Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.04%
2 IWC 0.01%
3 RTLA 0.01%
4 AVUV 0.00%
5 DFAC 0.00%
6 DCOR 0.00%
7 VXF 0.00%
8 DFAT 0.00%
9 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 297.83K (4.81%) 0.00
Increased by 0.00%
Dec 31, 25
2 Bridgeway Capital Management, LLC 87.04K (1.41%) 0.00
Increased by 0.00%
Dec 31, 25
3 Geode Capital Management, LLC 74.26K (1.20%) 329.00
Increased by +0.44%
Sep 30, 25
4 Cullen Investment Group Ltd 73.93K (1.19%) 91.00
Increased by +0.12%
Sep 30, 25
5 Empowered Funds, LLC 47.75K (0.77%) 427.00
Increased by +0.89%
Sep 30, 25
6 BlackRock Inc 41.67K (0.67%) -466.00
Decreased by -1.12%
Sep 30, 25
7 LPL Financial Corp 35.24K (0.57%) 35.24K
Increased by +100.00%
Dec 31, 24
8 Susquehanna International Group, LLP 34.79K (0.56%) -3.01K
Decreased by -8.66%
Sep 30, 25
9 Renaissance Technologies Corp 28.35K (0.46%) 10.64K
Increased by +37.54%
Dec 31, 25
10 683 Capital Management LLC 26.01K (0.42%) 26.01K
Increased by +100.00%
Dec 31, 24
11 Acadian Asset Management LLC 25.05K (0.40%) 25.05K
Increased by +100.00%
Sep 30, 25
12 Northern Trust Corp 22.04K (0.36%) -3.60K
Decreased by -16.34%
Sep 30, 25
13 State Street Corp 21.83K (0.35%) -286.00
Decreased by -1.31%
Sep 30, 25
14 State Street Corporation 20.35K (0.33%) -900.00
Decreased by -4.42%
Mar 31, 24
15 Community Trust & Investment Co 17.38K (0.28%) 0.00
Increased by 0.00%
Dec 31, 25
16 Fourthstone LLC 16.89K (0.27%) -17.48K
Decreased by -103.50%
Dec 31, 24
17 Private Advisor Group, LLC 15.37K (0.25%) 2.75K
Increased by +17.90%
Sep 30, 23
18 Citadel Advisors Llc 13.13K (0.21%) -93.00
Decreased by -0.71%
Sep 30, 25
19 Ameriprise Financial Inc 12.60K (0.20%) -500.00
Decreased by -3.97%
Mar 31, 25
20 Stifel Financial Corp 12.16K (0.20%) 12.16K
Increased by +100.00%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 195.98K (3.17%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 191.79K (3.10%) 0.00
Increased by 0.00%
Jan 31, 26
3 Vanguard Institutional Extnd Mkt Idx Tr 62.07K (1.00%) 0.00
Increased by 0.00%
Jan 31, 26
4 EA Bridgeway Omni Small-Cap Value ETF 47.75K (0.77%) 47.75K
Increased by +100.00%
Feb 26, 26
5 Fidelity Extended Market Index 33.82K (0.55%) -65.00
Decreased by -0.19%
Dec 31, 25
6 Fidelity® Extended Market Index 30.84K (0.50%) 0.00
Increased by 0.00%
Nov 30, 23
7 Bridgeway Omni Small-Cap Value 22.97K (0.37%) 0.00
Increased by 0.00%
Dec 31, 25
8 Bridgeway Omni Small-Cap Value N 22.97K (0.37%) 0.00
Increased by 0.00%
Dec 31, 25
9 iShares Micro-Cap ETF 17.05K (0.28%) 3.38K
Increased by +19.83%
Feb 25, 26
10 Bridgeway Ultra-Small Company Market 14.26K (0.23%) 0.00
Increased by 0.00%
Dec 31, 25
11 Fidelity Total Market Index 11.50K (0.19%) 0.00
Increased by 0.00%
Dec 31, 25
12 NT Ext Equity Mkt Idx Fd - L 10.60K (0.17%) 4.54K
Increased by +42.77%
Dec 31, 25
13 Fidelity Series Total Market Index 8.72K (0.14%) 0.00
Increased by 0.00%
Dec 31, 25
14 Spartan Extended Market Index Pool F 8.12K (0.13%) 65.00
Increased by +0.80%
Dec 31, 25
15 Fidelity Nasdaq Composite Index 8.05K (0.13%) 0.00
Increased by 0.00%
Dec 31, 25
16 Fidelity® Total Market Index 7.64K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity® Series Total Market Index 7.02K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
18 Spartan Extended Market Index Pool E 6.82K (0.11%) 1.98K
Increased by +29.03%
Mar 31, 25
19 Northern Trust Extended Eq Market Idx 6.07K (0.10%) 0.00
Increased by 0.00%
Sep 30, 25
20 Vanguard Balanced Index Inv 4.78K (0.08%) 0.00
Increased by 0.00%
Jan 31, 26