Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Capital Management, LLC 596.90K (6.54%) 596.90K
Increased by +100.00%
Mar 31, 26
2 Vanguard Group Inc 576.81K (6.32%) 576.81K
Increased by +100.00%
Dec 31, 25
3 Jb Capital Partners LP 503.68K (5.52%) 151.17K
Increased by +30.01%
Mar 31, 26
4 HighTower Advisors, LLC 281.32K (3.08%) 0.00
Increased by 0.00%
Mar 31, 26
5 Punch & Associates Inv Mgmt Inc 218.90K (2.40%) -136.11K
Decreased by -62.18%
Mar 31, 26
6 Fidelity International Ltd 197.40K (2.16%) -77.60K
Decreased by -39.31%
Mar 31, 26
7 Financial Consulate, Inc 174.96K (1.92%) -12.95K
Decreased by -7.40%
Mar 31, 26
8 Anson Funds Management LP 155.93K (1.71%) -303.74K
Decreased by -194.79%
Mar 31, 26
9 Geode Capital Management, LLC 95.81K (1.05%) 95.81K
Increased by +100.00%
Mar 31, 26
10 Citadel Advisors Llc 85.68K (0.94%) 85.68K
Increased by +100.00%
Mar 31, 26
11 Vanguard Fiduciary Trust Co 75.26K (0.82%) 75.26K
Increased by +100.00%
Mar 31, 26
12 Marshall Wace Asset Management Ltd 63.44K (0.69%) 13.81K
Increased by +21.76%
Mar 31, 26
13 1832 Asset Management L.P 48.45K (0.53%) -19.05K
Decreased by -39.33%
Mar 31, 26
14 BlackRock Inc 47.46K (0.52%) 47.46K
Increased by +100.00%
Mar 31, 26
15 Diametric Capital, LP 42.09K (0.46%) 42.09K
Increased by +100.00%
Dec 31, 25
16 Fort Hoosac Management, LLC 35.51K (0.39%) 0.00
Increased by 0.00%
Mar 31, 26
17 Marex Group PLC 26.32K (0.29%) 5.90K
Increased by +22.40%
Mar 31, 26
18 Northern Trust Corp 25.39K (0.28%) 25.39K
Increased by +100.00%
Mar 31, 26
19 UBS Group AG 22.28K (0.24%) 18.45K
Increased by +82.83%
Mar 31, 26
20 NATIONAL BANK OF CANADA /FI/ 20.10K (0.22%) -7.90K
Decreased by -39.32%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 441.16K (4.83%) 0.00
Increased by 0.00%
Apr 30, 26
2 Fidelity Canadian Asset Allocation B 197.40K (2.16%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard Institutional Extnd Mkt Idx Tr 145.12K (1.59%) 0.00
Increased by 0.00%
Apr 30, 26
4 Fidelity Extended Market Index 57.43K (0.63%) -210.00
Decreased by -0.37%
Apr 30, 26
5 Blackrock Extended Mkt Fund CF 46.90K (0.51%) 0.00
Increased by 0.00%
Apr 30, 26
6 BlackRock Extended Equity Market Fund K 39.94K (0.44%) 39.94K
Increased by +100.00%
Mar 31, 26
7 Ancora Micro Cap 35.47K (0.39%) 35.47K
Increased by +100.00%
Sep 30, 25
8 Spartan Total Market Index Pool G 14.66K (0.16%) 0.00
Increased by 0.00%
Apr 30, 26
9 Fidelity Series Total Market Index 14.56K (0.16%) 3.35K
Increased by +23.05%
Apr 30, 26
10 NT Ext Equity Mkt Index Fund - Lending 13.59K (0.15%) 13.59K
Increased by +100.00%
Mar 31, 26
11 Northern Trust Extended Eq Market Idx 13.59K (0.15%) 13.59K
Increased by +100.00%
Mar 31, 26
12 Ancora MicroCap C 13.39K (0.15%) 0.00
Increased by 0.00%
Dec 31, 25
13 Spartan Extended Market Index Pool F 12.52K (0.14%) 210.00
Increased by +1.68%
Apr 30, 26
14 NT Ext Equity Mkt Index Fund - NL 11.79K (0.13%) 11.79K
Increased by +100.00%
Mar 31, 26
15 Vanguard Balanced Index Inv 10.62K (0.12%) 0.00
Increased by 0.00%
Apr 30, 26
16 Schwab Total Stock Market Index 10.00K (0.11%) 0.00
Increased by 0.00%
Apr 30, 26
17 NT Ext Equity Mkt Idx Fd - DC - NL - T2 9.24K (0.10%) 9.24K
Increased by +100.00%
Mar 31, 26
18 GVC Gaesco Global Equity Value Plus I FI 8.24K (0.09%) 8.24K
Increased by +100.00%
Mar 31, 26
19 Vanguard Instl Ttl Stck Mkt Index Trust 5.48K (0.06%) 0.00
Increased by 0.00%
Apr 30, 26
20 NT Ext Eq Mkt Idx Fd DC Lending Tier 5 5.36K (0.06%) 5.36K
Increased by +100.00%
Mar 31, 26