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 427.13K (5.07%) 3.41K
Increased by +0.80%
Dec 31, 25
2 Renaissance Technologies Corp 234.05K (2.78%) -34.23K
Decreased by -14.63%
Dec 31, 25
3 Bridgeway Capital Management, LLC 159.80K (1.90%) -3.94K
Decreased by -2.46%
Dec 31, 25
4 Geode Capital Management, LLC 95.01K (1.13%) 5.25K
Increased by +5.52%
Dec 31, 25
5 Dimensional Fund Advisors, Inc. 62.56K (0.74%) -4.77K
Decreased by -7.63%
Dec 31, 25
6 Empowered Funds, LLC 57.74K (0.69%) 9.92K
Increased by +17.19%
Sep 30, 25
7 Citadel Advisors Llc 35.65K (0.42%) 35.65K
Increased by +100.00%
Dec 31, 25
8 BlackRock Inc 31.86K (0.38%) 0.00
Increased by 0.00%
Sep 30, 25
9 Susquehanna International Group, LLP 22.29K (0.26%) 22.29K
Increased by +100.00%
Dec 31, 25
10 State Street Corp 20.62K (0.24%) 0.00
Increased by 0.00%
Sep 30, 25
11 State Street Corporation 20.62K (0.24%) -20.00K
Decreased by -97.00%
Mar 31, 24
12 Northern Trust Corp 12.53K (0.15%) 0.00
Increased by 0.00%
Sep 30, 25
13 Jane Street Group LLC 10.57K (0.13%) 10.57K
Increased by +100.00%
Dec 31, 25
14 UBS Group AG 3.79K (0.05%) 3.79K
Increased by +100.00%
Sep 30, 25
15 Tower Research Capital LLC 3.38K (0.04%) 1.23K
Increased by +36.33%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 2.98K (0.04%) 250.00
Increased by +8.38%
Sep 30, 25
17 Citigroup Inc 1.08K (0.01%) 1.08K
Increased by +100.00%
Sep 30, 25
18 Gradient Investments 1.00K (0.01%) 1.00K
Increased by +100.00%
Dec 31, 23
19 Advisor Group Holdings, Inc. 400.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
20 SRS Capital Advisors Inc 167.00 (0.00%) 167.00
Increased by +100.00%
Dec 31, 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%) 0.00
Increased by 0.00%
Feb 28, 26
3 Bridgeway Omni Small-Cap Value 102.06K (1.21%) -3.94K
Decreased by -3.86%
Dec 31, 25
4 Bridgeway Omni Small-Cap Value N 102.06K (1.21%) -3.94K
Decreased by -3.86%
Dec 31, 25
5 EA Bridgeway Omni Small-Cap Value ETF 57.74K (0.69%) 0.00
Increased by 0.00%
Feb 27, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 51.98K (0.62%) 0.00
Increased by 0.00%
Feb 28, 26
7 Fidelity® Extended Market Index 48.50K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Extended Market Index 45.30K (0.54%) -157.00
Decreased by -0.35%
Jan 31, 26
9 Blackrock US Eq Mkt Fund CF 31.86K (0.38%) 0.00
Increased by 0.00%
Feb 28, 26
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 27.57K (0.33%) 120.00
Increased by +0.44%
Dec 31, 25
12 Dimensional US Targeted Value ETF 24.86K (0.30%) 0.00
Increased by 0.00%
Feb 27, 26
13 DFA US Targeted Value I 24.35K (0.29%) 0.00
Increased by 0.00%
Jan 31, 26
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 14.26K (0.17%) 0.00
Increased by 0.00%
Jan 31, 26
17 Fidelity Series Total Market Index 11.58K (0.14%) 0.00
Increased by 0.00%
Jan 31, 26
18 Fidelity® Series Total Market Index 10.76K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
19 Spartan Extended Market Index Pool F 9.61K (0.11%) 157.00
Increased by +1.63%
Jan 31, 26
20 Fidelity Nasdaq Composite Index 9.09K (0.11%) 0.00
Increased by 0.00%
Jan 31, 26