Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.23%
2 FDM 0.18%
3 DES 0.04%
4 IWC 0.02%
5 AVSC 0.01%
6 IWO 0.01%
7 IWM 0.00%
8 DFAT 0.00%
9 AVUV 0.00%
10 DFSV 0.00%
11 DFAS 0.00%
12 DFSU 0.00%
13 DCOR 0.00%
14 DFUV 0.00%
15 DFAC 0.00%
16 VTWG 0.00%
17 VTWO 0.00%
18 VTWV 0.00%
19 VXF 0.00%
20 VTHR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Visionary Wealth Advisors 740.19K (10.85%) 39.74K
Increased by +5.37%
Jun 30, 25
2 Vanguard Group Inc 448.09K (6.57%) 47.57K
Increased by +10.62%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 398.51K (5.84%) -21.81K
Decreased by -5.47%
Jun 30, 25
4 Renaissance Technologies Corp 303.53K (4.45%) -700.00
Decreased by -0.23%
Jun 30, 25
5 BlackRock Inc 286.99K (4.21%) 246.71K
Increased by +85.97%
Jun 30, 25
6 Geode Capital Management, LLC 158.35K (2.32%) 84.00K
Increased by +53.04%
Jun 30, 25
7 Mercer Global Advisors Inc. 98.78K (1.45%) -98.78K
Decreased by -100.00%
Dec 31, 24
8 Bank of New York Mellon Corp 81.60K (1.20%) 14.43K
Increased by +17.69%
Jun 30, 25
9 EAM Investors, LLC 79.03K (1.16%) 79.03K
Increased by +100.00%
Sep 30, 23
10 Northern Trust Corp 76.66K (1.12%) 38.50K
Increased by +50.22%
Jun 30, 25
11 State Street Corp 63.98K (0.94%) 38.42K
Increased by +60.05%
Jun 30, 25
12 Susquehanna International Group, LLP 57.14K (0.84%) -114.80K
Decreased by -200.90%
Jun 30, 25
13 Bridgeway Capital Management, LLC 46.15K (0.68%) 0.00
Increased by 0.00%
Jun 30, 25
14 Envestnet Asset Management Inc 44.41K (0.65%) 44.41K
Increased by +100.00%
Dec 31, 23
15 Navellier & Associates Inc 36.85K (0.54%) 490.00
Increased by +1.33%
Jun 30, 25
16 Man Group PLC 33.41K (0.49%) 33.41K
Increased by +100.00%
Mar 31, 24
17 Goldman Sachs Group Inc 29.80K (0.44%) 11.85K
Increased by +39.77%
Mar 31, 25
18 Jane Street Group LLC 27.64K (0.41%) 11.70K
Increased by +42.34%
Mar 31, 25
19 JANE STREET GROUP, LLC 26.22K (0.38%) 26.22K
Increased by +100.00%
Jun 30, 24
20 JPMorgan Chase & Co 26.08K (0.38%) 3.28K
Increased by +12.57%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 278.89K (4.09%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 272.93K (4.00%) -5.96K
Decreased by -2.19%
Jul 31, 25
3 DFA US Small Cap Value I 127.94K (1.88%) -11.26K
Decreased by -8.80%
Jul 31, 25
4 iShares Russell 2000 ETF 110.25K (1.62%) 0.00
Increased by 0.00%
Aug 31, 25
5 DFA US Micro Cap I 97.74K (1.43%) 0.00
Increased by 0.00%
Jul 31, 25
6 EAM Ultra Micro Cap 79.03K (1.16%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 75.05K (1.10%) -34.20K
Decreased by -45.57%
Jul 31, 25
8 Fidelity Small Cap Index 70.72K (1.04%) 70.72K
Increased by +100.00%
Jun 30, 25
9 DFA US Small Cap I 50.13K (0.73%) 0.00
Increased by 0.00%
Jul 31, 25
10 Bridgeway Ultra-Small Company Market 44.15K (0.65%) 0.00
Increased by 0.00%
Jun 30, 25
11 iShares Russell 2000 Growth ETF 43.06K (0.63%) 0.00
Increased by 0.00%
Aug 31, 25
12 WisdomTree US SmallCap Dividend ETF 42.98K (0.63%) 0.00
Increased by 0.00%
Aug 29, 25
13 Fidelity Extended Market Index 33.91K (0.50%) -279.00
Decreased by -0.82%
Jul 31, 25
14 Vanguard Russell 2000 ETF 32.73K (0.48%) -2.61K
Decreased by -7.97%
Jul 31, 25
15 State St Russell Sm Cap® Indx SL Cl I 24.30K (0.36%) 0.00
Increased by 0.00%
Aug 31, 25
16 Navellier Small-Mid Cap Growth 24.00K (0.35%) 0.00
Increased by 0.00%
Jun 30, 25
17 First Trust Dow Jones Sel MicroCap ETF 20.13K (0.30%) 0.00
Increased by 0.00%
Jul 31, 25
18 Pleiades Small Cap Equity A 20.05K (0.29%) 20.05K
Increased by +100.00%
Sep 30, 23
19 DFA US Targeted Value I 18.38K (0.27%) 0.00
Increased by 0.00%
Jul 31, 25
20 DFA US Core Equity 2 I 17.49K (0.26%) 0.00
Increased by 0.00%
Jul 31, 25