Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LITP 2.68%
2 REMX 2.20%
3 BATT 0.72%
4 SETM 0.62%
5 PBW 0.61%
6 CARZ 0.39%
7 QCLN 0.33%
8 LIT 0.32%
9 ERTH 0.16%
10 AVEE 0.15%
11 GMET 0.13%
12 CCSO 0.09%
13 AVXC 0.02%
14 ONEQ 0.01%
15 DFAT 0.00%
16 DFAC 0.00%
17 DCOR 0.00%
18 VT 0.00%
19 VTI 0.00%
20 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 TCW Group Inc 562.00K (12.04%) 475.35K
Increased by +84.58%
Mar 31, 25
2 Vanguard Group Inc 218.89K (4.69%) -11.63K
Decreased by -5.31%
Mar 31, 25
3 Renaissance Technologies Corp 188.28K (4.03%) -11.66K
Decreased by -6.19%
Mar 31, 25
4 BlackRock Inc 104.94K (2.25%) 0.00
Increased by 0.00%
Mar 31, 25
5 Catalytic Wealth RIA LLC 97.11K (2.08%) 0.00
Increased by 0.00%
Mar 31, 25
6 Bridgeway Capital Management, LLC 72.80K (1.56%) 0.00
Increased by 0.00%
Mar 31, 25
7 Citadel Advisors Llc 54.67K (1.17%) 24.62K
Increased by +45.03%
Dec 31, 24
8 Geode Capital Management, LLC 46.95K (1.01%) -2.23K
Decreased by -4.75%
Mar 31, 25
9 Susquehanna International Group, LLP 45.78K (0.98%) 16.75K
Increased by +36.59%
Jun 30, 24
10 Seascape Capital Management,llc 43.44K (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 43.05K (0.92%) -18.21K
Decreased by -42.30%
Mar 31, 25
12 Bailard Inc 24.15K (0.52%) -7.00K
Decreased by -28.98%
Jun 30, 24
13 PNC Financial Services Group Inc 20.91K (0.45%) 2.81K
Increased by +13.45%
Dec 31, 24
14 Virtu Financial LLC 20.32K (0.44%) 20.32K
Increased by +100.00%
Dec 31, 24
15 Royal Bank of Canada 19.79K (0.42%) -5.54K
Decreased by -27.98%
Sep 30, 23
16 Advisory Services Network, LLC 18.00K (0.39%) 0.00
Increased by 0.00%
Sep 30, 24
17 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 17.50K (0.38%) 0.00
Increased by 0.00%
Mar 31, 25
18 Bard Associates Inc 14.21K (0.30%) 0.00
Increased by 0.00%
Dec 31, 24
19 RBF LLC 14.14K (0.30%) 0.00
Increased by 0.00%
Mar 31, 25
20 LAKE STREET ADVISORS GROUP, LLC 13.97K (0.30%) -7.07K
Decreased by -50.62%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 153.22K (3.28%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 77.30K (1.66%) 0.00
Increased by 0.00%
Apr 30, 25
3 Bridgeway Ultra-Small Company 70.80K (1.52%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 52.22K (1.12%) -89.37K
Decreased by -171.15%
Apr 30, 25
5 Fidelity® Extended Market Index 27.33K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
6 Bailard Micrcap Value 24.15K (0.52%) -7.00K
Decreased by -28.98%
Jun 30, 24
7 Bailard Small Cap Value 24.15K (0.52%) -7.00K
Decreased by -28.98%
Jun 30, 24
8 Fidelity Extended Market Index 22.56K (0.48%) -2.81K
Decreased by -12.47%
Mar 31, 25
9 BlackRock Extended Mkt Composite 20.02K (0.43%) 0.00
Increased by 0.00%
Sep 30, 23
10 BlackRock Extended Equity Market K 17.45K (0.37%) -7.00
Decreased by -0.04%
Sep 30, 24
11 Extended Equity Market Fund K 17.26K (0.37%) 53.00
Increased by +0.31%
Mar 31, 25
12 RBC Microcap Value I 15.40K (0.33%) -4.30K
Decreased by -27.92%
Dec 31, 23
13 DFA US Targeted Value I 14.08K (0.30%) 0.00
Increased by 0.00%
Mar 31, 25
14 Dimensional US Targeted Value ETF 13.43K (0.29%) 0.00
Increased by 0.00%
Apr 30, 25
15 BlackRock U.S. Equity Market F 11.08K (0.24%) -1.00
Decreased by -0.01%
Sep 30, 24
16 U.S. Equity Market Fund F 11.06K (0.24%) -16.00
Decreased by -0.14%
Mar 31, 25
17 Fidelity Total Market Index 7.95K (0.17%) 0.00
Increased by 0.00%
Mar 31, 25
18 Fidelity® Total Market Index 7.95K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity® Series Total Market Index 7.41K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
20 Nationwide Bailard Cogntv Val M 6.50K (0.14%) -17.65K
Decreased by -271.60%
Jul 31, 24