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 Everstar Asset Management LLC 250.00K (51.85%) 250.00K
Increased by +100.00%
Mar 31, 26
2 Warberg Asset Management LLC 239.43K (49.66%) 239.43K
Increased by +100.00%
Mar 31, 26
3 Walleye Trading Advisors, LLC 162.67K (33.74%) -7.24K
Decreased by -4.45%
Dec 31, 23
4 Geode Capital Management, LLC 77.70K (16.12%) 57.68K
Increased by +74.24%
Mar 31, 26
5 Mariner Wealth Advisors, LLC 29.12K (6.04%) 0.00
Increased by 0.00%
Dec 31, 23
6 LexAurum Advisors, LLC 15.00K (3.11%) 15.00K
Increased by +100.00%
Dec 31, 23
7 Vanguard Group Inc 13.53K (2.81%) 0.00
Increased by 0.00%
Dec 31, 25
8 Tower Research Capital LLC 4.17K (0.87%) 1.71K
Increased by +40.89%
Mar 31, 26
9 Vanguard Fiduciary Trust Co 1.88K (0.39%) 1.88K
Increased by +100.00%
Mar 31, 26
10 SBI Securities Co Ltd 50.00 (0.01%) 50.00
Increased by +100.00%
Mar 31, 26
11 Crewe Advisors LLC 4.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26
12 Advisor Group Holdings, Inc. 0.00 (0.00%) -1.00K
Decreased by N/A%
Dec 31, 25
13 Awm Investment Company Inc 0.00 (0.00%) -793.84K
Decreased by N/A%
Sep 30, 24
14 Bank of America Corp 0.00 (0.00%) -34.00
Decreased by N/A%
Mar 31, 26
15 Bard Associates Inc 0.00 (0.00%) -53.51K
Decreased by N/A%
Mar 31, 25
16 Citadel Advisors Llc 0.00 (0.00%) -23.07K
Decreased by N/A%
Mar 31, 26
17 Citigroup Inc 0.00 (0.00%) -2.40K
Decreased by N/A%
Sep 30, 25
18 DRW Securities, LLC 0.00 (0.00%) -28.26K
Decreased by N/A%
Dec 31, 25
19 Diversified Investment Strategies, LLC 0.00 (0.00%) -1.20K
Decreased by N/A%
Jun 30, 25
20 FLOW TRADERS U.S. LLC 0.00 (0.00%) -55.46K
Decreased by N/A%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 187.64K (38.92%) 38.48K
Increased by +20.51%
Feb 29, 24
2 Fidelity Extended Market Index 72.76K (15.09%) 0.00
Increased by 0.00%
Apr 30, 26
3 Fidelity® Extended Market Index 35.41K (7.34%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 11.64K (2.41%) 0.00
Increased by 0.00%
Apr 30, 26
5 Spartan Extended Market Index Pool F 3.83K (0.80%) 0.00
Increased by 0.00%
Mar 31, 26
6 Fidelity Series Total Market Index 1.83K (0.38%) 0.00
Increased by 0.00%
Mar 31, 26
7 Fidelity® Series Total Market Index 1.69K (0.35%) 0.00
Increased by 0.00%
Nov 30, 23
8 SSgA U.S. Extended Market Index Class I 1.30K (0.27%) 0.00
Increased by 0.00%
Dec 31, 23
9 NT Ext Eq Mkt Indx Fd DC Lend T3 1.16K (0.24%) 1.16K
Increased by +100.00%
Dec 31, 24
10 NT Ext Eq Mkt Indx Fd DC Lend T4 1.16K (0.24%) 1.16K
Increased by +100.00%
Dec 31, 24
11 Spartan Total Market Index Pool G 1.10K (0.23%) 0.00
Increased by 0.00%
Apr 30, 26
12 NT Ext Equity Mkt Idx Fd - L 485.00 (0.10%) 0.00
Increased by 0.00%
Mar 31, 26
13 NT Ext Equity Mkt Index Fund - Lending 485.00 (0.10%) 0.00
Increased by 0.00%
Mar 31, 26
14 Northern Trust Extended Eq Market Idx 485.00 (0.10%) 0.00
Increased by 0.00%
Mar 31, 26
15 Spartan Extended Market Index Pool E 358.00 (0.07%) 0.00
Increased by 0.00%
Feb 28, 25
16 NT Ext Eq Mkt Idx Fd DC Lending Tier 5 191.00 (0.04%) 1.00
Increased by +0.52%
Mar 31, 26
17 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 191.00 (0.04%) 1.00
Increased by +0.52%
Mar 31, 26
18 Blackstone Alternative Multi-Strategy I 100.00 (0.02%) 100.00
Increased by +100.00%
Sep 30, 25
19 SSgA U.S. Total Market Index Strategy 53.00 (0.01%) -1.00
Decreased by -1.89%
Sep 30, 25
20 Fidelity U.S. Equity Index Ins Trust 6.00 (0.00%) 0.00
Increased by 0.00%
Apr 30, 26