Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Geode Capital Management, LLC 57.69K (1.02%) 16.11K
Increased by +27.92%
Jun 30, 25
2 Vanguard Group Inc 48.66K (0.86%) 48.66K
Increased by +100.00%
Jun 30, 25
3 Cetera Investment Advisers 32.50K (0.57%) -6.00K
Decreased by -18.46%
Jun 30, 25
4 Cetera Advisors LLC 30.42K (0.54%) 30.42K
Increased by +100.00%
Mar 31, 24
5 Bridgeway Capital Management, LLC 23.49K (0.41%) 0.00
Increased by 0.00%
Mar 31, 24
6 Virtu Financial LLC 14.30K (0.25%) 14.30K
Increased by +100.00%
Jun 30, 25
7 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 14.23K (0.25%) 0.00
Increased by 0.00%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 6.00K (0.11%) 0.00
Increased by 0.00%
Jun 30, 25
9 Royal Bank of Canada 3.46K (0.06%) 3.46K
Increased by +100.00%
Jun 30, 25
10 SBI Securities Co Ltd 1.91K (0.03%) 941.00
Increased by +49.29%
Jun 30, 25
11 Genworth Financial Wealth Mgmt Inc 110.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
12 Bank of America Corp 46.00 (0.00%) 5.00
Increased by +10.87%
Jun 30, 25
13 Mount Yale Investment Advisors, LLC 27.00 (0.00%) 27.00
Increased by +100.00%
Jun 30, 25
14 Activest Wealth Management 9.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
15 Barclays PLC 5.00 (0.00%) -198.00
Decreased by -3.96 K%
Mar 31, 25
16 BlackRock Inc 1.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
17 Anson Funds Management LP 0.00 (0.00%) -157.43K
Decreased by N/A%
Mar 31, 24
18 BMO Capital Markets Corp. 0.00 (0.00%) -20.00K
Decreased by N/A%
Jun 30, 24
19 Bank of Montreal 0.00 (0.00%) -20.00K
Decreased by N/A%
Jun 30, 24
20 Citadel Advisors Llc 0.00 (0.00%) -44.53K
Decreased by N/A%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Macquarie Healthcare I 50.00K (0.88%) 0.00
Increased by 0.00%
Jul 31, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 35.03K (0.62%) -13.63K
Decreased by -38.92%
Jul 31, 25
3 Fidelity Extended Market Index 27.84K (0.49%) -196.00
Decreased by -0.70%
Jul 31, 25
4 Bridgeway Ultra-Small Company 23.49K (0.41%) 0.00
Increased by 0.00%
Jun 30, 24
5 Fidelity Total Market Index 13.37K (0.24%) 0.00
Increased by 0.00%
Jul 31, 25
6 Spartan Extended Market Index Pool F 7.98K (0.14%) 196.00
Increased by +2.46%
Jul 31, 25
7 Spartan Extended Market Index Pool E 7.45K (0.13%) 7.41K
Increased by +99.38%
Mar 31, 25
8 Fidelity® Extended Market Index 6.40K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Series Total Market Index 5.71K (0.10%) 0.00
Increased by 0.00%
Jul 31, 25
10 Spartan Total Market Index Pool G 2.81K (0.05%) 0.00
Increased by 0.00%
Jul 31, 25
11 Fidelity® Series Total Market Index 463.00 (0.01%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity Nasdaq Composite Index 317.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
13 SSgA U.S. Extended Market Index Class I 225.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
14 DFA US Small Cap I 187.00 (0.00%) 0.00
Increased by 0.00%
Jul 31, 25
15 NT US Market Cap Idx Fd - L 68.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
16 NT Ext Equity Mkt Idx Fd - L 43.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
17 Northern Trust Extended Eq Market Idx 43.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
18 State St US Extended Mkt Indx NL Cl C 25.00 (0.00%) 0.00
Increased by 0.00%
Aug 31, 25
19 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 12.00 (0.00%) 2.00
Increased by +16.67%
Jun 30, 25
20 NT Ext Eq Mkt Indx Fd DC Lend T3 10.00 (0.00%) 10.00
Increased by +100.00%
Dec 31, 24