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 JANE STREET GROUP, LLC 110.32K (4.82%) 110.32K
Increased by +100.00%
Jun 30, 24
2 HRT FINANCIAL LLC 94.01K (4.11%) 94.01K
Increased by +100.00%
Jun 30, 24
3 Bank of New York Mellon Corp 81.69K (3.57%) -2.24K
Decreased by -2.74%
Sep 30, 23
4 SkyOak Wealt, LLC 34.50K (1.51%) 0.00
Increased by 0.00%
Jun 30, 24
5 BlackRock Inc 34.10K (1.49%) -20.07K
Decreased by -58.87%
Jun 30, 24
6 KESTRA PRIVATE WEALTH SERVICES, LLC 31.95K (1.40%) 0.00
Increased by 0.00%
Jun 30, 24
7 Renaissance Technologies Corp 26.70K (1.17%) 26.70K
Increased by +100.00%
Mar 31, 24
8 State Street Corp 24.70K (1.08%) 0.00
Increased by 0.00%
Jun 30, 24
9 State Street Corporation 24.70K (1.08%) 0.00
Increased by 0.00%
Mar 31, 24
10 Stifel Financial Corp 20.00K (0.87%) 20.00K
Increased by +100.00%
Dec 31, 23
11 Northern Trust Corp 18.49K (0.81%) 0.00
Increased by 0.00%
Jun 30, 24
12 XTX Topco Ltd 15.70K (0.69%) 15.70K
Increased by +100.00%
Dec 31, 25
13 Susquehanna International Group, LLP 13.31K (0.58%) 13.31K
Increased by +100.00%
Dec 31, 25
14 Geode Capital Management, LLC 10.61K (0.46%) -63.00
Decreased by -0.59%
Dec 31, 25
15 Vanguard Group Inc 10.36K (0.45%) -42.00
Decreased by -0.41%
Dec 31, 25
16 Benjamin F. Edwards & Company, Llc 5.00K (0.22%) 5.00K
Increased by +100.00%
Jun 30, 24
17 Tower Research Capital LLC 1.73K (0.08%) 558.00
Increased by +32.18%
Dec 31, 25
18 Advisor Group Holdings, Inc. 1.71K (0.07%) 0.00
Increased by 0.00%
Jun 30, 24
19 Steward Partners Investment Advisory, LLC 1.05K (0.05%) -57.85K
Decreased by -5.51 K%
Mar 31, 24
20 Morgan Stanley - Brokerage Accounts 1.00K (0.04%) 990.00
Increased by +98.90%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 310.98K (13.59%) 0.00
Increased by 0.00%
Apr 30, 24
2 Fidelity® Extended Market Index 82.50K (3.61%) 0.00
Increased by 0.00%
Nov 30, 23
3 BlackRock Extended Mkt Composite 34.10K (1.49%) 0.00
Increased by 0.00%
Sep 30, 23
4 BlackRock Extended Equity Market K 29.72K (1.30%) -13.00
Decreased by -0.04%
Sep 30, 24
5 iShares Micro-Cap ETF 19.28K (0.84%) 0.00
Increased by 0.00%
May 29, 24
6 Fidelity Extended Market Index 19.00K (0.83%) 10.20K
Increased by +53.68%
Feb 28, 26
7 Fidelity® Total Market Index 17.37K (0.76%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 10.36K (0.45%) 0.00
Increased by 0.00%
Feb 28, 26
9 Fidelity® Series Total Market Index 6.35K (0.28%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Nasdaq Composite Index 5.32K (0.23%) 0.00
Increased by 0.00%
Sep 30, 24
11 Spartan Extended Market Index Pool E 4.01K (0.18%) 0.00
Increased by 0.00%
Jun 30, 24
12 Extended Equity Market Fund M 3.77K (0.16%) -9.00
Decreased by -0.24%
Sep 30, 24
13 1290 VT Micro Cap K 1.75K (0.08%) 0.00
Increased by 0.00%
Dec 31, 23
14 Fidelity Series Total Market Index 1.04K (0.05%) 0.00
Increased by 0.00%
Feb 28, 26
15 Spartan Total Market Index Pool G 768.00 (0.03%) 0.00
Increased by 0.00%
Feb 28, 26
16 Fidelity Total Market Index 157.00 (0.01%) 0.00
Increased by 0.00%
Feb 28, 25
17 NT Ext Eq Mkt Indx Fd DC Lend T3 15.00 (0.00%) 15.00
Increased by +100.00%
Dec 31, 24
18 NT Ext Eq Mkt Indx Fd DC Lend T4 15.00 (0.00%) 15.00
Increased by +100.00%
Dec 31, 24
19 NT Ext Equity Mkt Idx Fd - NL 10.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25
20 NT Ext Equity Mkt Idx Fd - DC - NL - T2 8.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25