Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BLDG 1.11%
2 IFEU 0.16%
3 IFGL 0.04%
4 VNQI 0.03%
5 GWX 0.03%
6 REET 0.02%
7 DFGR 0.01%
8 ERET 0.00%
9 IWC 0.00%
10 VXF 0.00%
11 ITOT 0.00%
12 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Gator Capital Management, LLC 1.00M (6.22%) -167.19K
Decreased by -16.67%
Jun 30, 25
2 Vanguard Group Inc 886.62K (5.50%) 196.63K
Increased by +22.18%
Jun 30, 25
3 Gamco Investors, Inc. Et Al 857.80K (5.32%) 22.00K
Increased by +2.56%
Jun 30, 25
4 Repertoire Partners LP 474.94K (2.95%) 474.94K
Increased by +100.00%
Dec 31, 24
5 Bard Associates Inc 407.13K (2.53%) -1.50K
Decreased by -0.37%
Mar 31, 25
6 Spc Financial Inc 405.50K (2.52%) 0.00
Increased by 0.00%
Jun 30, 25
7 Thompson Davis & Co Inc 269.60K (1.67%) -17.10K
Decreased by -6.34%
Jun 30, 25
8 Geode Capital Management, LLC 168.44K (1.04%) -12.60K
Decreased by -7.48%
Mar 31, 25
9 LSV Asset Management 143.40K (0.89%) 0.00
Increased by 0.00%
Sep 30, 23
10 PSI Advisors, LLC 93.02K (0.58%) 0.00
Increased by 0.00%
Mar 31, 25
11 Renaissance Technologies Corp 80.51K (0.50%) -2.40K
Decreased by -2.98%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 69.42K (0.43%) -5.13K
Decreased by -7.39%
Sep 30, 24
13 J.W. COLE ADVISORS, INC. 53.65K (0.33%) 8.05K
Increased by +15.00%
Dec 31, 23
14 Susquehanna International Group, LLP 44.37K (0.28%) -15.18K
Decreased by -34.21%
Mar 31, 25
15 UBS Group AG 36.99K (0.23%) 21.38K
Increased by +57.81%
Mar 31, 25
16 Prudential Financial Inc 35.40K (0.22%) 35.40K
Increased by +100.00%
Dec 31, 24
17 Stony Point Wealth Management Inc. 31.70K (0.20%) -3.60K
Decreased by -11.36%
Sep 30, 24
18 Bank of New York Mellon Corp 29.84K (0.19%) -6.59K
Decreased by -22.09%
Mar 31, 24
19 Northern Trust Corp 29.34K (0.18%) 0.00
Increased by 0.00%
Mar 31, 25
20 Citadel Advisors Llc 24.45K (0.15%) 24.45K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 352.28K (2.19%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 346.74K (2.15%) -7.58K
Decreased by -2.19%
Jul 31, 25
3 Vanguard Balanced Index Inv 225.61K (1.40%) 0.00
Increased by 0.00%
Jul 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 205.36K (1.27%) -93.58K
Decreased by -45.57%
Jul 31, 25
5 Fidelity Extended Market Index 99.53K (0.62%) -260.00
Decreased by -0.26%
Jun 30, 25
6 Fidelity® Extended Market Index 92.45K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
7 DFA Real Estate Securities I 66.17K (0.41%) -4.72K
Decreased by -7.13%
Sep 30, 24
8 Fidelity Series Total Market Index 24.09K (0.15%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Instl Ttl Stck Mkt Idx Tr 18.96K (0.12%) 0.00
Increased by 0.00%
Dec 31, 24
10 Vanguard Instl Ttl Stk Mkt Idx InstlPls 18.96K (0.12%) 0.00
Increased by 0.00%
May 31, 25
11 Fidelity® Series Total Market Index 18.03K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity Total Market Index 17.76K (0.11%) 0.00
Increased by 0.00%
Jun 30, 25
13 PGIM Quantitative Solutions US Micro Cap 17.70K (0.11%) 17.70K
Increased by +100.00%
Dec 31, 24
14 Spartan Extended Market Index Pool F 17.69K (0.11%) 0.00
Increased by 0.00%
Jun 30, 25
15 Spartan Extended Market Index Pool E 16.52K (0.10%) 1.00K
Increased by +6.05%
Mar 31, 25
16 NT Ext Equity Mkt Idx Fd - L 14.03K (0.09%) 0.00
Increased by 0.00%
Jun 30, 25
17 Northern Trust Extended Eq Market Idx 14.03K (0.09%) 0.00
Increased by 0.00%
Jun 30, 25
18 Vanguard U.S. Eq Idx £ Acc 7.75K (0.05%) 0.00
Increased by 0.00%
Jul 31, 25
19 NT Ext Equity Mkt Idx Fd - NL 6.89K (0.04%) 0.00
Increased by 0.00%
Jun 30, 25
20 SSgA U.S. Extended Market Index Class I 6.48K (0.04%) 0.00
Increased by 0.00%
Dec 31, 23