Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FNDA 0.03%
2 IWC 0.02%
3 EES 0.02%
4 PRFZ 0.01%
5 VTWV 0.01%
6 AVSC 0.01%
7 RSSL 0.01%
8 JPSE 0.00%
9 RYLD 0.00%
10 UWM 0.00%
11 SCHA 0.00%
12 URTY 0.00%
13 FNDB 0.00%
14 DFAT 0.00%
15 HDG 0.00%
16 DFSU 0.00%
17 SCHB 0.00%
18 IWN 0.00%
19 IWM 0.00%
20 DFAC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 The Toronto-Dominion Bank 1.18M (13.67%) 26.95K
Increased by +2.28%
Mar 31, 26
2 Highbridge Capital Management, LLC 1.14M (13.18%) -56.30K
Decreased by -4.95%
Mar 31, 26
3 Saba Capital Management, LP 931.38K (10.79%) -8.59K
Decreased by -0.92%
Mar 31, 26
4 FourSixThree Capital LP 883.90K (10.24%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard Group Inc 623.98K (7.23%) 18.45K
Increased by +2.96%
Dec 31, 25
6 TCW Group Inc 615.48K (7.13%) 7.06K
Increased by +1.15%
Mar 31, 26
7 Vanguard Capital Management, LLC 529.11K (6.13%) 529.11K
Increased by +100.00%
Mar 31, 26
8 Peapod Lane Capital LLC 405.97K (4.70%) 22.32K
Increased by +5.50%
Mar 31, 26
9 BlackRock Inc 244.57K (2.83%) 674.00
Increased by +0.28%
Mar 31, 26
10 Geode Capital Management, LLC 174.53K (2.02%) 13.07K
Increased by +7.49%
Mar 31, 26
11 NewEdge Investment Solutions 156.82K (1.82%) 127.09K
Increased by +81.04%
Dec 31, 25
12 The Goldman Sachs Group Inc 128.68K (1.49%) -1.61K
Decreased by -1.25%
Mar 31, 26
13 Gem Investment Advisors, LLC 118.38K (1.37%) -15.70K
Decreased by -13.26%
Mar 31, 26
14 Verition Fund Managegment, LLC 102.34K (1.19%) 0.00
Increased by 0.00%
Mar 31, 26
15 Citadel Advisors Llc 99.13K (1.15%) 55.09K
Increased by +55.57%
Dec 31, 25
16 Renaissance Technologies Corp 93.78K (1.09%) 55.97K
Increased by +59.68%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 84.49K (0.98%) -19.83K
Decreased by -23.48%
Mar 31, 26
18 Vanguard Fiduciary Trust Co 76.52K (0.89%) 76.52K
Increased by +100.00%
Mar 31, 26
19 Quantinno Capital Management LP 75.86K (0.88%) -404.00
Decreased by -0.53%
Mar 31, 26
20 Gabelli Funds LLC 74.50K (0.86%) 0.00
Increased by 0.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 388.03K (4.49%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard Institutional Extnd Mkt Idx Tr 132.58K (1.54%) 0.00
Increased by 0.00%
Apr 30, 26
3 Fidelity Extended Market Index 73.05K (0.85%) -267.00
Decreased by -0.37%
Apr 30, 26
4 GAMCO Intl SICAV Merger Arbtrg I (USD) 72.92K (0.84%) -845.00
Decreased by -1.16%
Mar 31, 26
5 Blackrock Extended Mkt Fund CF 34.50K (0.40%) 0.00
Increased by 0.00%
Apr 30, 26
6 Extended Equity Market Fund B 34.50K (0.40%) 0.00
Increased by 0.00%
Dec 31, 25
7 Extended Equity Market Fund E 34.50K (0.40%) 0.00
Increased by 0.00%
Dec 31, 25
8 iShares Micro-Cap ETF 31.05K (0.36%) 0.00
Increased by 0.00%
May 29, 26
9 BlackRock Extended Equity Market Fund K 29.37K (0.34%) -215.00
Decreased by -0.73%
Mar 31, 26
10 Fidelity Nasdaq Composite Index 27.66K (0.32%) 0.00
Increased by 0.00%
Apr 30, 26
11 Fidelity Total Market Index 27.25K (0.32%) 0.00
Increased by 0.00%
Apr 30, 26
12 Spartan Extended Market Index Pool F 18.47K (0.21%) 267.00
Increased by +1.45%
Apr 30, 26
13 Fidelity Series Total Market Index 18.29K (0.21%) 0.00
Increased by 0.00%
Apr 30, 26
14 NT Ext Equity Mkt Index Fund - Lending 16.10K (0.19%) 0.00
Increased by 0.00%
Mar 31, 26
15 Northern Trust Extended Eq Market Idx 16.10K (0.19%) 0.00
Increased by 0.00%
Mar 31, 26
16 Avantis US Small Cap Equity ETF 15.87K (0.18%) 0.00
Increased by 0.00%
May 30, 26
17 Goldman Sachs Absolute Ret Trckr Instl 13.27K (0.15%) -2.28K
Decreased by -17.18%
Dec 31, 25
18 DFA US Micro Cap I 11.40K (0.13%) 0.00
Increased by 0.00%
Apr 30, 26
19 NT Ext Equity Mkt Index Fund - NL 10.74K (0.12%) 0.00
Increased by 0.00%
Mar 31, 26
20 Schwab Total Stock Market Index 10.00K (0.12%) 0.00
Increased by 0.00%
Apr 30, 26