Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Geode Capital Management, LLC 29.83K (4.48%) 29.83K
Increased by +100.00%
Mar 31, 26
2 Tower Research Capital LLC 4.94K (0.74%) 4.92K
Increased by +99.64%
Dec 31, 25
3 UBS Group AG 1.77K (0.27%) 266.00
Increased by +14.99%
Mar 31, 26
4 New England Capital Financial Advisors LLC 50.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 25
5 Bank of America Corp 24.00 (0.00%) -12.00
Decreased by -50.00%
Dec 31, 25
6 Morgan Stanley - Brokerage Accounts 6.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26
7 SBI Securities Co Ltd 6.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25
8 Mccormack Advisors International 4.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25
9 Citigroup Inc 0.00 (0.00%) -1.00
Decreased by N/A%
Dec 31, 25
10 Northwestern Mutual Wealth Management Co 0.00 (0.00%) -2.00
Decreased by N/A%
Dec 31, 25
11 PNC Financial Services Group Inc 0.00 (0.00%) -150.00
Decreased by N/A%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Extended Market Index 26.60K (3.99%) 19.41K
Increased by +72.96%
Mar 31, 26
2 Vanguard Institutional Extnd Mkt Idx Tr 3.07K (0.46%) 0.00
Increased by 0.00%
Apr 30, 26
3 Fidelity Series Total Market Index 1.54K (0.23%) 0.00
Increased by 0.00%
Mar 31, 26
4 Fidelity Total Market Index 708.00 (0.11%) 0.00
Increased by 0.00%
Mar 31, 26
5 Fidelity Nasdaq Composite Index 631.00 (0.09%) 0.00
Increased by 0.00%
Mar 31, 26
6 NT Ext Equity Mkt Index Fund - Lending 523.00 (0.08%) 0.00
Increased by 0.00%
Mar 31, 26
7 Northern Trust Extended Eq Market Idx 523.00 (0.08%) -1.00
Decreased by -0.19%
Mar 31, 26
8 NT Ext Equity Mkt Index Fund - NL 354.00 (0.05%) 0.00
Increased by 0.00%
Mar 31, 26
9 Spartan Total Market Index Pool G 352.00 (0.05%) 0.00
Increased by 0.00%
Mar 31, 26
10 NT Ext Equity Mkt Idx Fd - DC - NL - T2 277.00 (0.04%) -1.00
Decreased by -0.36%
Mar 31, 26
11 NT Ext Eq Mkt Idx Fd DC Lending Tier 5 206.00 (0.03%) 1.00
Increased by +0.49%
Mar 31, 26
12 Fidelity U.S. Equity Index Ins Trust 2.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26