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 Millennium Management LLC 527.89K (8.33%) -115.62K
Decreased by -21.90%
Sep 30, 23
2 Cahaba Wealth Management, INC. 161.12K (2.54%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 139.16K (2.19%) 0.00
Increased by 0.00%
Jun 30, 25
4 Diversified Trust Co 115.08K (1.82%) 0.00
Increased by 0.00%
Sep 30, 23
5 Northern Trust Corp 105.13K (1.66%) 0.00
Increased by 0.00%
Sep 30, 23
6 Cresset Asset Management, LLC 75.00K (1.18%) 0.00
Increased by 0.00%
Sep 30, 23
7 Shay Capital LLC 74.02K (1.17%) -24.02K
Decreased by -32.45%
Sep 30, 23
8 Geode Capital Management, LLC 43.13K (0.68%) 4.43K
Increased by +10.27%
Mar 31, 25
9 Wedbush Morgan Securities Inc 37.78K (0.60%) 0.00
Increased by 0.00%
Sep 30, 23
10 Integrated Wealth Concepts LLC 35.00K (0.55%) 15.00K
Increased by +42.86%
Sep 30, 23
11 Bank of New York Mellon Corp 28.45K (0.45%) 0.00
Increased by 0.00%
Sep 30, 23
12 LPL Financial Corp 23.79K (0.38%) 23.79K
Increased by +100.00%
Sep 30, 23
13 Atria Wealth Solutions, Inc. 17.00K (0.27%) 17.00K
Increased by +100.00%
Sep 30, 23
14 BlackRock Inc 15.75K (0.25%) -228.00
Decreased by -1.45%
Mar 31, 25
15 Renaissance Technologies Corp 15.10K (0.24%) -476.75K
Decreased by -3.16 K%
Sep 30, 23
16 Royal Bank of Canada 14.55K (0.23%) 14.00
Increased by +0.10%
Mar 31, 25
17 UBS Group AG 7.13K (0.11%) -16.79K
Decreased by -235.39%
Mar 31, 25
18 CKW Financial Group, LLC 4.99K (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
19 SBI Securities Co Ltd 3.22K (0.05%) 2.00
Increased by +0.06%
Mar 31, 25
20 Bank of America Corp 1.20K (0.02%) -23.00
Decreased by -1.92%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 350.25K (5.52%) 0.00
Increased by 0.00%
Nov 30, 23
2 BlackRock Extended Mkt Composite 109.55K (1.73%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 81.38K (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
4 Fidelity® Total Market Index 75.80K (1.20%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity® Series Total Market Index 69.60K (1.10%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 57.08K (0.90%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard US Total Market Shares ETF 33.93K (0.54%) -27.49K
Decreased by -81.02%
Sep 30, 24
8 Fidelity Extended Market Index 23.60K (0.37%) 0.00
Increased by 0.00%
Jun 30, 25
9 NT Ext Equity Mkt Idx Fd - NL 7.21K (0.11%) 0.00
Increased by 0.00%
Jun 30, 25
10 iShares Micro-Cap ETF 7.11K (0.11%) 0.00
Increased by 0.00%
Jul 31, 25
11 Fidelity Series Total Market Index 6.76K (0.11%) -950.00
Decreased by -14.04%
Jun 30, 25
12 State St US Ttl Mkt Indx SL SF Cl II 5.90K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
13 NT Ext Equity Mkt Idx Fd - DC - NL - T2 5.59K (0.09%) -14.00
Decreased by -0.25%
Jun 30, 25
14 Spartan Extended Market Index Pool F 5.20K (0.08%) 0.00
Increased by 0.00%
Jun 30, 25
15 Spartan Extended Market Index Pool E 4.92K (0.08%) 4.44K
Increased by +90.13%
Mar 31, 25
16 Fidelity Total Market Index 3.53K (0.06%) 0.00
Increased by 0.00%
Jun 30, 25
17 BlackRock Extended Equity Market K 3.18K (0.05%) -1.00
Decreased by -0.03%
Sep 30, 24
18 Extended Equity Market Fund K 3.09K (0.05%) -62.00
Decreased by -2.01%
Jun 30, 25
19 Fidelity Nasdaq Composite Index 2.26K (0.04%) 0.00
Increased by 0.00%
Jun 30, 25
20 Spartan Total Market Index Pool G 2.01K (0.03%) 0.00
Increased by 0.00%
Jun 30, 25