Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCSO 0.00%
2 BSVO 0.00%
3 IWC 0.00%
4 ITOT 0.00%
5 VTI 0.00%
6 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Street Corporation 37.52K (9.69%) 0.00
Increased by 0.00%
Mar 31, 24
2 Vanguard Group Inc 32.30K (8.35%) 30.15K
Increased by +93.33%
Jun 30, 25
3 Albion Financial Group (Utah) 14.46K (3.74%) 13.50K
Increased by +93.34%
Jun 30, 25
4 Renaissance Technologies Corp 13.45K (3.48%) 12.48K
Increased by +92.80%
Jun 30, 25
5 Geode Capital Management, LLC 10.20K (2.64%) 9.52K
Increased by +93.32%
Jun 30, 25
6 UBS Group AG 4.18K (1.08%) 3.90K
Increased by +93.16%
Jun 30, 25
7 Tower Research Capital LLC 97.00 (0.03%) 90.00
Increased by +92.78%
Jun 30, 25
8 Royal Bank of Canada 68.00 (0.02%) -87.00
Decreased by -127.94%
Mar 31, 24
9 SBI Securities Co Ltd 20.00 (0.01%) 18.00
Increased by +90.00%
Jun 30, 25
10 Bank of America Corp 9.00 (0.00%) 8.00
Increased by +88.89%
Jun 30, 25
11 Advisor Group Holdings, Inc. 0.00 (0.00%) -1.00
Decreased by N/A%
Sep 30, 23
12 BlackRock Inc 0.00 (0.00%) -1.60K
Decreased by N/A%
Sep 30, 24
13 Bridgeway Capital Management, LLC 0.00 (0.00%) -364.00
Decreased by N/A%
Jun 30, 25
14 Citadel Advisors Llc 0.00 (0.00%) -69.00
Decreased by N/A%
Jun 30, 25
15 Citigroup Inc 0.00 (0.00%) -391.00
Decreased by N/A%
Mar 31, 25
16 Earnest Partners LLC 0.00 (0.00%) -3.40K
Decreased by N/A%
Dec 31, 23
17 Empowered Funds, LLC 0.00 (0.00%) -125.00
Decreased by N/A%
Jun 30, 25
18 FMR Inc 0.00 (0.00%) -200.00
Decreased by N/A%
Sep 30, 24
19 HARBOUR INVESTMENTS, INC. 0.00 (0.00%) -100.00
Decreased by N/A%
Dec 31, 24
20 HRT FINANCIAL LLC 0.00 (0.00%) -233.00
Decreased by N/A%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 369.72K (95.54%) -1.00
Decreased by -0.00%
Sep 30, 24
2 Fidelity® Extended Market Index 54.49K (14.08%) 0.00
Increased by 0.00%
Nov 30, 23
3 iShares Micro-Cap ETF 27.05K (6.99%) -184.00
Decreased by -0.68%
Apr 30, 24
4 Vanguard Total Stock Mkt Idx Inv 24.12K (6.23%) -527.00
Decreased by -2.18%
Jul 31, 25
5 Fidelity® Total Market Index 23.78K (6.14%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Series Total Market Index 14.73K (3.81%) 0.00
Increased by 0.00%
Nov 30, 23
7 Spartan Extended Market Index Pool E 10.14K (2.62%) 656.00
Increased by +6.47%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 5.26K (1.36%) -2.40K
Decreased by -45.55%
Jul 31, 25
9 Fidelity Extended Market Index 5.26K (1.36%) -37.00
Decreased by -0.70%
Jul 31, 25
10 Bridgeway Ultra-Small Company 3.57K (0.92%) 3.33K
Increased by +93.34%
Jun 30, 25
11 SSgA U.S. Extended Market Index Class I 3.10K (0.80%) 0.00
Increased by 0.00%
Dec 31, 23
12 Dimensional US Small Cap ETF 2.64K (0.68%) 0.00
Increased by 0.00%
Aug 29, 25
13 NT Ext Eq Mkt Indx Fd DC Lend T3 2.60K (0.67%) 2.60K
Increased by +100.00%
Dec 31, 24
14 NT Ext Eq Mkt Indx Fd DC Lend T4 2.60K (0.67%) 2.60K
Increased by +100.00%
Dec 31, 24
15 1290 VT Micro Cap K 2.49K (0.64%) 0.00
Increased by 0.00%
May 31, 24
16 EA Bridgeway Omni Small-Cap Value ETF 1.88K (0.49%) 0.00
Increased by 0.00%
Aug 29, 25
17 Fidelity Total Market Index 1.58K (0.41%) 0.00
Increased by 0.00%
Jul 31, 25
18 SSgA U.S. Total Market Index Strategy 1.30K (0.34%) 28.00
Increased by +2.16%
Mar 31, 25
19 Fidelity Nasdaq Composite Index 1.27K (0.33%) 0.00
Increased by 0.00%
Jul 31, 25
20 Fidelity Series Total Market Index 1.16K (0.30%) 0.00
Increased by 0.00%
Jul 31, 25