Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VTI 0.00%
2 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Summit Financial LLC 92.50K (0.48%) 0.00
Increased by 0.00%
Mar 31, 26
2 Geode Capital Management, LLC 86.71K (0.45%) 63.82K
Increased by +73.61%
Mar 31, 26
3 Accredited Investors Inc 46.96K (0.24%) -21.73K
Decreased by -46.28%
Mar 31, 26
4 Texas Capital Bank Wealth Management Services Inc 42.50K (0.22%) 0.00
Increased by 0.00%
Mar 31, 26
5 UBS Group AG 23.95K (0.12%) 2.47K
Increased by +10.33%
Mar 31, 26
6 Virtu Financial LLC 16.30K (0.08%) -12.71K
Decreased by -77.96%
Mar 31, 26
7 IFP Advisors, LLC 6.50K (0.03%) 0.00
Increased by 0.00%
Mar 31, 26
8 Tower Research Capital LLC 3.79K (0.02%) -6.00
Decreased by -0.16%
Mar 31, 26
9 HARBOUR INVESTMENTS, INC. 3.00K (0.02%) 3.00K
Increased by +100.00%
Mar 31, 26
10 AdvisorNet Financial, Inc 3.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26
11 Bank of America Corp 0.00 (0.00%) -84.00
Decreased by N/A%
Mar 31, 26
12 Beaumont Capital Management, LLC. 0.00 (0.00%) -15.40K
Decreased by N/A%
Mar 31, 26
13 Citigroup Inc 0.00 (0.00%) -1.75K
Decreased by N/A%
Mar 31, 26
14 SOA Wealth Advisors, LLC. 0.00 (0.00%) -1.00
Decreased by N/A%
Dec 31, 25
15 TWO SIGMA SECURITIES, LLC 0.00 (0.00%) -22.74K
Decreased by N/A%
Mar 31, 26
16 Wells Fargo & Co 0.00 (0.00%) -1.00
Decreased by N/A%
Dec 31, 25
17 XTX Topco Ltd 0.00 (0.00%) -17.31K
Decreased by N/A%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Extended Market Index 5.49K (0.03%) -20.00
Decreased by -0.36%
Apr 30, 26
2 Fidelity Series Total Market Index 1.80K (0.01%) 0.00
Increased by 0.00%
Mar 31, 26
3 NT Ext Equity Mkt Index Fund - Lending 1.28K (0.01%) 0.00
Increased by 0.00%
Mar 31, 26
4 Northern Trust Extended Eq Market Idx 1.28K (0.01%) 0.00
Increased by 0.00%
Mar 31, 26
5 NT Ext Eq Mkt Idx Fd DC Lending Tier 5 504.00 (0.00%) 3.00
Increased by +0.60%
Mar 31, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 245.00 (0.00%) -3.42K
Decreased by -1.40 K%
Apr 30, 26
7 Fidelity Total Market Index 204.00 (0.00%) 0.00
Increased by 0.00%
Apr 30, 26
8 NT US Market Cap Index Fund - Ld 79.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26
9 Northern Trust Wilshire 5000 79.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26
10 Spartan Total Market Index Pool G 69.00 (0.00%) 0.00
Increased by 0.00%
Apr 30, 26
11 Spartan Extended Market Index Pool F 20.00 (0.00%) 20.00
Increased by +100.00%
Apr 30, 26