Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDTS 0.40%
2 GWX 0.04%
3 ISCF 0.04%
4 FPXE 0.03%
5 AVDS 0.02%
6 AVEE 0.02%
7 DXIV 0.02%
8 EWX 0.01%
9 DFSI 0.01%
10 DFAX 0.01%
11 FEU 0.00%
12 SPEU 0.00%
13 SPDW 0.00%
14 IWC 0.00%
15 DFAI 0.00%
16 VSGX 0.00%
17 VSS 0.00%
18 VT 0.00%
19 VTI 0.00%
20 VWO 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Geode Capital Management, LLC 43.53K (1.39%) 1.91K
Increased by +4.39%
Mar 31, 25
2 Sequoia Financial Advisors LLC 28.45K (0.91%) 0.00
Increased by 0.00%
Jun 30, 25
3 IHT Wealth Management, LLC 28.10K (0.90%) 1.12K
Increased by +3.98%
Mar 31, 25
4 Vanguard Group Inc 25.30K (0.81%) -9.54K
Decreased by -37.71%
Jun 30, 25
5 UBS Group AG 12.84K (0.41%) 11.29K
Increased by +87.87%
Mar 31, 25
6 BlackRock Inc 4.00K (0.13%) -75.00
Decreased by -1.87%
Mar 31, 25
7 Tower Research Capital LLC 507.00 (0.02%) 507.00
Increased by +100.00%
Mar 31, 25
8 JONES FINANCIAL COMPANIES LLLP 400.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
9 SBI Securities Co Ltd 327.00 (0.01%) 21.00
Increased by +6.42%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 151.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
11 Advisor Group Holdings, Inc. 67.00 (0.00%) 67.00
Increased by +100.00%
Mar 31, 25
12 Bank of America Corp 27.00 (0.00%) 1.00
Increased by +3.70%
Mar 31, 25
13 JPMorgan Chase & Co 4.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
14 Mcf Advisors, LLC 1.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
15 Atlantic Trust Group, LLC 0.00 (0.00%) -201.00
Decreased by N/A%
Sep 30, 24
16 FMR Inc 0.00 (0.00%) -1.00
Decreased by N/A%
Jun 30, 24
17 Royal Bank of Canada 0.00 (0.00%) -1.05K
Decreased by N/A%
Sep 30, 24
18 Wells Fargo & Co 0.00 (0.00%) -25.00
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VanEck Crypto Leaders ETN A 64.04K (2.05%) -181.00
Decreased by -0.28%
Jul 31, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 31.03K (0.99%) 5.73K
Increased by +18.47%
Jul 31, 25
3 Fidelity Extended Market Index 18.05K (0.58%) -47.00
Decreased by -0.26%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 11.03K (0.35%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard US Total Market Shares ETF 9.41K (0.30%) 0.00
Increased by 0.00%
Sep 30, 24
6 Fidelity® Extended Market Index 8.24K (0.26%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Nasdaq Composite Index 6.63K (0.21%) 0.00
Increased by 0.00%
Jun 30, 25
8 Fidelity® Series Total Market Index 6.25K (0.20%) 0.00
Increased by 0.00%
Nov 30, 23
9 Bostoncoin Diversified Crypto Fund 5.90K (0.19%) 5.90K
Increased by +100.00%
Apr 30, 23
10 Fidelity Total Market Index 5.71K (0.18%) 0.00
Increased by 0.00%
Jun 30, 25
11 Fidelity Series Total Market Index 4.67K (0.15%) 0.00
Increased by 0.00%
Jun 30, 25
12 Spartan Total Market Index Pool E 4.20K (0.13%) 0.00
Increased by 0.00%
Mar 31, 25
13 Spartan Extended Market Index Pool F 4.16K (0.13%) 0.00
Increased by 0.00%
Jun 30, 25
14 Spartan Extended Market Index Pool E 3.95K (0.13%) 150.00
Increased by +3.80%
Mar 31, 25
15 Spartan Total Market Index Pool G 3.83K (0.12%) 0.00
Increased by 0.00%
Jun 30, 25
16 iShares Micro-Cap ETF 3.22K (0.10%) 0.00
Increased by 0.00%
May 31, 25
17 NT Ext Equity Mkt Idx Fd - NL 3.19K (0.10%) 0.00
Increased by 0.00%
Jun 30, 25
18 NT Ext Equity Mkt Idx Fd - DC - NL - T2 2.47K (0.08%) -6.00
Decreased by -0.24%
Jun 30, 25
19 NT Ext Equity Mkt Idx Fd - L 2.46K (0.08%) 0.00
Increased by 0.00%
Jun 30, 25
20 Northern Trust Extended Eq Market Idx 2.46K (0.08%) 0.00
Increased by 0.00%
Jun 30, 25