Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HRTS 0.24%
2 IWC 0.01%
3 DXIV 0.00%
4 VTI 0.00%
5 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Armistice Capital, LLC 3.15M (4.20%) 3.15M
Increased by +100.00%
Jun 30, 25
2 Vanguard Group Inc 799.68K (1.07%) 0.00
Increased by 0.00%
Jun 30, 25
3 Alphabet Inc 448.49K (0.60%) 0.00
Increased by 0.00%
Mar 31, 25
4 United Services Automobile Association 302.74K (0.40%) 0.00
Increased by 0.00%
Jun 30, 25
5 Two Sigma Investments LLC 291.38K (0.39%) 291.38K
Increased by +100.00%
Dec 31, 24
6 Stifel Financial Corp 269.77K (0.36%) 135.15K
Increased by +50.10%
Sep 30, 24
7 Takeda Pharmaceutical Co Ltd 203.19K (0.27%) 0.00
Increased by 0.00%
Jun 30, 25
8 Geode Capital Management, LLC 190.56K (0.25%) -5.66K
Decreased by -2.97%
Jun 30, 25
9 KESTRA PRIVATE WEALTH SERVICES, LLC 156.14K (0.21%) 16.98K
Increased by +10.88%
Jun 30, 25
10 Citadel Advisors Llc 137.35K (0.18%) 137.35K
Increased by +100.00%
Jun 30, 25
11 BlackRock Inc 118.65K (0.16%) 55.07K
Increased by +46.41%
Jun 30, 25
12 Two Sigma Advisers, LLC 110.16K (0.15%) 110.16K
Increased by +100.00%
Dec 31, 24
13 Northern Trust Corp 102.91K (0.14%) -1.48K
Decreased by -1.44%
Jun 30, 25
14 CWA Asset Management Group, LLC 83.33K (0.11%) 0.00
Increased by 0.00%
Jun 30, 25
15 Forefront Wealth Partners, LLC 65.00K (0.09%) 65.00K
Increased by +100.00%
Mar 31, 25
16 Lasry Marc 62.89K (0.08%) 0.00
Increased by 0.00%
Jun 30, 25
17 State Street Corp 62.44K (0.08%) 0.00
Increased by 0.00%
Jun 30, 25
18 UBS Group AG 62.06K (0.08%) -10.05K
Decreased by -16.20%
Jun 30, 25
19 King Luther Capital Management Corp 58.00K (0.08%) 0.00
Increased by 0.00%
Jun 30, 25
20 Janney Montgomery Scott LLC 55.20K (0.07%) 28.00K
Increased by +50.72%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 507.61K (0.68%) -11.09K
Decreased by -2.19%
Jul 31, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 180.55K (0.24%) -82.27K
Decreased by -45.57%
Jul 31, 25
3 Tema Obesity & Cardiometabolic ETF 105.60K (0.14%) 0.00
Increased by 0.00%
Nov 27, 24
4 Fidelity Extended Market Index 96.55K (0.13%) -680.00
Decreased by -0.70%
Jul 31, 25
5 Fidelity® Extended Market Index 66.30K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Micro-Cap ETF 50.13K (0.07%) 0.00
Increased by 0.00%
Aug 31, 25
7 Bridgeway Ultra-Small Company Market 46.50K (0.06%) 0.00
Increased by 0.00%
Jun 30, 25
8 Fidelity Series Total Market Index 26.83K (0.04%) 0.00
Increased by 0.00%
Jul 31, 25
9 Fidelity Total Market Index 26.09K (0.03%) 0.00
Increased by 0.00%
Jul 31, 25
10 Spartan Extended Market Index Pool F 24.28K (0.03%) 680.00
Increased by +2.80%
Jul 31, 25
11 Northern Small Cap Core I 22.14K (0.03%) -620.00
Decreased by -2.80%
Jun 30, 25
12 BlackRock Extended Mkt Composite 18.82K (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
13 Vanguard Balanced Index Inv 17.81K (0.02%) 0.00
Increased by 0.00%
Feb 29, 24
14 BlackRock Extended Equity Market K 16.40K (0.02%) -7.00
Decreased by -0.04%
Sep 30, 24
15 NT Ext Equity Mkt Idx Fd - L 16.26K (0.02%) 0.00
Increased by 0.00%
Jun 30, 25
16 Northern Trust Extended Eq Market Idx 16.26K (0.02%) 0.00
Increased by 0.00%
Jun 30, 25
17 Extended Equity Market Fund K 15.91K (0.02%) -318.00
Decreased by -2.00%
Jun 30, 25
18 NT Ext Equity Mkt Idx Fd - NL 14.52K (0.02%) 0.00
Increased by 0.00%
Jun 30, 25
19 Spartan Extended Market Index Pool E 14.36K (0.02%) 1.31K
Increased by +9.12%
Jan 31, 25
20 Vanguard Instl Ttl Stck Mkt Idx Tr 14.25K (0.02%) 0.00
Increased by 0.00%
Dec 31, 24