
Mar 31, 26
18 Jane Street Group LLC 56.00K (0.37%) 40.14K
Increased by +71.68%
Dec 31, 25
19 JANE STREET GROUP, LLC 52.26K (0.34%) 52.26K
Increased by +100.00%
Jun 30, 24
20 Chatham Investment Management Co 49.99K (0.33%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 352.94K (2.32%) 0.00
Increased by 0.00%
Apr 30, 26
2 Fidelity® Extended Market Index 225.70K (1.49%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 139.12K (0.92%) 0.00
Increased by 0.00%
Apr 30, 26
4 BlackRock Extended Mkt Composite 111.06K (0.73%) 111.06K
Increased by +100.00%
Sep 30, 23
5 AlphaCentric Robotics and Automation I 75.00K (0.49%) 0.00
Increased by 0.00%
Mar 31, 26
6 Fidelity Extended Market Index 69.31K (0.46%) -253.00
Decreased by -0.37%
Apr 30, 26
7 CIBC US Broad Market Index 63.60K (0.42%) 0.00
Increased by 0.00%
Mar 31, 24
8 Fidelity® Series Total Market Index 44.30K (0.29%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity® Total Market Index 43.58K (0.29%) 0.00
Increased by 0.00%
Nov 30, 23
10 iShares Micro-Cap ETF 27.71K (0.18%) 0.00
Increased by 0.00%
May 29, 26
11 Blackrock Extended Mkt Fund CF 26.63K (0.18%) 0.00
Increased by 0.00%
Apr 30, 26
12 Extended Equity Market Fund B 26.63K (0.18%) 0.00
Increased by 0.00%
Dec 31, 25
13 Extended Equity Market Fund E 26.63K (0.18%) 0.00
Increased by 0.00%
Dec 31, 25
14 BlackRock Extended Equity Market Fund K 22.68K (0.15%) -166.00
Decreased by -0.73%
Mar 31, 26
15 Extended Equity Market Fund K 22.68K (0.15%) -166.00
Decreased by -0.73%
Mar 31, 26
16 Fidelity Total Market Index 19.05K (0.13%) 0.00
Increased by 0.00%
Apr 30, 26
17 T. Rowe Price Extended Equity Market Idx 18.90K (0.12%) 0.00
Increased by 0.00%
Apr 30, 26
18 Schwab Total Stock Market Index 18.21K (0.12%) 0.00
Increased by 0.00%
Jan 31, 24
19 Fidelity Series Total Market Index 17.06K (0.11%) 0.00
Increased by 0.00%
Apr 30, 26
20 Spartan Extended Market Index Pool F 15.44K (0.10%) 253.00
Increased by +1.64%
Apr 30, 26