Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 0.00%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 459.55K (1.34%) 0.00
Increased by 0.00%
Dec 31, 24
2 Hudson Bay Capital Management LP 402.39K (1.17%) 402.39K
Increased by +100.00%
Mar 31, 24
3 Armistice Capital, LLC 300.00K (0.87%) 300.00K
Increased by +100.00%
Dec 31, 23
4 Geode Capital Management, LLC 142.66K (0.42%) 10.44K
Increased by +7.32%
Dec 31, 24
5 BlackRock Inc 137.38K (0.40%) 0.00
Increased by 0.00%
Dec 31, 24
6 Renaissance Technologies Corp 105.66K (0.31%) 105.66K
Increased by +100.00%
Dec 31, 24
7 HRT FINANCIAL LLC 57.94K (0.17%) 57.94K
Increased by +100.00%
Dec 31, 23
8 Citadel Advisors Llc 51.54K (0.15%) 51.54K
Increased by +100.00%
Sep 30, 23
9 Bank of New York Mellon Corp 51.35K (0.15%) -1.39K
Decreased by -2.71%
Sep 30, 23
10 UBS Group AG 44.50K (0.13%) 44.49K
Increased by +99.98%
Sep 30, 24
11 AlphaCentric Advisors, LLC 40.00K (0.12%) -60.00K
Decreased by -150.00%
Dec 31, 24
12 Hilltop Holdings Inc 33.69K (0.10%) 3.00K
Increased by +8.90%
Dec 31, 24
13 Susquehanna International Group, LLP 29.73K (0.09%) 29.73K
Increased by +100.00%
Dec 31, 24
14 Thoroughbred Financial Services, LLC 27.00K (0.08%) 2.00K
Increased by +7.41%
Dec 31, 24
15 State Street Corp 26.07K (0.08%) 0.00
Increased by 0.00%
Dec 31, 24
16 State Street Corporation 26.07K (0.08%) 0.00
Increased by 0.00%
Mar 31, 24
17 JustInvest LLC 15.49K (0.05%) 15.49K
Increased by +100.00%
Jun 30, 24
18 Northern Trust Corp 13.39K (0.04%) 0.00
Increased by 0.00%
Dec 31, 24
19 Virtu Financial LLC 13.38K (0.04%) 13.38K
Increased by +100.00%
Jun 30, 24
20 Scotia Capital Inc 13.28K (0.04%) 13.28K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 389.65K (1.13%) 154.45K
Increased by +39.64%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 348.55K (1.01%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 348.55K (1.01%) 0.00
Increased by 0.00%
Sep 30, 24
4 DNB Fund - Disruptive Opp Retail A EUR 114.82K (0.33%) 55.01K
Increased by +47.91%
Feb 28, 25
5 Extended Equity Market Fund K 83.13K (0.24%) 83.13K
Increased by +100.00%
Mar 31, 25
6 Fidelity Extended Market Index 78.03K (0.23%) -497.00
Decreased by -0.64%
Feb 28, 25
7 Fidelity® Extended Market Index 58.56K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
8 AlphaCentric Robotics and Automation I 40.00K (0.12%) -60.00K
Decreased by -150.00%
Dec 31, 24
9 Fidelity Total Market Index 39.30K (0.11%) 0.00
Increased by 0.00%
Feb 28, 25
10 NT Ext Equity Mkt Idx Fd - L 37.25K (0.11%) 29.82K
Increased by +80.05%
Mar 31, 25
11 NT Ext Equity Mkt Idx Fd - NL 33.02K (0.10%) 27.85K
Increased by +84.35%
Mar 31, 25
12 NT Ext Equity Mkt Idx Fd - DC - NL - T2 25.70K (0.07%) 21.61K
Increased by +84.06%
Mar 31, 25
13 Fidelity Series Total Market Index 22.80K (0.07%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity® Series Total Market Index 16.47K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
15 Spartan Extended Market Index Pool E 15.81K (0.05%) 497.00
Increased by +3.14%
Feb 28, 25
16 Spartan Extended Market Index Pool F 15.81K (0.05%) 497.00
Increased by +3.14%
Feb 28, 25
17 Spartan Total Market Index Pool E 13.82K (0.04%) 10.87K
Increased by +78.65%
Feb 28, 25
18 Spartan Total Market Index Pool G 13.82K (0.04%) 10.87K
Increased by +78.65%
Feb 28, 25
19 State St US Extended Mkt Indx NL Cl C 12.10K (0.04%) 12.10K
Increased by +99.98%
Mar 31, 25
20 Extended Equity Market Fund M 10.41K (0.03%) 10.41K
Increased by +100.00%
Mar 31, 25