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 115.31K (6.14%) -4.80K
Decreased by -4.16%
Dec 31, 24
2 Vanguard Group Inc 51.52K (2.74%) -1.33K
Decreased by -2.58%
Dec 31, 24
3 Geode Capital Management, LLC 11.77K (0.63%) -16.00
Decreased by -0.14%
Dec 31, 24
4 UBS Group AG 3.93K (0.21%) -966.00
Decreased by -24.56%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 2.85K (0.15%) 250.00
Increased by +8.77%
Dec 31, 24
6 BlackRock Inc 2.43K (0.13%) 15.00
Increased by +0.62%
Dec 31, 24
7 CWM, LLC duplicate 979.00 (0.05%) 979.00
Increased by +100.00%
Dec 31, 24
8 Comerica Bank 100.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
9 Advisor Group Holdings, Inc. 95.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
10 Tower Research Capital LLC 91.00 (0.00%) -1.07K
Decreased by -1.17 K%
Dec 31, 24
11 Royal Bank of Canada 22.00 (0.00%) 8.00
Increased by +36.36%
Jun 30, 24
12 Bank of America Corp 14.00 (0.00%) -24.00
Decreased by -171.43%
Dec 31, 24
13 JPMorgan Chase & Co 2.00 (0.00%) -648.00
Decreased by -32.40 K%
Dec 31, 24
14 Wells Fargo & Co 1.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 24
15 Bridgeway Capital Management, LLC 0.00 (0.00%) -17.25K
Decreased by N/A%
Dec 31, 24
16 Citadel Advisors Llc 0.00 (0.00%) -11.30K
Decreased by N/A%
Dec 31, 24
17 DCF Advisers, LLC 0.00 (0.00%) -9.13K
Decreased by N/A%
Dec 31, 23
18 Dimensional Fund Advisors, Inc. 0.00 (0.00%) -13.75K
Decreased by N/A%
Jun 30, 24
19 Goss Wealth Management LLC 0.00 (0.00%) -41.00
Decreased by N/A%
Jun 30, 23
20 James Investment Research, Inc. 0.00 (0.00%) -1.31K
Decreased by N/A%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 32.86K (1.75%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 31.53K (1.68%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 19.39K (1.03%) 0.00
Increased by 0.00%
Mar 31, 25
4 Bridgeway Ultra-Small Company Market 17.25K (0.92%) 0.00
Increased by 0.00%
Sep 30, 24
5 Fidelity® Extended Market Index 4.96K (0.26%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Extended Market Index 4.55K (0.24%) -29.00
Decreased by -0.64%
Feb 28, 25
7 DFA US Core Equity 2 I 4.07K (0.22%) 0.00
Increased by 0.00%
Sep 30, 24
8 DFA US Core Equity 1 I 3.36K (0.18%) 0.00
Increased by 0.00%
Sep 30, 24
9 BlackRock U.S. Equity Market F 2.88K (0.15%) 28.00
Increased by +0.97%
Mar 31, 24
10 Fidelity® Total Market Index 2.34K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Total Market Index 2.32K (0.12%) 0.00
Increased by 0.00%
Feb 28, 25
12 iShares Micro-Cap ETF 2.20K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fidelity® Series Total Market Index 2.03K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Nasdaq Composite Index 1.91K (0.10%) 0.00
Increased by 0.00%
Feb 28, 25
15 NT Ext Equity Mkt Idx Fd - L 1.60K (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
16 Northern Trust Extended Eq Market Idx 1.60K (0.08%) 0.00
Increased by 0.00%
Dec 31, 24
17 DFA US Small Cap I 1.16K (0.06%) 0.00
Increased by 0.00%
Apr 30, 24
18 Fidelity Series Total Market Index 1.16K (0.06%) 60.00
Increased by +5.19%
Feb 28, 25
19 Spartan Total Market Index Pool E 1.07K (0.06%) 0.00
Increased by 0.00%
Feb 28, 25
20 Spartan Total Market Index Pool G 1.07K (0.06%) 0.00
Increased by 0.00%
Feb 28, 25