Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFAS 0%
3 DFAC 0%
4 DFAT 0%
5 VTI 0%
6 VXF 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 119.31K (12.11%) -1.8K
Decreased by -1.51%
Sep 30, 23
2 Vanguard Group Inc 53.04K (5.38%) -337
Decreased by -0.64%
Sep 30, 23
3 Morgan Stanley - Brokerage Accounts 22.85K (2.32%) 400
Increased by +1.75%
Sep 30, 23
4 Bridgeway Capital Management, LLC 17.25K (1.75%) 0
Increased by 0%
Sep 30, 23
5 Dimensional Fund Advisors, Inc. 16.57K (1.68%) -54
Decreased by -0.33%
Dec 31, 23
6 Geode Capital Management, LLC 11.82K (1.2%) -665
Decreased by -5.63%
Sep 30, 23
7 DCF Advisers, LLC 9.13K (0.93%) 0
Increased by 0%
Sep 30, 23
8 BlackRock Inc 6.11K (0.62%) -484
Decreased by -7.92%
Sep 30, 23
9 Tower Research Capital LLC 627 (0.06%) 627
Increased by +100%
Sep 30, 23
10 UBS Group AG 123 (0.01%) 123
Increased by +100%
Sep 30, 23
11 Wells Fargo & Co 8 (0%) 0
Increased by 0%
Sep 30, 23
12 JPMorgan Chase & Co 1 (0%) 1
Increased by +100%
Sep 30, 23
13 Goss Wealth Management LLC 0 (0%) -41
Decreased by N/A%
Jun 30, 23
14 James Investment Research, Inc. 0 (0%) -1.31K
Decreased by N/A%
Jun 30, 23
15 Meitav Dash Investments Ltd 0 (0%) -2.36K
Decreased by N/A%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 32.86K (3.34%) 0
Increased by 0%
Jan 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 19.39K (1.97%) 0
Increased by 0%
Jan 31, 24
3 Bridgeway Ultra-Small Company Market 17.25K (1.75%) 0
Increased by 0%
Sep 30, 23
4 DFA US Core Equity 2 I 6.37K (0.65%) 0
Increased by 0%
Dec 31, 23
5 Fidelity® Extended Market Index 4.96K (0.5%) 0
Increased by 0%
Nov 30, 23
6 Fidelity Extended Market Index 4.95K (0.5%) -12
Decreased by -0.24%
Dec 31, 23
7 DFA US Core Equity 1 I 3.46K (0.35%) 0
Increased by 0%
Dec 31, 23
8 BlackRock U.S. Equity Market F 2.86K (0.29%) 5
Increased by +0.18%
Dec 31, 23
9 iShares Micro-Cap ETF 2.38K (0.24%) 0
Increased by 0%
Jan 31, 24
10 Fidelity Total Market Index 2.34K (0.24%) 0
Increased by 0%
Dec 31, 23
11 Fidelity® Total Market Index 2.34K (0.24%) 0
Increased by 0%
Nov 30, 23
12 Fidelity Series Total Market Index 2.03K (0.21%) 0
Increased by 0%
Dec 31, 23
13 Fidelity® Series Total Market Index 2.03K (0.21%) 0
Increased by 0%
Nov 30, 23
14 Fidelity Nasdaq Composite Index 1.32K (0.13%) 0
Increased by 0%
Dec 31, 23
15 NT Ext Equity Mkt Idx Fd - NL 1.28K (0.13%) 0
Increased by 0%
Dec 31, 23
16 DFA US Small Cap I 1.16K (0.12%) 0
Increased by 0%
Dec 31, 23
17 Spartan Total Market Index Pool E 1.04K (0.11%) 0
Increased by 0%
Dec 31, 23
18 NT Ext Equity Mkt Idx Fd - DC - NL - T2 1.03K (0.1%) 2
Increased by +0.19%
Dec 31, 23
19 NT Ext Equity Mkt Idx Fd - L 861 (0.09%) 0
Increased by 0%
Dec 31, 23
20 Northern Trust Extended Eq Market Idx 861 (0.09%) 0
Increased by 0%
Dec 31, 23