Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFAT 0.00%
3 DFSU 0.00%
4 DFAS 0.00%
5 DFUV 0.00%
6 DFAC 0.00%
7 ITOT 0.00%
8 VTI 0.00%
9 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 882.36K (7.42%) -21.64K
Decreased by -2.45%
Mar 31, 25
2 Vanguard Group Inc 827.58K (6.96%) 0.00
Increased by 0.00%
Mar 31, 25
3 Renaissance Technologies Corp 703.57K (5.91%) -38.40K
Decreased by -5.46%
Mar 31, 25
4 Herald Investment Management Ltd 430.00K (3.61%) 0.00
Increased by 0.00%
Mar 31, 25
5 BlackRock Inc 381.82K (3.21%) -603.00
Decreased by -0.16%
Mar 31, 25
6 DG Capital Management, LLC 343.85K (2.89%) 55.91K
Increased by +16.26%
Jun 30, 24
7 Geode Capital Management, LLC 174.91K (1.47%) 3.57K
Increased by +2.04%
Mar 31, 25
8 RBF LLC 140.00K (1.18%) 0.00
Increased by 0.00%
Mar 31, 25
9 Aristides Capital LLC 132.51K (1.11%) 0.00
Increased by 0.00%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 76.52K (0.64%) 10.00K
Increased by +13.07%
Mar 31, 25
11 State Street Corp 74.96K (0.63%) 0.00
Increased by 0.00%
Mar 31, 25
12 State Street Corporation 74.96K (0.63%) 0.00
Increased by 0.00%
Mar 31, 24
13 Atlantic Trust Group, LLC 70.00K (0.59%) 0.00
Increased by 0.00%
Mar 31, 25
14 Corsair Capital Management LLC 65.55K (0.55%) -12.48K
Decreased by -19.04%
Mar 31, 25
15 Bridgeway Capital Management, LLC 63.40K (0.53%) 11.30K
Increased by +17.82%
Mar 31, 25
16 CI Private Wealth LLC 59.15K (0.50%) 59.15K
Increased by +100.00%
Mar 31, 25
17 Susquehanna International Group, LLP 45.94K (0.39%) 12.45K
Increased by +27.10%
Mar 31, 25
18 Essex Investment Management Company, LLC 43.62K (0.37%) 4.66K
Increased by +10.67%
Mar 31, 25
19 Thompson Davis & Co Inc 37.00K (0.31%) -91.82K
Decreased by -248.15%
Dec 31, 24
20 Goldman Sachs Group Inc 34.59K (0.29%) 14.44K
Increased by +41.73%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 646.88K (5.44%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 645.06K (5.42%) 0.00
Increased by 0.00%
May 31, 25
3 Herald Ord 430.00K (3.61%) 0.00
Increased by 0.00%
Dec 31, 24
4 DFA US Small Cap Value I 401.02K (3.37%) 0.00
Increased by 0.00%
Apr 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 182.52K (1.53%) 0.00
Increased by 0.00%
May 31, 25
6 DFA US Targeted Value I 88.59K (0.74%) 0.00
Increased by 0.00%
Apr 30, 25
7 Fidelity Extended Market Index 87.26K (0.73%) -834.00
Decreased by -0.96%
Apr 30, 25
8 DFA US Micro Cap I 83.03K (0.70%) 0.00
Increased by 0.00%
Apr 30, 25
9 Fidelity® Extended Market Index 74.28K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
10 Dimensional US Targeted Value ETF 58.04K (0.49%) 0.00
Increased by 0.00%
May 30, 25
11 Bridgeway Ultra-Small Company Market 50.00K (0.42%) 0.00
Increased by 0.00%
Mar 31, 25
12 BlackRock Extended Mkt Composite 45.06K (0.38%) 0.00
Increased by 0.00%
Sep 30, 23
13 BlackRock Extended Equity Market K 39.27K (0.33%) -17.00
Decreased by -0.04%
Sep 30, 24
14 Extended Equity Market Fund K 38.86K (0.33%) 119.00
Increased by +0.31%
Mar 31, 25
15 BlackRock U.S. Equity Market F 32.19K (0.27%) -4.00
Decreased by -0.01%
Sep 30, 24
16 U.S. Equity Market Fund F 32.13K (0.27%) -47.00
Decreased by -0.15%
Mar 31, 25
17 Fidelity Total Market Index 30.53K (0.26%) 0.00
Increased by 0.00%
Apr 30, 25
18 DFA US Small Cap I 28.53K (0.24%) 0.00
Increased by 0.00%
Apr 30, 25
19 Dimensional US Small Cap ETF 27.81K (0.23%) 0.00
Increased by 0.00%
May 30, 25
20 iShares Micro-Cap ETF 26.16K (0.22%) 0.00
Increased by 0.00%
May 31, 25