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 Vanguard Group Inc 250.94K (4.65%) 0.00
Increased by 0.00%
Dec 31, 24
2 Dimensional Fund Advisors, Inc. 145.96K (2.70%) 9.81K
Increased by +6.72%
Jun 30, 24
3 BlackRock Inc 75.51K (1.40%) 23.44K
Increased by +31.05%
Dec 31, 24
4 Marshall Wace Asset Management Ltd 60.58K (1.12%) 60.58K
Increased by +100.00%
Dec 31, 24
5 Geode Capital Management, LLC 60.16K (1.11%) -1.05K
Decreased by -1.75%
Dec 31, 24
6 Citadel Advisors Llc 28.73K (0.53%) 28.73K
Increased by +100.00%
Dec 31, 24
7 Renaissance Technologies Corp 22.66K (0.42%) 9.56K
Increased by +42.19%
Mar 31, 24
8 State Street Corp 17.97K (0.33%) 0.00
Increased by 0.00%
Dec 31, 24
9 State Street Corporation 17.97K (0.33%) 0.00
Increased by 0.00%
Mar 31, 24
10 Jane Street Group LLC 16.98K (0.31%) 16.98K
Increased by +100.00%
Dec 31, 24
11 Susquehanna International Group, LLP 13.92K (0.26%) 13.92K
Increased by +100.00%
Dec 31, 24
12 Virtu Financial LLC 12.40K (0.23%) 12.40K
Increased by +100.00%
Dec 31, 24
13 Northern Trust Corp 12.16K (0.23%) 0.00
Increased by 0.00%
Dec 31, 24
14 Goss Wealth Management LLC 10.57K (0.20%) 0.00
Increased by 0.00%
Dec 31, 24
15 James Investment Research, Inc. 10.57K (0.20%) 0.00
Increased by 0.00%
Dec 31, 24
16 PNC Financial Services Group Inc 7.00K (0.13%) 0.00
Increased by 0.00%
Dec 31, 24
17 UBS Group AG 3.92K (0.07%) 3.92K
Increased by +99.90%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 2.08K (0.04%) 2.00K
Increased by +96.15%
Dec 31, 24
19 Tower Research Capital LLC 1.89K (0.04%) 1.46K
Increased by +76.96%
Sep 30, 24
20 R Squared Ltd 1.48K (0.03%) 1.48K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 150.70K (2.79%) 0.00
Increased by 0.00%
Feb 28, 25
2 DFA US Micro Cap I 115.13K (2.13%) 0.00
Increased by 0.00%
Jun 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 98.20K (1.82%) 0.00
Increased by 0.00%
Feb 28, 25
4 Fidelity® Extended Market Index 31.20K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Extended Market Index 29.22K (0.54%) -186.00
Decreased by -0.64%
Feb 28, 25
6 Extended Equity Market Fund K 20.22K (0.37%) 62.00
Increased by +0.31%
Mar 31, 25
7 Fidelity® Total Market Index 11.66K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Total Market Index 11.51K (0.21%) 0.00
Increased by 0.00%
Feb 28, 25
9 iShares Micro-Cap ETF 8.79K (0.16%) -60.00
Decreased by -0.68%
Apr 30, 24
10 Fidelity® Series Total Market Index 7.63K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
11 DFA US Small Cap I 7.27K (0.13%) 0.00
Increased by 0.00%
Jun 30, 24
12 Fidelity Series Total Market Index 6.97K (0.13%) 0.00
Increased by 0.00%
Feb 28, 25
13 EA Bridgeway Omni Small-Cap Value ETF 6.32K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
14 DFA US Small Cap Value I 5.66K (0.10%) 5.66K
Increased by +100.00%
Jun 30, 24
15 NT Ext Equity Mkt Idx Fd - NL 5.45K (0.10%) 0.00
Increased by 0.00%
Dec 31, 24
16 Avantis US Small Cap Equity ETF 5.15K (0.10%) 0.00
Increased by 0.00%
Jan 30, 25
17 Spartan Extended Market Index Pool E 5.06K (0.09%) 186.00
Increased by +3.68%
Feb 28, 25
18 NT Ext Equity Mkt Idx Fd - L 4.47K (0.08%) 0.00
Increased by 0.00%
Dec 31, 24
19 Northern Trust Extended Eq Market Idx 4.47K (0.08%) 0.00
Increased by 0.00%
Dec 31, 24
20 Fidelity Nasdaq Composite Index 4.33K (0.08%) 0.00
Increased by 0.00%
Feb 28, 25