Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RAVI 0.21%
2 BLV 0.01%
3 BND 0.01%
4 JAGG 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 73.50K (7.74%) 0.00
Increased by 0.00%
Sep 30, 23
2 Geode Capital Management, LLC 21.39K (2.25%) 3.83K
Increased by +17.90%
Mar 31, 25
3 Coppell Advisory Solutions LLC 17.44K (1.84%) 16.98K
Increased by +97.41%
Mar 31, 25
4 Advisor Group Holdings, Inc. 2.75K (0.29%) 228.00
Increased by +8.28%
Mar 31, 25
5 UBS Group AG 2.24K (0.24%) -1.44K
Decreased by -64.15%
Mar 31, 25
6 Tower Research Capital LLC 583.00 (0.06%) 583.00
Increased by +100.00%
Mar 31, 25
7 Bank of Oklahoma National Association 518.00 (0.05%) 0.00
Increased by 0.00%
Mar 31, 25
8 Banque Transatlantique 500.00 (0.05%) 500.00
Increased by +100.00%
Mar 31, 25
9 BlackRock Inc 424.00 (0.04%) -411.00
Decreased by -96.93%
Sep 30, 23
10 Washington Trust Advisors, Inc. 224.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
11 Royal Bank of Canada 205.00 (0.02%) 205.00
Increased by +100.00%
Mar 31, 25
12 Global Retirement Partners, LLC. 193.00 (0.02%) 0.00
Increased by 0.00%
Dec 31, 24
13 CWM, LLC duplicate 188.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
14 PNC Financial Services Group Inc 169.00 (0.02%) 106.00
Increased by +62.72%
Sep 30, 23
15 Nbc Securities Inc 138.00 (0.01%) 138.00
Increased by +100.00%
Sep 30, 23
16 Newbridge Financial Services Group, Inc. 118.00 (0.01%) -13.00
Decreased by -11.02%
Mar 31, 25
17 Transce3nd, LLC 116.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
18 Bank of America Corp 85.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
19 Ronald Blue Trust, Inc. 81.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
20 Sunbelt Securities 78.00 (0.01%) -154.00
Decreased by -197.44%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Extended Market Index 10.02K (1.06%) -96.00
Decreased by -0.96%
Apr 30, 25
2 Fidelity® Extended Market Index 6.29K (0.66%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity Total Market Index 6.07K (0.64%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 3.78K (0.40%) 0.00
Increased by 0.00%
May 31, 25
5 Fidelity Series Total Market Index 2.76K (0.29%) 226.00
Increased by +8.19%
Apr 30, 25
6 Fidelity® Total Market Index 2.75K (0.29%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Total Stock Mkt Idx Inv 2.59K (0.27%) 0.00
Increased by 0.00%
May 31, 25
8 Fidelity® Series Total Market Index 2.27K (0.24%) 0.00
Increased by 0.00%
Nov 30, 23
9 Spartan Extended Market Index Pool F 1.79K (0.19%) 96.00
Increased by +5.36%
Apr 30, 25
10 Vanguard US Total Market Shares ETF 1.78K (0.19%) 0.00
Increased by 0.00%
Sep 30, 24
11 Spartan Extended Market Index Pool E 1.69K (0.18%) 89.00
Increased by +5.25%
Mar 31, 25
12 NT Ext Equity Mkt Idx Fd - NL 1.65K (0.17%) 0.00
Increased by 0.00%
Sep 30, 23
13 NT Ext Equity Mkt Idx Fd - L 1.33K (0.14%) 0.00
Increased by 0.00%
Mar 31, 25
14 Northern Trust Extended Eq Market Idx 1.33K (0.14%) 0.00
Increased by 0.00%
Mar 31, 25
15 NT Ext Equity Mkt Idx Fd - DC - NL - T2 1.32K (0.14%) -66.00
Decreased by -4.99%
Sep 30, 23
16 Spartan Total Market Index Pool G 964.00 (0.10%) 234.00
Increased by +24.27%
Apr 30, 25
17 Vanguard Instl Ttl Stck Mkt Idx Tr 925.00 (0.10%) -48.47K
Decreased by -5.24 K%
Oct 31, 23
18 Spartan Total Market Index Pool E 730.00 (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
19 SSgA U.S. Extended Market Index Class I 437.00 (0.05%) 0.00
Increased by 0.00%
Sep 30, 23
20 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 320.00 (0.03%) 3.00
Increased by +0.94%
Mar 31, 25