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 231.85K (2.70%) 540.00
Increased by +0.23%
Dec 31, 25
2 EAM Investors, LLC 142.20K (1.65%) -153.77K
Decreased by -108.14%
Sep 30, 23
3 Spectrum Investment Advisors Inc 137.50K (1.60%) 137.50K
Increased by +100.00%
Dec 31, 25
4 Geode Capital Management, LLC 109.13K (1.27%) 592.00
Increased by +0.54%
Sep 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 Evernest Financial Advisors LLC 82.00K (0.95%) 82.00K
Increased by +100.00%
Sep 30, 24
8 Manatuck Hill Partners LLC 75.00K (0.87%) 0.00
Increased by 0.00%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 71.69K (0.83%) 6.14K
Increased by +8.57%
Dec 31, 25
10 GSA Capital Partners LLP 55.23K (0.64%) 880.00
Increased by +1.59%
Jun 30, 25
11 Jane Street Group LLC 50.04K (0.58%) 50.04K
Increased by +100.00%
Sep 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 Renaissance Technologies Corp 34.70K (0.40%) 9.95K
Increased by +28.67%
Dec 31, 25
16 Blair William & Co 33.24K (0.39%) 0.00
Increased by 0.00%
Sep 30, 23
17 Insight Advisors, LLC/ PA 33.24K (0.39%) 0.00
Increased by 0.00%
Sep 30, 24
18 State Street Corp 30.23K (0.35%) 0.00
Increased by 0.00%
Sep 30, 25
19 Citadel Advisors Llc 28.78K (0.33%) -58.20K
Decreased by -202.23%
Sep 30, 25
20 BlackRock Inc 28.67K (0.33%) 0.00
Increased by 0.00%
Sep 30, 25

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%) 0.00
Increased by 0.00%
Jan 31, 26
4 Vanguard Institutional Extnd Mkt Idx Tr 91.27K (1.06%) 0.00
Increased by 0.00%
Jan 31, 26
5 Fidelity Extended Market Index 47.35K (0.55%) -197.00
Decreased by -0.42%
Jan 31, 26
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 22.66K (0.26%) 0.00
Increased by 0.00%
Jan 31, 26
11 DFA US Small Cap I 22.47K (0.26%) 0.00
Increased by 0.00%
Jan 31, 26
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%
Jan 31, 26
14 NT Ext Equity Mkt Idx Fd - NL 12.02K (0.14%) 0.00
Increased by 0.00%
Dec 31, 25
15 Fidelity Series Total Market Index 11.84K (0.14%) 0.00
Increased by 0.00%
Jan 31, 26
16 Spartan Extended Market Index Pool F 10.76K (0.13%) 197.00
Increased by +1.83%
Jan 31, 26
17 NT Ext Equity Mkt Idx Fd - L 10.45K (0.12%) 6.04K
Increased by +57.83%
Dec 31, 25
18 Dimensional US Small Cap ETF 9.96K (0.12%) 0.00
Increased by 0.00%
Apr 30, 25
19 NT Ext Equity Mkt Idx Fd - DC - NL - T2 9.46K (0.11%) 71.00
Increased by +0.75%
Dec 31, 25
20 Fidelity® Series Total Market Index 9.09K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23