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 (5.54%) 0.00
Increased by 0.00%
Dec 31, 24
2 Bridgeway Capital Management, LLC 45.90K (3.86%) 732.00
Increased by +1.59%
Dec 31, 24
3 Renaissance Technologies Corp 33.80K (2.85%) -2.07K
Decreased by -6.12%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 32.04K (2.70%) 0.00
Increased by 0.00%
Dec 31, 24
5 Sigma Planning Corp 19.74K (1.66%) 508.00
Increased by +2.57%
Dec 31, 24
6 Empowered Funds, LLC 18.47K (1.55%) 756.00
Increased by +4.09%
Dec 31, 24
7 Geode Capital Management, LLC 15.40K (1.30%) 1.85K
Increased by +12.00%
Dec 31, 24
8 BlackRock Inc 2.67K (0.22%) -52.00
Decreased by -1.95%
Dec 31, 24
9 UBS Group AG 1.42K (0.12%) 1.09K
Increased by +76.98%
Dec 31, 24
10 Tower Research Capital LLC 428.00 (0.04%) 185.00
Increased by +43.22%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 180.00 (0.02%) -3.25K
Decreased by -1.81 K%
Dec 31, 24
12 JONES FINANCIAL COMPANIES LLLP 125.00 (0.01%) 100.00
Increased by +80.00%
Dec 31, 24
13 Advisor Group Holdings, Inc. 37.00 (0.00%) -102.00
Decreased by -275.68%
Dec 31, 24
14 Bank of America Corp 10.00 (0.00%) -9.00
Decreased by -90.00%
Dec 31, 24
15 JPMorgan Chase & Co 3.00 (0.00%) -12.00K
Decreased by -400.10 K%
Dec 31, 24
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 Total Stock Mkt Idx Inv 45.16K (3.80%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 20.03K (1.69%) 0.00
Increased by 0.00%
Feb 28, 25
3 EA Bridgeway Omni Small-Cap Value ETF 18.79K (1.58%) 21.00
Increased by +0.11%
Mar 31, 25
4 Bridgeway Omni Small-Cap Value 15.55K (1.31%) 0.00
Increased by 0.00%
Dec 31, 24
5 Bridgeway Omni Small-Cap Value N 15.55K (1.31%) 0.00
Increased by 0.00%
Dec 31, 24
6 Bridgeway Ultra-Small Company 11.88K (1.00%) -24.00
Decreased by -0.20%
Dec 31, 24
7 DFA US Small Cap Value I 9.60K (0.81%) 0.00
Increased by 0.00%
Feb 28, 25
8 DFA US Small Cap I 8.54K (0.72%) 0.00
Increased by 0.00%
Feb 28, 25
9 Fidelity® Extended Market Index 6.74K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Extended Market Index 6.12K (0.52%) -39.00
Decreased by -0.64%
Feb 28, 25
11 DFA US Micro Cap I 6.06K (0.51%) 0.00
Increased by 0.00%
Feb 28, 25
12 RBC Microcap Value I 4.50K (0.38%) -1.40K
Decreased by -31.14%
Jun 30, 24
13 Spartan Total Market Index Pool E 2.66K (0.22%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity® Total Market Index 2.27K (0.19%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Total Market Index 2.26K (0.19%) 0.00
Increased by 0.00%
Feb 28, 25
16 iShares Micro-Cap ETF 2.25K (0.19%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fidelity Nasdaq Composite Index 1.69K (0.14%) 0.00
Increased by 0.00%
Feb 28, 25
18 DFA US Vector Equity I 1.59K (0.13%) 0.00
Increased by 0.00%
Feb 28, 25
19 DFA US Core Equity 2 I 1.59K (0.13%) 0.00
Increased by 0.00%
Jun 30, 24
20 Fidelity Series Total Market Index 1.54K (0.13%) 0.00
Increased by 0.00%
Feb 28, 25