Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mink Brook Asset Management LLC 996.57K (15.29%) 996.57K
Increased by +100.00%
Dec 31, 24
2 Dimensional Fund Advisors, Inc. 417.47K (6.41%) -4.82K
Decreased by -1.15%
Dec 31, 24
3 Vanguard Group Inc 394.52K (6.05%) -1.86K
Decreased by -0.47%
Dec 31, 24
4 Wells Fargo & Co 206.89K (3.17%) -265.00
Decreased by -0.13%
Dec 31, 24
5 BlackRock Inc 155.71K (2.39%) 5.10K
Increased by +3.27%
Dec 31, 24
6 Renaissance Technologies Corp 153.50K (2.36%) 41.81K
Increased by +27.24%
Dec 31, 24
7 Bridgeway Capital Management, LLC 111.71K (1.71%) -5.95K
Decreased by -5.33%
Dec 31, 24
8 Geode Capital Management, LLC 93.32K (1.43%) 1.87K
Increased by +2.00%
Dec 31, 24
9 HighTower Advisors, LLC 83.23K (1.28%) 1.08K
Increased by +1.30%
Dec 31, 24
10 AMH Equity Ltd 60.00K (0.92%) 60.00K
Increased by +100.00%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 56.57K (0.87%) 2.28K
Increased by +4.02%
Dec 31, 24
12 Deltec Asset Management LLC 46.38K (0.71%) 0.00
Increased by 0.00%
Dec 31, 24
13 Empowered Funds, LLC 44.69K (0.69%) 2.05K
Increased by +4.58%
Dec 31, 24
14 Susquehanna International Group, LLP 44.56K (0.68%) 14.19K
Increased by +31.84%
Dec 31, 24
15 State Street Corp 37.63K (0.58%) 5.10K
Increased by +13.55%
Dec 31, 24
16 Northern Trust Corp 35.38K (0.54%) 11.42K
Increased by +32.27%
Dec 31, 24
17 State Street Corporation 32.53K (0.50%) 0.00
Increased by 0.00%
Mar 31, 24
18 Minerva Advisors LLC 30.41K (0.47%) 0.00
Increased by 0.00%
Dec 31, 24
19 Perritt Capital Management Inc. 20.92K (0.32%) 0.00
Increased by 0.00%
Dec 31, 24
20 Citadel Advisors Llc 18.84K (0.29%) 1.43K
Increased by +7.57%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 270.80K (4.16%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 270.80K (4.16%) 0.00
Increased by 0.00%
Sep 30, 24
3 VT De Lisle America B USD 197.82K (3.04%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 110.96K (1.70%) 0.00
Increased by 0.00%
Mar 31, 25
5 DFA US Targeted Value I 72.16K (1.11%) 964.00
Increased by +1.34%
Mar 31, 25
6 Dimensional US Targeted Value ETF 60.66K (0.93%) 0.00
Increased by 0.00%
Apr 30, 25
7 IMC US Ultra Micro Cap 54.67K (0.84%) 54.67K
Increased by +100.00%
Mar 31, 25
8 DFA US Micro Cap I 54.12K (0.83%) 0.00
Increased by 0.00%
Mar 31, 25
9 EA Bridgeway Omni Small-Cap Value ETF 48.06K (0.74%) 714.00
Increased by +1.49%
Apr 30, 25
10 Fidelity Extended Market Index 47.74K (0.73%) 1.34K
Increased by +2.80%
Mar 31, 25
11 DFA US Small Cap Value I 45.47K (0.70%) -1.77K
Decreased by -3.89%
Mar 31, 25
12 DFA US Small Cap I 43.97K (0.67%) 0.00
Increased by 0.00%
Mar 31, 25
13 Bridgeway Ultra-Small Company 43.26K (0.66%) 0.00
Increased by 0.00%
Sep 30, 23
14 Bridgeway Omni Small-Cap Value 39.52K (0.61%) 0.00
Increased by 0.00%
Dec 31, 24
15 Bridgeway Omni Small-Cap Value N 39.52K (0.61%) 0.00
Increased by 0.00%
Dec 31, 24
16 Pleiades Small Cap Equity A 27.33K (0.42%) 27.33K
Increased by +100.00%
Mar 31, 25
17 Bridgeway Ultra-Small Company Market 26.84K (0.41%) 0.00
Increased by 0.00%
Dec 31, 24
18 Dimensional US Small Cap ETF 24.44K (0.38%) 0.00
Increased by 0.00%
Apr 30, 25
19 Perritt MicroCap Opportunities Investor 20.92K (0.32%) 0.00
Increased by 0.00%
Mar 31, 25
20 DFA US Core Equity 1 I 19.48K (0.30%) 0.00
Increased by 0.00%
Jun 30, 24