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%) 0.00
Increased by 0.00%
Dec 31, 25
2 AIGH Capital Management, LLC 139.70K (1.65%) -245.65K
Decreased by -175.84%
Jun 30, 25
3 Advisor Group Holdings, Inc. 133.90K (1.59%) 7.00K
Increased by +5.23%
Dec 31, 25
4 Geode Capital Management, LLC 110.58K (1.31%) 289.00
Increased by +0.26%
Dec 31, 25
5 Renaissance Technologies Corp 103.40K (1.22%) -19.90K
Decreased by -19.25%
Dec 31, 25
6 Smith Moore & Co 96.40K (1.14%) 12.23K
Increased by +12.68%
Dec 31, 25
7 Susquehanna International Group, LLP 57.35K (0.68%) -20.03K
Decreased by -34.93%
Dec 31, 25
8 O'Shaughnessy Asset Management LLC 50.28K (0.60%) -4.63K
Decreased by -9.21%
Dec 31, 25
9 Dimensional Fund Advisors, Inc. 45.55K (0.54%) -12.97K
Decreased by -28.48%
Dec 31, 25
10 Hillsdale Investment Management Inc. 40.34K (0.48%) 0.00
Increased by 0.00%
Jun 30, 25
11 HRT FINANCIAL LLC 38.68K (0.46%) 38.68K
Increased by +100.00%
Dec 31, 23
12 Comprehensive Portfolio Management, LLC 29.23K (0.35%) 14.00
Increased by +0.05%
Dec 31, 25
13 Thompson Davis & Co Inc 29.00K (0.34%) 29.00K
Increased by +100.00%
Dec 31, 24
14 H D Vest Advisory Services 27.52K (0.33%) 27.52K
Increased by +100.00%
Mar 31, 25
15 BlackRock Inc 23.42K (0.28%) 628.00
Increased by +2.68%
Sep 30, 25
16 Acadian Asset Management LLC 22.28K (0.26%) 22.28K
Increased by +100.00%
Sep 30, 25
17 Citadel Advisors Llc 18.97K (0.22%) -18.49K
Decreased by -97.46%
Dec 31, 25
18 Northern Trust Corp 17.81K (0.21%) 0.00
Increased by 0.00%
Sep 30, 25
19 State Street Corp 16.90K (0.20%) 0.00
Increased by 0.00%
Sep 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%) 0.00
Increased by 0.00%
Feb 28, 26
2 Vanguard Institutional Extnd Mkt Idx Tr 100.92K (1.20%) 0.00
Increased by 0.00%
Feb 28, 26
3 Fidelity Extended Market Index 48.33K (0.57%) -200.00
Decreased by -0.41%
Jan 31, 26
4 iShares Micro-Cap ETF 24.08K (0.29%) 5.06K
Increased by +21.01%
Feb 28, 26
5 Fidelity Total Market Index 19.44K (0.23%) 0.00
Increased by 0.00%
Jan 31, 26
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%
Jan 31, 26
9 Spartan Extended Market Index Pool F 12.68K (0.15%) 200.00
Increased by +1.58%
Jan 31, 26
10 Vanguard Instl Ttl Stk Mkt Idx InstlPls 11.01K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
11 Spartan Extended Market Index Pool E 10.62K (0.13%) 4.33K
Increased by +40.77%
Mar 31, 25
12 NT Ext Equity Mkt Idx Fd - L 10.36K (0.12%) 0.00
Increased by 0.00%
Dec 31, 25
13 Northern Trust Extended Eq Market Idx 10.36K (0.12%) 0.00
Increased by 0.00%
Sep 30, 25
14 Fidelity Nasdaq Composite Index 9.42K (0.11%) 0.00
Increased by 0.00%
Jan 31, 26
15 DFA US Core Equity 2 I 8.80K (0.10%) 0.00
Increased by 0.00%
Jan 31, 26
16 Spartan Total Market Index Pool E 8.05K (0.10%) 4.29K
Increased by +53.29%
Mar 31, 25
17 Dimensional US Targeted Value ETF 7.80K (0.09%) 0.00
Increased by 0.00%
Aug 29, 25
18 Spartan Total Market Index Pool G 7.80K (0.09%) 0.00
Increased by 0.00%
Jan 31, 26
19 Fidelity® Series Total Market Index 7.49K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
20 DFA US Vector Equity I 6.92K (0.08%) 0.00
Increased by 0.00%
Jan 31, 26