Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Geode Capital Management, LLC 59.77K (1.00%) -288.00
Decreased by -0.48%
Jun 30, 25
2 Vanguard Group Inc 22.01K (0.37%) 0.00
Increased by 0.00%
Jun 30, 25
3 Ridgewood Investments LLC 8.85K (0.15%) 0.00
Increased by 0.00%
Jun 30, 25
4 Tower Research Capital LLC 2.23K (0.04%) 1.11K
Increased by +50.00%
Jun 30, 25
5 Citigroup Inc 126.00 (0.00%) 126.00
Increased by +100.00%
Jun 30, 25
6 Capital Advisors, Ltd. LLC 41.00 (0.00%) 15.00
Increased by +36.59%
Sep 30, 24
7 Advisor Group Holdings, Inc. 4.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
8 Bank of America Corp 4.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
9 Royal Bank of Canada 4.00 (0.00%) 2.00
Increased by +50.00%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 2.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
11 BlackRock Inc 0.00 (0.00%) -211.00
Decreased by N/A%
Jun 30, 24
12 FMR Inc 0.00 (0.00%) -12.00
Decreased by N/A%
Mar 31, 25
13 JPMorgan Chase & Co 0.00 (0.00%) -1.00
Decreased by N/A%
Jun 30, 25
14 TD Waterhouse Canada Inc 0.00 (0.00%) -2.40K
Decreased by N/A%
Sep 30, 24
15 U.S. Bancorp 0.00 (0.00%) -31.00
Decreased by N/A%
Dec 31, 24
16 UBS Group AG 0.00 (0.00%) -619.00
Decreased by N/A%
Jun 30, 25
17 Wells Fargo & Co 0.00 (0.00%) -4.00
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Extended Market Index 25.74K (0.43%) -181.00
Decreased by -0.70%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 17.43K (0.29%) -380.00
Decreased by -2.18%
Jul 31, 25
3 Spartan Extended Market Index Pool F 12.47K (0.21%) 181.00
Increased by +1.45%
Jul 31, 25
4 Spartan Extended Market Index Pool E 11.99K (0.20%) 194.00
Increased by +1.62%
Mar 31, 25
5 Fidelity® Extended Market Index 11.52K (0.19%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Nasdaq Composite Index 10.93K (0.18%) 0.00
Increased by 0.00%
Jul 31, 25
7 Fidelity Series Total Market Index 8.25K (0.14%) -227.00
Decreased by -2.75%
Jul 31, 25
8 Fidelity® Series Total Market Index 6.85K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
9 Vanguard U.S. Eq Idx £ Acc 2.43K (0.04%) -196.00
Decreased by -8.06%
Sep 30, 24
10 Fidelity Total Market Index 2.37K (0.04%) 0.00
Increased by 0.00%
Jul 31, 25
11 Fidelity® Total Market Index 2.37K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
12 Vanguard Instl Ttl Stck Mkt Idx Tr 1.96K (0.03%) 0.00
Increased by 0.00%
Dec 31, 24
13 Vanguard Instl Ttl Stk Mkt Idx InstlPls 1.96K (0.03%) 0.00
Increased by 0.00%
Jul 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.54K (0.03%) -700.00
Decreased by -45.51%
Jul 31, 25
15 iShares Micro-Cap ETF 215.00 (0.00%) 0.00
Increased by 0.00%
Jan 31, 24
16 NT Ext Equity Mkt Idx Fd - L 144.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
17 Northern Trust Extended Eq Market Idx 144.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
18 SSgA U.S. Extended Market Index Class I 100.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
19 State St US Extended Mkt Indx NL Cl C 100.00 (0.00%) 0.00
Increased by 0.00%
Aug 31, 25
20 SSgA U.S. Total Market Index Strategy 42.00 (0.00%) 42.00
Increased by +100.00%
Mar 31, 25