Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DFE 0.67%
2 ONEQ 0.02%
3 IWC 0.01%
4 DFSU 0.00%
5 DFAC 0.00%
6 DFAT 0.00%
7 DFUS 0.00%
8 VXF 0.00%
9 VTI 0.00%
10 DCOR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Truffle Hound Capital, LLC 350.00K (9.53%) 88.71K
Increased by +25.35%
Dec 31, 25
2 Vanguard Group Inc 221.29K (6.03%) 6.06K
Increased by +2.74%
Dec 31, 25
3 Renaissance Technologies Corp 177.27K (4.83%) 6.59K
Increased by +3.72%
Dec 31, 25
4 Geode Capital Management, LLC 83.73K (2.28%) -77.36K
Decreased by -92.40%
Dec 31, 25
5 Saber Capital Management, LLC 69.05K (1.88%) 69.05K
Increased by +100.00%
Dec 31, 25
6 Dimensional Fund Advisors, Inc. 47.22K (1.29%) 8.44K
Increased by +17.88%
Dec 31, 25
7 Corsair Capital Management LLC 45.44K (1.24%) -25.00
Decreased by -0.06%
Dec 31, 25
8 Royal Bank of Canada 38.40K (1.05%) 0.00
Increased by 0.00%
Jun 30, 25
9 683 Capital Management LLC 34.13K (0.93%) 34.13K
Increased by +100.00%
Dec 31, 25
10 GatePass Capital, LLC 23.84K (0.65%) 0.00
Increased by 0.00%
Dec 31, 25
11 BlackRock Inc 21.36K (0.58%) 12.87K
Increased by +60.23%
Sep 30, 25
12 Bristlecone Value Partners, LLC 20.67K (0.56%) 20.67K
Increased by +100.00%
Dec 31, 25
13 Citadel Advisors Llc 17.61K (0.48%) -90.00
Decreased by -0.51%
Dec 31, 25
14 Jane Street Group LLC 17.05K (0.46%) 17.05K
Increased by +100.00%
Dec 31, 25
15 Mink Brook Asset Management LLC 16.36K (0.45%) 16.36K
Increased by +100.00%
Dec 31, 25
16 State Street Corp 15.72K (0.43%) 0.00
Increased by 0.00%
Sep 30, 25
17 State Street Corporation 15.72K (0.43%) 0.00
Increased by 0.00%
Mar 31, 24
18 Goss Wealth Management LLC 15.15K (0.41%) 2.88K
Increased by +19.02%
Dec 31, 25
19 Susquehanna International Group, LLP 14.56K (0.40%) -2.86K
Decreased by -19.64%
Dec 31, 25
20 The Goldman Sachs Group Inc 14.22K (0.39%) 14.22K
Increased by +100.00%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 164.05K (4.47%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 160.54K (4.37%) 0.00
Increased by 0.00%
Feb 28, 26
3 Fidelity® Nasdaq Composite ETF 131.69K (3.59%) 0.00
Increased by 0.00%
Dec 29, 23
4 Fidelity Nasdaq Composite ETF 39.05K (1.06%) 0.00
Increased by 0.00%
Feb 27, 26
5 RBC Microcap Value I 38.40K (1.05%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 35.95K (0.98%) 0.00
Increased by 0.00%
Feb 28, 26
7 DFA US Small Cap I 30.38K (0.83%) 0.00
Increased by 0.00%
Jan 31, 26
8 Fidelity Extended Market Index 19.77K (0.54%) -82.00
Decreased by -0.41%
Jan 31, 26
9 Navellier Small-Mid Cap Growth 17.48K (0.48%) 0.00
Increased by 0.00%
Feb 28, 26
10 Fidelity® Extended Market Index 15.49K (0.42%) 0.00
Increased by 0.00%
Nov 30, 23
11 Blackrock Extended Mkt Fund CF 12.35K (0.34%) 0.00
Increased by 0.00%
Feb 28, 26
12 Extended Equity Market Fund K 10.59K (0.29%) 7.00
Increased by +0.07%
Dec 31, 25
13 iShares Micro-Cap ETF 9.59K (0.26%) 5.00K
Increased by +52.12%
Feb 28, 26
14 Fidelity Total Market Index 6.29K (0.17%) 0.00
Increased by 0.00%
Jan 31, 26
15 Fidelity Nasdaq Composite Index 5.75K (0.16%) 0.00
Increased by 0.00%
Jan 31, 26
16 Fidelity Series Total Market Index 5.06K (0.14%) 0.00
Increased by 0.00%
Jan 31, 26
17 Spartan Extended Market Index Pool F 4.61K (0.13%) 82.00
Increased by +1.78%
Jan 31, 26
18 DFA US Core Equity 2 I 4.55K (0.12%) 0.00
Increased by 0.00%
Jan 31, 26
19 NT Ext Equity Mkt Idx Fd - L 4.22K (0.11%) 1.73K
Increased by +41.08%
Dec 31, 25
20 Spartan Extended Market Index Pool E 3.77K (0.10%) 168.00
Increased by +4.45%
Mar 31, 25