Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFAT 0.00%
3 DFUS 0.00%
4 DFSV 0.00%
5 DFAC 0.00%
6 VXF 0.00%
7 DFSU 0.00%
8 VTI 0.00%
9 DCOR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 453.59K (5.37%) 237.80K
Increased by +52.43%
Jun 30, 25
2 AIGH Capital Management, LLC 139.70K (1.65%) -245.65K
Decreased by -175.84%
Jun 30, 25
3 Renaissance Technologies Corp 125.40K (1.49%) 27.00K
Increased by +21.53%
Jun 30, 25
4 Advisor Group Holdings, Inc. 115.20K (1.36%) 23.20K
Increased by +20.14%
Jun 30, 25
5 Geode Capital Management, LLC 110.30K (1.31%) -658.00
Decreased by -0.60%
Jun 30, 25
6 Susquehanna International Group, LLP 77.74K (0.92%) 40.19K
Increased by +51.70%
Jun 30, 25
7 O'Shaughnessy Asset Management LLC 67.39K (0.80%) 26.08K
Increased by +38.71%
Jun 30, 25
8 Dimensional Fund Advisors, Inc. 66.72K (0.79%) 5.25K
Increased by +7.87%
Jun 30, 25
9 Smith Moore & Co 65.27K (0.77%) -4.10K
Decreased by -6.28%
Jun 30, 25
10 Citadel Advisors Llc 57.08K (0.68%) 17.32K
Increased by +30.35%
Jun 30, 25
11 Hillsdale Investment Management Inc. 40.34K (0.48%) 0.00
Increased by 0.00%
Jun 30, 25
12 HRT FINANCIAL LLC 38.68K (0.46%) 38.68K
Increased by +100.00%
Dec 31, 23
13 Comprehensive Portfolio Management, LLC 34.76K (0.41%) 17.47K
Increased by +50.24%
Jun 30, 25
14 Thompson Davis & Co Inc 29.00K (0.34%) 29.00K
Increased by +100.00%
Dec 31, 24
15 H D Vest Advisory Services 27.52K (0.33%) 27.52K
Increased by +100.00%
Mar 31, 25
16 Acadian Asset Management LLC 25.45K (0.30%) 25.45K
Increased by +100.00%
Mar 31, 25
17 BlackRock Inc 22.79K (0.27%) -2.51K
Decreased by -11.02%
Jun 30, 25
18 Northern Trust Corp 17.81K (0.21%) 0.00
Increased by 0.00%
Jun 30, 25
19 State Street Corp 16.90K (0.20%) 0.00
Increased by 0.00%
Jun 30, 25
20 State Street Corporation 16.90K (0.20%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 296.35K (3.51%) -6.48K
Decreased by -2.19%
Jul 31, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 100.92K (1.20%) -45.99K
Decreased by -45.57%
Jul 31, 25
3 Fidelity Extended Market Index 49.09K (0.58%) -404.00
Decreased by -0.82%
Jul 31, 25
4 iShares Micro-Cap ETF 20.00K (0.24%) 0.00
Increased by 0.00%
Aug 31, 25
5 Fidelity Total Market Index 19.58K (0.23%) -42.00
Decreased by -0.21%
Jul 31, 25
6 Fidelity® Extended Market Index 19.07K (0.23%) 0.00
Increased by 0.00%
Nov 30, 23
7 DFA US Targeted Value I 15.68K (0.19%) 0.00
Increased by 0.00%
Jul 31, 25
8 Fidelity Series Total Market Index 12.85K (0.15%) 0.00
Increased by 0.00%
Jul 31, 25
9 Spartan Extended Market Index Pool F 11.61K (0.14%) 404.00
Increased by +3.48%
Jul 31, 25
10 Vanguard Instl Ttl Stck Mkt Idx Tr 11.01K (0.13%) -232.71K
Decreased by -2.11 K%
Oct 31, 23
11 Vanguard Instl Ttl Stk Mkt Idx InstlPls 11.01K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
12 Spartan Extended Market Index Pool E 10.62K (0.13%) 4.33K
Increased by +40.77%
Mar 31, 25
13 NT Ext Equity Mkt Idx Fd - L 10.36K (0.12%) 0.00
Increased by 0.00%
Jun 30, 25
14 Northern Trust Extended Eq Market Idx 10.36K (0.12%) 0.00
Increased by 0.00%
Jun 30, 25
15 Fidelity Nasdaq Composite Index 9.42K (0.11%) 0.00
Increased by 0.00%
Jul 31, 25
16 DFA US Core Equity 2 I 8.80K (0.10%) 0.00
Increased by 0.00%
Jul 31, 25
17 Spartan Total Market Index Pool E 8.05K (0.10%) 4.29K
Increased by +53.29%
Mar 31, 25
18 Dimensional US Targeted Value ETF 7.80K (0.09%) 0.00
Increased by 0.00%
Aug 29, 25
19 Spartan Total Market Index Pool G 7.68K (0.09%) 42.00
Increased by +0.55%
Jul 31, 25
20 Fidelity® Series Total Market Index 7.49K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23