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 (34.12%) 0.00
Increased by 0.00%
Mar 31, 24
2 Commonwealth Equity Services Inc 48.31K (3.99%) 48.31K
Increased by +100.00%
Mar 31, 24
3 State Street Corp 42.70K (3.53%) 0.00
Increased by 0.00%
Mar 31, 24
4 State Street Corporation 42.70K (3.53%) 0.00
Increased by 0.00%
Mar 31, 24
5 UBS Group AG 36.22K (2.99%) 27.54K
Increased by +76.03%
Mar 31, 26
6 C2C Wealth Management, LLC 20.00K (1.65%) 20.00K
Increased by +100.00%
Mar 31, 26
7 Northern Trust Corp 17.18K (1.42%) 0.00
Increased by 0.00%
Mar 31, 24
8 Geode Capital Management, LLC 14.80K (1.22%) 14.80K
Increased by +100.00%
Mar 31, 26
9 BlackRock Inc 14.01K (1.16%) 0.00
Increased by 0.00%
Mar 31, 26
10 Vanguard Capital Management, LLC 4.89K (0.40%) 4.89K
Increased by +100.00%
Mar 31, 26
11 Vanguard Fiduciary Trust Co 4.50K (0.37%) 4.50K
Increased by +100.00%
Mar 31, 26
12 Tower Research Capital LLC 661.00 (0.05%) 661.00
Increased by +100.00%
Mar 31, 26
13 SBI Securities Co Ltd 214.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 26
14 Royal Bank of Canada 125.00 (0.01%) -132.00
Decreased by -105.60%
Mar 31, 24
15 Barclays PLC 100.00 (0.01%) 100.00
Increased by +100.00%
Jun 30, 25
16 EMFO, LLC 100.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 24
17 Danske Bank A/S. 4.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26
18 Advisor Group Holdings, Inc. 0.00 (0.00%) 0.00
Decreased by N/A%
Dec 31, 25
19 BNP Paribas Arbitrage, SA 0.00 (0.00%) -1.00
Decreased by N/A%
Mar 31, 26
20 Baader Bank INC 0.00 (0.00%) -1.20K
Decreased by N/A%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 110.52K (9.13%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 44.52K (3.68%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 44.52K (3.68%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Micro-Cap ETF 42.93K (3.55%) -292.00
Decreased by -0.68%
Apr 30, 24
5 Fidelity® Total Market Index 33.23K (2.75%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Series Total Market Index 29.18K (2.41%) 0.00
Increased by 0.00%
Nov 30, 23
7 Blackrock Extended Mkt Fund CF 14.01K (1.16%) 0.00
Increased by 0.00%
Apr 30, 26
8 Extended Equity Market Fund B 14.01K (1.16%) 0.00
Increased by 0.00%
Dec 31, 25
9 Extended Equity Market Fund E 14.01K (1.16%) 0.00
Increased by 0.00%
Dec 31, 25
10 Extended Equity Market Fund K 12.01K (0.99%) 8.00
Increased by +0.07%
Dec 31, 25
11 BlackRock Extended Equity Market Fund K 11.93K (0.99%) -87.00
Decreased by -0.73%
Mar 31, 26
12 Fidelity Extended Market Index 10.52K (0.87%) -38.00
Decreased by -0.36%
Apr 30, 26
13 SSgA U.S. Extended Market Index Class I 7.25K (0.60%) 0.00
Increased by 0.00%
Dec 31, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 4.89K (0.40%) 0.00
Increased by 0.00%
Apr 30, 26
15 1290 VT Micro Cap K 3.82K (0.32%) 0.00
Increased by 0.00%
May 31, 24
16 Dimensional US Small Cap Value ETF 3.46K (0.29%) -3.29K
Decreased by -95.00%
May 30, 25
17 Fidelity Nasdaq Composite Index 2.95K (0.24%) 2.84K
Increased by +96.14%
Apr 30, 26
18 Spartan Extended Market Index Pool E 2.95K (0.24%) 439.00
Increased by +14.89%
Jun 30, 24
19 Spartan Extended Market Index Pool F 2.73K (0.23%) 38.00
Increased by +1.39%
Apr 30, 26
20 DFA US Small Cap I 1.52K (0.13%) 0.00
Increased by 0.00%
Mar 31, 25