Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 CCSO 0.01%
3 VTI 0.00%
4 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 We Are One Seven, LLC 978.40K (3.71%) 5.22K
Increased by +0.53%
Jun 30, 25
2 The Colony Group LLC 950.53K (3.61%) 0.00
Increased by 0.00%
Jun 30, 25
3 WR Wealth Planners, LLC 950.46K (3.61%) 9.20K
Increased by +0.97%
Dec 31, 24
4 Vanguard Group Inc 625.13K (2.37%) 103.67K
Increased by +16.58%
Jun 30, 25
5 BlackRock Inc 600.41K (2.28%) -8.07K
Decreased by -1.34%
Jun 30, 25
6 Geode Capital Management, LLC 303.29K (1.15%) 869.00
Increased by +0.29%
Jun 30, 25
7 Kingsview Wealth Management, LLC 158.40K (0.60%) -19.56K
Decreased by -12.35%
Jun 30, 25
8 CapTrust Financial Advisors 149.00K (0.57%) 149.00K
Increased by +100.00%
Mar 31, 25
9 Susquehanna International Group, LLP 130.31K (0.49%) 9.69K
Increased by +7.43%
Jun 30, 25
10 Shufro Rose & CO LLC 112.80K (0.43%) -4.00K
Decreased by -3.55%
Jun 30, 25
11 State Street Corp 105.62K (0.40%) 0.00
Increased by 0.00%
Jun 30, 25
12 State Street Corporation 105.62K (0.40%) 0.00
Increased by 0.00%
Mar 31, 24
13 Renaissance Technologies Corp 86.70K (0.33%) -13.80K
Decreased by -15.92%
Jun 30, 25
14 StoneX Group Inc 85.11K (0.32%) -134.13K
Decreased by -157.59%
Dec 31, 23
15 Ycmnet Advisors Inc 84.70K (0.32%) -80.00K
Decreased by -94.45%
Jun 30, 25
16 Wade GW & Inc 72.61K (0.28%) 72.61K
Increased by +100.00%
Dec 31, 23
17 Northern Trust Corp 51.89K (0.20%) 0.00
Increased by 0.00%
Jun 30, 25
18 JANE STREET GROUP, LLC 28.72K (0.11%) -30.12K
Decreased by -104.88%
Sep 30, 23
19 Charles Schwab Investment Management Inc 21.87K (0.08%) 0.00
Increased by 0.00%
Jun 30, 25
20 UBS Group AG 20.41K (0.08%) 15.41K
Increased by +75.51%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 282.64K (1.07%) -128.79K
Decreased by -45.57%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 172.09K (0.65%) -3.76K
Decreased by -2.19%
Jul 31, 25
3 Fidelity® Extended Market Index 159.09K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity Extended Market Index 157.08K (0.60%) -1.29K
Decreased by -0.82%
Jul 31, 25
5 BlackRock Extended Mkt Composite 68.83K (0.26%) 0.00
Increased by 0.00%
Sep 30, 23
6 Vanguard US Total Market Shares ETF 66.18K (0.25%) 0.00
Increased by 0.00%
Sep 30, 24
7 iShares Micro-Cap ETF 61.02K (0.23%) 0.00
Increased by 0.00%
Aug 31, 25
8 BlackRock Extended Equity Market K 59.99K (0.23%) -25.00
Decreased by -0.04%
Sep 30, 24
9 Extended Equity Market Fund K 58.19K (0.22%) -1.16K
Decreased by -2.00%
Jun 30, 25
10 Fidelity Total Market Index 56.15K (0.21%) -120.00
Decreased by -0.21%
Jul 31, 25
11 Blackrock US Eq Mkt Fund CF 53.57K (0.20%) 0.00
Increased by 0.00%
Jul 31, 25
12 BlackRock U.S. Equity Market F 46.47K (0.18%) -5.00
Decreased by -0.01%
Sep 30, 24
13 U.S. Equity Market Fund F 46.12K (0.18%) -256.00
Decreased by -0.56%
Jun 30, 25
14 Fidelity Series Total Market Index 39.13K (0.15%) 0.00
Increased by 0.00%
Jul 31, 25
15 Fidelity® Total Market Index 31.24K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
16 Spartan Extended Market Index Pool F 28.26K (0.11%) 1.29K
Increased by +4.57%
Jul 31, 25
17 NT Ext Equity Mkt Idx Fd - NL 27.10K (0.10%) 0.00
Increased by 0.00%
Jun 30, 25
18 Vanguard Instl Ttl Stk Mkt Idx InstlPls 26.74K (0.10%) 0.00
Increased by 0.00%
Jul 31, 25
19 Spartan Extended Market Index Pool E 25.11K (0.10%) 1.37K
Increased by +5.47%
Mar 31, 25
20 NT Ext Equity Mkt Idx Fd - L 24.46K (0.09%) 0.00
Increased by 0.00%
Jun 30, 25