Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
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 112.61K (12.68%) -2.70K
Decreased by -2.40%
Mar 31, 25
2 Vanguard Group Inc 51.52K (5.80%) 0.00
Increased by 0.00%
Jun 30, 25
3 Geode Capital Management, LLC 12.50K (1.41%) 728.00
Increased by +5.82%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 5.15K (0.58%) 2.30K
Increased by +44.65%
Mar 31, 25
5 UBS Group AG 2.72K (0.31%) -1.22K
Decreased by -44.74%
Mar 31, 25
6 BlackRock Inc 2.38K (0.27%) -45.00
Decreased by -1.89%
Mar 31, 25
7 CWM, LLC duplicate 979.00 (0.11%) 0.00
Increased by 0.00%
Mar 31, 25
8 Advisor Group Holdings, Inc. 190.00 (0.02%) 95.00
Increased by +50.00%
Mar 31, 25
9 Tower Research Capital LLC 128.00 (0.01%) -170.00
Decreased by -132.81%
Jun 30, 25
10 Comerica Bank 100.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
11 Johnson Financial Group Inc 50.00 (0.01%) 50.00
Increased by +100.00%
Jun 30, 25
12 Royal Bank of Canada 22.00 (0.00%) 8.00
Increased by +36.36%
Jun 30, 24
13 Bank of America Corp 8.00 (0.00%) -6.00
Decreased by -75.00%
Mar 31, 25
14 JPMorgan Chase & Co 2.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
15 Citigroup Inc 1.00 (0.00%) 1.00
Increased by +100.00%
Jun 30, 25
16 Wells Fargo & Co 1.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
17 Bridgeway Capital Management, LLC 0.00 (0.00%) -17.25K
Decreased by N/A%
Dec 31, 24
18 Citadel Advisors Llc 0.00 (0.00%) -11.30K
Decreased by N/A%
Dec 31, 24
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 (3.70%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 30.86K (3.47%) -674.00
Decreased by -2.18%
Jul 31, 25
3 Bridgeway Ultra-Small Company Market 17.25K (1.94%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 13.32K (1.50%) -6.07K
Decreased by -45.56%
Jul 31, 25
5 Fidelity® Extended Market Index 4.96K (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Extended Market Index 4.88K (0.55%) -40.00
Decreased by -0.82%
Jul 31, 25
7 DFA US Core Equity 2 I 4.07K (0.46%) 0.00
Increased by 0.00%
Sep 30, 24
8 DFA US Core Equity 1 I 3.36K (0.38%) 0.00
Increased by 0.00%
Sep 30, 24
9 BlackRock U.S. Equity Market F 2.88K (0.32%) 28.00
Increased by +0.97%
Mar 31, 24
10 iShares Micro-Cap ETF 2.77K (0.31%) 0.00
Increased by 0.00%
Aug 29, 25
11 Fidelity® Total Market Index 2.34K (0.26%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity Total Market Index 2.31K (0.26%) -5.00
Decreased by -0.22%
Jul 31, 25
13 Fidelity® Series Total Market Index 2.03K (0.23%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Nasdaq Composite Index 1.91K (0.21%) 0.00
Increased by 0.00%
Jul 31, 25
15 NT Ext Equity Mkt Idx Fd - L 1.60K (0.18%) 0.00
Increased by 0.00%
Mar 31, 25
16 Northern Trust Extended Eq Market Idx 1.60K (0.18%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fidelity Series Total Market Index 1.17K (0.13%) 0.00
Increased by 0.00%
Jul 31, 25
18 DFA US Small Cap I 1.16K (0.13%) 0.00
Increased by 0.00%
Apr 30, 24
19 Spartan Total Market Index Pool E 1.07K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
20 Spartan Total Market Index Pool G 974.00 (0.11%) 5.00
Increased by +0.51%
Jul 31, 25