Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Connective Capital Management LLC 119.48K (1.28%) 17.85K
Increased by +14.94%
Jun 30, 25
2 Renaissance Technologies Corp 92.79K (0.99%) 92.79K
Increased by +100.00%
Dec 31, 23
3 BlackRock Inc 80.65K (0.86%) 79.39K
Increased by +98.44%
Dec 31, 23
4 Geode Capital Management, LLC 29.86K (0.32%) 491.00
Increased by +1.64%
Jun 30, 25
5 UBS Group AG 19.42K (0.21%) 8.95K
Increased by +46.10%
Jun 30, 25
6 Citadel Advisors Llc 15.16K (0.16%) 15.16K
Increased by +100.00%
Jun 30, 25
7 XTX Topco Ltd 15.08K (0.16%) 15.08K
Increased by +100.00%
Sep 30, 23
8 TWO SIGMA SECURITIES, LLC 11.44K (0.12%) 11.44K
Increased by +100.00%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 3.81K (0.04%) 0.00
Increased by 0.00%
Jun 30, 25
10 Tower Research Capital LLC 1.39K (0.01%) 1.39K
Increased by +100.00%
Jun 30, 25
11 Plante Moran Financial Advisors LP 300.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
12 Royal Bank of Canada 250.00 (0.00%) 250.00
Increased by +100.00%
Jun 30, 25
13 Bank of America Corp 29.00 (0.00%) 8.00
Increased by +27.59%
Jun 30, 25
14 JONES FINANCIAL COMPANIES LLLP 25.00 (0.00%) 15.00
Increased by +60.00%
Jun 30, 25
15 CWM, LLC duplicate 6.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
16 Albion Financial Group (Utah) 2.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
17 SBI Securities Co Ltd 2.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
18 Advisor Group Holdings, Inc. 1.00 (0.00%) -3.00
Decreased by -300.00%
Jun 30, 25
19 ARGI Investment Services, LLC 0.00 (0.00%) -195.00
Decreased by N/A%
Jun 30, 24
20 Armistice Capital, LLC 0.00 (0.00%) -80.00K
Decreased by N/A%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Total US Stock Mkt ETF 80.53K (0.86%) 0.00
Increased by 0.00%
Jan 31, 24
2 Fidelity® Extended Market Index 41.60K (0.44%) 0.00
Increased by 0.00%
Oct 31, 23
3 Fidelity Extended Market Index 14.34K (0.15%) -101.00
Decreased by -0.70%
Jul 31, 25
4 Fidelity Total Market Index 8.05K (0.09%) 0.00
Increased by 0.00%
Jul 31, 25
5 Spartan Extended Market Index Pool F 3.50K (0.04%) 101.00
Increased by +2.89%
Jul 31, 25
6 Fidelity Series Total Market Index 3.48K (0.04%) 0.00
Increased by 0.00%
Jul 31, 25
7 Spartan Extended Market Index Pool E 3.31K (0.04%) 104.00
Increased by +3.14%
Mar 31, 25
8 SSgA U.S. Extended Market Index Class I 2.99K (0.03%) 0.00
Increased by 0.00%
Dec 31, 23
9 Fidelity® Series Total Market Index 2.66K (0.03%) 0.00
Increased by 0.00%
Oct 31, 23
10 Stewart Capital Mid Cap Portfolio 2.54K (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 2.19K (0.02%) -995.00
Decreased by -45.54%
Jul 31, 25
12 NT Ext Equity Mkt Idx Fd - L 1.75K (0.02%) 0.00
Increased by 0.00%
Jun 30, 25
13 Northern Trust Extended Eq Market Idx 1.75K (0.02%) 0.00
Increased by 0.00%
Jun 30, 25
14 Fidelity® Total Market Index 1.58K (0.02%) 0.00
Increased by 0.00%
Oct 31, 23
15 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 495.00 (0.01%) 74.00
Increased by +14.95%
Jun 30, 25
16 Spartan Total Market Index Pool G 491.00 (0.01%) 0.00
Increased by 0.00%
Jul 31, 25
17 NT Ext Eq Mkt Indx Fd DC Lend T3 418.00 (0.00%) 418.00
Increased by +100.00%
Dec 31, 24
18 NT Ext Eq Mkt Indx Fd DC Lend T4 418.00 (0.00%) 418.00
Increased by +100.00%
Dec 31, 24
19 State St US Ttl Mkt Indx SL SF Cl II 347.00 (0.00%) 0.00
Increased by 0.00%
Nov 30, 23
20 BNYM Mellon SL Mkt Completion Fd 242.00 (0.00%) -4.00
Decreased by -1.65%
Dec 31, 23