Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 DCOR 0.00%
3 DFAS 0.00%
4 DFAT 0.00%
5 DFAC 0.00%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 109.91K (12.15%) -1.30K
Decreased by -1.18%
Dec 31, 25
2 Vanguard Group Inc 47.85K (5.29%) -1.76K
Decreased by -3.67%
Dec 31, 25
3 Morgan Stanley - Brokerage Accounts 25.51K (2.82%) 10.69K
Increased by +41.90%
Sep 30, 25
4 Geode Capital Management, LLC 11.40K (1.26%) -810.00
Decreased by -7.10%
Dec 31, 25
5 BlackRock Inc 3.16K (0.35%) 88.00
Increased by +2.78%
Sep 30, 25
6 UBS Group AG 3.13K (0.35%) 1.03K
Increased by +32.91%
Sep 30, 25
7 CWM, LLC duplicate 979.00 (0.11%) 0.00
Increased by 0.00%
Dec 31, 25
8 Tower Research Capital LLC 601.00 (0.07%) 401.00
Increased by +66.72%
Dec 31, 25
9 Wells Fargo & Co 151.00 (0.02%) 150.00
Increased by +99.34%
Sep 30, 25
10 Bessemer Group Inc 120.00 (0.01%) 120.00
Increased by +100.00%
Dec 31, 25
11 Comerica Bank 100.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 25
12 Advisor Group Holdings, Inc. 95.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 25
13 Royal Bank of Canada 22.00 (0.00%) 8.00
Increased by +36.36%
Jun 30, 24
14 Bank of America Corp 4.00 (0.00%) -6.00
Decreased by -150.00%
Sep 30, 25
15 EverSource Wealth Advisors, LLC 3.00 (0.00%) 3.00
Increased by +100.00%
Dec 31, 25
16 Bridgeway Capital Management, LLC 0.00 (0.00%) -17.25K
Decreased by N/A%
Dec 31, 24
17 Citadel Advisors Llc 0.00 (0.00%) -11.30K
Decreased by N/A%
Dec 31, 24
18 Citigroup Inc 0.00 (0.00%) -1.00
Decreased by N/A%
Sep 30, 25
19 DCF Advisers, LLC 0.00 (0.00%) -9.13K
Decreased by N/A%
Dec 31, 23
20 Dimensional Fund Advisors, Inc. 0.00 (0.00%) -13.75K
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 32.86K (3.63%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 30.86K (3.41%) 0.00
Increased by 0.00%
Feb 28, 26
3 Bridgeway Ultra-Small Company Market 17.25K (1.91%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 11.56K (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
5 Fidelity® Extended Market Index 4.96K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
6 DFA US Core Equity 2 I 4.07K (0.45%) 0.00
Increased by 0.00%
Sep 30, 24
7 Fidelity Extended Market Index 3.96K (0.44%) -14.00
Decreased by -0.35%
Feb 28, 26
8 DFA US Core Equity 1 I 3.36K (0.37%) 0.00
Increased by 0.00%
Sep 30, 24
9 iShares Micro-Cap ETF 3.29K (0.36%) -22.00
Decreased by -0.67%
Mar 31, 26
10 BlackRock U.S. Equity Market F 2.88K (0.32%) 28.00
Increased by +0.97%
Mar 31, 24
11 Fidelity® Total Market Index 2.34K (0.26%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity Total Market Index 2.30K (0.25%) 0.00
Increased by 0.00%
Feb 28, 26
13 Fidelity® Series Total Market Index 2.03K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Nasdaq Composite Index 1.91K (0.21%) 0.00
Increased by 0.00%
Feb 28, 26
15 Fidelity Series Total Market Index 1.17K (0.13%) 0.00
Increased by 0.00%
Feb 28, 26
16 DFA US Small Cap I 1.16K (0.13%) 0.00
Increased by 0.00%
Apr 30, 24
17 Spartan Total Market Index Pool E 1.07K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
18 Spartan Extended Market Index Pool F 1.06K (0.12%) 0.00
Increased by 0.00%
Feb 28, 26
19 Spartan Total Market Index Pool G 988.00 (0.11%) 0.00
Increased by 0.00%
Feb 28, 26
20 Spartan Extended Market Index Pool E 862.00 (0.10%) 40.00
Increased by +4.64%
Mar 31, 25