Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
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 184.11K (2.86%) 25.94K
Increased by +14.09%
Mar 31, 25
2 Renaissance Technologies Corp 104.88K (1.63%) 12.64K
Increased by +12.05%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 76.80K (1.19%) 13.88K
Increased by +18.07%
Mar 31, 25
4 Geode Capital Management, LLC 56.09K (0.87%) -1.15K
Decreased by -2.05%
Mar 31, 25
5 Access Investment Management LLC 47.30K (0.73%) 0.00
Increased by 0.00%
Dec 31, 24
6 Susquehanna International Group, LLP 35.95K (0.56%) 23.37K
Increased by +65.01%
Mar 31, 25
7 Citadel Advisors Llc 29.83K (0.46%) 6.97K
Increased by +23.38%
Mar 31, 25
8 State Street Corp 17.00K (0.26%) 0.00
Increased by 0.00%
Mar 31, 25
9 BlackRock Inc 16.59K (0.26%) -321.00
Decreased by -1.94%
Mar 31, 25
10 Acadian Asset Management LLC 7.53K (0.12%) 7.53K
Increased by +100.00%
Mar 31, 25
11 Tower Research Capital LLC 541.00 (0.01%) -539.00
Decreased by -99.63%
Mar 31, 25
12 Advisor Group Holdings, Inc. 540.00 (0.01%) 7.00
Increased by +1.30%
Mar 31, 25
13 Capital Advisors, Ltd. LLC 153.00 (0.00%) 153.00
Increased by +100.00%
Jun 30, 24
14 SBI Securities Co Ltd 136.00 (0.00%) 1.00
Increased by +0.74%
Mar 31, 25
15 Bank of America Corp 51.00 (0.00%) 2.00
Increased by +3.92%
Mar 31, 25
16 JPMorgan Chase & Co 9.00 (0.00%) -1.00
Decreased by -11.11%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 2.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
18 Bridgeway Capital Management, LLC 0.00 (0.00%) -25.60K
Decreased by N/A%
Mar 31, 24
19 Davidson D A & Co 0.00 (0.00%) -18.17K
Decreased by N/A%
Dec 31, 23
20 Innealta Capital, LLC 0.00 (0.00%) -340.00
Decreased by N/A%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 135.47K (2.10%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 119.77K (1.86%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 38.44K (0.60%) 0.00
Increased by 0.00%
May 31, 25
4 Fidelity Extended Market Index 32.13K (0.50%) -307.00
Decreased by -0.96%
Apr 30, 25
5 DFA US Targeted Value I 25.14K (0.39%) 0.00
Increased by 0.00%
Apr 30, 25
6 Bridgeway Ultra-Small Company 24.90K (0.39%) 0.00
Increased by 0.00%
Sep 30, 23
7 Fidelity® Extended Market Index 24.55K (0.38%) 0.00
Increased by 0.00%
Nov 30, 23
8 Dimensional US Targeted Value ETF 20.61K (0.32%) 0.00
Increased by 0.00%
May 30, 25
9 iShares Micro-Cap ETF 13.91K (0.22%) 0.00
Increased by 0.00%
May 31, 25
10 Vanguard U.S. Eq Idx £ Acc 10.21K (0.16%) 0.00
Increased by 0.00%
May 31, 25
11 Fidelity Total Market Index 9.17K (0.14%) 0.00
Increased by 0.00%
Apr 30, 25
12 Fidelity Series Total Market Index 8.61K (0.13%) 0.00
Increased by 0.00%
Apr 30, 25
13 Dimensional US Small Cap Value ETF 5.67K (0.09%) 0.00
Increased by 0.00%
May 30, 25
14 RBC Microcap Value I 5.06K (0.08%) -17.24K
Decreased by -340.80%
Sep 30, 24
15 Spartan Extended Market Index Pool F 4.91K (0.08%) 307.00
Increased by +6.25%
Apr 30, 25
16 Spartan Extended Market Index Pool E 4.61K (0.07%) 298.00
Increased by +6.47%
Mar 31, 25
17 NT Ext Equity Mkt Idx Fd - L 4.60K (0.07%) 0.00
Increased by 0.00%
Mar 31, 25
18 Northern Trust Extended Eq Market Idx 4.60K (0.07%) 0.00
Increased by 0.00%
Mar 31, 25
19 NT Ext Equity Mkt Idx Fd - NL 4.27K (0.07%) 0.00
Increased by 0.00%
Mar 31, 25
20 Dimensional US Core Equity 2 ETF 3.61K (0.06%) 0.00
Increased by 0.00%
May 30, 25