Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 DFSV 0.00%
3 DFAT 0.00%
4 DFAC 0.00%
5 VTI 0.00%
6 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 224.81K (5.88%) 0.00
Increased by 0.00%
Dec 31, 24
2 Renaissance Technologies Corp 74.35K (1.95%) -3.30K
Decreased by -4.44%
Dec 31, 24
3 Freegulliver, LLC 64.72K (1.69%) 64.72K
Increased by +100.00%
Mar 31, 25
4 Next Capital Management LLC 54.80K (1.43%) 0.00
Increased by 0.00%
Mar 31, 25
5 Geode Capital Management, LLC 34.79K (0.91%) 0.00
Increased by 0.00%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 29.94K (0.78%) 0.00
Increased by 0.00%
Dec 31, 24
7 Teton Advisors Inc 23.00K (0.60%) 0.00
Increased by 0.00%
Dec 31, 24
8 Gabelli Funds LLC 20.00K (0.52%) 0.00
Increased by 0.00%
Dec 31, 24
9 Susquehanna International Group, LLP 15.69K (0.41%) -6.20K
Decreased by -39.54%
Sep 30, 24
10 Creative Planning Inc 15.60K (0.41%) 0.00
Increased by 0.00%
Dec 31, 24
11 Clearview Wealth Advisors LLC 15.57K (0.41%) 0.00
Increased by 0.00%
Mar 31, 25
12 Goss Wealth Management LLC 12.92K (0.34%) 0.00
Increased by 0.00%
Dec 31, 24
13 James Investment Research, Inc. 12.92K (0.34%) 0.00
Increased by 0.00%
Mar 31, 25
14 Citadel Advisors Llc 11.73K (0.31%) 11.73K
Increased by +100.00%
Dec 31, 24
15 T. Rowe Price Associates, Inc. 10.85K (0.28%) 0.00
Increased by 0.00%
Dec 31, 24
16 State Street Corp 10.70K (0.28%) 0.00
Increased by 0.00%
Dec 31, 24
17 State Street Corporation 10.70K (0.28%) -3.41K
Decreased by -31.89%
Mar 31, 24
18 Wedbush Morgan Securities Inc 10.10K (0.26%) 10.10K
Increased by +100.00%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 7.47K (0.20%) 500.00
Increased by +6.69%
Dec 31, 24
20 Steward Partners Investment Advisory, LLC 5.05K (0.13%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 CI Disciplined Growth Private 247.00K (6.46%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 152.43K (3.99%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 152.43K (3.99%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 72.38K (1.89%) 0.00
Increased by 0.00%
Mar 31, 25
5 TETON Westwood Mighty Mites AAA 23.00K (0.60%) 0.00
Increased by 0.00%
Dec 31, 24
6 Fidelity Extended Market Index 20.63K (0.54%) 1.30K
Increased by +6.29%
Mar 31, 25
7 Gabelli Small Cap Growth AAA 20.00K (0.52%) 0.00
Increased by 0.00%
Dec 31, 24
8 Fidelity® Extended Market Index 14.44K (0.38%) 0.00
Increased by 0.00%
Nov 30, 23
9 T. Rowe Price Extended Equity Market Idx 10.85K (0.28%) 0.00
Increased by 0.00%
Mar 31, 25
10 VT De Lisle America B USD 10.00K (0.26%) 0.00
Increased by 0.00%
Oct 31, 24
11 iShares Micro-Cap ETF 9.57K (0.25%) -65.00
Decreased by -0.68%
Apr 30, 24
12 Fidelity Total Market Index 6.46K (0.17%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fidelity® Total Market Index 6.46K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Series Total Market Index 4.59K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
15 NT Ext Equity Mkt Idx Fd - NL 4.49K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity® Series Total Market Index 4.33K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
17 DFA US Small Cap Value I 4.14K (0.11%) 0.00
Increased by 0.00%
Mar 31, 25
18 DFA US Micro Cap I 3.87K (0.10%) 0.00
Increased by 0.00%
Mar 31, 25
19 NT Ext Equity Mkt Idx Fd - DC - NL - T2 3.49K (0.09%) -64.00
Decreased by -1.83%
Mar 31, 25
20 SSgA U.S. Extended Market Index Class I 3.41K (0.09%) 0.00
Increased by 0.00%
Dec 31, 23