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 Vanguard Group Inc 195.58K (4.94%) -112.03K
Decreased by -57.28%
Dec 31, 23
2 Susquehanna International Group, LLP 80.00K (2.02%) 20.91K
Increased by +26.14%
Dec 31, 24
3 UBS Group AG 55.00K (1.39%) 55.00K
Increased by +100.00%
Dec 31, 24
4 State Street Corporation 49.31K (1.25%) 0.00
Increased by 0.00%
Dec 31, 23
5 Geode Capital Management, LLC 41.75K (1.06%) 30.82K
Increased by +73.83%
Mar 31, 25
6 Cubist Systematic Strategies, LLC 22.80K (0.58%) 22.80K
Increased by +100.00%
Dec 31, 24
7 Northern Trust Corp 17.42K (0.44%) 0.00
Increased by 0.00%
Dec 31, 23
8 XTX Topco Ltd 10.98K (0.28%) 10.98K
Increased by +100.00%
Mar 31, 25
9 BlackRock Inc 6.93K (0.18%) 0.00
Increased by 0.00%
Mar 31, 25
10 SIMPLEX TRADING, LLC 1.79K (0.05%) 875.00
Increased by +48.99%
Dec 31, 23
11 Tower Research Capital LLC 807.00 (0.02%) 807.00
Increased by +100.00%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 525.00 (0.01%) 525.00
Increased by +100.00%
Mar 31, 25
13 Citadel Advisors Llc 300.00 (0.01%) 282.00
Increased by +94.00%
Sep 30, 23
14 Wells Fargo & Co 115.00 (0.00%) -1.49K
Decreased by -1.30 K%
Dec 31, 23
15 Coppell Advisory Solutions LLC 62.00 (0.00%) -95.00
Decreased by -153.23%
Dec 31, 23
16 Bank of America Corp 48.00 (0.00%) 36.00
Increased by +75.00%
Mar 31, 25
17 JPMorgan Chase & Co 40.00 (0.00%) 40.00
Increased by +100.00%
Mar 31, 25
18 FMR Inc 25.00 (0.00%) 25.00
Increased by +100.00%
Mar 31, 25
19 Group One Trading, LP 17.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 24
20 International Assets Investment Management, LLC 10.00 (0.00%) 10.00
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 124.23K (3.14%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity® Extended Market Index 78.68K (1.99%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity Extended Market Index 34.40K (0.87%) 26.17K
Increased by +76.07%
Mar 31, 25
4 Fidelity® Series Total Market Index 15.50K (0.39%) 0.00
Increased by 0.00%
Nov 30, 23
5 SSgA U.S. Extended Market Index Class I 14.20K (0.36%) 0.00
Increased by 0.00%
Dec 31, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 9.78K (0.25%) 0.00
Increased by 0.00%
Apr 30, 25
7 Fidelity® Total Market Index 5.59K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Series Total Market Index 2.48K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
9 NT US Market Cap Idx Fd - L 1.10K (0.03%) 0.00
Increased by 0.00%
Dec 31, 23
10 State St US Extended Mkt Indx NL Cl C 710.00 (0.02%) 0.00
Increased by 0.00%
Apr 30, 25
11 NT Ext Equity Mkt Idx Fd - NL 445.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
12 NT Ext Equity Mkt Idx Fd - L 370.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
13 Northern Trust Extended Eq Market Idx 370.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
14 NT Ext Equity Mkt Idx Fd - DC - NL - T2 346.00 (0.01%) -6.00
Decreased by -1.73%
Mar 31, 25
15 SSgA U.S. Total Market Index Strategy 298.00 (0.01%) 6.00
Increased by +2.01%
Mar 31, 25
16 Fidelity Nasdaq Composite Index 286.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
17 Fidelity Total Market Index 279.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
18 Spartan Total Market Index Pool E 211.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
19 Spartan Total Market Index Pool G 211.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
20 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 89.00 (0.00%) 1.00
Increased by +1.12%
Mar 31, 25