Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 191.51K (2.23%) 0.00
Increased by 0.00%
Jun 30, 25
2 EAM Investors, LLC 142.20K (1.65%) -153.77K
Decreased by -108.14%
Sep 30, 23
3 Spectrum Investment Advisors Inc 114.00K (1.33%) 0.00
Increased by 0.00%
Mar 31, 24
4 Geode Capital Management, LLC 108.53K (1.26%) 244.00
Increased by +0.22%
Jun 30, 25
5 Atria Wealth Solutions, Inc. 91.53K (1.06%) -25.27K
Decreased by -27.60%
Dec 31, 23
6 Ameriprise Financial Inc 88.36K (1.03%) -16.47K
Decreased by -18.64%
Jun 30, 24
7 Citadel Advisors Llc 86.98K (1.01%) 86.98K
Increased by +100.00%
Jun 30, 25
8 Evernest Financial Advisors LLC 82.00K (0.95%) 82.00K
Increased by +100.00%
Sep 30, 24
9 Manatuck Hill Partners LLC 75.00K (0.87%) 0.00
Increased by 0.00%
Mar 31, 25
10 GSA Capital Partners LLP 55.23K (0.64%) 880.00
Increased by +1.59%
Jun 30, 25
11 Dimensional Fund Advisors, Inc. 54.81K (0.64%) -1.68K
Decreased by -3.06%
Jun 30, 25
12 AAFCPAs Wealth Management, LLC 44.50K (0.52%) 44.50K
Increased by +100.00%
Dec 31, 24
13 Bridgeway Capital Management, LLC 39.20K (0.46%) 0.00
Increased by 0.00%
Jun 30, 25
14 Corsair Capital Management LLC 37.00K (0.43%) 37.00K
Increased by +100.00%
Mar 31, 24
15 Blair William & Co 33.24K (0.39%) 0.00
Increased by 0.00%
Sep 30, 23
16 Insight Advisors, LLC/ PA 33.24K (0.39%) 0.00
Increased by 0.00%
Sep 30, 24
17 Renaissance Technologies Corp 33.14K (0.39%) 33.14K
Increased by +100.00%
Jun 30, 25
18 State Street Corp 30.23K (0.35%) 0.00
Increased by 0.00%
Jun 30, 25
19 BlackRock Inc 28.67K (0.33%) -19.38K
Decreased by -67.59%
Jun 30, 25
20 Diametric Capital, LP 28.24K (0.33%) 28.24K
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 EAM Ultra Micro Cap 142.20K (1.65%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard US Total Market Shares ETF 107.16K (1.25%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 104.86K (1.22%) -2.29K
Decreased by -2.19%
Jul 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 60.15K (0.70%) -24.20K
Decreased by -40.24%
Jul 31, 25
5 Fidelity Extended Market Index 46.58K (0.54%) -383.00
Decreased by -0.82%
Jul 31, 25
6 Tonus Partners' Fund 40.53K (0.47%) 0.00
Increased by 0.00%
Dec 31, 24
7 Bridgeway Ultra-Small Company 39.20K (0.46%) 0.00
Increased by 0.00%
Jun 30, 25
8 Fidelity® Extended Market Index 37.63K (0.44%) 0.00
Increased by 0.00%
Nov 30, 23
9 Pleiades Small Cap Equity A 36.08K (0.42%) -39.02K
Decreased by -108.16%
Sep 30, 23
10 Fidelity Total Market Index 22.82K (0.27%) -49.00
Decreased by -0.21%
Jul 31, 25
11 DFA US Small Cap I 17.28K (0.20%) 0.00
Increased by 0.00%
Jul 31, 25
12 iShares Micro-Cap ETF 15.22K (0.18%) 0.00
Increased by 0.00%
May 31, 25
13 Fidelity Nasdaq Composite Index 13.10K (0.15%) 0.00
Increased by 0.00%
Jul 31, 25
14 Fidelity Series Total Market Index 11.84K (0.14%) 0.00
Increased by 0.00%
Jul 31, 25
15 Dimensional US Small Cap ETF 9.96K (0.12%) 0.00
Increased by 0.00%
Apr 30, 25
16 NT Ext Equity Mkt Idx Fd - L 9.93K (0.12%) 0.00
Increased by 0.00%
Jun 30, 25
17 Northern Trust Extended Eq Market Idx 9.93K (0.12%) 0.00
Increased by 0.00%
Jun 30, 25
18 Spartan Extended Market Index Pool F 9.74K (0.11%) 383.00
Increased by +3.93%
Jul 31, 25
19 Fidelity® Series Total Market Index 9.09K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
20 Spartan Extended Market Index Pool E 8.80K (0.10%) 412.00
Increased by +4.68%
Mar 31, 25