Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Geode Capital Management, LLC 128.54K (1.82%) 61.50K
Increased by +47.85%
Mar 31, 26
2 Vanguard Group Inc 123.06K (1.74%) -548.00
Decreased by -0.45%
Dec 31, 25
3 Morgan Stanley - Brokerage Accounts 54.98K (0.78%) -30.42K
Decreased by -55.34%
Mar 31, 26
4 Renaissance Technologies Corp 50.96K (0.72%) -4.35K
Decreased by -8.53%
Mar 31, 26
5 Vanguard Capital Management, LLC 48.92K (0.69%) 48.92K
Increased by +100.00%
Mar 31, 26
6 Jane Street Group LLC 42.14K (0.60%) 12.67K
Increased by +30.06%
Mar 31, 26
7 Massey, Quick & Co. LLC 35.72K (0.50%) 0.00
Increased by 0.00%
Mar 31, 26
8 Vanguard Fiduciary Trust Co 34.04K (0.48%) 34.04K
Increased by +100.00%
Mar 31, 26
9 Flaharty Asset Management, LLC 24.00K (0.34%) 0.00
Increased by 0.00%
Dec 31, 25
10 FLAX POND CAPITAL, LLC 20.00K (0.28%) 20.00K
Increased by +100.00%
Mar 31, 26
11 XTX Topco Ltd 17.59K (0.25%) 2.59K
Increased by +14.71%
Mar 31, 26
12 State Street Corp 17.26K (0.24%) 0.00
Increased by 0.00%
Mar 31, 26
13 HRT FINANCIAL LLC 15.50K (0.22%) 15.50K
Increased by +100.00%
Mar 31, 26
14 Hbk Sorce Advisory LLC 12.50K (0.18%) 12.50K
Increased by +100.00%
Mar 31, 26
15 IFP Advisors, LLC 11.00K (0.16%) 0.00
Increased by 0.00%
Dec 31, 25
16 UBS Group AG 6.63K (0.09%) 6.63K
Increased by +99.97%
Mar 31, 26
17 Abrdn Inc 4.24K (0.06%) 0.00
Increased by 0.00%
Jun 30, 23
18 Tower Research Capital LLC 2.16K (0.03%) 291.00
Increased by +13.46%
Mar 31, 26
19 Advisor Group Holdings, Inc. 305.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26
20 Bank of America Corp 61.00 (0.00%) 1.00
Increased by +1.64%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Extended Market Index 93.35K (1.32%) -341.00
Decreased by -0.37%
Apr 30, 26
2 Vanguard Institutional Extnd Mkt Idx Tr 48.92K (0.69%) 0.00
Increased by 0.00%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 42.52K (0.60%) 0.00
Increased by 0.00%
Feb 28, 26
4 Fidelity® Extended Market Index 24.62K (0.35%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Total Market Index 13.58K (0.19%) 0.00
Increased by 0.00%
Apr 30, 26
6 Essex Inv Mgt Micro Cap Growth 8.95K (0.13%) 0.00
Increased by 0.00%
Sep 30, 25
7 Fidelity Series Total Market Index 8.68K (0.12%) 0.00
Increased by 0.00%
Apr 30, 26
8 NT Ext Equity Mkt Idx Fd - L 6.25K (0.09%) 0.00
Increased by 0.00%
Mar 31, 26
9 NT Ext Equity Mkt Index Fund - Lending 6.25K (0.09%) 0.00
Increased by 0.00%
Mar 31, 26
10 Northern Trust Extended Eq Market Idx 6.25K (0.09%) 0.00
Increased by 0.00%
Mar 31, 26
11 Spartan Extended Market Index Pool E 6.13K (0.09%) 280.00
Increased by +4.57%
Mar 31, 25
12 Fidelity® Series Total Market Index 5.06K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
13 Spartan Total Market Index Pool G 4.45K (0.06%) 0.00
Increased by 0.00%
Apr 30, 26
14 Spartan Total Market Index Pool E 3.70K (0.05%) 3.10K
Increased by +83.78%
Mar 31, 25
15 Dimensional US Core Equity 1 ETF 3.36K (0.05%) 0.00
Increased by 0.00%
Mar 31, 26
16 NT Ext Eq Mkt Idx Fd DC Lending Tier 5 2.47K (0.03%) 17.00
Increased by +0.69%
Mar 31, 26
17 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 2.47K (0.03%) 17.00
Increased by +0.69%
Mar 31, 26
18 NT Ext Eq Mkt Indx Fd DC Lend T3 1.49K (0.02%) 1.49K
Increased by +100.00%
Dec 31, 24
19 NT Ext Eq Mkt Indx Fd DC Lend T4 1.49K (0.02%) 1.49K
Increased by +100.00%
Dec 31, 24
20 DFA US Social Core Equity 2 Portfolio 1.23K (0.02%) 0.00
Increased by 0.00%
Mar 31, 26