Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Highbridge Capital Management, LLC 33.61M (997.72%) 33.61M
Increased by +100.00%
Mar 31, 24
2 Bank of America Corp 1.66M (49.26%) 1.58M
Increased by +95.11%
Sep 30, 23
3 Pensionmark Financial Group, LLC 1.03M (30.47%) 453.58K
Increased by +44.18%
Mar 31, 24
4 Swiss National Bank 780.98K (23.18%) 0.00
Increased by 0.00%
Sep 30, 23
5 Mccormack Advisors International 739.37K (21.95%) -1.84M
Decreased by -248.80%
Mar 31, 24
6 Northern Trust Corp 684.47K (20.32%) 0.00
Increased by 0.00%
Mar 31, 24
7 GSA Capital Partners LLP 507.36K (15.06%) 203.66K
Increased by +40.14%
Dec 31, 23
8 Credit Suisse First Boston (CSFB) 361.69K (10.74%) -19.17K
Decreased by -5.30%
Sep 30, 23
9 UBS Asset Mgmt Americas Inc 325.90K (9.67%) 0.00
Increased by 0.00%
Sep 30, 23
10 California State Teachers Retirement Sys 321.69K (9.55%) 6.19K
Increased by +1.92%
Sep 30, 23
11 Engrave Wealth Partners LLC 318.00K (9.44%) 0.00
Increased by 0.00%
Dec 31, 23
12 Topline Capital Management LLC 179.71K (5.33%) 173.00
Increased by +0.10%
Mar 31, 25
13 Legal & General Group PLC 170.49K (5.06%) 0.00
Increased by 0.00%
Sep 30, 23
14 HHG PLC 151.33K (4.49%) 27.00
Increased by +0.02%
Sep 30, 23
15 Vanguard Group Inc 134.81K (4.00%) 19.75K
Increased by +14.65%
Mar 31, 25
16 TWO SIGMA SECURITIES, LLC 128.26K (3.81%) 110.25K
Increased by +85.96%
Dec 31, 23
17 Susquehanna International Group, LLP 113.70K (3.37%) 113.70K
Increased by +100.00%
Dec 31, 23
18 Millennium Management LLC 95.36K (2.83%) 82.62K
Increased by +86.64%
Mar 31, 24
19 Essex Investment Management Company, LLC 87.22K (2.59%) -18.59K
Decreased by -21.31%
Mar 31, 25
20 State Street Corporation 83.90K (2.49%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 1.73M (51.27%) 0.00
Increased by 0.00%
Nov 30, 23
2 BlackRock Extended Mkt Composite 792.33K (23.52%) 792.33K
Increased by +100.00%
Sep 30, 23
3 Fidelity® Nasdaq Composite ETF 465.63K (13.82%) 0.00
Increased by 0.00%
Dec 29, 23
4 Fidelity® Series Total Market Index 425.14K (12.62%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity® Total Market Index 265.65K (7.89%) 0.00
Increased by 0.00%
Nov 30, 23
6 UBS (CH) IF 2 Eqs Glbl Sm Cps Pas II I-X 244.70K (7.26%) 0.00
Increased by 0.00%
Oct 31, 23
7 L&G Global Small Cap Eq Idx C GBP Acc 153.83K (4.57%) 0.00
Increased by 0.00%
Sep 30, 23
8 Vanguard Global Small-Cap Idx USD Acc 153.52K (4.56%) 0.00
Increased by 0.00%
Nov 30, 23
9 Vanguard Total Stock Mkt Idx Inv 114.55K (3.40%) 31.48K
Increased by +27.48%
Apr 30, 25
10 Forager International Shares 103.58K (3.07%) -2.65K
Decreased by -2.56%
Mar 31, 25
11 Avantis US Small Cap Value ETF 67.07K (1.99%) 0.00
Increased by 0.00%
Apr 30, 25
12 Undrly L&G Pen PMC Multi Asset 52.42K (1.56%) 52.42K
Increased by +100.00%
Sep 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 50.34K (1.49%) 2.29K
Increased by +4.54%
Apr 30, 25
14 Victory Extended Market Index 50.03K (1.48%) 2.83K
Increased by +5.65%
Mar 31, 24
15 Fidelity Nasdaq Composite ETF 35.69K (1.06%) 0.00
Increased by 0.00%
Apr 30, 24
16 Pleiades Small Cap Equity A 23.72K (0.70%) 7.47K
Increased by +31.48%
Mar 31, 25
17 NT US Market Cap Idx Fd - L 20.09K (0.60%) 20.09K
Increased by +100.00%
Dec 31, 23
18 1290 Essex Small Cap Growth I 18.97K (0.56%) 0.00
Increased by 0.00%
Mar 31, 25
19 Fidelity Extended Market Index 18.02K (0.53%) 290.00
Increased by +1.61%
Mar 31, 25
20 IMC US Ultra Micro Cap 9.95K (0.30%) -10.43K
Decreased by -104.85%
Apr 30, 25