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 (6.03%) 0.00
Increased by 0.00%
Jun 30, 25
2 Geode Capital Management, LLC 161.04K (4.49%) 1.95K
Increased by +1.21%
Jun 30, 25
3 Renaissance Technologies Corp 156.98K (4.38%) 800.00
Increased by +0.51%
Jun 30, 25
4 Truffle Hound Capital, LLC 113.55K (3.17%) 113.55K
Increased by +100.00%
Jun 30, 25
5 Corsair Capital Management LLC 51.13K (1.43%) 3.08K
Increased by +6.03%
Jun 30, 25
6 Royal Bank of Canada 38.40K (1.07%) 0.00
Increased by 0.00%
Jun 30, 25
7 Dimensional Fund Advisors, Inc. 36.07K (1.01%) 1.00K
Increased by +2.79%
Jun 30, 25
8 State Street Corp 15.72K (0.44%) 0.00
Increased by 0.00%
Jun 30, 25
9 State Street Corporation 15.72K (0.44%) 0.00
Increased by 0.00%
Mar 31, 24
10 Morgan Stanley - Brokerage Accounts 13.53K (0.38%) 2.99K
Increased by +22.10%
Jun 30, 25
11 Heron Bay Capital Management 11.64K (0.32%) -908.00
Decreased by -7.80%
Jun 30, 25
12 BlackRock Inc 8.49K (0.24%) 1.26K
Increased by +14.87%
Jun 30, 25
13 UBS Group AG 8.15K (0.23%) 870.00
Increased by +10.68%
Jun 30, 25
14 JONES FINANCIAL COMPANIES LLLP 3.67K (0.10%) 0.00
Increased by 0.00%
Jun 30, 25
15 Wells Fargo & Co 2.29K (0.06%) 0.00
Increased by 0.00%
Jun 30, 25
16 Advisor Group Holdings, Inc. 1.34K (0.04%) 0.00
Increased by 0.00%
Jun 30, 25
17 Steward Partners Investment Advisory, LLC 600.00 (0.02%) 0.00
Increased by 0.00%
Jun 30, 25
18 Goss Wealth Management LLC 459.00 (0.01%) 454.00
Increased by +98.91%
Jun 30, 25
19 Barclays PLC 302.00 (0.01%) -4.67K
Decreased by -1.55 K%
Mar 31, 25
20 Tower Research Capital LLC 135.00 (0.00%) 135.00
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 164.05K (4.57%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 160.54K (4.48%) -3.51K
Decreased by -2.19%
Jul 31, 25
3 Fidelity® Nasdaq Composite ETF 131.69K (3.67%) 0.00
Increased by 0.00%
Dec 29, 23
4 Fidelity Nasdaq Composite ETF 117.89K (3.29%) 0.00
Increased by 0.00%
Aug 29, 25
5 RBC Microcap Value I 38.40K (1.07%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 35.95K (1.00%) -16.38K
Decreased by -45.56%
Jul 31, 25
7 DFA US Small Cap I 22.05K (0.61%) 867.00
Increased by +3.93%
Jul 31, 25
8 Fidelity Extended Market Index 20.13K (0.56%) -166.00
Decreased by -0.82%
Jul 31, 25
9 Fidelity® Extended Market Index 15.49K (0.43%) 0.00
Increased by 0.00%
Nov 30, 23
10 iShares Micro-Cap ETF 8.54K (0.24%) 0.00
Increased by 0.00%
Aug 31, 25
11 Fidelity Total Market Index 6.33K (0.18%) -13.00
Decreased by -0.21%
Jul 31, 25
12 Fidelity Nasdaq Composite Index 5.75K (0.16%) 792.00
Increased by +13.79%
Jul 31, 25
13 Fidelity Series Total Market Index 5.06K (0.14%) 0.00
Increased by 0.00%
Jul 31, 25
14 DFA US Core Equity 2 I 4.55K (0.13%) 0.00
Increased by 0.00%
Jul 31, 25
15 Spartan Extended Market Index Pool F 4.18K (0.12%) 166.00
Increased by +3.97%
Jul 31, 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%
Jul 31, 25
19 NT Ext Equity Mkt Idx Fd - L 2.49K (0.07%) 0.00
Increased by 0.00%
Jun 30, 25
20 Northern Trust Extended Eq Market Idx 2.49K (0.07%) 0.00
Increased by 0.00%
Jun 30, 25