Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Capital Management, LLC 1.32M (7.72%) 1.32M
Increased by +100.00%
Mar 31, 26
2 BlackRock Inc 307.52K (1.80%) 307.52K
Increased by +100.00%
Mar 31, 26
3 Geode Capital Management, LLC 247.84K (1.45%) 247.84K
Increased by +100.00%
Mar 31, 26
4 Millennium Management LLC 238.91K (1.40%) 238.91K
Increased by +100.00%
Mar 31, 26
5 Vanguard Fiduciary Trust Co 137.04K (0.80%) 137.04K
Increased by +100.00%
Mar 31, 26
6 Bank of America Corp 52.28K (0.31%) 52.28K
Increased by +100.00%
Mar 31, 26
7 Insight Wealth Partners, LLC 48.30K (0.28%) 48.30K
Increased by +100.00%
Mar 31, 26
8 The Goldman Sachs Group Inc 46.44K (0.27%) 46.44K
Increased by +100.00%
Mar 31, 26
9 Northern Trust Corp 45.69K (0.27%) 45.69K
Increased by +100.00%
Mar 31, 26
10 State Street Corp 38.25K (0.22%) 38.25K
Increased by +100.00%
Mar 31, 26
11 Monument Capital Management Inc 33.55K (0.20%) 33.55K
Increased by +100.00%
Mar 31, 26
12 UBS Group AG 19.00K (0.11%) 19.00K
Increased by +100.00%
Mar 31, 26
13 Charles Schwab Investment Management Inc 15.00K (0.09%) 15.00K
Increased by +100.00%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 8.67K (0.05%) 8.67K
Increased by +100.00%
Mar 31, 26
15 Advisor Group Holdings, Inc. 4.69K (0.03%) 4.69K
Increased by +100.00%
Mar 31, 26
16 Tower Research Capital LLC 2.36K (0.01%) 2.36K
Increased by +100.00%
Mar 31, 26
17 State of Wyoming 1.08K (0.01%) 1.08K
Increased by +100.00%
Mar 31, 26
18 Royal Bank of Canada 970.00 (0.01%) 970.00
Increased by +100.00%
Mar 31, 26
19 Osbon Capital Management, LLC 250.00 (0.00%) 250.00
Increased by +100.00%
Mar 31, 26
20 Toth Financial Advisory Corp 107.00 (0.00%) 107.00
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.05M (6.18%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard Institutional Extnd Mkt Idx Tr 230.03K (1.35%) 0.00
Increased by 0.00%
Apr 30, 26
3 Fidelity Extended Market Index 108.80K (0.64%) -397.00
Decreased by -0.36%
Apr 30, 26
4 Blackrock Extended Mkt Fund CF 53.65K (0.31%) 0.00
Increased by 0.00%
Apr 30, 26
5 BlackRock Extended Equity Market Fund K 45.68K (0.27%) 45.68K
Increased by +100.00%
Mar 31, 26
6 Fidelity Total Market Index 42.05K (0.25%) 0.00
Increased by 0.00%
Apr 30, 26
7 Fidelity Series Total Market Index 32.83K (0.19%) -2.73K
Decreased by -8.30%
Apr 30, 26
8 Spartan Extended Market Index Pool F 29.18K (0.17%) 397.00
Increased by +1.36%
Apr 30, 26
9 Vanguard Instl Ttl Stck Mkt Index Trust 27.55K (0.16%) 0.00
Increased by 0.00%
Apr 30, 26
10 NT Ext Equity Mkt Index Fund - Lending 24.91K (0.15%) 24.91K
Increased by +100.00%
Mar 31, 26
11 Northern Trust Extended Eq Market Idx 24.91K (0.15%) 24.91K
Increased by +100.00%
Mar 31, 26
12 NT Ext Equity Mkt Index Fund - NL 20.77K (0.12%) 20.77K
Increased by +100.00%
Mar 31, 26
13 Vanguard Balanced Index Inv 18.52K (0.11%) 0.00
Increased by 0.00%
Apr 30, 26
14 Spartan Total Market Index Pool G 17.41K (0.10%) 0.00
Increased by 0.00%
Apr 30, 26
15 Fidelity Nasdaq Composite Index 17.22K (0.10%) 0.00
Increased by 0.00%
Apr 30, 26
16 NT Ext Equity Mkt Idx Fd - DC - NL - T2 16.28K (0.10%) 16.28K
Increased by +100.00%
Mar 31, 26
17 Schwab Total Stock Market Index 15.00K (0.09%) 0.00
Increased by 0.00%
Apr 30, 26
18 Vanguard Instl Ttl Stk Mkt Idx InstlPls 14.68K (0.09%) 0.00
Increased by 0.00%
Apr 30, 26
19 NT Ext Eq Mkt Idx Fd DC Lending Tier 5 9.83K (0.06%) 9.83K
Increased by +100.00%
Mar 31, 26
20 State St US Extended Mkt Indx NL Cl C 8.00K (0.05%) 0.00
Increased by 0.00%
May 31, 26