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 0.00%
7 DFAT 0.00%
8 AVUV 0.00%
9 IWM 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 VTWO 0.00%
17 VTWV 0.00%
18 VXF 0.00%
19 VTI 0.00%
20 VTWG 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 304.23K (4.46%) -35.12K
Decreased by -11.54%
Mar 31, 25
5 Susquehanna International Group, LLP 171.94K (2.52%) 120.15K
Increased by +69.88%
Mar 31, 25
6 Millennium Management LLC 107.92K (1.58%) 79.35K
Increased by +73.53%
Mar 31, 25
7 Mercer Global Advisors Inc. 98.78K (1.45%) -98.78K
Decreased by -100.00%
Dec 31, 24
8 EAM Investors, LLC 79.03K (1.16%) 79.03K
Increased by +100.00%
Sep 30, 23
9 Geode Capital Management, LLC 74.36K (1.09%) 2.55K
Increased by +3.43%
Mar 31, 25
10 Bank of New York Mellon Corp 67.17K (0.98%) -1.44K
Decreased by -2.14%
Mar 31, 25
11 Bridgeway Capital Management, LLC 46.15K (0.68%) -15.05K
Decreased by -32.63%
Mar 31, 25
12 Envestnet Asset Management Inc 44.41K (0.65%) 44.41K
Increased by +100.00%
Dec 31, 23
13 BlackRock Inc 40.27K (0.59%) 1.34K
Increased by +3.34%
Mar 31, 25
14 Northern Trust Corp 38.16K (0.56%) -677.00
Decreased by -1.77%
Mar 31, 25
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 State Street Corp 25.56K (0.37%) 0.00
Increased by 0.00%
Mar 31, 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 139.21K (2.04%) 0.00
Increased by 0.00%
Jun 30, 25
4 iShares Russell 2000 ETF 107.69K (1.58%) -2.10K
Decreased by -1.95%
Jul 31, 25
5 DFA US Micro Cap I 97.74K (1.43%) 0.00
Increased by 0.00%
Jun 30, 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 DFA US Small Cap I 50.13K (0.73%) 0.00
Increased by 0.00%
Jun 30, 25
9 Bridgeway Ultra-Small Company Market 44.15K (0.65%) -15.86K
Decreased by -35.92%
Mar 31, 25
10 WisdomTree US SmallCap Dividend ETF 43.63K (0.64%) -152.00
Decreased by -0.35%
Jul 31, 25
11 iShares Russell 2000 Growth ETF 43.06K (0.63%) 0.00
Increased by 0.00%
Jul 31, 25
12 Fidelity Extended Market Index 34.19K (0.50%) -89.00
Decreased by -0.26%
Jun 30, 25
13 Vanguard Russell 2000 ETF 32.73K (0.48%) -2.61K
Decreased by -7.97%
Jul 31, 25
14 State St Russell Sm Cap® Indx SL Cl I 24.30K (0.36%) 0.00
Increased by 0.00%
Jul 31, 25
15 Navellier Small-Mid Cap Growth 24.00K (0.35%) 0.00
Increased by 0.00%
Jun 30, 25
16 First Trust Dow Jones Sel MicroCap ETF 20.13K (0.30%) 0.00
Increased by 0.00%
Jul 31, 25
17 Pleiades Small Cap Equity A 20.05K (0.29%) 20.05K
Increased by +100.00%
Sep 30, 23
18 DFA US Targeted Value I 18.38K (0.27%) -719.00
Decreased by -3.91%
Jun 30, 25
19 DFA US Core Equity 2 I 17.49K (0.26%) 0.00
Increased by 0.00%
Jun 30, 25
20 Schwab Small Cap Index 17.27K (0.25%) 17.27K
Increased by +100.00%
Jun 30, 25