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 Gotham Asset Management, LLC 984.50K (10.09%) 984.50K
Increased by +100.00%
Mar 31, 25
2 HighTower Advisors, LLC 304.13K (3.12%) 0.00
Increased by 0.00%
Jun 30, 25
3 LPL Financial Corp 225.10K (2.31%) 26.07K
Increased by +11.58%
Jun 30, 25
4 SFE Investment Counsel 126.67K (1.30%) -3.33K
Decreased by -2.62%
Jun 30, 25
5 MML Investors Services Inc 111.50K (1.14%) -87.96K
Decreased by -78.89%
Sep 30, 23
6 Geode Capital Management, LLC 109.06K (1.12%) 7.85K
Increased by +7.20%
Jun 30, 25
7 Vanguard Group Inc 106.86K (1.09%) 0.00
Increased by 0.00%
Jun 30, 25
8 Renaissance Technologies Corp 92.00K (0.94%) -58.10K
Decreased by -63.15%
Jun 30, 25
9 Citadel Advisors Llc 69.74K (0.71%) 28.41K
Increased by +40.74%
Jun 30, 25
10 State Street Corp 50.96K (0.52%) 0.00
Increased by 0.00%
Jun 30, 25
11 State Street Corporation 50.96K (0.52%) 0.00
Increased by 0.00%
Mar 31, 24
12 U.S. Bancorp 44.82K (0.46%) 0.00
Increased by 0.00%
Jun 30, 25
13 Citigroup Inc 38.60K (0.40%) 38.60K
Increased by +100.00%
Dec 31, 24
14 Envestnet Asset Management Inc 37.37K (0.38%) 0.00
Increased by 0.00%
Mar 31, 25
15 Benchmark Financial Wealth Advisors, LLC 37.14K (0.38%) 37.14K
Increased by +100.00%
Jun 30, 25
16 CI Private Wealth LLC 25.00K (0.26%) 0.00
Increased by 0.00%
Jun 30, 25
17 Morse Asset Management, Inc 22.42K (0.23%) 0.00
Increased by 0.00%
Jun 30, 25
18 TWO SIGMA SECURITIES, LLC 20.69K (0.21%) 20.69K
Increased by +100.00%
Dec 31, 23
19 UBS Group AG 19.89K (0.20%) -23.73K
Decreased by -119.30%
Jun 30, 25
20 Caitong International Asset Management Co., Limited. 19.85K (0.20%) -2.37K
Decreased by -11.92%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 117.98K (1.21%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard US Total Market Shares ETF 117.98K (1.21%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 73.41K (0.75%) -33.45K
Decreased by -45.57%
Jul 31, 25
4 Fidelity Extended Market Index 58.92K (0.60%) -415.00
Decreased by -0.70%
Jul 31, 25
5 Fidelity® Extended Market Index 46.59K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Total Market Index 25.91K (0.27%) 0.00
Increased by 0.00%
Jul 31, 25
7 Fidelity Series Total Market Index 18.39K (0.19%) 0.00
Increased by 0.00%
Jul 31, 25
8 NT Ext Equity Mkt Idx Fd - L 13.40K (0.14%) 0.00
Increased by 0.00%
Jun 30, 25
9 Northern Trust Extended Eq Market Idx 13.40K (0.14%) 0.00
Increased by 0.00%
Jun 30, 25
10 Spartan Extended Market Index Pool E 7.04K (0.07%) 309.00
Increased by +4.39%
Feb 28, 25
11 SSgA U.S. Extended Market Index Class I 6.56K (0.07%) 0.00
Increased by 0.00%
Dec 31, 23
12 State St US Extended Mkt Indx NL Cl C 6.56K (0.07%) 0.00
Increased by 0.00%
Aug 31, 25
13 Spartan Total Market Index Pool G 5.34K (0.05%) 0.00
Increased by 0.00%
Jul 31, 25
14 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 3.78K (0.04%) 563.00
Increased by +14.89%
Jun 30, 25
15 NT Ext Eq Mkt Indx Fd DC Lend T3 3.19K (0.03%) 3.19K
Increased by +100.00%
Dec 31, 24
16 NT Ext Eq Mkt Indx Fd DC Lend T4 3.19K (0.03%) 3.19K
Increased by +100.00%
Dec 31, 24
17 SSgA U.S. Total Market Index Strategy 2.75K (0.03%) 59.00
Increased by +2.15%
Mar 31, 25
18 State St US Ttl Mkt Indx NL Cl A 900.00 (0.01%) 0.00
Increased by 0.00%
Aug 31, 25
19 State St US Ttl Mkt Indx SL Cl I 900.00 (0.01%) 0.00
Increased by 0.00%
Apr 30, 25
20 Spartan Total Market Index Pool E 670.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25