Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 DFAS 0.00%
3 VTI 0.00%
4 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 590.31K (5.98%) 0.00
Increased by 0.00%
Jun 30, 25
2 Atlantic Trust Group, LLC 221.02K (2.24%) 0.00
Increased by 0.00%
Mar 31, 25
3 Geode Capital Management, LLC 132.88K (1.35%) 22.10K
Increased by +16.63%
Mar 31, 25
4 BlackRock Inc 120.86K (1.22%) 0.00
Increased by 0.00%
Mar 31, 25
5 Essex Investment Management Company, LLC 74.11K (0.75%) 74.11K
Increased by +100.00%
Jun 30, 25
6 Renaissance Technologies Corp 54.96K (0.56%) -31.96K
Decreased by -58.16%
Mar 31, 25
7 Goss Wealth Management LLC 35.95K (0.36%) 0.00
Increased by 0.00%
Mar 31, 25
8 James Investment Research, Inc. 35.95K (0.36%) 0.00
Increased by 0.00%
Jun 30, 25
9 State Street Corp 35.72K (0.36%) 0.00
Increased by 0.00%
Mar 31, 25
10 State Street Corporation 35.72K (0.36%) 0.00
Increased by 0.00%
Mar 31, 24
11 Private Advisor Group, LLC 28.20K (0.29%) 28.20K
Increased by +100.00%
Jun 30, 25
12 Northern Trust Corp 24.46K (0.25%) 0.00
Increased by 0.00%
Mar 31, 25
13 Susquehanna International Group, LLP 21.62K (0.22%) 21.62K
Increased by +100.00%
Mar 31, 25
14 Citadel Advisors Llc 21.34K (0.22%) -15.83K
Decreased by -74.16%
Mar 31, 25
15 XTX Topco Ltd 20.33K (0.21%) 20.33K
Increased by +100.00%
Mar 31, 25
16 Virtu Financial LLC 18.27K (0.18%) 18.27K
Increased by +100.00%
Sep 30, 24
17 IFP Advisors, LLC 15.00K (0.15%) 0.00
Increased by 0.00%
Mar 31, 25
18 Millennium Management LLC 14.97K (0.15%) -4.98K
Decreased by -33.27%
Sep 30, 23
19 Dimensional Fund Advisors, Inc. 14.53K (0.15%) 14.53K
Increased by +100.00%
Jun 30, 25
20 Goldman Sachs Group Inc 13.09K (0.13%) 13.09K
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 412.69K (4.18%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 403.87K (4.09%) -8.83K
Decreased by -2.19%
Jul 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 113.17K (1.15%) -51.57K
Decreased by -45.57%
Jul 31, 25
4 Fidelity Extended Market Index 65.04K (0.66%) -170.00
Decreased by -0.26%
Jun 30, 25
5 Fidelity® Extended Market Index 62.60K (0.63%) 0.00
Increased by 0.00%
Nov 30, 23
6 Spartan Total Market Index Pool E 17.66K (0.18%) 0.00
Increased by 0.00%
Mar 31, 25
7 Fidelity Series Total Market Index 16.34K (0.17%) 0.00
Increased by 0.00%
Jun 30, 25
8 Spartan Extended Market Index Pool F 16.15K (0.16%) 0.00
Increased by 0.00%
Jun 30, 25
9 Spartan Extended Market Index Pool E 15.38K (0.16%) 6.57K
Increased by +42.69%
Mar 31, 25
10 NT Ext Equity Mkt Idx Fd - L 15.09K (0.15%) 0.00
Increased by 0.00%
Jun 30, 25
11 Northern Trust Extended Eq Market Idx 15.09K (0.15%) 0.00
Increased by 0.00%
Jun 30, 25
12 Fidelity® Series Total Market Index 13.07K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity Total Market Index 12.40K (0.13%) 0.00
Increased by 0.00%
Jun 30, 25
14 Fidelity® Total Market Index 12.40K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
15 iShares Micro-Cap ETF 10.86K (0.11%) -12.43K
Decreased by -114.48%
Jun 28, 24
16 DFA US Social Core Equity 2 Portfolio 9.92K (0.10%) -299.00
Decreased by -3.01%
Sep 30, 24
17 Spartan Total Market Index Pool G 9.64K (0.10%) 0.00
Increased by 0.00%
Jun 30, 25
18 NT Ext Equity Mkt Idx Fd - NL 8.83K (0.09%) 0.00
Increased by 0.00%
Jun 30, 25
19 Vanguard Instl Ttl Stck Mkt Idx Tr 8.16K (0.08%) -1.60K
Decreased by -19.61%
Dec 31, 24
20 Vanguard Instl Ttl Stk Mkt Idx InstlPls 8.16K (0.08%) 0.00
Increased by 0.00%
Jun 30, 25