Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DFE 0.67%
2 ONEQ 0.02%
3 IWC 0.01%
4 DFSU 0.00%
5 DFAC 0.00%
6 DFAT 0.00%
7 DFUS 0.00%
8 VXF 0.00%
9 VTI 0.00%
10 DCOR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 216.38K (6.13%) 0.00
Increased by 0.00%
Mar 31, 25
2 Geode Capital Management, LLC 159.09K (4.51%) -15.46K
Decreased by -9.72%
Mar 31, 25
3 Renaissance Technologies Corp 156.18K (4.42%) 4.70K
Increased by +3.01%
Mar 31, 25
4 Corsair Capital Management LLC 48.05K (1.36%) 0.00
Increased by 0.00%
Mar 31, 25
5 Royal Bank of Canada 38.40K (1.09%) 0.00
Increased by 0.00%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 35.07K (0.99%) 1.02K
Increased by +2.92%
Mar 31, 25
7 State Street Corp 15.72K (0.45%) 0.00
Increased by 0.00%
Mar 31, 25
8 State Street Corporation 15.72K (0.45%) 0.00
Increased by 0.00%
Mar 31, 24
9 Heron Bay Capital Management 12.54K (0.36%) -133.00
Decreased by -1.06%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 10.54K (0.30%) 9.01K
Increased by +85.51%
Mar 31, 25
11 Susquehanna International Group, LLP 10.43K (0.30%) -3.11K
Decreased by -29.81%
Mar 31, 25
12 UBS Group AG 7.28K (0.21%) 1.79K
Increased by +24.64%
Mar 31, 25
13 BlackRock Inc 7.23K (0.20%) -141.00
Decreased by -1.95%
Mar 31, 25
14 JONES FINANCIAL COMPANIES LLLP 3.67K (0.10%) 3.67K
Increased by +100.00%
Mar 31, 25
15 Wells Fargo & Co 2.29K (0.07%) 0.00
Increased by 0.00%
Mar 31, 25
16 Advisor Group Holdings, Inc. 1.34K (0.04%) 1.34K
Increased by +100.00%
Mar 31, 25
17 Steward Partners Investment Advisory, LLC 600.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
18 Tower Research Capital LLC 456.00 (0.01%) -51.00
Decreased by -11.18%
Dec 31, 24
19 Barclays PLC 302.00 (0.01%) -4.67K
Decreased by -1.55 K%
Mar 31, 25
20 Able Wealth Management LLC 97.00 (0.00%) 97.00
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 164.05K (4.65%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 164.05K (4.65%) 0.00
Increased by 0.00%
Sep 30, 24
3 Fidelity® Nasdaq Composite ETF 131.69K (3.73%) 0.00
Increased by 0.00%
Dec 29, 23
4 Fidelity Nasdaq Composite ETF 117.83K (3.34%) 0.00
Increased by 0.00%
May 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 52.33K (1.48%) 0.00
Increased by 0.00%
May 31, 25
6 RBC Microcap Value I 38.40K (1.09%) 0.00
Increased by 0.00%
Mar 31, 25
7 DFA US Small Cap I 21.18K (0.60%) 0.00
Increased by 0.00%
Apr 30, 25
8 Fidelity Extended Market Index 20.43K (0.58%) -196.00
Decreased by -0.96%
Apr 30, 25
9 Fidelity® Extended Market Index 15.49K (0.44%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Total Market Index 6.34K (0.18%) 0.00
Increased by 0.00%
Apr 30, 25
11 iShares Micro-Cap ETF 6.15K (0.17%) 0.00
Increased by 0.00%
May 31, 25
12 Fidelity Series Total Market Index 5.06K (0.14%) 0.00
Increased by 0.00%
Apr 30, 25
13 Fidelity Nasdaq Composite Index 4.95K (0.14%) 0.00
Increased by 0.00%
Apr 30, 25
14 DFA US Core Equity 2 I 4.55K (0.13%) 0.00
Increased by 0.00%
Apr 30, 25
15 Spartan Extended Market Index Pool F 3.97K (0.11%) 196.00
Increased by +4.94%
Apr 30, 25
16 Spartan Extended Market Index Pool E 3.77K (0.11%) 168.00
Increased by +4.45%
Mar 31, 25
17 WisdomTree Europe SmallCap Dividend ETF 3.13K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
18 DFA US Core Equity 1 I 3.06K (0.09%) 0.00
Increased by 0.00%
Apr 30, 25
19 NT Ext Equity Mkt Idx Fd - L 2.49K (0.07%) 0.00
Increased by 0.00%
Mar 31, 25
20 Northern Trust Extended Eq Market Idx 2.49K (0.07%) 0.00
Increased by 0.00%
Mar 31, 25