Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 229.10K (3.62%) 0.00
Increased by 0.00%
Dec 31, 25
2 Arrowstreet Capital Limited Partnership 221.47K (3.50%) 221.47K
Increased by +100.00%
Dec 31, 25
3 Renaissance Technologies Corp 180.42K (2.85%) 27.95K
Increased by +15.49%
Dec 31, 25
4 UBS Group AG 121.16K (1.92%) -36.28K
Decreased by -29.95%
Sep 30, 25
5 Dimensional Fund Advisors, Inc. 97.50K (1.54%) 6.60K
Increased by +6.77%
Dec 31, 25
6 Geode Capital Management, LLC 63.54K (1.00%) 4.53K
Increased by +7.13%
Dec 31, 25
7 Access Investment Management LLC 45.41K (0.72%) 0.00
Increased by 0.00%
Dec 31, 25
8 Susquehanna International Group, LLP 42.65K (0.67%) -226.36K
Decreased by -530.69%
Dec 31, 25
9 The Goldman Sachs Group Inc 18.03K (0.29%) 122.00
Increased by +0.68%
Sep 30, 25
10 Goldman Sachs Group Inc 17.91K (0.28%) 17.91K
Increased by +100.00%
Jun 30, 25
11 State Street Corp 17.00K (0.27%) 0.00
Increased by 0.00%
Sep 30, 25
12 Jane Street Group LLC 15.83K (0.25%) 15.83K
Increased by +100.00%
Dec 31, 25
13 BlackRock Inc 15.30K (0.24%) 428.00
Increased by +2.80%
Sep 30, 25
14 Tower Research Capital LLC 1.22K (0.02%) -825.00
Decreased by -67.68%
Dec 31, 25
15 Advisor Group Holdings, Inc. 536.00 (0.01%) -20.00
Decreased by -3.73%
Dec 31, 25
16 Capital Advisors, Ltd. LLC 153.00 (0.00%) 153.00
Increased by +100.00%
Jun 30, 24
17 Morgan Stanley - Brokerage Accounts 152.00 (0.00%) 150.00
Increased by +98.68%
Sep 30, 25
18 SBI Securities Co Ltd 132.00 (0.00%) -3.00
Decreased by -2.27%
Dec 31, 25
19 Bank of America Corp 3.00 (0.00%) -53.00
Decreased by -1.77 K%
Sep 30, 25
20 Acadian Asset Management LLC 0.00 (0.00%) -7.53K
Decreased by N/A%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 132.57K (2.10%) 0.00
Increased by 0.00%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 119.77K (1.89%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 54.11K (0.86%) 0.00
Increased by 0.00%
Feb 28, 26
4 Fidelity Extended Market Index 34.67K (0.55%) -120.00
Decreased by -0.35%
Jan 31, 26
5 Arrowstreet US Eq Alpha Extension Cl H 34.32K (0.54%) 34.32K
Increased by +100.00%
Dec 31, 25
6 DFA US Targeted Value I 25.14K (0.40%) 0.00
Increased by 0.00%
Jan 31, 26
7 Bridgeway Ultra-Small Company 24.90K (0.39%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fidelity® Extended Market Index 24.55K (0.39%) 0.00
Increased by 0.00%
Nov 30, 23
9 Dimensional US Targeted Value ETF 17.96K (0.28%) 0.00
Increased by 0.00%
Feb 27, 26
10 iShares Micro-Cap ETF 16.37K (0.26%) 3.57K
Increased by +21.78%
Feb 28, 26
11 Fidelity Series Total Market Index 12.03K (0.19%) 3.56K
Increased by +29.56%
Jan 31, 26
12 Spartan Extended Market Index Pool F 8.69K (0.14%) 120.00
Increased by +1.38%
Jan 31, 26
13 DFA US Small Cap I 8.19K (0.13%) 0.00
Increased by 0.00%
Jan 31, 26
14 DFA US Micro Cap I 7.54K (0.12%) 0.00
Increased by 0.00%
Jan 31, 26
15 Fidelity Total Market Index 6.97K (0.11%) 0.00
Increased by 0.00%
Jan 31, 26
16 Dimensional US Small Cap Value ETF 5.67K (0.09%) 0.00
Increased by 0.00%
Feb 27, 26
17 RBC Microcap Value I 5.06K (0.08%) -17.24K
Decreased by -340.80%
Sep 30, 24
18 Vanguard U.S. Eq Idx £ Acc 4.93K (0.08%) 0.00
Increased by 0.00%
Feb 28, 26
19 Spartan Extended Market Index Pool E 4.61K (0.07%) 298.00
Increased by +6.47%
Mar 31, 25
20 NT Ext Equity Mkt Idx Fd - L 4.60K (0.07%) 0.00
Increased by 0.00%
Dec 31, 25