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 Geode Capital Management, LLC 34.62K (1.22%) 20.27K
Increased by +58.53%
Mar 31, 26
2 State Street Corporation 31.55K (1.11%) 0.00
Increased by 0.00%
Mar 31, 24
3 UBS Group AG 18.60K (0.66%) 18.60K
Increased by +100.00%
Mar 31, 26
4 BlackRock Inc 12.27K (0.43%) 0.00
Increased by 0.00%
Mar 31, 26
5 State Street Corp 10.63K (0.38%) 0.00
Increased by 0.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 7.86K (0.28%) 7.86K
Increased by +100.00%
Mar 31, 26
7 Bard Associates Inc 714.00 (0.03%) -338.05K
Decreased by -47.35 K%
Mar 31, 26
8 Advisor Group Holdings, Inc. 223.00 (0.01%) -214.00
Decreased by -95.96%
Mar 31, 26
9 Royal Bank of Canada 165.00 (0.01%) 142.00
Increased by +86.06%
Jun 30, 24
10 SBI Securities Co Ltd 9.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26
11 JPMorgan Chase & Co 5.00 (0.00%) -13.00
Decreased by -260.00%
Mar 31, 24
12 FMR Inc 2.00 (0.00%) 2.00
Increased by +100.00%
Mar 31, 26
13 Danske Bank A/S. 1.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26
14 Tower Research Capital LLC 1.00 (0.00%) -2.87K
Decreased by -287.20 K%
Mar 31, 26
15 Baird Financial Group, Inc. 0.00 (0.00%) -261.29K
Decreased by N/A%
Sep 30, 23
16 Bank of America Corp 0.00 (0.00%) -15.00
Decreased by N/A%
Mar 31, 26
17 CLAUDIA M.P. BATLLE, CRP (R) LLC 0.00 (0.00%) -16.00K
Decreased by N/A%
Sep 30, 25
18 Citadel Advisors Llc 0.00 (0.00%) -16.66K
Decreased by N/A%
Mar 31, 26
19 Citigroup Inc 0.00 (0.00%) -1.00
Decreased by N/A%
Mar 31, 26
20 CoreCap Advisors, LLC 0.00 (0.00%) -7.00
Decreased by N/A%
Dec 31, 24

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 29.46K (1.04%) -108.00
Decreased by -0.37%
Apr 30, 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%
Apr 30, 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 E 3.99K (0.14%) 3.81K
Increased by +95.32%
Mar 31, 25
9 Fidelity Series Total Market Index 2.93K (0.10%) 0.00
Increased by 0.00%
Apr 30, 26
10 State St US Extended Mkt Indx NL Cl C 1.31K (0.05%) 0.00
Increased by 0.00%
Apr 30, 26
11 Fidelity Total Market Index 1.01K (0.04%) 0.00
Increased by 0.00%
Apr 30, 26
12 Spartan Total Market Index Pool G 751.00 (0.03%) 0.00
Increased by 0.00%
Apr 30, 26
13 SSgA U.S. Total Market Index Strategy 541.00 (0.02%) -10.00
Decreased by -1.85%
Sep 30, 25
14 NT Ext Equity Mkt Idx Fd - NL 520.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 26
15 NT Ext Equity Mkt Index Fund - 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%
Apr 30, 26
18 Spartan Extended Market Index Pool F 192.00 (0.01%) 108.00
Increased by +56.25%
Apr 30, 26
19 NT Ext Equity Mkt Idx Fd - L 101.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26
20 NT Ext Equity Mkt Index Fund - Lending 101.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26