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 178.83K (2.91%) -5.28K
Decreased by -2.95%
Jun 30, 25
2 Renaissance Technologies Corp 104.88K (1.71%) 12.64K
Increased by +12.05%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 87.76K (1.43%) 10.96K
Increased by +12.49%
Jun 30, 25
4 Geode Capital Management, LLC 56.09K (0.91%) -1.15K
Decreased by -2.05%
Mar 31, 25
5 Access Investment Management LLC 47.30K (0.77%) 0.00
Increased by 0.00%
Dec 31, 24
6 Susquehanna International Group, LLP 35.95K (0.58%) 23.37K
Increased by +65.01%
Mar 31, 25
7 Citadel Advisors Llc 29.83K (0.49%) 6.97K
Increased by +23.38%
Mar 31, 25
8 Goldman Sachs Group Inc 17.91K (0.29%) 17.91K
Increased by +100.00%
Jun 30, 25
9 State Street Corp 17.00K (0.28%) 0.00
Increased by 0.00%
Mar 31, 25
10 UBS Group AG 16.84K (0.27%) 16.84K
Increased by +100.00%
Mar 31, 25
11 BlackRock Inc 16.59K (0.27%) -321.00
Decreased by -1.94%
Mar 31, 25
12 Acadian Asset Management LLC 7.53K (0.12%) 7.53K
Increased by +100.00%
Mar 31, 25
13 Advisor Group Holdings, Inc. 540.00 (0.01%) 7.00
Increased by +1.30%
Mar 31, 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 136.00 (0.00%) 1.00
Increased by +0.74%
Mar 31, 25
17 Bank of America Corp 51.00 (0.00%) 2.00
Increased by +3.92%
Mar 31, 25
18 JPMorgan Chase & Co 9.00 (0.00%) -1.00
Decreased by -11.11%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 2.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 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 31.90K (0.52%) -83.00
Decreased by -0.26%
Jun 30, 25
5 DFA US Targeted Value I 25.14K (0.41%) 0.00
Increased by 0.00%
Jun 30, 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%
Jul 31, 25
9 iShares Micro-Cap ETF 13.70K (0.22%) 0.00
Increased by 0.00%
Jul 31, 25
10 Fidelity Total Market Index 9.17K (0.15%) 0.00
Increased by 0.00%
Jun 30, 25
11 Spartan Extended Market Index Pool F 7.77K (0.13%) 2.79K
Increased by +35.87%
Jun 30, 25
12 DFA US Micro Cap I 7.54K (0.12%) 7.54K
Increased by +100.00%
Jun 30, 25
13 Fidelity Series Total Market Index 7.51K (0.12%) 0.00
Increased by 0.00%
Jun 30, 25
14 Dimensional US Small Cap Value ETF 5.67K (0.09%) 0.00
Increased by 0.00%
Jul 31, 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