Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TXBC 0.84%
2 NORW 0.44%
3 ENOR 0.44%
4 FDTS 0.40%
5 FPXE 0.20%
6 TTOP 0.18%
7 ISCF 0.06%
8 IEUS 0.05%
9 GWX 0.04%
10 SCZ 0.03%
11 AVDS 0.02%
12 AVEE 0.02%
13 DXIV 0.02%
14 EWX 0.01%
15 DFSI 0.01%
16 DFAX 0.01%
17 SPEU 0.00%
18 FEU 0.00%
19 IEFA 0.00%
20 SPDW 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Geode Capital Management, LLC 43.07K (0.92%) -462.00
Decreased by -1.07%
Jun 30, 25
2 IHT Wealth Management, LLC 28.79K (0.61%) 688.00
Increased by +2.39%
Jun 30, 25
3 Sequoia Financial Advisors LLC 28.45K (0.61%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard Group Inc 25.30K (0.54%) -9.54K
Decreased by -37.71%
Jun 30, 25
5 Tower Research Capital LLC 700.00 (0.01%) 193.00
Increased by +27.57%
Jun 30, 25
6 Morgan Stanley - Brokerage Accounts 451.00 (0.01%) 300.00
Increased by +66.52%
Jun 30, 25
7 JONES FINANCIAL COMPANIES LLLP 400.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
8 SBI Securities Co Ltd 312.00 (0.01%) -15.00
Decreased by -4.81%
Jun 30, 25
9 Bank of America Corp 134.00 (0.00%) 107.00
Increased by +79.85%
Jun 30, 25
10 UBS Group AG 105.00 (0.00%) -12.74K
Decreased by -12.13 K%
Jun 30, 25
11 Advisor Group Holdings, Inc. 67.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
12 Mcf Advisors, LLC 1.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
13 Atlantic Trust Group, LLC 0.00 (0.00%) -201.00
Decreased by N/A%
Sep 30, 24
14 BlackRock Inc 0.00 (0.00%) -4.00K
Decreased by N/A%
Jun 30, 25
15 FMR Inc 0.00 (0.00%) -1.00
Decreased by N/A%
Jun 30, 24
16 JPMorgan Chase & Co 0.00 (0.00%) -4.00
Decreased by N/A%
Jun 30, 25
17 Royal Bank of Canada 0.00 (0.00%) -1.05K
Decreased by N/A%
Sep 30, 24
18 Wells Fargo & Co 0.00 (0.00%) -25.00
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VanEck Crypto Leaders ETN A 62.87K (1.34%) 203.00
Increased by +0.32%
Aug 31, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 31.03K (0.66%) 5.73K
Increased by +18.47%
Jul 31, 25
3 Fidelity Extended Market Index 17.90K (0.38%) -147.00
Decreased by -0.82%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 11.03K (0.24%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard US Total Market Shares ETF 9.41K (0.20%) 0.00
Increased by 0.00%
Sep 30, 24
6 Fidelity® Extended Market Index 8.24K (0.18%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Nasdaq Composite Index 6.63K (0.14%) 0.00
Increased by 0.00%
Jul 31, 25
8 Fidelity® Series Total Market Index 6.25K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
9 Bostoncoin Diversified Crypto Fund 5.90K (0.13%) 5.90K
Increased by +100.00%
Apr 30, 23
10 Fidelity Total Market Index 5.71K (0.12%) 0.00
Increased by 0.00%
Jul 31, 25
11 Fidelity Series Total Market Index 4.67K (0.10%) 0.00
Increased by 0.00%
Jul 31, 25
12 Spartan Extended Market Index Pool F 4.31K (0.09%) 147.00
Increased by +3.41%
Jul 31, 25
13 Spartan Total Market Index Pool E 4.20K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
14 Spartan Extended Market Index Pool E 3.95K (0.08%) 150.00
Increased by +3.80%
Mar 31, 25
15 Spartan Total Market Index Pool G 3.83K (0.08%) 0.00
Increased by 0.00%
Jul 31, 25
16 iShares Micro-Cap ETF 3.22K (0.07%) 0.00
Increased by 0.00%
May 31, 25
17 NT Ext Equity Mkt Idx Fd - NL 3.19K (0.07%) 0.00
Increased by 0.00%
Jun 30, 25
18 NT Ext Equity Mkt Idx Fd - DC - NL - T2 2.47K (0.05%) -6.00
Decreased by -0.24%
Jun 30, 25
19 NT Ext Equity Mkt Idx Fd - L 2.46K (0.05%) 0.00
Increased by 0.00%
Jun 30, 25
20 Northern Trust Extended Eq Market Idx 2.46K (0.05%) 0.00
Increased by 0.00%
Jun 30, 25