Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 DFAT 0.00%
3 DFSV 0.00%
4 BSVO 0.00%
5 DFAC 0.00%
6 ITOT 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 178.83K (2.91%) -5.28K
Decreased by -2.95%
Jun 30, 25
2 Susquehanna International Group, LLP 157.66K (2.56%) 121.71K
Increased by +77.20%
Jun 30, 25
3 UBS Group AG 157.44K (2.56%) 140.60K
Increased by +89.31%
Jun 30, 25
4 Renaissance Technologies Corp 135.74K (2.21%) 30.86K
Increased by +22.73%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 87.76K (1.43%) 10.96K
Increased by +12.49%
Jun 30, 25
6 Geode Capital Management, LLC 58.42K (0.95%) 2.34K
Increased by +4.00%
Jun 30, 25
7 Access Investment Management LLC 47.30K (0.77%) 0.00
Increased by 0.00%
Jun 30, 25
8 Citadel Advisors Llc 30.54K (0.50%) 711.00
Increased by +2.33%
Jun 30, 25
9 Goldman Sachs Group Inc 17.91K (0.29%) 17.91K
Increased by +100.00%
Jun 30, 25
10 State Street Corp 17.00K (0.28%) 0.00
Increased by 0.00%
Jun 30, 25
11 Jane Street Group LLC 15.29K (0.25%) 15.29K
Increased by +100.00%
Jun 30, 25
12 BlackRock Inc 14.87K (0.24%) -1.71K
Decreased by -11.51%
Jun 30, 25
13 Advisor Group Holdings, Inc. 548.00 (0.01%) 8.00
Increased by +1.46%
Jun 30, 25
14 Tower Research Capital LLC 513.00 (0.01%) -28.00
Decreased by -5.46%
Jun 30, 25
15 Capital Advisors, Ltd. LLC 153.00 (0.00%) 153.00
Increased by +100.00%
Jun 30, 24
16 SBI Securities Co Ltd 138.00 (0.00%) 2.00
Increased by +1.45%
Jun 30, 25
17 Bank of America Corp 56.00 (0.00%) 5.00
Increased by +8.93%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 2.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
19 Acadian Asset Management LLC 0.00 (0.00%) -7.53K
Decreased by N/A%
Jun 30, 25
20 Bridgeway Capital Management, LLC 0.00 (0.00%) -25.60K
Decreased by N/A%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 132.57K (2.16%) -2.90K
Decreased by -2.19%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 119.77K (1.95%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 36.83K (0.60%) -1.61K
Decreased by -4.37%
Jul 31, 25
4 Fidelity Extended Market Index 31.64K (0.51%) -260.00
Decreased by -0.82%
Jul 31, 25
5 DFA US Targeted Value I 25.14K (0.41%) 0.00
Increased by 0.00%
Jul 31, 25
6 Bridgeway Ultra-Small Company 24.90K (0.40%) 0.00
Increased by 0.00%
Sep 30, 23
7 Fidelity® Extended Market Index 24.55K (0.40%) 0.00
Increased by 0.00%
Nov 30, 23
8 Dimensional US Targeted Value ETF 21.20K (0.34%) 0.00
Increased by 0.00%
Aug 29, 25
9 iShares Micro-Cap ETF 13.59K (0.22%) 0.00
Increased by 0.00%
Aug 31, 25
10 Fidelity Total Market Index 9.17K (0.15%) 0.00
Increased by 0.00%
Jul 31, 25
11 Spartan Extended Market Index Pool F 8.03K (0.13%) 260.00
Increased by +3.24%
Jul 31, 25
12 DFA US Micro Cap I 7.54K (0.12%) 0.00
Increased by 0.00%
Jul 31, 25
13 Fidelity Series Total Market Index 7.51K (0.12%) 0.00
Increased by 0.00%
Jul 31, 25
14 Dimensional US Small Cap Value ETF 5.67K (0.09%) 0.00
Increased by 0.00%
Aug 29, 25
15 RBC Microcap Value I 5.06K (0.08%) -17.24K
Decreased by -340.80%
Sep 30, 24
16 Vanguard U.S. Eq Idx £ Acc 4.93K (0.08%) 0.00
Increased by 0.00%
Jul 31, 25
17 Spartan Extended Market Index Pool E 4.61K (0.07%) 298.00
Increased by +6.47%
Mar 31, 25
18 NT Ext Equity Mkt Idx Fd - L 4.60K (0.07%) 0.00
Increased by 0.00%
Jun 30, 25
19 Northern Trust Extended Eq Market Idx 4.60K (0.07%) 0.00
Increased by 0.00%
Jun 30, 25
20 NT Ext Equity Mkt Idx Fd - NL 4.27K (0.07%) 0.00
Increased by 0.00%
Jun 30, 25