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 (4.93%) 0.00
Increased by 0.00%
Mar 31, 25
2 Renaissance Technologies Corp 255.53K (3.02%) -7.65K
Decreased by -3.00%
Mar 31, 25
3 Bridgeway Capital Management, LLC 146.84K (1.74%) 2.25K
Increased by +1.54%
Mar 31, 25
4 Geode Capital Management, LLC 89.87K (1.06%) -1.08K
Decreased by -1.20%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 86.55K (1.02%) 785.00
Increased by +0.91%
Mar 31, 25
6 Diligent Investors, LLC 49.83K (0.59%) 0.00
Increased by 0.00%
Mar 31, 25
7 Arcadia Wealth Management, Inc. 49.63K (0.59%) 0.00
Increased by 0.00%
Mar 31, 25
8 Empowered Funds, LLC 40.84K (0.48%) 2.25K
Increased by +5.52%
Mar 31, 25
9 BlackRock Inc 31.86K (0.38%) 0.00
Increased by 0.00%
Mar 31, 25
10 Citadel Advisors Llc 26.79K (0.32%) 12.43K
Increased by +46.41%
Mar 31, 25
11 State Street Corp 20.62K (0.24%) 0.00
Increased by 0.00%
Mar 31, 25
12 State Street Corporation 20.62K (0.24%) -20.00K
Decreased by -97.00%
Mar 31, 24
13 Acadian Asset Management LLC 18.54K (0.22%) 18.54K
Increased by +100.00%
Mar 31, 25
14 Susquehanna International Group, LLP 15.57K (0.18%) -50.20K
Decreased by -322.30%
Mar 31, 25
15 Northern Trust Corp 12.53K (0.15%) 0.00
Increased by 0.00%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 3.73K (0.04%) -2.00K
Decreased by -53.55%
Mar 31, 25
17 Tower Research Capital LLC 1.78K (0.02%) 163.00
Increased by +9.13%
Mar 31, 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 IFP Advisors, LLC 79.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 350.94K (4.15%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 350.94K (4.15%) 0.00
Increased by 0.00%
Sep 30, 24
3 Bridgeway Omni Small-Cap Value 106.00K (1.25%) 0.00
Increased by 0.00%
Mar 31, 25
4 Bridgeway Omni Small-Cap Value N 106.00K (1.25%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 66.46K (0.79%) 0.00
Increased by 0.00%
May 31, 25
6 Fidelity® Extended Market Index 48.50K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
7 EA Bridgeway Omni Small-Cap Value ETF 44.03K (0.52%) 0.00
Increased by 0.00%
May 30, 25
8 Fidelity Extended Market Index 43.81K (0.52%) -418.00
Decreased by -0.95%
Apr 30, 25
9 BlackRock U.S. Equity Market F 27.63K (0.33%) -3.00
Decreased by -0.01%
Sep 30, 24
10 U.S. Equity Market Fund F 27.58K (0.33%) -41.00
Decreased by -0.15%
Mar 31, 25
11 Dimensional US Targeted Value ETF 24.86K (0.29%) 0.00
Increased by 0.00%
May 30, 25
12 DFA US Targeted Value I 24.35K (0.29%) 0.00
Increased by 0.00%
Apr 30, 25
13 SSgA U.S. Extended Market Index Class I 20.00K (0.24%) 0.00
Increased by 0.00%
Dec 31, 23
14 State St US Extended Mkt Indx NL Cl C 20.00K (0.24%) 0.00
Increased by 0.00%
Jan 31, 24
15 Fidelity Total Market Index 14.35K (0.17%) 0.00
Increased by 0.00%
Apr 30, 25
16 Fidelity Series Total Market Index 11.58K (0.14%) 0.00
Increased by 0.00%
Apr 30, 25
17 Fidelity® Series Total Market Index 10.76K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity Nasdaq Composite Index 9.09K (0.11%) 0.00
Increased by 0.00%
Apr 30, 25
19 Spartan Extended Market Index Pool F 8.40K (0.10%) 418.00
Increased by +4.97%
Apr 30, 25
20 NT Ext Equity Mkt Idx Fd - L 8.13K (0.10%) 0.00
Increased by 0.00%
Mar 31, 25