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 PFG Investments, LLC 240.00K (6.89%) 240.00K
Increased by +100.00%
Jun 30, 25
2 Avalon Trust Co 36.05K (1.04%) 0.00
Increased by 0.00%
Jun 30, 25
3 State Street Corporation 27.22K (0.78%) 0.00
Increased by 0.00%
Dec 31, 23
4 Renaissance Technologies Corp 25.26K (0.73%) 25.26K
Increased by +100.00%
Jun 30, 25
5 Geode Capital Management, LLC 16.42K (0.47%) 3.90K
Increased by +23.76%
Jun 30, 25
6 XTX Topco Ltd 12.97K (0.37%) 12.97K
Increased by +100.00%
Jun 30, 25
7 Vanguard Group Inc 11.28K (0.32%) 0.00
Increased by 0.00%
Jun 30, 25
8 Marshall & Sterling Wealth Advisors Inc 900.00 (0.03%) 150.00
Increased by +16.67%
Jun 30, 25
9 Tower Research Capital LLC 883.00 (0.03%) -2.97K
Decreased by -336.58%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 300.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
11 Bank of America Corp 20.00 (0.00%) 8.00
Increased by +40.00%
Jun 30, 25
12 SBI Securities Co Ltd 15.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
13 UBS Group AG 1.00 (0.00%) 1.00
Increased by +100.00%
Jun 30, 25
14 Advisor Group Holdings, Inc. 0.00 (0.00%) -10.00
Decreased by N/A%
Mar 31, 25
15 Citadel Advisors Llc 0.00 (0.00%) -17.61K
Decreased by N/A%
Mar 31, 25
16 HPM Partners LLC 0.00 (0.00%) -50.00K
Decreased by N/A%
Mar 31, 24
17 HRT FINANCIAL LLC 0.00 (0.00%) -13.19K
Decreased by N/A%
Dec 31, 23
18 JONES FINANCIAL COMPANIES LLLP 0.00 (0.00%) -100.00
Decreased by N/A%
Jun 30, 25
19 JPMorgan Chase & Co 0.00 (0.00%) -9.00
Decreased by N/A%
Dec 31, 23
20 PNC Financial Services Group Inc 0.00 (0.00%) -10.00K
Decreased by N/A%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 76.85K (2.21%) -18.31K
Decreased by -23.83%
Mar 31, 24
2 Fidelity® Extended Market Index 49.82K (1.43%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity® Series Total Market Index 17.95K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity Extended Market Index 9.92K (0.29%) -70.00
Decreased by -0.71%
Jul 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 7.75K (0.22%) -3.53K
Decreased by -45.56%
Jul 31, 25
6 Spartan Extended Market Index Pool F 3.97K (0.11%) 70.00
Increased by +1.76%
Jul 31, 25
7 Fidelity Series Total Market Index 2.33K (0.07%) 0.00
Increased by 0.00%
Jul 31, 25
8 Spartan Total Market Index Pool G 671.00 (0.02%) 485.00
Increased by +72.28%
Jul 31, 25
9 NT Ext Equity Mkt Idx Fd - L 640.00 (0.02%) 0.00
Increased by 0.00%
Jun 30, 25
10 Northern Trust Extended Eq Market Idx 640.00 (0.02%) 0.00
Increased by 0.00%
Jun 30, 25
11 SSgA U.S. Extended Market Index Class I 600.00 (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
12 Fidelity Nasdaq Composite Index 198.00 (0.01%) 0.00
Increased by 0.00%
Oct 31, 24
13 Spartan Total Market Index Pool E 186.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
14 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 181.00 (0.01%) 27.00
Increased by +14.92%
Jun 30, 25
15 NT Ext Eq Mkt Indx Fd DC Lend T3 152.00 (0.00%) 152.00
Increased by +100.00%
Dec 31, 24
16 NT Ext Eq Mkt Indx Fd DC Lend T4 152.00 (0.00%) 152.00
Increased by +100.00%
Dec 31, 24
17 Spartan Extended Market Index Pool E 83.00 (0.00%) 0.00
Increased by 0.00%
Feb 28, 25
18 State St US Extended Mkt Indx NL Cl C 60.00 (0.00%) 0.00
Increased by 0.00%
Aug 31, 25
19 SSgA U.S. Total Market Index Strategy 25.00 (0.00%) 1.00
Increased by +4.00%
Mar 31, 25
20 Fidelity U.S. Equity Index Ins Trust 14.00 (0.00%) 0.00
Increased by 0.00%
Jul 31, 25