Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 502.90K (98.40%) 0.00
Increased by 0.00%
Jun 30, 23
2 Sabby Management LLC 211.34K (41.35%) 156.76K
Increased by +74.18%
Mar 31, 25
3 Walleye Trading Advisors, LLC 184.55K (36.11%) 184.55K
Increased by +100.00%
Jun 30, 23
4 State Street Corporation 48.40K (9.47%) 0.00
Increased by 0.00%
Jun 30, 23
5 Capital Asset Advisory Services, LLC 35.65K (6.98%) -20.00
Decreased by -0.06%
Jun 30, 23
6 Northern Trust Corp 32.16K (6.29%) -23.61K
Decreased by -73.41%
Jun 30, 23
7 Geode Capital Management, LLC 23.40K (4.58%) 23.40K
Increased by +100.00%
Mar 31, 25
8 Raymond James Finl Svs Advisors, Inc. 20.00K (3.91%) 10.00K
Increased by +50.00%
Jun 30, 23
9 TWO SIGMA SECURITIES, LLC 12.77K (2.50%) 12.77K
Increased by +100.00%
Mar 31, 25
10 UBS Group AG 12.60K (2.47%) 4.32K
Increased by +34.31%
Mar 31, 25
11 SBI Securities Co Ltd 3.50K (0.69%) 3.50K
Increased by +99.94%
Mar 31, 25
12 Bank of America Corp 25.00 (0.00%) 20.00
Increased by +80.00%
Mar 31, 25
13 Barclays PLC 18.00 (0.00%) -1.00
Decreased by -5.56%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 5.00 (0.00%) -3.00
Decreased by -60.00%
Mar 31, 25
15 Royal Bank of Canada 3.00 (0.00%) 3.00
Increased by +100.00%
Mar 31, 24
16 Advisor Group Holdings, Inc. 0.00 (0.00%) -1.00
Decreased by N/A%
Mar 31, 25
17 Austin Private Wealth, LLC 0.00 (0.00%) -1.14K
Decreased by N/A%
Mar 31, 24
18 BlackRock Inc 0.00 (0.00%) -2.00
Decreased by N/A%
Jun 30, 24
19 Cresset Asset Management, LLC 0.00 (0.00%) -62.90K
Decreased by N/A%
Jun 30, 23
20 FMR Inc 0.00 (0.00%) -1.00
Decreased by N/A%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Extended Mkt Composite 78.46K (15.35%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 72.53K (14.19%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity® Extended Market Index 25.33K (4.96%) 0.00
Increased by 0.00%
Nov 30, 23
4 iShares Micro-Cap ETF 8.07K (1.58%) 0.00
Increased by 0.00%
Jan 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 5.08K (0.99%) 5.08K
Increased by +100.00%
Jul 31, 25
6 Fidelity® Series Total Market Index 4.37K (0.86%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Total Market Index 3.05K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Extended Market Index 2.46K (0.48%) 213.00
Increased by +8.67%
Jul 31, 25
9 Fidelity Nasdaq Composite Index 1.35K (0.26%) 0.00
Increased by 0.00%
May 31, 24
10 Fidelity Series Total Market Index 922.00 (0.18%) 0.00
Increased by 0.00%
Jul 31, 25
11 State St US Ttl Mkt Indx SL SF Cl II 360.00 (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
12 SSgA U.S. Extended Market Index Class I 280.00 (0.05%) 0.00
Increased by 0.00%
Dec 31, 23
13 Spartan Total Market Index Pool G 213.00 (0.04%) 151.00
Increased by +70.89%
Jul 31, 25
14 Fidelity Total Market Index 144.00 (0.03%) 0.00
Increased by 0.00%
Jul 31, 25
15 SoFi Social 50 ETF 109.00 (0.02%) 0.00
Increased by 0.00%
Aug 29, 25
16 SSgA U.S. Total Market Index Strategy 81.00 (0.02%) -2.00
Decreased by -2.47%
Dec 31, 23
17 Northern Trust Extended Eq Market Idx 67.00 (0.01%) -1.00
Decreased by -1.49%
Mar 31, 24
18 Spartan Extended Market Index Pool E 35.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
19 Spartan Extended Market Index Pool F 21.00 (0.00%) 17.00
Increased by +80.95%
Jul 31, 25
20 1290 VT Micro Cap K 8.00 (0.00%) 0.00
Increased by 0.00%
Feb 29, 24