Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 DFAS 0.00%
3 DFAC 0.00%
4 VXF 0.00%
5 ITOT 0.00%
6 DFUS 0.00%
7 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 302.15K (5.77%) -8.88K
Decreased by -2.94%
Jun 30, 25
2 Vanguard Group Inc 198.06K (3.78%) -28.06K
Decreased by -14.17%
Jun 30, 25
3 UBS Group AG 125.51K (2.40%) -28.83K
Decreased by -22.97%
Jun 30, 25
4 WEALTHEDGE INVESTMENT ADVISORS, LLC 120.44K (2.30%) -1.14K
Decreased by -0.95%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 101.33K (1.94%) -311.00
Decreased by -0.31%
Jun 30, 25
6 Geode Capital Management, LLC 51.45K (0.98%) 0.00
Increased by 0.00%
Jun 30, 25
7 Leverty Financial Group, LLC 40.37K (0.77%) 0.00
Increased by 0.00%
Jun 30, 25
8 Bridgeway Capital Management, LLC 24.57K (0.47%) 0.00
Increased by 0.00%
Jun 30, 25
9 Hanson Mcclain Inc 23.50K (0.45%) 0.00
Increased by 0.00%
Jun 30, 25
10 Susquehanna International Group, LLP 20.47K (0.39%) 20.47K
Increased by +100.00%
Jun 30, 24
11 Sanctuary Advisors, LLC 19.75K (0.38%) 19.75K
Increased by +100.00%
Jun 30, 24
12 Citadel Advisors Llc 18.48K (0.35%) 18.48K
Increased by +100.00%
Jun 30, 25
13 CacheTech Inc. 17.74K (0.34%) 0.00
Increased by 0.00%
Mar 31, 25
14 Salvus Wealth Management, LLC 15.39K (0.29%) 0.00
Increased by 0.00%
Jun 30, 25
15 Strategic Advisors, LLC 15.01K (0.29%) 0.00
Increased by 0.00%
Dec 31, 23
16 4WEALTH ADVISORS, INC. 14.21K (0.27%) 265.00
Increased by +1.86%
Jun 30, 25
17 State Street Corporation 11.09K (0.21%) 0.00
Increased by 0.00%
Dec 31, 23
18 Redmond Asset Management, LLC 11.04K (0.21%) 0.00
Increased by 0.00%
Jun 30, 25
19 Byrne Asset Management LLC 7.70K (0.15%) 300.00
Increased by +3.90%
Jun 30, 24
20 Earnest Partners LLC 5.67K (0.11%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 GVIC Total Return Value Strategy 969.23K (18.51%) 67.04K
Increased by +6.92%
Sep 30, 24
2 MIAM Total Return Value Strategy 705.18K (13.47%) 30.45K
Increased by +4.32%
Dec 31, 23
3 Fidelity® Low-Priced Stock 449.64K (8.59%) -469.00
Decreased by -0.10%
Oct 31, 23
4 Fidelity Low-Priced Stock 305.32K (5.83%) -85.47K
Decreased by -27.99%
Feb 28, 25
5 GVIC Concentrated Equity Value Strategy 142.50K (2.72%) 16.18K
Increased by +11.35%
Sep 30, 24
6 Vanguard US Total Market Shares ETF 128.66K (2.46%) 0.00
Increased by 0.00%
Sep 30, 24
7 MIAM Concentrated Equity Value Strategy 111.28K (2.13%) 6.37K
Increased by +5.72%
Dec 31, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 66.95K (1.28%) -30.51K
Decreased by -45.57%
Jul 31, 25
9 Fidelity® Low-Priced Stock K6 65.52K (1.25%) 469.00
Increased by +0.72%
Oct 31, 23
10 DFA US Micro Cap I 65.29K (1.25%) 0.00
Increased by 0.00%
Jul 31, 25
11 Fidelity LowPriced Stock Commingled Pl A 56.93K (1.09%) -9.71K
Decreased by -17.05%
Feb 28, 25
12 Vanguard Total Stock Mkt Idx Inv 45.18K (0.86%) -55.43K
Decreased by -122.69%
Jul 31, 25
13 Fidelity Extended Market Index 30.87K (0.59%) -217.00
Decreased by -0.70%
Jul 31, 25
14 Fidelity® Extended Market Index 25.32K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
15 Bridgeway Ultra-Small Company Market 20.47K (0.39%) 0.00
Increased by 0.00%
Jun 30, 25
16 DFA US Small Cap I 13.94K (0.27%) 0.00
Increased by 0.00%
Jul 31, 25
17 DFA US Core Equity 2 I 10.15K (0.19%) -2.05K
Decreased by -20.19%
May 31, 24
18 Fidelity Series Total Market Index 7.32K (0.14%) 0.00
Increased by 0.00%
Jul 31, 25
19 SSgA U.S. Extended Market Index Class I 6.39K (0.12%) 0.00
Increased by 0.00%
Dec 31, 23
20 State St US Extended Mkt Indx NL Cl C 6.39K (0.12%) 0.00
Increased by 0.00%
Jan 31, 24