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 Bard Associates Inc 338.77K (11.97%) -42.16K
Decreased by -12.45%
Dec 31, 25
2 State Street Corporation 31.55K (1.11%) 0.00
Increased by 0.00%
Mar 31, 24
3 Citadel Advisors Llc 16.66K (0.59%) 16.66K
Increased by +100.00%
Dec 31, 25
4 Renaissance Technologies Corp 14.60K (0.52%) 14.60K
Increased by +100.00%
Dec 31, 25
5 Geode Capital Management, LLC 14.36K (0.51%) -4.22K
Decreased by -29.41%
Dec 31, 25
6 Susquehanna International Group, LLP 13.51K (0.48%) 13.51K
Increased by +100.00%
Dec 31, 25
7 BlackRock Inc 12.27K (0.43%) 0.00
Increased by 0.00%
Sep 30, 25
8 Tower Research Capital LLC 2.87K (0.10%) 1.56K
Increased by +54.23%
Dec 31, 25
9 Advisor Group Holdings, Inc. 437.00 (0.02%) 0.00
Increased by 0.00%
Dec 31, 25
10 Royal Bank of Canada 165.00 (0.01%) 142.00
Increased by +86.06%
Jun 30, 24
11 Citigroup Inc 155.00 (0.01%) 155.00
Increased by +100.00%
Sep 30, 25
12 Bank of America Corp 17.00 (0.00%) -72.00
Decreased by -423.53%
Sep 30, 25
13 SBI Securities Co Ltd 9.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25
14 JPMorgan Chase & Co 5.00 (0.00%) -13.00
Decreased by -260.00%
Mar 31, 24
15 Danske Bank A/S. 1.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25
16 Baird Financial Group, Inc. 0.00 (0.00%) -261.29K
Decreased by N/A%
Sep 30, 23
17 CLAUDIA M.P. BATLLE, CRP (R) LLC 0.00 (0.00%) -16.00K
Decreased by N/A%
Sep 30, 25
18 CoreCap Advisors, LLC 0.00 (0.00%) -7.00
Decreased by N/A%
Dec 31, 24
19 DRW Securities, LLC 0.00 (0.00%) -22.74K
Decreased by N/A%
Dec 31, 25
20 Dimensional Fund Advisors, Inc. 0.00 (0.00%) -12.12K
Decreased by N/A%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 156.10K (5.52%) 0.00
Increased by 0.00%
Dec 31, 23
2 Fidelity® Extended Market Index 43.11K (1.52%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity Extended Market Index 19.33K (0.68%) 9.42K
Increased by +48.72%
Feb 28, 26
4 SSgA U.S. Extended Market Index Class I 9.20K (0.33%) 0.00
Increased by 0.00%
Dec 31, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 7.86K (0.28%) 0.00
Increased by 0.00%
Mar 31, 26
6 Fidelity® Total Market Index 7.08K (0.25%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Series Total Market Index 4.37K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
8 Spartan Extended Market Index Pool F 4.12K (0.15%) 70.00
Increased by +1.70%
Jul 31, 25
9 Spartan Extended Market Index Pool E 3.99K (0.14%) 3.81K
Increased by +95.32%
Mar 31, 25
10 Fidelity Series Total Market Index 2.93K (0.10%) 0.00
Increased by 0.00%
Feb 28, 26
11 State St US Extended Mkt Indx NL Cl C 1.31K (0.05%) 0.00
Increased by 0.00%
Feb 28, 26
12 Fidelity Total Market Index 1.01K (0.04%) 0.00
Increased by 0.00%
Feb 28, 26
13 Spartan Total Market Index Pool G 751.00 (0.03%) 0.00
Increased by 0.00%
Feb 28, 26
14 SSgA U.S. Total Market Index Strategy 541.00 (0.02%) -10.00
Decreased by -1.85%
Sep 30, 25
15 NT Ext Equity Mkt Idx Fd - NL 520.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 26
16 NT Ext Equity Mkt Idx Fd - DC - NL - T2 407.00 (0.01%) -2.00
Decreased by -0.49%
Mar 31, 26
17 Fidelity Nasdaq Composite Index 267.00 (0.01%) 0.00
Increased by 0.00%
Feb 28, 26
18 NT Ext Equity Mkt Idx Fd - L 101.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26
19 Northern Trust Extended Eq Market Idx 101.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 25
20 State St US Ttl Mkt Indx NL Cl A 100.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26