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 (8.04%) 0.00
Increased by 0.00%
Mar 31, 25
2 Bridgeway Capital Management, LLC 46.22K (5.65%) 319.00
Increased by +0.69%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 32.04K (3.92%) 0.00
Increased by 0.00%
Mar 31, 25
4 Renaissance Technologies Corp 31.70K (3.88%) -2.10K
Decreased by -6.62%
Mar 31, 25
5 Sigma Planning Corp 20.10K (2.46%) 357.00
Increased by +1.78%
Mar 31, 25
6 Empowered Funds, LLC 18.79K (2.30%) 319.00
Increased by +1.70%
Mar 31, 25
7 Geode Capital Management, LLC 16.55K (2.02%) 1.15K
Increased by +6.95%
Mar 31, 25
8 BlackRock Inc 2.25K (0.27%) -420.00
Decreased by -18.70%
Mar 31, 25
9 Tower Research Capital LLC 614.00 (0.08%) 186.00
Increased by +30.29%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 180.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
11 JONES FINANCIAL COMPANIES LLLP 125.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
12 Bank of America Corp 10.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
13 JPMorgan Chase & Co 3.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
14 Acadian Asset Management LLC 0.00 (0.00%) -5.57K
Decreased by N/A%
Jun 30, 23
15 Advisor Group Holdings, Inc. 0.00 (0.00%) -37.00
Decreased by N/A%
Mar 31, 25
16 Citadel Advisors Llc 0.00 (0.00%) -15.15K
Decreased by N/A%
Dec 31, 24
17 Citigroup Inc 0.00 (0.00%) -1.00
Decreased by N/A%
Mar 31, 24
18 CoreCap Advisors, LLC 0.00 (0.00%) -375.00
Decreased by N/A%
Jun 30, 24
19 Goss Wealth Management LLC 0.00 (0.00%) -32.00
Decreased by N/A%
Sep 30, 23
20 Indiana Trust & Investment Management Co 0.00 (0.00%) -34.00
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 45.75K (5.59%) 591.00
Increased by +1.29%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 45.16K (5.52%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 20.03K (2.45%) 0.00
Increased by 0.00%
May 31, 25
4 EA Bridgeway Omni Small-Cap Value ETF 19.07K (2.33%) -6.00
Decreased by -0.03%
May 30, 25
5 Bridgeway Omni Small-Cap Value 15.55K (1.90%) 0.00
Increased by 0.00%
Mar 31, 25
6 Bridgeway Omni Small-Cap Value N 15.55K (1.90%) 0.00
Increased by 0.00%
Mar 31, 25
7 Bridgeway Ultra-Small Company 11.88K (1.45%) 0.00
Increased by 0.00%
Mar 31, 25
8 DFA US Small Cap Value I 9.60K (1.17%) 0.00
Increased by 0.00%
Apr 30, 25
9 DFA US Small Cap I 8.54K (1.04%) 0.00
Increased by 0.00%
Apr 30, 25
10 Fidelity Extended Market Index 6.77K (0.83%) -65.00
Decreased by -0.96%
Apr 30, 25
11 Fidelity® Extended Market Index 6.74K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
12 DFA US Micro Cap I 6.06K (0.74%) 0.00
Increased by 0.00%
Apr 30, 25
13 RBC Microcap Value I 4.50K (0.55%) -1.40K
Decreased by -31.14%
Jun 30, 24
14 Spartan Total Market Index Pool E 2.66K (0.32%) 0.00
Increased by 0.00%
Mar 31, 25
15 Spartan Total Market Index Pool G 2.66K (0.32%) 0.00
Increased by 0.00%
Apr 30, 25
16 Fidelity® Total Market Index 2.27K (0.28%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity Total Market Index 2.26K (0.28%) 0.00
Increased by 0.00%
Apr 30, 25
18 iShares Micro-Cap ETF 2.02K (0.25%) 0.00
Increased by 0.00%
May 31, 25
19 Fidelity Series Total Market Index 1.92K (0.23%) 216.00
Increased by +11.24%
Apr 30, 25
20 Fidelity Nasdaq Composite Index 1.69K (0.21%) 0.00
Increased by 0.00%
Apr 30, 25