Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 DFSV 0%
3 DFAC 0%
4 DFAT 0%
5 DFUS 0%
6 VXF 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 AllianceBernstein L.P. 479.94K (10.68%) 13.06K
Increased by +2.72%
Dec 31, 23
2 Raffles Associates LP 251.56K (5.6%) 1.5K
Increased by +0.6%
Sep 30, 23
3 Stilwell Value LLC 64.84K (1.44%) 0
Increased by 0%
Dec 31, 23
4 Vanguard Group Inc 57.86K (1.29%) 206
Increased by +0.36%
Dec 31, 23
5 Renaissance Technologies Corp 48.91K (1.09%) 4.5K
Increased by +9.2%
Dec 31, 23
6 Dimensional Fund Advisors, Inc. 38.84K (0.86%) 1.28K
Increased by +3.29%
Dec 31, 23
7 Geode Capital Management, LLC 37.5K (0.83%) 14.19K
Increased by +37.85%
Dec 31, 23
8 Bridgeway Capital Management, LLC 31.5K (0.7%) 0
Increased by 0%
Dec 31, 23
9 Objectivity Squared LLC 28K (0.62%) 28K
Increased by +100%
Dec 31, 23
10 Wells Fargo & Co 27.39K (0.61%) -2.65K
Decreased by -9.67%
Dec 31, 23
11 Fourthstone LLC 15.18K (0.34%) 15.18K
Increased by +100%
Sep 30, 23
12 BlackRock Inc 12.05K (0.27%) -134
Decreased by -1.11%
Dec 31, 23
13 Northern Trust Corp 11.54K (0.26%) 11.54K
Increased by +100%
Dec 31, 23
14 Susquehanna International Group, LLP 10.6K (0.24%) -3.35K
Decreased by -31.57%
Dec 31, 23
15 Maltese Capital Management LLC 8K (0.18%) 0
Increased by 0%
Dec 31, 23
16 Tower Research Capital LLC 881 (0.02%) -393
Decreased by -44.61%
Dec 31, 23
17 Royal Bank of Canada 113 (0%) 27
Increased by +23.89%
Dec 31, 23
18 BHZ Capital Management, LP. 0 (0%) -21.32K
Decreased by N/A%
Jun 30, 23
19 Bank of America Corp 0 (0%) -141
Decreased by N/A%
Dec 31, 23
20 Citigroup Inc 0 (0%) -113
Decreased by N/A%
Jun 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 55.41K (1.23%) 0
Increased by 0%
Feb 29, 24
2 Bridgeway Omni Small-Cap Value 31.5K (0.7%) 0
Increased by 0%
Dec 31, 23
3 Bridgeway Omni Small-Cap Value N 31.5K (0.7%) 0
Increased by 0%
Dec 31, 23
4 Fidelity Extended Market Index 28.28K (0.63%) -137
Decreased by -0.48%
Feb 29, 24
5 Fidelity® Extended Market Index 14.34K (0.32%) 0
Increased by 0%
Nov 30, 23
6 DFA US Core Equity 2 I 10.45K (0.23%) 0
Increased by 0%
Feb 29, 24
7 iShares Micro-Cap ETF 10.16K (0.23%) 0
Increased by 0%
Mar 28, 24
8 DFA US Core Equity 1 I 8.3K (0.18%) 0
Increased by 0%
Feb 29, 24
9 Fidelity Series Total Market Index 6.05K (0.13%) 0
Increased by 0%
Feb 29, 24
10 Fidelity® Series Total Market Index 5.81K (0.13%) 0
Increased by 0%
Nov 30, 23
11 Dimensional Global Trgtd Value USD Acc 5.68K (0.13%) 0
Increased by 0%
Feb 29, 24
12 NT Ext Equity Mkt Idx Fd - L 4.49K (0.1%) 0
Increased by 0%
Mar 31, 24
13 Northern Trust Extended Eq Market Idx 4.49K (0.1%) 0
Increased by 0%
Dec 31, 23
14 Dimensional US Core Equity 2 ETF 3.98K (0.09%) 0
Increased by 0%
Mar 29, 24
15 Vanguard U.S. Eq Idx £ Acc 2.45K (0.05%) 0
Increased by 0%
Feb 29, 24
16 SSgA U.S. Extended Market Index Class I 2.13K (0.05%) 0
Increased by 0%
Dec 31, 23
17 State St US Extended Mkt Indx NL Cl C 2.13K (0.05%) 0
Increased by 0%
Mar 31, 24
18 DFA US Micro Cap I 1.85K (0.04%) 0
Increased by 0%
Feb 29, 24
19 Fidelity Total Market Index 1.66K (0.04%) 0
Increased by 0%
Feb 29, 24
20 Fidelity® Total Market Index 1.66K (0.04%) 0
Increased by 0%
Nov 30, 23