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 (6.40%) -241.00
Decreased by -0.46%
Mar 31, 25
2 Vanguard Group Inc 39.93K (4.90%) 1.17K
Increased by +2.92%
Mar 31, 25
3 Renaissance Technologies Corp 32.88K (4.03%) 100.00
Increased by +0.30%
Mar 31, 25
4 Bridgeway Capital Management, LLC 30.20K (3.70%) -5.82K
Decreased by -19.27%
Mar 31, 25
5 IFG Advisory, LLC 19.09K (2.34%) 0.00
Increased by 0.00%
Mar 31, 25
6 Acadian Asset Management LLC 12.06K (1.48%) 12.06K
Increased by +100.00%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 11.85K (1.45%) 11.85K
Increased by +100.00%
Mar 31, 25
8 Geode Capital Management, LLC 11.36K (1.39%) 11.36K
Increased by +100.00%
Mar 31, 25
9 UBS Group AG 7.36K (0.90%) 610.00
Increased by +8.28%
Mar 31, 25
10 Mccormack Advisors International 684.00 (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
11 Tower Research Capital LLC 452.00 (0.06%) 452.00
Increased by +100.00%
Mar 31, 25
12 Gradient Investments, LLC 243.00 (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
13 FMR Inc 115.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
14 Capital Advisors, Ltd. LLC 109.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
15 SRS Capital Advisors Inc 12.00 (0.00%) 12.00
Increased by +100.00%
Mar 31, 25
16 Bank of America Corp 9.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
17 TD Waterhouse Canada Inc 6.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
18 Wells Fargo & Co 6.00 (0.00%) -5.00
Decreased by -83.33%
Mar 31, 25
19 JPMorgan Chase & Co 3.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 2.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 32.12K (3.94%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 30.95K (3.80%) 0.00
Increased by 0.00%
Sep 30, 24
3 Bridgeway Ultra-Small Company 23.39K (2.87%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 8.56K (1.05%) 0.00
Increased by 0.00%
May 31, 25
5 Bridgeway Omni Small-Cap Value 8.38K (1.03%) 0.00
Increased by 0.00%
Sep 30, 24
6 Bridgeway Omni Small-Cap Value N 8.38K (1.03%) 0.00
Increased by 0.00%
Sep 30, 24
7 BlackRock Extended Mkt Composite 6.75K (0.83%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fidelity Extended Market Index 6.59K (0.81%) -63.00
Decreased by -0.96%
Apr 30, 25
9 BlackRock Extended Equity Market K 5.88K (0.72%) -2.00
Decreased by -0.03%
Sep 30, 24
10 Extended Equity Market Fund K 5.82K (0.71%) 18.00
Increased by +0.31%
Mar 31, 25
11 EA Bridgeway Omni Small-Cap Value ETF 5.57K (0.68%) 0.00
Increased by 0.00%
May 30, 25
12 Fidelity® Extended Market Index 5.44K (0.67%) 0.00
Increased by 0.00%
Nov 30, 23
13 BlackRock U.S. Equity Market F 3.62K (0.44%) 0.00
Increased by 0.00%
Sep 30, 24
14 U.S. Equity Market Fund F 3.61K (0.44%) -5.00
Decreased by -0.14%
Mar 31, 25
15 Dimensional US Targeted Value ETF 2.52K (0.31%) 0.00
Increased by 0.00%
May 30, 25
16 Micro Cap Value Equity 2.00K (0.25%) 0.00
Increased by 0.00%
Jun 30, 24
17 Fidelity Series Total Market Index 1.77K (0.22%) 226.00
Increased by +12.80%
Apr 30, 25
18 NT Quality SCC US Fund - L 1.70K (0.21%) -44.00
Decreased by -2.59%
Mar 31, 25
19 NT Quality Small Cap Core 1.70K (0.21%) -44.00
Decreased by -2.59%
Mar 31, 25
20 Fidelity Nasdaq Composite Index 1.39K (0.17%) 0.00
Increased by 0.00%
Apr 30, 25