Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CI Private Wealth LLC 2.11M (27.73%) 0.00
Increased by 0.00%
Sep 30, 25
2 KIM, LLC 2.00M (26.34%) 0.00
Increased by 0.00%
Dec 31, 25
3 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 1.34M (17.70%) 0.00
Increased by 0.00%
Mar 31, 24
4 Fortress Investment Group LLC 1.11M (14.62%) 0.00
Increased by 0.00%
Dec 31, 23
5 Owl Creek Asset Management LP 450.00K (5.93%) 0.00
Increased by 0.00%
Sep 30, 23
6 RBF LLC 352.94K (4.65%) 176.47K
Increased by +50.00%
Dec 31, 25
7 Marathon Asset Management LLC 351.40K (4.63%) 0.00
Increased by 0.00%
Sep 30, 25
8 Kent Lake Capital LLC 333.62K (4.39%) -786.54K
Decreased by -235.76%
Sep 30, 23
9 Vanguard Group Inc 332.53K (4.38%) 29.85K
Increased by +8.98%
Dec 31, 25
10 Liberty Mutual Group Asset Management Inc. 319.60K (4.21%) 0.00
Increased by 0.00%
Dec 31, 25
11 Quarry LP 303.40K (4.00%) 0.00
Increased by 0.00%
Sep 30, 23
12 Diversified Trust Co 252.65K (3.33%) 0.00
Increased by 0.00%
Dec 31, 25
13 State Street Corporation 118.59K (1.56%) 0.00
Increased by 0.00%
Mar 31, 24
14 LANDSCAPE CAPITAL MANAGEMENT,LLC 105.98K (1.40%) -24.08K
Decreased by -22.72%
Jun 30, 24
15 Geode Capital Management, LLC 78.02K (1.03%) 0.00
Increased by 0.00%
Dec 31, 25
16 Cohanzick Management LLC 55.19K (0.73%) -48.24K
Decreased by -87.42%
Sep 30, 23
17 Barings LLC 49.43K (0.65%) 0.00
Increased by 0.00%
Dec 31, 25
18 Worth Venture Partners, LLC 47.10K (0.62%) 10.06K
Increased by +21.37%
Mar 31, 24
19 Renaissance Technologies Corp 35.44K (0.47%) 4.50K
Increased by +12.70%
Dec 31, 25
20 Courier Capital Corp 34.43K (0.45%) 0.00
Increased by 0.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 243.78K (3.21%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 225.87K (2.97%) 0.00
Increased by 0.00%
Feb 28, 26
3 BlackRock Extended Mkt Composite 62.44K (0.82%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 61.88K (0.81%) 0.00
Increased by 0.00%
Feb 28, 26
5 Fidelity® Total Market Index 53.18K (0.70%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Extended Market Index 39.46K (0.52%) -164.00
Decreased by -0.42%
Jan 31, 26
7 Fidelity® Series Total Market Index 37.96K (0.50%) 0.00
Increased by 0.00%
Nov 30, 23
8 RiverPark Strategic Income Institutional 32.16K (0.42%) 0.00
Increased by 0.00%
Apr 30, 23
9 Bridgeway Ultra-Small Company Market 24.74K (0.33%) -20.00K
Decreased by -80.84%
Dec 31, 25
10 Vanguard Instl Ttl Stk Mkt Idx InstlPls 15.87K (0.21%) 0.00
Increased by 0.00%
Jun 30, 24
11 iShares Micro-Cap ETF 15.77K (0.21%) -6.18K
Decreased by -39.22%
Feb 28, 26
12 Fidelity Total Market Index 14.45K (0.19%) 0.00
Increased by 0.00%
Jan 31, 26
13 SSgA U.S. Extended Market Index Class I 13.80K (0.18%) 0.00
Increased by 0.00%
Dec 31, 23
14 Blackrock Extended Mkt Fund CF 12.49K (0.16%) 0.00
Increased by 0.00%
Feb 28, 26
15 BlackRock Extended Equity Market K 10.88K (0.14%) -4.00
Decreased by -0.04%
Sep 30, 24
16 Extended Equity Market Fund K 10.71K (0.14%) 7.00
Increased by +0.07%
Dec 31, 25
17 Fidelity Series Total Market Index 10.55K (0.14%) 0.00
Increased by 0.00%
Jan 31, 26
18 Spartan Extended Market Index Pool F 8.39K (0.11%) 164.00
Increased by +1.95%
Jan 31, 26
19 NT Ext Equity Mkt Idx Fd - L 6.95K (0.09%) 0.00
Increased by 0.00%
Dec 31, 25
20 Northern Trust Extended Eq Market Idx 6.95K (0.09%) 0.00
Increased by 0.00%
Sep 30, 25