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 Stilwell Value LLC 537.62K (48.20%) 537.28K
Increased by +99.94%
Jun 30, 25
2 Bank of America Corp 13.18K (1.18%) 13.18K
Increased by +100.00%
Jun 30, 25
3 UBS Group AG 2.31K (0.21%) 438.00
Increased by +18.99%
Jun 30, 25
4 Tower Research Capital LLC 1.67K (0.15%) 1.56K
Increased by +93.25%
Jun 30, 25
5 Advisor Group Holdings, Inc. 150.00 (0.01%) -74.00
Decreased by -49.33%
Dec 31, 23
6 Morgan Stanley - Brokerage Accounts 100.00 (0.01%) 88.00
Increased by +88.00%
Jun 30, 25
7 Royal Bank of Canada 2.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
8 Amundi 0.00 (0.00%) -124.00
Decreased by N/A%
Sep 30, 23
9 Bandera Partners LLC 0.00 (0.00%) -3.39K
Decreased by N/A%
Dec 31, 24
10 BlackRock Inc 0.00 (0.00%) -5.67K
Decreased by N/A%
Mar 31, 24
11 Chilton Capital Management L P 0.00 (0.00%) -17.00
Decreased by N/A%
Jun 30, 24
12 Colonial Asset Management Inc 0.00 (0.00%) 0.00
Decreased by N/A%
Sep 30, 24
13 Geode Capital Management, LLC 0.00 (0.00%) -1.40K
Decreased by N/A%
Jun 30, 24
14 Goldman Sachs Group Inc 0.00 (0.00%) -190.00
Decreased by N/A%
Jun 30, 24
15 HRT FINANCIAL LLC 0.00 (0.00%) -500.00
Decreased by N/A%
Jun 30, 24
16 JANE STREET GROUP, LLC 0.00 (0.00%) -1.64K
Decreased by N/A%
Sep 30, 23
17 JPMorgan Chase & Co 0.00 (0.00%) 0.00
Decreased by N/A%
Jun 30, 25
18 Millennium Management LLC 0.00 (0.00%) -113.56K
Decreased by N/A%
Mar 31, 24
19 Nbc Securities Inc 0.00 (0.00%) -1.00
Decreased by N/A%
Jun 30, 24
20 Nisa Investment Advisors, L.L.C. 0.00 (0.00%) -250.00
Decreased by N/A%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 4.04K (0.36%) 0.00
Increased by 0.00%
Nov 30, 23
2 BlackRock U.S. Equity Market F 3.96K (0.36%) 7.00
Increased by +0.18%
Dec 31, 23
3 Fidelity Extended Market Index 3.15K (0.28%) 2.93K
Increased by +92.92%
Jul 31, 25
4 Amundi Fds Pio Flexible Opps A EUR C 1.24K (0.11%) 0.00
Increased by 0.00%
Jul 31, 25
5 SSgA U.S. Extended Market Index Class I 908.00 (0.08%) 0.00
Increased by 0.00%
Dec 31, 23
6 iShares Core S&P Total US Stock Mkt ETF 900.00 (0.08%) 0.00
Increased by 0.00%
Jan 31, 24
7 Fidelity® Series Total Market Index 795.00 (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Total Market Index 477.00 (0.04%) 0.00
Increased by 0.00%
Feb 29, 24
9 Fidelity® Total Market Index 477.00 (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
10 Spartan Total Market Index Pool G 396.00 (0.04%) 396.00
Increased by +100.00%
Jul 31, 25
11 Fidelity Nasdaq Composite Index 121.00 (0.01%) -1.00
Decreased by -0.83%
Sep 30, 24
12 NT US Market Cap Idx Fd - L 76.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
13 BNYM Mellon SL Mkt Completion Fd 53.00 (0.00%) -1.00
Decreased by -1.89%
Dec 31, 23
14 Fidelity Series Total Market Index 43.00 (0.00%) -1.00
Decreased by -2.33%
Mar 31, 25
15 Spartan Extended Market Index Pool F 22.00 (0.00%) 22.00
Increased by +100.00%
Jul 31, 25
16 Blackstone Alternative Multi-Strategy I 20.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 20.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 24
18 Spartan Extended Market Index Pool E 6.00 (0.00%) 0.00
Increased by 0.00%
Nov 30, 24
19 SSgA U.S. Total Market Index Strategy 3.00 (0.00%) 1.00
Increased by +33.33%
Jun 30, 24
20 BNYM Mellon SL Market Completion UC1 2.00 (0.00%) -1.00
Decreased by -50.00%
Jun 30, 24