Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.01%
2 IWC 0.01%
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 (7.70%) 0.00
Increased by 0.00%
Mar 31, 25
2 Bridgeway Capital Management, LLC 46.22K (5.41%) 319.00
Increased by +0.69%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 32.04K (3.75%) 0.00
Increased by 0.00%
Mar 31, 25
4 Renaissance Technologies Corp 31.70K (3.71%) -2.10K
Decreased by -6.62%
Mar 31, 25
5 Sigma Planning Corp 20.10K (2.35%) 357.00
Increased by +1.78%
Mar 31, 25
6 Empowered Funds, LLC 18.79K (2.20%) 319.00
Increased by +1.70%
Mar 31, 25
7 Geode Capital Management, LLC 16.55K (1.94%) 1.15K
Increased by +6.95%
Mar 31, 25
8 BlackRock Inc 2.25K (0.26%) -420.00
Decreased by -18.70%
Mar 31, 25
9 UBS Group AG 1.42K (0.17%) 1.09K
Increased by +76.98%
Dec 31, 24
10 JONES FINANCIAL COMPANIES LLLP 823.00 (0.10%) 698.00
Increased by +84.81%
Mar 31, 25
11 Tower Research Capital LLC 614.00 (0.07%) 186.00
Increased by +30.29%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 180.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
13 Bank of America Corp 10.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
14 JPMorgan Chase & Co 3.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
15 Acadian Asset Management LLC 0.00 (0.00%) -5.57K
Decreased by N/A%
Jun 30, 23
16 Advisor Group Holdings, Inc. 0.00 (0.00%) -37.00
Decreased by N/A%
Mar 31, 25
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 (5.35%) 591.00
Increased by +1.29%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 45.16K (5.28%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 20.03K (2.34%) 0.00
Increased by 0.00%
Apr 30, 25
4 EA Bridgeway Omni Small-Cap Value ETF 18.50K (2.16%) 0.00
Increased by 0.00%
Apr 30, 25
5 Bridgeway Omni Small-Cap Value 15.55K (1.82%) 0.00
Increased by 0.00%
Mar 31, 25
6 Bridgeway Omni Small-Cap Value N 15.55K (1.82%) 0.00
Increased by 0.00%
Mar 31, 25
7 Bridgeway Ultra-Small Company 11.88K (1.39%) 0.00
Increased by 0.00%
Mar 31, 25
8 DFA US Small Cap Value I 9.60K (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
9 DFA US Small Cap I 8.54K (1.00%) 0.00
Increased by 0.00%
Mar 31, 25
10 Fidelity Extended Market Index 6.84K (0.80%) 719.00
Increased by +10.51%
Mar 31, 25
11 Fidelity® Extended Market Index 6.74K (0.79%) 0.00
Increased by 0.00%
Nov 30, 23
12 DFA US Micro Cap I 6.06K (0.71%) 0.00
Increased by 0.00%
Mar 31, 25
13 RBC Microcap Value I 4.50K (0.53%) -1.40K
Decreased by -31.14%
Jun 30, 24
14 Spartan Total Market Index Pool E 2.66K (0.31%) 0.00
Increased by 0.00%
Mar 31, 25
15 Spartan Total Market Index Pool G 2.66K (0.31%) 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 (0.26%) 0.00
Increased by 0.00%
Mar 31, 25
18 iShares Micro-Cap ETF 2.15K (0.25%) 0.00
Increased by 0.00%
Apr 30, 25
19 Fidelity Series Total Market Index 1.71K (0.20%) 163.00
Increased by +9.56%
Mar 31, 25
20 Fidelity Nasdaq Composite Index 1.69K (0.20%) 0.00
Increased by 0.00%
Mar 31, 25