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 Walleye Trading Advisors, LLC 162.67K (8.30%) -7.24K
Decreased by -4.45%
Dec 31, 23
2 Mariner Wealth Advisors, LLC 29.12K (1.49%) 0.00
Increased by 0.00%
Dec 31, 23
3 LexAurum Advisors, LLC 15.00K (0.77%) 15.00K
Increased by +100.00%
Dec 31, 23
4 UBS Group AG 14.23K (0.73%) 12.38K
Increased by +86.97%
Jun 30, 25
5 Geode Capital Management, LLC 12.93K (0.66%) 4.68K
Increased by +36.18%
Jun 30, 25
6 Citigroup Inc 2.40K (0.12%) 2.40K
Increased by +100.00%
Jun 30, 25
7 Advisor Group Holdings, Inc. 1.00K (0.05%) 1.00K
Increased by +100.00%
Jun 30, 25
8 Tower Research Capital LLC 629.00 (0.03%) 310.00
Increased by +49.28%
Jun 30, 25
9 SBI Securities Co Ltd 50.00 (0.00%) 49.00
Increased by +98.00%
Jun 30, 25
10 Bank of America Corp 18.00 (0.00%) 7.00
Increased by +38.89%
Jun 30, 25
11 Morton Brown Family Wealth, LLC 1.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
12 Awm Investment Company Inc 0.00 (0.00%) -793.84K
Decreased by N/A%
Sep 30, 24
13 Bard Associates Inc 0.00 (0.00%) -53.51K
Decreased by N/A%
Mar 31, 25
14 Citadel Advisors Llc 0.00 (0.00%) -6.18K
Decreased by N/A%
Jun 30, 25
15 Diversified Investment Strategies, LLC 0.00 (0.00%) -1.20K
Decreased by N/A%
Jun 30, 25
16 Financial Advisory Service Inc 0.00 (0.00%) -24.04K
Decreased by N/A%
Mar 31, 25
17 Goldman Sachs Group Inc 0.00 (0.00%) -18.86K
Decreased by N/A%
Sep 30, 24
18 HRT FINANCIAL LLC 0.00 (0.00%) -33.44K
Decreased by N/A%
Sep 30, 24
19 JPMorgan Chase & Co 0.00 (0.00%) -17.00
Decreased by N/A%
Jun 30, 24
20 Jane Street Group LLC 0.00 (0.00%) -13.19K
Decreased by N/A%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 187.64K (9.58%) 38.48K
Increased by +20.51%
Feb 29, 24
2 Fidelity® Extended Market Index 35.41K (1.81%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 11.64K (0.59%) 5.62K
Increased by +48.30%
Jul 31, 25
4 Fidelity Extended Market Index 8.85K (0.45%) 1.71K
Increased by +19.37%
Jul 31, 25
5 Spartan Extended Market Index Pool F 3.77K (0.19%) 62.00
Increased by +1.64%
Jul 31, 25
6 Fidelity Series Total Market Index 1.83K (0.09%) 0.00
Increased by 0.00%
Jul 31, 25
7 Fidelity® Series Total Market Index 1.69K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
8 SSgA U.S. Extended Market Index Class I 1.30K (0.07%) 0.00
Increased by 0.00%
Dec 31, 23
9 NT Ext Eq Mkt Indx Fd DC Lend T3 1.16K (0.06%) 1.16K
Increased by +100.00%
Dec 31, 24
10 NT Ext Eq Mkt Indx Fd DC Lend T4 1.16K (0.06%) 1.16K
Increased by +100.00%
Dec 31, 24
11 Spartan Total Market Index Pool G 941.00 (0.05%) 691.00
Increased by +73.43%
Jul 31, 25
12 SSgA U.S. Total Market Index Strategy 545.00 (0.03%) 12.00
Increased by +2.20%
Mar 31, 25
13 NT Ext Equity Mkt Idx Fd - L 485.00 (0.02%) 0.00
Increased by 0.00%
Jun 30, 25
14 Northern Trust Extended Eq Market Idx 485.00 (0.02%) 436.00
Increased by +89.90%
Jun 30, 25
15 Spartan Extended Market Index Pool E 358.00 (0.02%) 0.00
Increased by 0.00%
Feb 28, 25
16 Blackstone Alternative Multi-Strategy I 200.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
17 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 137.00 (0.01%) 20.00
Increased by +14.60%
Jun 30, 25
18 State St US Extended Mkt Indx NL Cl C 129.00 (0.01%) 0.00
Increased by 0.00%
Aug 31, 25
19 Fidelity U.S. Equity Index Ins Trust 6.00 (0.00%) 0.00
Increased by 0.00%
Jul 31, 25