Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Armistice Capital, LLC 662.88K (2.24%) 662.88K
Increased by +100.00%
Mar 31, 25
2 UBS Group AG 200.26K (0.68%) 108.78K
Increased by +54.32%
Jun 30, 25
3 Vanguard Group Inc 115.16K (0.39%) 0.00
Increased by 0.00%
Jun 30, 25
4 Geode Capital Management, LLC 106.95K (0.36%) 9.91K
Increased by +9.27%
Jun 30, 25
5 State Street Corporation 97.94K (0.33%) 0.00
Increased by 0.00%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 50.12K (0.17%) -52.05K
Decreased by -103.84%
Jun 30, 25
7 BlackRock Inc 27.57K (0.09%) 0.00
Increased by 0.00%
Jun 30, 25
8 Welch & Forbes LLC 16.99K (0.06%) 0.00
Increased by 0.00%
Sep 30, 23
9 State Street Corp 16.83K (0.06%) 0.00
Increased by 0.00%
Jun 30, 25
10 TWO SIGMA SECURITIES, LLC 13.61K (0.05%) 13.61K
Increased by +100.00%
Mar 31, 25
11 Engineers Gate Manager LP 11.94K (0.04%) 11.94K
Increased by +100.00%
Dec 31, 24
12 Northern Trust Corp 11.68K (0.04%) 0.00
Increased by 0.00%
Jun 30, 25
13 Moneta Group Investment Advisors Inc 10.00K (0.03%) 10.00K
Increased by +100.00%
Jun 30, 25
14 Citigroup Inc 4.10K (0.01%) 4.10K
Increased by +100.00%
Jun 30, 25
15 SBI Securities Co Ltd 3.51K (0.01%) 289.00
Increased by +8.23%
Jun 30, 25
16 WHITE BAY PT LLC 3.00K (0.01%) 3.00K
Increased by +100.00%
Dec 31, 24
17 HARBOUR INVESTMENTS, INC. 2.80K (0.01%) 2.80K
Increased by +100.00%
Jun 30, 25
18 Tower Research Capital LLC 1.74K (0.01%) -3.19K
Decreased by -183.08%
Jun 30, 25
19 Bank of America Corp 636.00 (0.00%) 555.00
Increased by +87.26%
Jun 30, 25
20 Advisor Group Holdings, Inc. 400.00 (0.00%) -2.00
Decreased by -0.50%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 119.98K (0.41%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 117.49K (0.40%) 2.34K
Increased by +1.99%
Jul 31, 25
3 BlackRock Extended Mkt Composite 93.85K (0.32%) 0.00
Increased by 0.00%
Sep 30, 23
4 Fidelity Extended Market Index 68.89K (0.23%) 17.20K
Increased by +24.96%
Jul 31, 25
5 Fidelity® Series Total Market Index 31.08K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Total Stock Mkt Idx Inv 29.32K (0.10%) 3.00
Increased by +0.01%
Jan 31, 24
7 Spartan Extended Market Index Pool F 20.90K (0.07%) 485.00
Increased by +2.32%
Jul 31, 25
8 Fidelity Total Market Index 14.39K (0.05%) 0.00
Increased by 0.00%
Jul 31, 25
9 Fidelity Series Total Market Index 14.37K (0.05%) 0.00
Increased by 0.00%
Jul 31, 25
10 Spartan Extended Market Index Pool E 10.92K (0.04%) 457.00
Increased by +4.19%
Mar 31, 25
11 NT Ext Equity Mkt Idx Fd - L 10.74K (0.04%) 0.00
Increased by 0.00%
Jun 30, 25
12 Northern Trust Extended Eq Market Idx 10.74K (0.04%) 0.00
Increased by 0.00%
Jun 30, 25
13 SSgA U.S. Extended Market Index Class I 10.10K (0.03%) 0.00
Increased by 0.00%
Dec 31, 23
14 Spartan Total Market Index Pool G 8.57K (0.03%) 2.49K
Increased by +29.02%
Jul 31, 25
15 Fidelity® Total Market Index 8.31K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
16 Spartan Total Market Index Pool E 6.08K (0.02%) 5.18K
Increased by +85.15%
Mar 31, 25
17 BlackRock Extended Equity Market K 5.45K (0.02%) -2.00
Decreased by -0.04%
Sep 30, 24
18 Extended Equity Market Fund K 5.29K (0.02%) -106.00
Decreased by -2.00%
Jun 30, 25
19 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 3.03K (0.01%) 451.00
Increased by +14.87%
Jun 30, 25
20 NT Ext Eq Mkt Indx Fd DC Lend T3 2.56K (0.01%) 2.56K
Increased by +100.00%
Dec 31, 24