Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Sicart Associates LLC 413.00K (29.65%) 0.00
Increased by 0.00%
Mar 31, 24
2 Vanguard Group Inc 50.53K (3.63%) 0.00
Increased by 0.00%
Dec 31, 24
3 Commonwealth Equity Services Inc 48.31K (3.47%) 48.31K
Increased by +100.00%
Mar 31, 24
4 State Street Corp 42.70K (3.07%) 0.00
Increased by 0.00%
Mar 31, 24
5 State Street Corporation 42.70K (3.07%) 0.00
Increased by 0.00%
Mar 31, 24
6 TWO SIGMA SECURITIES, LLC 31.59K (2.27%) 16.52K
Increased by +52.29%
Dec 31, 23
7 Geode Capital Management, LLC 20.83K (1.50%) 111.00
Increased by +0.53%
Dec 31, 24
8 Northern Trust Corp 17.18K (1.23%) 0.00
Increased by 0.00%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 16.12K (1.16%) 0.00
Increased by 0.00%
Dec 31, 24
10 Citigroup Inc 1.46K (0.10%) 0.00
Increased by 0.00%
Dec 31, 24
11 SBI Securities Co Ltd 654.00 (0.05%) 654.00
Increased by +100.00%
Dec 31, 24
12 Tower Research Capital LLC 274.00 (0.02%) 274.00
Increased by +100.00%
Dec 31, 24
13 FMR Inc 135.00 (0.01%) 135.00
Increased by +100.00%
Mar 31, 24
14 Royal Bank of Canada 125.00 (0.01%) -132.00
Decreased by -105.60%
Mar 31, 24
15 EMFO, LLC 100.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 24
16 Bank of America Corp 62.00 (0.00%) 44.00
Increased by +70.97%
Dec 31, 24
17 BNP Paribas Arbitrage, SA 21.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 24
18 Barclays PLC 9.00 (0.00%) 9.00
Increased by +100.00%
Sep 30, 24
19 JPMorgan Chase & Co 6.00 (0.00%) -6.00
Decreased by -100.00%
Dec 31, 24
20 UBS Group AG 1.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 110.52K (7.93%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 44.52K (3.20%) 0.00
Increased by 0.00%
Feb 28, 25
3 iShares Micro-Cap ETF 42.93K (3.08%) -292.00
Decreased by -0.68%
Apr 30, 24
4 Fidelity® Total Market Index 33.23K (2.39%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity® Series Total Market Index 29.18K (2.10%) 0.00
Increased by 0.00%
Nov 30, 23
6 Dimensional US Small Cap Value ETF 11.98K (0.86%) 0.00
Increased by 0.00%
Mar 31, 25
7 Fidelity Extended Market Index 10.66K (0.77%) -68.00
Decreased by -0.64%
Feb 28, 25
8 SSgA U.S. Extended Market Index Class I 7.25K (0.52%) 0.00
Increased by 0.00%
Dec 31, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 6.02K (0.43%) 0.00
Increased by 0.00%
Feb 28, 25
10 1290 VT Micro Cap K 3.82K (0.27%) 0.00
Increased by 0.00%
May 31, 24
11 Fidelity Total Market Index 3.32K (0.24%) 0.00
Increased by 0.00%
Feb 28, 25
12 Fidelity Series Total Market Index 3.03K (0.22%) 0.00
Increased by 0.00%
Feb 28, 25
13 SSgA U.S. Total Market Index Strategy 2.97K (0.21%) 882.00
Increased by +29.68%
Jun 30, 24
14 Spartan Extended Market Index Pool E 2.95K (0.21%) 439.00
Increased by +14.89%
Jun 30, 24
15 Fidelity Nasdaq Composite Index 2.78K (0.20%) 0.00
Increased by 0.00%
Feb 28, 25
16 DFA US Small Cap I 1.52K (0.11%) 0.00
Increased by 0.00%
Feb 28, 25
17 Dimensional US Small Cap ETF 1.40K (0.10%) 0.00
Increased by 0.00%
Mar 31, 25
18 NT Ext Equity Mkt Idx Fd - L 1.25K (0.09%) 0.00
Increased by 0.00%
Dec 31, 24
19 Northern Trust Extended Eq Market Idx 1.25K (0.09%) 0.00
Increased by 0.00%
Dec 31, 24
20 NT US Market Cap Idx Fd - L 726.00 (0.05%) 0.00
Increased by 0.00%
Dec 31, 23