Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 UBS Group AG 13.08K (5.90%) 13.08K
Increased by +100.00%
Mar 31, 25
2 Stilwell Value LLC 2.35K (1.06%) -4.00
Decreased by -0.17%
Mar 31, 25
3 Tower Research Capital LLC 792.00 (0.36%) 792.00
Increased by +100.00%
Mar 31, 25
4 Advisor Group Holdings, Inc. 150.00 (0.07%) -74.00
Decreased by -49.33%
Dec 31, 23
5 Morgan Stanley - Brokerage Accounts 83.00 (0.04%) 83.00
Increased by +100.00%
Mar 31, 25
6 Park Square Financial Group, LLC 8.00 (0.00%) 8.00
Increased by +100.00%
Mar 31, 25
7 Royal Bank of Canada 2.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
8 JPMorgan Chase & Co 1.00 (0.00%) 1.00
Increased by +100.00%
Mar 31, 25
9 Amundi 0.00 (0.00%) -124.00
Decreased by N/A%
Sep 30, 23
10 Bandera Partners LLC 0.00 (0.00%) -3.39K
Decreased by N/A%
Dec 31, 24
11 Bank of America Corp 0.00 (0.00%) 0.00
Decreased by N/A%
Dec 31, 24
12 BlackRock Inc 0.00 (0.00%) -5.67K
Decreased by N/A%
Mar 31, 24
13 Chilton Capital Management L P 0.00 (0.00%) -17.00
Decreased by N/A%
Jun 30, 24
14 Colonial Asset Management Inc 0.00 (0.00%) 0.00
Decreased by N/A%
Sep 30, 24
15 Geode Capital Management, LLC 0.00 (0.00%) -1.40K
Decreased by N/A%
Jun 30, 24
16 Goldman Sachs Group Inc 0.00 (0.00%) -190.00
Decreased by N/A%
Jun 30, 24
17 HRT FINANCIAL LLC 0.00 (0.00%) -500.00
Decreased by N/A%
Jun 30, 24
18 JANE STREET GROUP, LLC 0.00 (0.00%) -1.64K
Decreased by N/A%
Sep 30, 23
19 Millennium Management LLC 0.00 (0.00%) -113.56K
Decreased by N/A%
Mar 31, 24
20 Nbc Securities Inc 0.00 (0.00%) -1.00
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 4.04K (1.82%) 0.00
Increased by 0.00%
Nov 30, 23
2 BlackRock U.S. Equity Market F 3.96K (1.79%) 7.00
Increased by +0.18%
Dec 31, 23
3 Fidelity Extended Market Index 1.56K (0.71%) 0.00
Increased by 0.00%
Apr 30, 25
4 Amundi Fds Pio Flexible Opps A EUR C 1.24K (0.56%) 993.00
Increased by +80.02%
Mar 31, 25
5 SSgA U.S. Extended Market Index Class I 908.00 (0.41%) 0.00
Increased by 0.00%
Dec 31, 23
6 iShares Core S&P Total US Stock Mkt ETF 900.00 (0.41%) 0.00
Increased by 0.00%
Jan 31, 24
7 Fidelity® Series Total Market Index 795.00 (0.36%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Total Market Index 477.00 (0.22%) 0.00
Increased by 0.00%
Feb 29, 24
9 Fidelity® Total Market Index 477.00 (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Nasdaq Composite Index 121.00 (0.05%) -1.00
Decreased by -0.83%
Sep 30, 24
11 NT US Market Cap Idx Fd - L 76.00 (0.03%) 0.00
Increased by 0.00%
Dec 31, 23
12 BNYM Mellon SL Mkt Completion Fd 53.00 (0.02%) -1.00
Decreased by -1.89%
Dec 31, 23
13 Fidelity Series Total Market Index 43.00 (0.02%) -1.00
Decreased by -2.33%
Mar 31, 25
14 Blackstone Alternative Multi-Strategy I 20.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 20.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
16 Spartan Extended Market Index Pool E 6.00 (0.00%) 0.00
Increased by 0.00%
Nov 30, 24
17 SSgA U.S. Total Market Index Strategy 3.00 (0.00%) 1.00
Increased by +33.33%
Jun 30, 24
18 BNYM Mellon SL Market Completion UC1 2.00 (0.00%) -1.00
Decreased by -50.00%
Jun 30, 24
19 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 1.00 (0.00%) 1.00
Increased by +100.00%
Jun 30, 24
20 NT Ext Equity Mkt Idx Fd - DC - NL - T2 1.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24