Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 BSVO 0.00%
3 AVSC 0.00%
4 DFSV 0.00%
5 DFAT 0.00%
6 DFAC 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Lido Advisors, LLC 2.89M (45.03%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Group Inc 246.51K (3.84%) -6.24K
Decreased by -2.53%
Jun 30, 25
3 BlackRock Inc 87.54K (1.36%) 12.77K
Increased by +14.59%
Jun 30, 25
4 Marshall Wace Asset Management Ltd 60.58K (0.94%) 60.58K
Increased by +100.00%
Dec 31, 24
5 Geode Capital Management, LLC 58.33K (0.91%) -2.31K
Decreased by -3.96%
Jun 30, 25
6 Citadel Advisors Llc 28.73K (0.45%) 28.73K
Increased by +100.00%
Dec 31, 24
7 Renaissance Technologies Corp 22.66K (0.35%) 9.56K
Increased by +42.19%
Mar 31, 24
8 State Street Corp 17.97K (0.28%) 0.00
Increased by 0.00%
Jun 30, 25
9 State Street Corporation 17.97K (0.28%) 0.00
Increased by 0.00%
Mar 31, 24
10 Jane Street Group LLC 16.98K (0.26%) 16.98K
Increased by +100.00%
Dec 31, 24
11 Northern Trust Corp 15.34K (0.24%) 3.23K
Increased by +21.03%
Jun 30, 25
12 Susquehanna International Group, LLP 13.92K (0.22%) 13.92K
Increased by +100.00%
Dec 31, 24
13 Virtu Financial LLC 12.40K (0.19%) 12.40K
Increased by +100.00%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 10.68K (0.17%) 10.68K
Increased by +100.00%
Jun 30, 25
15 Goss Wealth Management LLC 10.57K (0.16%) 0.00
Increased by 0.00%
Jun 30, 25
16 James Investment Research, Inc. 10.57K (0.16%) 0.00
Increased by 0.00%
Jun 30, 25
17 UBS Group AG 7.75K (0.12%) 57.00
Increased by +0.74%
Jun 30, 25
18 PNC Financial Services Group Inc 7.00K (0.11%) 0.00
Increased by 0.00%
Jun 30, 25
19 Morgan Stanley - Brokerage Accounts 4.69K (0.07%) 1.61K
Increased by +34.37%
Jun 30, 25
20 N.E.W. Advisory Services LLC 2.00K (0.03%) 2.00K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 150.70K (2.35%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 143.14K (2.23%) -3.13K
Decreased by -2.19%
Jul 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 67.46K (1.05%) -30.74K
Decreased by -45.57%
Jul 31, 25
4 Fidelity® Extended Market Index 31.20K (0.49%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Extended Market Index 28.30K (0.44%) -232.00
Decreased by -0.82%
Jul 31, 25
6 Extended Equity Market Fund K 19.82K (0.31%) -396.00
Decreased by -2.00%
Jun 30, 25
7 Fidelity® Total Market Index 11.66K (0.18%) 0.00
Increased by 0.00%
Nov 30, 23
8 iShares Micro-Cap ETF 11.63K (0.18%) 0.00
Increased by 0.00%
Aug 31, 25
9 Fidelity Total Market Index 11.49K (0.18%) -24.00
Decreased by -0.21%
Jul 31, 25
10 Fidelity® Series Total Market Index 7.63K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Series Total Market Index 7.41K (0.12%) 0.00
Increased by 0.00%
Jul 31, 25
12 DFA US Small Cap I 7.27K (0.11%) 0.00
Increased by 0.00%
Jun 30, 24
13 EA Bridgeway Omni Small-Cap Value ETF 6.32K (0.10%) 0.00
Increased by 0.00%
Aug 29, 25
14 Spartan Extended Market Index Pool F 5.88K (0.09%) 232.00
Increased by +3.95%
Jul 31, 25
15 DFA US Small Cap Value I 5.66K (0.09%) 5.66K
Increased by +100.00%
Jun 30, 24
16 NT Ext Equity Mkt Idx Fd - NL 5.45K (0.08%) 0.00
Increased by 0.00%
Jun 30, 25
17 Spartan Extended Market Index Pool E 5.31K (0.08%) 255.00
Increased by +4.80%
Mar 31, 25
18 Avantis US Small Cap Equity ETF 5.15K (0.08%) 0.00
Increased by 0.00%
Jan 30, 25
19 DFA US Micro Cap I 4.84K (0.08%) 0.00
Increased by 0.00%
Jul 31, 25
20 NT Ext Equity Mkt Idx Fd - L 4.47K (0.07%) 0.00
Increased by 0.00%
Jun 30, 25