Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.00%
2 DFAT 0.00%
3 DFAC 0.00%
4 VTI 0.00%
5 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 52.16K (5.62%) 0.00
Increased by 0.00%
Sep 30, 25
2 Vanguard Group Inc 41.76K (4.50%) -186.00
Decreased by -0.45%
Dec 31, 25
3 Renaissance Technologies Corp 31.78K (3.43%) -1.60K
Decreased by -5.03%
Dec 31, 25
4 Bridgeway Capital Management, LLC 28.95K (3.12%) 0.00
Increased by 0.00%
Dec 31, 25
5 IFG Advisory, LLC 19.09K (2.06%) 0.00
Increased by 0.00%
Dec 31, 25
6 Dimensional Fund Advisors, Inc. 12.68K (1.37%) 847.00
Increased by +6.68%
Dec 31, 25
7 Geode Capital Management, LLC 11.58K (1.25%) 104.00
Increased by +0.90%
Dec 31, 25
8 UBS Group AG 8.15K (0.88%) 546.00
Increased by +6.70%
Sep 30, 25
9 Tower Research Capital LLC 1.16K (0.12%) 670.00
Increased by +57.91%
Dec 31, 25
10 Mccormack Advisors International 684.00 (0.07%) 0.00
Increased by 0.00%
Sep 30, 25
11 Morgan Stanley - Brokerage Accounts 333.00 (0.04%) 331.00
Increased by +99.40%
Sep 30, 25
12 Gradient Investments, LLC 243.00 (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
13 NATIONAL BANK OF CANADA /FI/ 198.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 25
14 Capital Advisors, Ltd. LLC 85.00 (0.01%) -8.00
Decreased by -9.41%
Dec 31, 25
15 Advisory Services Network, LLC 30.00 (0.00%) 30.00
Increased by +100.00%
Sep 30, 25
16 SRS Capital Advisors Inc 12.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25
17 Bank of America Corp 9.00 (0.00%) -2.00
Decreased by -22.22%
Sep 30, 25
18 Barclays PLC 2.00 (0.00%) 2.00
Increased by +100.00%
Sep 30, 25
19 SBI Securities Co Ltd 2.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25
20 Wells Fargo & Co 2.00 (0.00%) -4.00
Decreased by -200.00%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 31.43K (3.39%) 0.00
Increased by 0.00%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 30.95K (3.34%) 0.00
Increased by 0.00%
Sep 30, 24
3 Bridgeway Ultra-Small Company 23.39K (2.52%) 0.00
Increased by 0.00%
Dec 31, 25
4 Bridgeway Omni Small-Cap Value 8.38K (0.90%) 0.00
Increased by 0.00%
Sep 30, 24
5 Bridgeway Omni Small-Cap Value N 8.38K (0.90%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 7.40K (0.80%) 0.00
Increased by 0.00%
Feb 28, 26
7 BlackRock Extended Mkt Composite 6.75K (0.73%) 0.00
Increased by 0.00%
Sep 30, 23
8 Blackrock Extended Mkt Fund CF 6.75K (0.73%) 0.00
Increased by 0.00%
Feb 28, 26
9 Extended Equity Market Fund B 6.75K (0.73%) 0.00
Increased by 0.00%
Dec 31, 25
10 Extended Equity Market Fund E 6.75K (0.73%) 0.00
Increased by 0.00%
Dec 31, 25
11 Fidelity Extended Market Index 6.38K (0.69%) -23.00
Decreased by -0.36%
Feb 28, 26
12 BlackRock Extended Equity Market K 5.88K (0.63%) -2.00
Decreased by -0.03%
Sep 30, 24
13 Extended Equity Market Fund K 5.75K (0.62%) -42.00
Decreased by -0.73%
Mar 31, 26
14 EA Bridgeway Omni Small-Cap Value ETF 5.57K (0.60%) 0.00
Increased by 0.00%
Mar 31, 26
15 Fidelity® Extended Market Index 5.44K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
16 Blackrock US Eq Mkt Fund CF 4.17K (0.45%) 0.00
Increased by 0.00%
Feb 28, 26
17 U.S. Equity Market Fund 4.17K (0.45%) 0.00
Increased by 0.00%
Dec 31, 25
18 U.S. Equity Market Fund B 4.17K (0.45%) 4.17K
Increased by +100.00%
Dec 31, 25
19 BlackRock U.S. Equity Market F 3.62K (0.39%) 0.00
Increased by 0.00%
Sep 30, 24
20 U.S. Equity Market Fund F 3.62K (0.39%) 6.00
Increased by +0.17%
Mar 31, 26