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 Renaissance Technologies Corp 217.92K (25.10%) -61.34K
Decreased by -28.15%
Mar 31, 25
2 Geode Capital Management, LLC 153.20K (17.65%) 8.72K
Increased by +5.70%
Mar 31, 25
3 UBS Group AG 64.32K (7.41%) 64.32K
Increased by +100.00%
Mar 31, 25
4 HRT FINANCIAL LLC 52.53K (6.05%) 52.53K
Increased by +100.00%
Mar 31, 25
5 State Street Corp 37.52K (4.32%) 0.00
Increased by 0.00%
Mar 31, 25
6 State Street Corporation 37.52K (4.32%) 0.00
Increased by 0.00%
Mar 31, 24
7 Vanguard Group Inc 32.30K (3.72%) 30.15K
Increased by +93.33%
Jun 30, 25
8 Citadel Advisors Llc 15.50K (1.79%) 15.50K
Increased by +100.00%
Mar 31, 25
9 Albion Financial Group (Utah) 14.46K (1.67%) 13.50K
Increased by +93.34%
Jun 30, 25
10 Northern Trust Corp 14.35K (1.65%) 0.00
Increased by 0.00%
Mar 31, 25
11 SBI Securities Co Ltd 342.00 (0.04%) 313.00
Increased by +91.52%
Mar 31, 25
12 Bank of America Corp 114.00 (0.01%) 6.00
Increased by +5.26%
Mar 31, 25
13 Tower Research Capital LLC 97.00 (0.01%) 90.00
Increased by +92.78%
Jun 30, 25
14 Royal Bank of Canada 68.00 (0.01%) -87.00
Decreased by -127.94%
Mar 31, 24
15 JPMorgan Chase & Co 24.00 (0.00%) -3.00
Decreased by -12.50%
Mar 31, 25
16 Advisor Group Holdings, Inc. 0.00 (0.00%) -1.00
Decreased by N/A%
Sep 30, 23
17 BlackRock Inc 0.00 (0.00%) -1.60K
Decreased by N/A%
Sep 30, 24
18 Bridgeway Capital Management, LLC 0.00 (0.00%) -364.00
Decreased by N/A%
Jun 30, 25
19 Citigroup Inc 0.00 (0.00%) -391.00
Decreased by N/A%
Mar 31, 25
20 Earnest Partners LLC 0.00 (0.00%) -3.40K
Decreased by N/A%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 369.72K (42.58%) -1.00
Decreased by -0.00%
Sep 30, 24
2 Fidelity® Extended Market Index 54.49K (6.28%) 0.00
Increased by 0.00%
Nov 30, 23
3 iShares Micro-Cap ETF 27.05K (3.12%) -184.00
Decreased by -0.68%
Apr 30, 24
4 Vanguard Total Stock Mkt Idx Inv 24.12K (2.78%) -527.00
Decreased by -2.18%
Jul 31, 25
5 Fidelity® Total Market Index 23.78K (2.74%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Series Total Market Index 14.73K (1.70%) 0.00
Increased by 0.00%
Nov 30, 23
7 Spartan Extended Market Index Pool E 10.14K (1.17%) 656.00
Increased by +6.47%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 5.26K (0.61%) -2.40K
Decreased by -45.55%
Jul 31, 25
9 Fidelity Extended Market Index 5.26K (0.61%) -37.00
Decreased by -0.70%
Jul 31, 25
10 Bridgeway Ultra-Small Company 3.57K (0.41%) 3.33K
Increased by +93.34%
Jun 30, 25
11 SSgA U.S. Extended Market Index Class I 3.10K (0.36%) 0.00
Increased by 0.00%
Dec 31, 23
12 Dimensional US Small Cap ETF 2.64K (0.30%) 0.00
Increased by 0.00%
Aug 29, 25
13 NT Ext Eq Mkt Indx Fd DC Lend T3 2.60K (0.30%) 2.60K
Increased by +100.00%
Dec 31, 24
14 NT Ext Eq Mkt Indx Fd DC Lend T4 2.60K (0.30%) 2.60K
Increased by +100.00%
Dec 31, 24
15 1290 VT Micro Cap K 2.49K (0.29%) 0.00
Increased by 0.00%
May 31, 24
16 EA Bridgeway Omni Small-Cap Value ETF 1.88K (0.22%) 0.00
Increased by 0.00%
Aug 29, 25
17 Fidelity Total Market Index 1.58K (0.18%) 0.00
Increased by 0.00%
Jul 31, 25
18 SSgA U.S. Total Market Index Strategy 1.30K (0.15%) 28.00
Increased by +2.16%
Mar 31, 25
19 Fidelity Nasdaq Composite Index 1.27K (0.15%) 0.00
Increased by 0.00%
Jul 31, 25
20 Fidelity Series Total Market Index 1.16K (0.13%) 0.00
Increased by 0.00%
Jul 31, 25