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 DRW Securities, LLC 142.38K (0.46%) 142.38K
Increased by +100.00%
Sep 30, 25
2 BMO Capital Markets Corp. 92.53K (0.30%) 0.00
Increased by 0.00%
Sep 30, 25
3 Bank of Montreal 92.53K (0.30%) 0.00
Increased by 0.00%
Sep 30, 25
4 Atria Wealth Solutions, Inc. 88.72K (0.29%) 20.00K
Increased by +22.54%
Sep 30, 23
5 Millennium Management LLC 88.01K (0.29%) -146.85K
Decreased by -166.86%
Sep 30, 23
6 Citadel Advisors Llc 80.76K (0.26%) 41.13K
Increased by +50.93%
Dec 31, 25
7 State Street Corporation 79.98K (0.26%) 0.00
Increased by 0.00%
Sep 30, 23
8 Scientech Research LLC 54.74K (0.18%) 54.74K
Increased by +100.00%
Dec 31, 25
9 Seacrest Wealth Management, LLC 50.00K (0.16%) 50.00K
Increased by +100.00%
Dec 31, 25
10 Northern Trust Corp 32.35K (0.10%) 0.00
Increased by 0.00%
Sep 30, 23
11 Renaissance Technologies Corp 26.30K (0.09%) 26.30K
Increased by +100.00%
Jun 30, 25
12 Jane Street Group LLC 26.02K (0.08%) 26.02K
Increased by +100.00%
Dec 31, 25
13 Integrated Wealth Concepts LLC 20.01K (0.06%) 20.01K
Increased by +100.00%
Dec 31, 25
14 Moss Adams Wealth Advisors LLC 20.00K (0.06%) 10.00K
Increased by +50.00%
Sep 30, 23
15 Geode Capital Management, LLC 19.26K (0.06%) -4.71K
Decreased by -24.45%
Dec 31, 25
16 Coston, McIsaac & Partners 17.09K (0.06%) 17.09K
Increased by +100.00%
Dec 31, 25
17 Caitlin John LLC 16.50K (0.05%) 16.50K
Increased by +100.00%
Dec 31, 25
18 AM INVESTMENT STRATEGIES LLC 15.00K (0.05%) 15.00K
Increased by +100.00%
Dec 31, 25
19 HPM Partners LLC 15.00K (0.05%) 15.00K
Increased by +100.00%
Dec 31, 25
20 Morgan Stanley - Brokerage Accounts 14.02K (0.05%) 10.00K
Increased by +71.35%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 229.56K (0.74%) 0.00
Increased by 0.00%
Nov 30, 23
2 BlackRock Extended Mkt Composite 39.87K (0.13%) 0.00
Increased by 0.00%
Sep 30, 23
3 Fidelity® Series Total Market Index 34.57K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity® Total Market Index 29.79K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Extended Market Index 12.72K (0.04%) 0.00
Increased by 0.00%
Jan 31, 26
6 Vanguard Total Stock Mkt Idx Inv 9.96K (0.03%) -1.20K
Decreased by -12.06%
Mar 31, 24
7 SSgA U.S. Extended Market Index Class I 8.10K (0.03%) 0.00
Increased by 0.00%
Dec 31, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 7.22K (0.02%) 0.00
Increased by 0.00%
Feb 28, 26
9 Vanguard Instl Ttl Stk Mkt Idx InstlPls 6.56K (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
10 Spartan Extended Market Index Pool F 4.71K (0.02%) 90.00
Increased by +1.91%
Jul 31, 25
11 Spartan Extended Market Index Pool E 4.50K (0.01%) 4.26K
Increased by +94.77%
Mar 31, 25
12 Fidelity Series Total Market Index 3.56K (0.01%) 0.00
Increased by 0.00%
Jan 31, 26
13 Dimensional US Core Equity USD Acc 2.20K (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
14 Fidelity Total Market Index 2.20K (0.01%) 0.00
Increased by 0.00%
Jan 31, 26
15 Dimensional US Sustainability Core 1 ETF 1.64K (0.01%) 0.00
Increased by 0.00%
Aug 29, 25
16 BlackRock Extended Equity Market K 1.16K (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
17 Extended Equity Market Fund K 1.12K (0.00%) -22.00
Decreased by -1.96%
Jun 30, 25
18 DFA US Sustainability Core 1 799.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
19 Spartan Total Market Index Pool G 773.00 (0.00%) 0.00
Increased by 0.00%
Jan 31, 26
20 NT Ext Equity Mkt Idx Fd - NL 604.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25