Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 4.94%
2 RIET 0.82%
3 IWC 0.02%
4 PRFZ 0.01%
5 RTLA 0.01%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.59M (4.38%) 50.85K
Increased by +3.19%
Jun 30, 25
2 Citadel Advisors Llc 871.56K (2.40%) 871.56K
Increased by +100.00%
Jun 30, 25
3 Cannell Capital LLC 622.85K (1.71%) 622.85K
Increased by +100.00%
Dec 31, 23
4 Renaissance Technologies Corp 616.78K (1.70%) 33.20K
Increased by +5.38%
Jun 30, 25
5 BlackRock Inc 424.46K (1.17%) -15.71K
Decreased by -3.70%
Jun 30, 25
6 Geode Capital Management, LLC 361.03K (0.99%) -892.00
Decreased by -0.25%
Jun 30, 25
7 CI Private Wealth LLC 332.62K (0.91%) 332.62K
Increased by +100.00%
Jun 30, 25
8 Two Sigma Advisers, LLC 308.64K (0.85%) -52.70K
Decreased by -17.07%
Jun 30, 25
9 Forum Financial Management, LP 298.60K (0.82%) 12.60K
Increased by +4.22%
Sep 30, 24
10 Penserra Capital Management, LLC 265.79K (0.73%) 49.60K
Increased by +18.66%
Sep 30, 24
11 Significant Wealth Partners LLC 207.83K (0.57%) 207.83K
Increased by +100.00%
Dec 31, 23
12 Millennium Management LLC 171.75K (0.47%) 171.75K
Increased by +100.00%
Dec 31, 23
13 Wolverine Asset Management LLC 153.22K (0.42%) -181.94K
Decreased by -118.75%
Mar 31, 25
14 Hudson Bay Capital Management LP 137.04K (0.38%) 137.04K
Increased by +100.00%
Jun 30, 25
15 Two Sigma Investments LLC 135.26K (0.37%) -29.33K
Decreased by -21.68%
Jun 30, 25
16 State Street Corp 134.89K (0.37%) 20.30K
Increased by +15.05%
Jun 30, 25
17 Northern Trust Corp 126.97K (0.35%) 200.00
Increased by +0.16%
Jun 30, 25
18 Royal Bank of Canada 102.80K (0.28%) 102.61K
Increased by +99.82%
Jun 30, 25
19 Goldman Sachs Group Inc 101.80K (0.28%) 101.80K
Increased by +100.00%
Dec 31, 23
20 JANE STREET GROUP, LLC 99.50K (0.27%) 99.50K
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 950.39K (2.61%) -20.97K
Decreased by -2.21%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 905.18K (2.49%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 354.05K (0.97%) -161.33K
Decreased by -45.57%
Jul 31, 25
4 Hoya Capital High Dividend Yield ETF 271.87K (0.75%) 0.00
Increased by 0.00%
Nov 29, 24
5 Fidelity Extended Market Index 178.62K (0.49%) -1.47K
Decreased by -0.82%
Jul 31, 25
6 Fidelity® Extended Market Index 154.61K (0.43%) 0.00
Increased by 0.00%
Nov 30, 23
7 Invesco FTSE RAFI US 1500 Small-Mid ETF 103.82K (0.29%) 0.00
Increased by 0.00%
Feb 27, 25
8 Vanguard Balanced Index Inv 87.07K (0.24%) 0.00
Increased by 0.00%
Jul 31, 25
9 BlackRock Extended Mkt Composite 77.54K (0.21%) 0.00
Increased by 0.00%
Sep 30, 23
10 iShares Micro-Cap ETF 72.84K (0.20%) 0.00
Increased by 0.00%
Aug 31, 25
11 Fidelity Total Market Index 72.38K (0.20%) -154.00
Decreased by -0.21%
Jul 31, 25
12 BlackRock Extended Equity Market K 67.58K (0.19%) -29.00
Decreased by -0.04%
Sep 30, 24
13 Extended Equity Market Fund K 65.56K (0.18%) -1.31K
Decreased by -2.00%
Jun 30, 25
14 Kingsbarn Dividend Opportunity ETF 52.80K (0.15%) 52.80K
Increased by +100.00%
Jul 31, 25
15 Winans Balanced 50/50 Composite 48.13K (0.13%) 1.57K
Increased by +3.27%
Mar 31, 25
16 Invesco RAFI US 1500 Small-Mid ETF 47.89K (0.13%) 0.00
Increased by 0.00%
Aug 29, 25
17 Fidelity Series Total Market Index 47.49K (0.13%) 0.00
Increased by 0.00%
Jul 31, 25
18 Fidelity® Series Total Market Index 47.37K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
19 T. Rowe Price Extended Equity Market Idx 44.76K (0.12%) 0.00
Increased by 0.00%
Jul 31, 25
20 Winans Corporate Income 100% Composite 41.47K (0.11%) 2.51K
Increased by +6.05%
Mar 31, 25