Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DCOR 0.00%
3 DFSU 0.00%
4 DFAT 0.00%
5 DFSV 0.00%
6 DFAC 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 AllianceBernstein L.P. 360.69K (3.79%) 61.97K
Increased by +17.18%
Dec 31, 24
2 Vanguard Group Inc 302.17K (3.17%) 0.00
Increased by 0.00%
Dec 31, 24
3 Renaissance Technologies Corp 136.47K (1.43%) 19.97K
Increased by +14.63%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 100.00K (1.05%) 0.00
Increased by 0.00%
Dec 31, 24
5 Geode Capital Management, LLC 79.34K (0.83%) -2.07K
Decreased by -2.61%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 66.09K (0.69%) 2.61K
Increased by +3.95%
Dec 31, 24
7 Fourthstone LLC 25.30K (0.27%) -45.46K
Decreased by -179.67%
Dec 31, 24
8 Goldman Sachs Group Inc 23.09K (0.24%) 23.09K
Increased by +100.00%
Dec 31, 24
9 BlackRock Inc 21.42K (0.23%) 134.00
Increased by +0.63%
Dec 31, 24
10 Bridgeway Capital Management, LLC 15.00K (0.16%) 0.00
Increased by 0.00%
Dec 31, 24
11 State Street Corp 11.31K (0.12%) 11.31K
Increased by +100.00%
Dec 31, 24
12 UBS Group AG 1.24K (0.01%) 1.24K
Increased by +100.00%
Dec 31, 24
13 Tower Research Capital LLC 741.00 (0.01%) -238.00
Decreased by -32.12%
Dec 31, 24
14 Federated Hermes Inc 159.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 24
15 Bank of America Corp 70.00 (0.00%) 4.00
Increased by +5.71%
Dec 31, 24
16 Wells Fargo & Co 1.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 24
17 BHZ Capital Management, LP. 0.00 (0.00%) -42.29K
Decreased by N/A%
Mar 31, 24
18 Charter Oak Capital Management, LLC 0.00 (0.00%) -10.87K
Decreased by N/A%
Dec 31, 23
19 Citadel Advisors Llc 0.00 (0.00%) -10.54K
Decreased by N/A%
Dec 31, 24
20 EJF Capital LLC 0.00 (0.00%) -256.41K
Decreased by N/A%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 242.27K (2.55%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 242.27K (2.55%) 0.00
Increased by 0.00%
Sep 30, 24
3 Auer Growth 67.00K (0.70%) 0.00
Increased by 0.00%
Feb 28, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 61.48K (0.65%) 50.00
Increased by +0.08%
Feb 28, 25
5 Fidelity Extended Market Index 44.66K (0.47%) -285.00
Decreased by -0.64%
Feb 28, 25
6 DFA US Targeted Value I 28.97K (0.30%) 0.00
Increased by 0.00%
Feb 28, 25
7 iShares Micro-Cap ETF 19.34K (0.20%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity Total Market Index 15.25K (0.16%) 0.00
Increased by 0.00%
Feb 28, 25
9 Bridgeway Omni Small-Cap Value 15.00K (0.16%) 0.00
Increased by 0.00%
Dec 31, 24
10 Bridgeway Omni Small-Cap Value N 15.00K (0.16%) 0.00
Increased by 0.00%
Dec 31, 24
11 Fidelity Series Total Market Index 10.65K (0.11%) 0.00
Increased by 0.00%
Feb 28, 25
12 NT Ext Equity Mkt Idx Fd - L 10.47K (0.11%) 4.65K
Increased by +44.47%
Mar 31, 25
13 Dimensional US Targeted Value ETF 8.34K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
14 Spartan Extended Market Index Pool E 7.11K (0.07%) 285.00
Increased by +4.01%
Feb 28, 25
15 Spartan Extended Market Index Pool F 7.11K (0.07%) 285.00
Increased by +4.01%
Feb 28, 25
16 Northern Trust Extended Eq Market Idx 5.81K (0.06%) 4.06K
Increased by +69.86%
Dec 31, 24
17 Fidelity® Extended Market Index 5.66K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity Nasdaq Composite Index 3.81K (0.04%) 0.00
Increased by 0.00%
Sep 30, 24
19 DFA US Micro Cap I 3.26K (0.03%) 0.00
Increased by 0.00%
Feb 28, 25
20 Dimensional US Sustainability Core 1 ETF 2.96K (0.03%) 0.00
Increased by 0.00%
Mar 31, 25