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 (6.65%) 0.00
Increased by 0.00%
Dec 31, 24
2 Geode Capital Management, LLC 174.55K (5.37%) 4.43K
Increased by +2.54%
Dec 31, 24
3 Renaissance Technologies Corp 151.48K (4.66%) 2.10K
Increased by +1.39%
Dec 31, 24
4 Corsair Capital Management LLC 48.05K (1.48%) -10.50K
Decreased by -21.85%
Dec 31, 24
5 Royal Bank of Canada 38.40K (1.18%) 0.00
Increased by 0.00%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 34.04K (1.05%) 1.89K
Increased by +5.55%
Dec 31, 24
7 State Street Corp 15.72K (0.48%) 0.00
Increased by 0.00%
Dec 31, 24
8 State Street Corporation 15.72K (0.48%) 0.00
Increased by 0.00%
Mar 31, 24
9 LPL Financial Corp 14.22K (0.44%) -5.52K
Decreased by -38.78%
Sep 30, 24
10 Susquehanna International Group, LLP 13.53K (0.42%) 13.53K
Increased by +100.00%
Dec 31, 24
11 Heron Bay Capital Management 12.68K (0.39%) 674.00
Increased by +5.32%
Dec 31, 24
12 BlackRock Inc 7.37K (0.23%) 48.00
Increased by +0.65%
Dec 31, 24
13 UBS Group AG 5.48K (0.17%) 4.91K
Increased by +89.51%
Dec 31, 24
14 Barclays PLC 4.98K (0.15%) 4.98K
Increased by +100.00%
Dec 31, 24
15 Wells Fargo & Co 2.29K (0.07%) 0.00
Increased by 0.00%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 1.53K (0.05%) 0.00
Increased by 0.00%
Dec 31, 24
17 Steward Partners Investment Advisory, LLC 600.00 (0.02%) 0.00
Increased by 0.00%
Dec 31, 24
18 Tower Research Capital LLC 456.00 (0.01%) -51.00
Decreased by -11.18%
Dec 31, 24
19 Able Wealth Management LLC 97.00 (0.00%) 97.00
Increased by +100.00%
Dec 31, 23
20 Bank of America Corp 28.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 164.05K (5.04%) 0.00
Increased by 0.00%
Feb 28, 25
2 Fidelity Nasdaq Composite ETF 133.19K (4.09%) 0.00
Increased by 0.00%
Mar 27, 25
3 Fidelity® Nasdaq Composite ETF 131.69K (4.05%) 0.00
Increased by 0.00%
Dec 29, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 52.33K (1.61%) 0.00
Increased by 0.00%
Feb 28, 25
5 RBC Microcap Value I 38.40K (1.18%) 0.00
Increased by 0.00%
Dec 31, 24
6 Fidelity Extended Market Index 19.30K (0.59%) -123.00
Decreased by -0.64%
Feb 28, 25
7 DFA US Small Cap I 19.08K (0.59%) 0.00
Increased by 0.00%
Feb 28, 25
8 Fidelity® Extended Market Index 15.49K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
9 iShares Micro-Cap ETF 6.81K (0.21%) 0.00
Increased by 0.00%
Mar 31, 25
10 Fidelity Total Market Index 6.34K (0.19%) 0.00
Increased by 0.00%
Feb 28, 25
11 Fidelity Nasdaq Composite Index 4.95K (0.15%) 0.00
Increased by 0.00%
Feb 28, 25
12 Fidelity Series Total Market Index 4.76K (0.15%) 0.00
Increased by 0.00%
Feb 28, 25
13 DFA US Core Equity 2 I 4.55K (0.14%) 0.00
Increased by 0.00%
Feb 28, 25
14 Spartan Extended Market Index Pool E 3.61K (0.11%) 123.00
Increased by +3.41%
Feb 28, 25
15 WisdomTree Europe SmallCap Dividend ETF 3.13K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
16 DFA US Core Equity 1 I 3.06K (0.09%) 0.00
Increased by 0.00%
Feb 28, 25
17 NT Ext Equity Mkt Idx Fd - L 2.49K (0.08%) 0.00
Increased by 0.00%
Dec 31, 24
18 Northern Trust Extended Eq Market Idx 2.49K (0.08%) 0.00
Increased by 0.00%
Dec 31, 24
19 DFA US Vector Equity I 2.43K (0.07%) 0.00
Increased by 0.00%
Feb 28, 25
20 Spartan Total Market Index Pool E 1.88K (0.06%) 0.00
Increased by 0.00%
Feb 28, 25