Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.24M (3.61%) 0.00
Increased by 0.00%
Dec 31, 24
2 Raymond James Finl Svs Advisors, Inc. 839.22K (2.44%) 16.46K
Increased by +1.96%
Sep 30, 24
3 BlackRock Inc 509.25K (1.48%) 9.68K
Increased by +1.90%
Dec 31, 24
4 Geode Capital Management, LLC 349.60K (1.02%) 5.20K
Increased by +1.49%
Dec 31, 24
5 OZ Management LLC 308.00K (0.90%) 0.00
Increased by 0.00%
Sep 30, 24
6 Renaissance Technologies Corp 229.60K (0.67%) 229.60K
Increased by +100.00%
Mar 31, 24
7 Redmond Asset Management, LLC 185.58K (0.54%) -650.00
Decreased by -0.35%
Mar 31, 24
8 Caption Management, LLC 162.46K (0.47%) -106.01K
Decreased by -65.25%
Dec 31, 24
9 Citadel Advisors Llc 158.58K (0.46%) 158.58K
Increased by +100.00%
Dec 31, 24
10 Marshall Wace Asset Management Ltd 128.02K (0.37%) 128.02K
Increased by +100.00%
Dec 31, 24
11 Man Group PLC 120.95K (0.35%) 120.95K
Increased by +100.00%
Mar 31, 24
12 State Street Corp 111.57K (0.33%) 11.40K
Increased by +10.22%
Dec 31, 24
13 Wolverine Trading LLC 101.23K (0.29%) 48.10K
Increased by +47.51%
Dec 31, 23
14 State Street Corporation 100.17K (0.29%) -7.90K
Decreased by -7.89%
Mar 31, 24
15 ALERUS FINANCIAL NA 97.76K (0.28%) 0.00
Increased by 0.00%
Dec 31, 24
16 Susquehanna International Group, LLP 91.49K (0.27%) 91.49K
Increased by +100.00%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 91.08K (0.27%) -3.41K
Decreased by -3.74%
Dec 31, 24
18 GSA Capital Partners LLP 87.46K (0.25%) 57.80K
Increased by +66.09%
Dec 31, 24
19 Advisor Group Holdings, Inc. 74.33K (0.22%) 10.45K
Increased by +14.06%
Sep 30, 23
20 LPL Financial Corp 64.81K (0.19%) -12.82K
Decreased by -19.78%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 916.81K (2.67%) 16.08K
Increased by +1.75%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 780.73K (2.27%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 405.13K (1.18%) 0.00
Increased by 0.00%
Mar 31, 25
4 EAM Ultra Micro Cap 239.32K (0.70%) 17.62K
Increased by +7.36%
Feb 29, 24
5 Fidelity Extended Market Index 175.35K (0.51%) 8.77K
Increased by +5.00%
Mar 31, 25
6 Fidelity® Extended Market Index 145.09K (0.42%) 0.00
Increased by 0.00%
Nov 30, 23
7 iShares Micro-Cap ETF 73.32K (0.21%) 0.00
Increased by 0.00%
Apr 30, 25
8 Fidelity Total Market Index 64.16K (0.19%) 11.00K
Increased by +17.15%
Mar 31, 25
9 BlackRock Extended Mkt Composite 44.86K (0.13%) 0.00
Increased by 0.00%
Sep 30, 23
10 Fidelity® Total Market Index 42.92K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Series Total Market Index 42.81K (0.12%) 2.09K
Increased by +4.88%
Mar 31, 25
12 BlackRock Extended Equity Market K 39.10K (0.11%) -17.00
Decreased by -0.04%
Sep 30, 24
13 Extended Equity Market Fund K 38.69K (0.11%) 119.00
Increased by +0.31%
Mar 31, 25
14 Bridgeway Ultra-Small Company 38.40K (0.11%) 0.00
Increased by 0.00%
Sep 30, 24
15 Fidelity Nasdaq Composite Index 38.06K (0.11%) 0.00
Increased by 0.00%
Mar 31, 25
16 Spartan Extended Market Index Pool E 34.00K (0.10%) 1.45K
Increased by +4.27%
Mar 31, 25
17 Fidelity® Series Total Market Index 33.82K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
18 Spartan Extended Market Index Pool F 32.55K (0.09%) 1.06K
Increased by +3.26%
Feb 28, 25
19 NT Ext Equity Mkt Idx Fd - L 31.88K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
20 Northern Trust Extended Eq Market Idx 31.88K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25