Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 4.74%
2 RIET 0.82%
3 IWC 0.02%
4 PRFZ 0.01%
5 RTLA 0.01%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.56M (4.29%) 37.60K
Increased by +2.41%
Dec 31, 25
2 Summit Financial LLC 1.01M (2.78%) 520.29K
Increased by +51.47%
Dec 31, 25
3 Summit Financial, LLC 1.01M (2.78%) 520.29K
Increased by +51.47%
Dec 31, 25
4 Cannell Capital LLC 622.85K (1.71%) 622.85K
Increased by +100.00%
Dec 31, 23
5 Renaissance Technologies Corp 622.38K (1.71%) -193.45K
Decreased by -31.08%
Dec 31, 25
6 Citadel Advisors Llc 616.24K (1.69%) -100.05K
Decreased by -16.24%
Dec 31, 25
7 BlackRock Inc 429.93K (1.18%) 5.47K
Increased by +1.27%
Sep 30, 25
8 Geode Capital Management, LLC 397.28K (1.09%) 15.51K
Increased by +3.90%
Dec 31, 25
9 CI Private Wealth LLC 336.51K (0.93%) 101.83K
Increased by +30.26%
Dec 31, 25
10 Forum Financial Management, LP 298.60K (0.82%) 12.60K
Increased by +4.22%
Sep 30, 24
11 Penserra Capital Management, LLC 265.79K (0.73%) 49.60K
Increased by +18.66%
Sep 30, 24
12 Two Sigma Advisers, LLC 228.64K (0.63%) -65.70K
Decreased by -28.74%
Dec 31, 25
13 Significant Wealth Partners LLC 207.83K (0.57%) 207.83K
Increased by +100.00%
Dec 31, 23
14 Two Sigma Investments LLC 206.39K (0.57%) -54.37K
Decreased by -26.35%
Dec 31, 25
15 Millennium Management LLC 171.75K (0.47%) 171.75K
Increased by +100.00%
Dec 31, 23
16 Wolverine Asset Management LLC 153.22K (0.42%) -181.94K
Decreased by -118.75%
Mar 31, 25
17 Hudson Bay Capital Management LP 137.04K (0.38%) 137.04K
Increased by +100.00%
Jun 30, 25
18 State Street Corp 134.89K (0.37%) 0.00
Increased by 0.00%
Sep 30, 25
19 Northern Trust Corp 113.58K (0.31%) -13.38K
Decreased by -11.78%
Sep 30, 25
20 Goldman Sachs Group Inc 101.80K (0.28%) 101.80K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 995.86K (2.74%) 0.00
Increased by 0.00%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 905.18K (2.49%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 354.05K (0.97%) 0.00
Increased by 0.00%
Feb 28, 26
4 Hoya Capital High Dividend Yield ETF 271.87K (0.75%) 0.00
Increased by 0.00%
Nov 29, 24
5 Fidelity Extended Market Index 207.81K (0.57%) -863.00
Decreased by -0.42%
Jan 31, 26
6 Fidelity® Extended Market Index 154.61K (0.43%) 0.00
Increased by 0.00%
Nov 30, 23
7 Invesco FTSE RAFI US 1500 Small-Mid ETF 103.82K (0.29%) 0.00
Increased by 0.00%
Feb 27, 25
8 iShares Micro-Cap ETF 97.34K (0.27%) 39.69K
Increased by +40.77%
Feb 28, 26
9 BlackRock Extended Mkt Composite 77.54K (0.21%) 0.00
Increased by 0.00%
Sep 30, 23
10 Blackrock Extended Mkt Fund CF 77.54K (0.21%) 0.00
Increased by 0.00%
Feb 28, 26
11 Fidelity Total Market Index 71.74K (0.20%) 0.00
Increased by 0.00%
Jan 31, 26
12 BlackRock Extended Equity Market K 67.58K (0.19%) -29.00
Decreased by -0.04%
Sep 30, 24
13 Extended Equity Market Fund K 66.51K (0.18%) 43.00
Increased by +0.06%
Dec 31, 25
14 Winans Balanced 50/50 Composite 56.49K (0.16%) 3.36K
Increased by +5.95%
Dec 31, 25
15 Winans Corporate Income 100% Composite 56.43K (0.16%) 125.00
Increased by +0.22%
Dec 31, 25
16 Kingsbarn Dividend Opportunity ETF 52.80K (0.15%) 52.80K
Increased by +100.00%
Jul 31, 25
17 Invesco RAFI US 1500 Small-Mid ETF 47.89K (0.13%) 0.00
Increased by 0.00%
Aug 29, 25
18 Fidelity Series Total Market Index 47.49K (0.13%) 0.00
Increased by 0.00%
Jan 31, 26
19 Fidelity® Series Total Market Index 47.37K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
20 T. Rowe Price Extended Equity Market Idx 44.76K (0.12%) 0.00
Increased by 0.00%
Jul 31, 25