Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 5.14%
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 (4.46%) 50.85K
Increased by +3.19%
Jun 30, 25
2 Cannell Capital LLC 622.85K (1.75%) 622.85K
Increased by +100.00%
Dec 31, 23
3 CI Private Wealth LLC 619.12K (1.74%) 121.45K
Increased by +19.62%
Dec 31, 24
4 Renaissance Technologies Corp 583.58K (1.64%) 35.80K
Increased by +6.13%
Mar 31, 25
5 BlackRock Inc 440.17K (1.23%) 22.68K
Increased by +5.15%
Mar 31, 25
6 Hudson Bay Capital Management LP 368.11K (1.03%) 368.11K
Increased by +100.00%
Sep 30, 24
7 Geode Capital Management, LLC 361.93K (1.01%) 22.32K
Increased by +6.17%
Mar 31, 25
8 Two Sigma Advisers, LLC 361.34K (1.01%) 86.60K
Increased by +23.97%
Mar 31, 25
9 Forum Financial Management, LP 298.60K (0.84%) 12.60K
Increased by +4.22%
Sep 30, 24
10 Penserra Capital Management, LLC 265.79K (0.75%) 49.60K
Increased by +18.66%
Sep 30, 24
11 Significant Wealth Partners LLC 207.83K (0.58%) 207.83K
Increased by +100.00%
Dec 31, 23
12 Millennium Management LLC 171.75K (0.48%) 171.75K
Increased by +100.00%
Dec 31, 23
13 Two Sigma Investments LLC 164.59K (0.46%) 122.97K
Increased by +74.71%
Mar 31, 25
14 Wolverine Asset Management LLC 153.22K (0.43%) -181.94K
Decreased by -118.75%
Mar 31, 25
15 Northern Trust Corp 126.77K (0.36%) -1.58K
Decreased by -1.25%
Mar 31, 25
16 State Street Corp 114.59K (0.32%) 12.00K
Increased by +10.47%
Mar 31, 25
17 Goldman Sachs Group Inc 101.80K (0.29%) 101.80K
Increased by +100.00%
Dec 31, 23
18 JANE STREET GROUP, LLC 99.50K (0.28%) 99.50K
Increased by +100.00%
Dec 31, 23
19 Qube Research & Technologies 97.93K (0.27%) 50.44K
Increased by +51.50%
Dec 31, 24
20 Jane Street Group LLC 93.67K (0.26%) 67.83K
Increased by +72.41%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 971.36K (2.72%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 905.18K (2.54%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 515.38K (1.44%) 0.00
Increased by 0.00%
Jun 30, 25
4 Hoya Capital High Dividend Yield ETF 271.87K (0.76%) 0.00
Increased by 0.00%
Nov 29, 24
5 Fidelity Extended Market Index 180.09K (0.50%) -470.00
Decreased by -0.26%
Jun 30, 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%) 67.80K
Increased by +77.86%
Jun 30, 25
9 BlackRock Extended Mkt Composite 77.54K (0.22%) 0.00
Increased by 0.00%
Sep 30, 23
10 iShares Micro-Cap ETF 73.41K (0.21%) 0.00
Increased by 0.00%
Jul 31, 25
11 Fidelity Total Market Index 72.53K (0.20%) 0.00
Increased by 0.00%
Jun 30, 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 Invesco RAFI US 1500 Small-Mid ETF 48.24K (0.14%) 0.00
Increased by 0.00%
Jul 31, 25
16 Winans Balanced 50/50 Composite 48.13K (0.13%) 1.57K
Increased by +3.27%
Mar 31, 25
17 Fidelity Series Total Market Index 47.49K (0.13%) 0.00
Increased by 0.00%
Jun 30, 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 (0.13%) 0.00
Increased by 0.00%
Jun 30, 25
20 Winans Corporate Income 100% Composite 41.47K (0.12%) 2.51K
Increased by +6.05%
Mar 31, 25