Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HRTS 0.24%
2 IWC 0.00%
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 2.57M (12.31%) 2.57M
Increased by +100.00%
Sep 30, 24
2 Vanguard Group Inc 799.68K (3.82%) 89.85K
Increased by +11.24%
Mar 31, 25
3 Alphabet Inc 448.49K (2.14%) 0.00
Increased by 0.00%
Mar 31, 25
4 United Services Automobile Association 302.74K (1.45%) 0.00
Increased by 0.00%
Mar 31, 25
5 Two Sigma Investments LLC 291.38K (1.39%) 291.38K
Increased by +100.00%
Dec 31, 24
6 Stifel Financial Corp 269.77K (1.29%) 135.15K
Increased by +50.10%
Sep 30, 24
7 Takeda Pharmaceutical Co Ltd 203.19K (0.97%) 0.00
Increased by 0.00%
Mar 31, 25
8 Geode Capital Management, LLC 196.22K (0.94%) 24.64K
Increased by +12.56%
Mar 31, 25
9 KESTRA PRIVATE WEALTH SERVICES, LLC 139.16K (0.67%) 19.54K
Increased by +14.04%
Mar 31, 25
10 Citadel Advisors Llc 118.97K (0.57%) 92.06K
Increased by +77.39%
Dec 31, 24
11 Two Sigma Advisers, LLC 110.16K (0.53%) 110.16K
Increased by +100.00%
Dec 31, 24
12 Northern Trust Corp 104.39K (0.50%) -1.24K
Decreased by -1.19%
Mar 31, 25
13 CWA Asset Management Group, LLC 83.33K (0.40%) 83.33K
Increased by +100.00%
Mar 31, 25
14 Forefront Wealth Partners, LLC 65.00K (0.31%) 65.00K
Increased by +100.00%
Mar 31, 25
15 BlackRock Inc 63.58K (0.30%) 0.00
Increased by 0.00%
Mar 31, 25
16 Lasry Marc 62.89K (0.30%) 0.00
Increased by 0.00%
Mar 31, 25
17 State Street Corp 62.44K (0.30%) 0.00
Increased by 0.00%
Mar 31, 25
18 King Luther Capital Management Corp 58.00K (0.28%) 25.00K
Increased by +43.10%
Mar 31, 25
19 Motco 48.13K (0.23%) 0.00
Increased by 0.00%
Mar 31, 25
20 Insigneo Advisory Services LLC 47.50K (0.23%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 518.70K (2.48%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 262.83K (1.26%) 0.00
Increased by 0.00%
May 31, 25
3 Tema Obesity & Cardiometabolic ETF 105.60K (0.51%) 0.00
Increased by 0.00%
Nov 27, 24
4 Fidelity Extended Market Index 97.66K (0.47%) -934.00
Decreased by -0.96%
Apr 30, 25
5 Fidelity® Extended Market Index 66.30K (0.32%) 0.00
Increased by 0.00%
Nov 30, 23
6 Bridgeway Ultra-Small Company Market 46.50K (0.22%) -10.00K
Decreased by -21.51%
Mar 31, 25
7 Fidelity Total Market Index 26.09K (0.12%) 0.00
Increased by 0.00%
Apr 30, 25
8 Fidelity Series Total Market Index 24.52K (0.12%) 1.18K
Increased by +4.82%
Apr 30, 25
9 Spartan Extended Market Index Pool F 23.39K (0.11%) 934.00
Increased by +3.99%
Apr 30, 25
10 Northern Small Cap Core I 22.76K (0.11%) -942.00
Decreased by -4.14%
Mar 31, 25
11 BlackRock Extended Mkt Composite 18.82K (0.09%) 0.00
Increased by 0.00%
Sep 30, 23
12 Vanguard Balanced Index Inv 17.81K (0.09%) 0.00
Increased by 0.00%
Feb 29, 24
13 BlackRock Extended Equity Market K 16.40K (0.08%) -7.00
Decreased by -0.04%
Sep 30, 24
14 NT Ext Equity Mkt Idx Fd - L 16.26K (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
15 Northern Trust Extended Eq Market Idx 16.26K (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
16 Extended Equity Market Fund K 16.23K (0.08%) 50.00
Increased by +0.31%
Mar 31, 25
17 NT Ext Equity Mkt Idx Fd - NL 14.52K (0.07%) 0.00
Increased by 0.00%
Mar 31, 25
18 Spartan Extended Market Index Pool E 14.36K (0.07%) 1.31K
Increased by +9.12%
Jan 31, 25
19 Vanguard Instl Ttl Stck Mkt Idx Tr 14.25K (0.07%) 0.00
Increased by 0.00%
Dec 31, 24
20 Vanguard Instl Ttl Stk Mkt Idx InstlPls 14.25K (0.07%) 0.00
Increased by 0.00%
May 31, 25