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 (6.61%) 0.00
Increased by 0.00%
Mar 31, 24
2 Vanguard Group Inc 50.53K (0.81%) 0.00
Increased by 0.00%
Mar 31, 25
3 Commonwealth Equity Services Inc 48.31K (0.77%) 48.31K
Increased by +100.00%
Mar 31, 24
4 State Street Corp 42.70K (0.68%) 0.00
Increased by 0.00%
Mar 31, 24
5 State Street Corporation 42.70K (0.68%) 0.00
Increased by 0.00%
Mar 31, 24
6 TWO SIGMA SECURITIES, LLC 31.59K (0.51%) 16.52K
Increased by +52.29%
Dec 31, 23
7 Geode Capital Management, LLC 23.14K (0.37%) 2.30K
Increased by +9.95%
Mar 31, 25
8 Northern Trust Corp 17.18K (0.27%) 0.00
Increased by 0.00%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 15.71K (0.25%) -412.00
Decreased by -2.62%
Mar 31, 25
10 Susquehanna International Group, LLP 15.48K (0.25%) 15.48K
Increased by +100.00%
Mar 31, 25
11 Tower Research Capital LLC 2.15K (0.03%) 1.88K
Increased by +87.29%
Mar 31, 25
12 SBI Securities Co Ltd 655.00 (0.01%) 1.00
Increased by +0.15%
Mar 31, 25
13 FMR Inc 135.00 (0.00%) 135.00
Increased by +100.00%
Mar 31, 24
14 Royal Bank of Canada 125.00 (0.00%) -132.00
Decreased by -105.60%
Mar 31, 24
15 EMFO, LLC 100.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
16 Bank of America Corp 71.00 (0.00%) 9.00
Increased by +12.68%
Mar 31, 25
17 BNP Paribas Arbitrage, SA 21.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
18 Barclays PLC 9.00 (0.00%) 9.00
Increased by +100.00%
Sep 30, 24
19 Advisor Group Holdings, Inc. 6.00 (0.00%) 6.00
Increased by +100.00%
Mar 31, 25
20 JPMorgan Chase & Co 6.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 110.52K (1.77%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 44.52K (0.71%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 44.52K (0.71%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Micro-Cap ETF 42.93K (0.69%) -292.00
Decreased by -0.68%
Apr 30, 24
5 Fidelity® Total Market Index 33.23K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Series Total Market Index 29.18K (0.47%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Extended Market Index 13.43K (0.22%) -79.00
Decreased by -0.59%
Apr 30, 25
8 SSgA U.S. Extended Market Index Class I 7.25K (0.12%) 0.00
Increased by 0.00%
Dec 31, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 6.02K (0.10%) 0.00
Increased by 0.00%
May 31, 25
10 1290 VT Micro Cap K 3.82K (0.06%) 0.00
Increased by 0.00%
May 31, 24
11 Dimensional US Small Cap Value ETF 3.46K (0.06%) -3.29K
Decreased by -95.00%
May 30, 25
12 Fidelity Total Market Index 3.32K (0.05%) 0.00
Increased by 0.00%
Apr 30, 25
13 Fidelity Series Total Market Index 3.30K (0.05%) 0.00
Increased by 0.00%
Apr 30, 25
14 Spartan Extended Market Index Pool E 2.95K (0.05%) 439.00
Increased by +14.89%
Jun 30, 24
15 Fidelity Nasdaq Composite Index 2.07K (0.03%) -710.00
Decreased by -34.37%
Apr 30, 25
16 DFA US Small Cap I 1.52K (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
17 Dimensional US Small Cap ETF 1.40K (0.02%) 0.00
Increased by 0.00%
May 30, 25
18 NT Ext Equity Mkt Idx Fd - L 1.25K (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
19 Northern Trust Extended Eq Market Idx 1.25K (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
20 NT US Market Cap Idx Fd - L 726.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23