Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 65.79K (7.95%) 0.00
Increased by 0.00%
Jun 30, 25
2 Bridgeway Capital Management, LLC 36.49K (4.41%) -9.73K
Decreased by -26.67%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 32.04K (3.87%) 0.00
Increased by 0.00%
Jun 30, 25
4 Renaissance Technologies Corp 29.70K (3.59%) -2.00K
Decreased by -6.73%
Jun 30, 25
5 Sigma Planning Corp 19.83K (2.40%) -268.00
Decreased by -1.35%
Jun 30, 25
6 Empowered Funds, LLC 19.13K (2.31%) 340.00
Increased by +1.78%
Jun 30, 25
7 Geode Capital Management, LLC 14.29K (1.73%) -2.27K
Decreased by -15.89%
Jun 30, 25
8 UBS Group AG 12.15K (1.47%) 12.15K
Increased by +100.00%
Jun 30, 25
9 BlackRock Inc 3.34K (0.40%) 1.10K
Increased by +32.81%
Jun 30, 25
10 JONES FINANCIAL COMPANIES LLLP 411.00 (0.05%) 286.00
Increased by +69.59%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 180.00 (0.02%) 0.00
Increased by 0.00%
Jun 30, 25
12 Advisor Group Holdings, Inc. 36.00 (0.00%) 36.00
Increased by +100.00%
Jun 30, 25
13 Bank of America Corp 13.00 (0.00%) 3.00
Increased by +23.08%
Jun 30, 25
14 Tower Research Capital LLC 12.00 (0.00%) -602.00
Decreased by -5.02 K%
Jun 30, 25
15 SBI Securities Co Ltd 1.00 (0.00%) 1.00
Increased by +100.00%
Jun 30, 25
16 Acadian Asset Management LLC 0.00 (0.00%) -5.57K
Decreased by N/A%
Jun 30, 23
17 Citadel Advisors Llc 0.00 (0.00%) -15.15K
Decreased by N/A%
Dec 31, 24
18 Citigroup Inc 0.00 (0.00%) -1.00
Decreased by N/A%
Mar 31, 24
19 CoreCap Advisors, LLC 0.00 (0.00%) -375.00
Decreased by N/A%
Jun 30, 24
20 Goss Wealth Management LLC 0.00 (0.00%) -32.00
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 45.75K (5.53%) 591.00
Increased by +1.29%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 44.20K (5.34%) -965.00
Decreased by -2.18%
Jul 31, 25
3 EA Bridgeway Omni Small-Cap Value ETF 20.36K (2.46%) 10.00
Increased by +0.05%
Aug 29, 25
4 Bridgeway Omni Small-Cap Value 15.55K (1.88%) 0.00
Increased by 0.00%
Jun 30, 25
5 Bridgeway Omni Small-Cap Value N 15.55K (1.88%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 13.76K (1.66%) -6.27K
Decreased by -45.57%
Jul 31, 25
7 DFA US Small Cap Value I 8.98K (1.09%) -625.00
Decreased by -6.96%
Jul 31, 25
8 DFA US Small Cap I 8.54K (1.03%) 0.00
Increased by 0.00%
Jul 31, 25
9 Fidelity® Extended Market Index 6.74K (0.81%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Extended Market Index 6.67K (0.81%) -55.00
Decreased by -0.82%
Jul 31, 25
11 Nationwide Bailard Cogntv Val M 6.45K (0.78%) 6.45K
Increased by +100.00%
Jul 31, 25
12 DFA US Micro Cap I 6.06K (0.73%) 0.00
Increased by 0.00%
Jul 31, 25
13 RBC Microcap Value I 4.50K (0.54%) -1.40K
Decreased by -31.14%
Jun 30, 24
14 iShares Micro-Cap ETF 2.91K (0.35%) 0.00
Increased by 0.00%
Aug 31, 25
15 Spartan Total Market Index Pool E 2.66K (0.32%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity® Total Market Index 2.27K (0.27%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity Total Market Index 2.26K (0.27%) 0.00
Increased by 0.00%
Jul 31, 25
18 Spartan Total Market Index Pool G 2.15K (0.26%) -511.00
Decreased by -23.80%
May 31, 25
19 Bridgeway Ultra-Small Company 1.81K (0.22%) -10.07K
Decreased by -557.33%
Jun 30, 25
20 Fidelity Nasdaq Composite Index 1.69K (0.20%) 0.00
Increased by 0.00%
Jul 31, 25