Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 417.40K (4.96%) 0.00
Increased by 0.00%
Jun 30, 25
2 Renaissance Technologies Corp 246.98K (2.93%) -8.55K
Decreased by -3.46%
Jun 30, 25
3 Bridgeway Capital Management, LLC 153.81K (1.83%) 6.97K
Increased by +4.53%
Jun 30, 25
4 Geode Capital Management, LLC 89.77K (1.07%) -102.00
Decreased by -0.11%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 82.48K (0.98%) -4.07K
Decreased by -4.93%
Jun 30, 25
6 Diligent Investors, LLC 49.83K (0.59%) 0.00
Increased by 0.00%
Jun 30, 25
7 Arcadia Wealth Management, Inc. 49.63K (0.59%) 0.00
Increased by 0.00%
Jun 30, 25
8 Empowered Funds, LLC 47.81K (0.57%) 6.97K
Increased by +14.59%
Jun 30, 25
9 Citadel Advisors Llc 41.94K (0.50%) 15.15K
Increased by +36.13%
Jun 30, 25
10 BlackRock Inc 31.86K (0.38%) 0.00
Increased by 0.00%
Jun 30, 25
11 State Street Corp 20.62K (0.24%) 0.00
Increased by 0.00%
Jun 30, 25
12 State Street Corporation 20.62K (0.24%) -20.00K
Decreased by -97.00%
Mar 31, 24
13 Northern Trust Corp 12.53K (0.15%) 0.00
Increased by 0.00%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 2.73K (0.03%) -1.00K
Decreased by -36.56%
Jun 30, 25
15 Tower Research Capital LLC 1.59K (0.02%) -191.00
Decreased by -11.98%
Jun 30, 25
16 UBS Group AG 1.57K (0.02%) 1.57K
Increased by +100.00%
Mar 31, 25
17 Gradient Investments 1.00K (0.01%) 1.00K
Increased by +100.00%
Dec 31, 23
18 Advisor Group Holdings, Inc. 400.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
19 Bank of America Corp 83.00 (0.00%) 10.00
Increased by +12.05%
Jun 30, 25
20 IFP Advisors, LLC 79.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 350.94K (4.17%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 343.44K (4.08%) -7.51K
Decreased by -2.19%
Jul 31, 25
3 Bridgeway Omni Small-Cap Value 106.00K (1.26%) 0.00
Increased by 0.00%
Jun 30, 25
4 Bridgeway Omni Small-Cap Value N 106.00K (1.26%) 0.00
Increased by 0.00%
Jun 30, 25
5 EA Bridgeway Omni Small-Cap Value ETF 52.88K (0.63%) 66.00
Increased by +0.12%
Aug 29, 25
6 Fidelity® Extended Market Index 48.50K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 45.65K (0.54%) -20.80K
Decreased by -45.56%
Jul 31, 25
8 Fidelity Extended Market Index 43.31K (0.51%) -305.00
Decreased by -0.70%
Jul 31, 25
9 Blackrock US Eq Mkt Fund CF 31.86K (0.38%) 0.00
Increased by 0.00%
Jul 31, 25
10 BlackRock U.S. Equity Market F 27.63K (0.33%) -3.00
Decreased by -0.01%
Sep 30, 24
11 U.S. Equity Market Fund F 27.43K (0.33%) -152.00
Decreased by -0.55%
Jun 30, 25
12 Dimensional US Targeted Value ETF 24.86K (0.30%) 0.00
Increased by 0.00%
Aug 29, 25
13 DFA US Targeted Value I 24.35K (0.29%) 0.00
Increased by 0.00%
Jul 31, 25
14 SSgA U.S. Extended Market Index Class I 20.00K (0.24%) 0.00
Increased by 0.00%
Dec 31, 23
15 State St US Extended Mkt Indx NL Cl C 20.00K (0.24%) 0.00
Increased by 0.00%
Jan 31, 24
16 Fidelity Total Market Index 14.35K (0.17%) 0.00
Increased by 0.00%
Jul 31, 25
17 Fidelity Series Total Market Index 11.58K (0.14%) 0.00
Increased by 0.00%
Jul 31, 25
18 Fidelity® Series Total Market Index 10.76K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity Nasdaq Composite Index 9.09K (0.11%) 0.00
Increased by 0.00%
Jul 31, 25
20 Spartan Extended Market Index Pool F 8.80K (0.10%) 305.00
Increased by +3.46%
Jul 31, 25