Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 DCOR 0.00%
3 DFAS 0.00%
4 DFAT 0.00%
5 DFAC 0.00%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 120.11K (6.25%) 1.60K
Increased by +1.33%
Sep 30, 24
2 Vanguard Group Inc 52.85K (2.75%) 0.00
Increased by 0.00%
Sep 30, 24
3 Bridgeway Capital Management, LLC 17.25K (0.90%) 0.00
Increased by 0.00%
Sep 30, 24
4 Geode Capital Management, LLC 11.79K (0.61%) -490.00
Decreased by -4.16%
Sep 30, 24
5 Citadel Advisors Llc 11.30K (0.59%) 11.30K
Increased by +100.00%
Sep 30, 24
6 UBS Group AG 4.90K (0.26%) -700.00
Decreased by -14.29%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 2.60K (0.14%) 599.00
Increased by +23.03%
Sep 30, 24
8 BlackRock Inc 2.32K (0.12%) -3.62K
Decreased by -156.10%
Jun 30, 24
9 Tower Research Capital LLC 1.16K (0.06%) 1.16K
Increased by +100.00%
Sep 30, 24
10 JPMorgan Chase & Co 325.00 (0.02%) 323.00
Increased by +99.38%
Sep 30, 24
11 Comerica Bank 100.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
12 Royal Bank of Canada 22.00 (0.00%) 8.00
Increased by +36.36%
Jun 30, 24
13 Bank of America Corp 8.00 (0.00%) 8.00
Increased by +100.00%
Jun 30, 24
14 Wells Fargo & Co 1.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
15 DCF Advisers, LLC 0.00 (0.00%) -9.13K
Decreased by N/A%
Dec 31, 23
16 Dimensional Fund Advisors, Inc. 0.00 (0.00%) -13.75K
Decreased by N/A%
Jun 30, 24
17 Goss Wealth Management LLC 0.00 (0.00%) -41.00
Decreased by N/A%
Jun 30, 23
18 James Investment Research, Inc. 0.00 (0.00%) -1.31K
Decreased by N/A%
Jun 30, 23
19 Meitav Dash Investments Ltd 0.00 (0.00%) -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 (1.71%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 19.39K (1.01%) 0.00
Increased by 0.00%
Oct 31, 24
3 Bridgeway Ultra-Small Company Market 17.25K (0.90%) 0.00
Increased by 0.00%
Sep 30, 24
4 Fidelity® Extended Market Index 4.96K (0.26%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Extended Market Index 4.79K (0.25%) -1.78K
Decreased by -37.13%
Sep 30, 24
6 DFA US Core Equity 2 I 4.07K (0.21%) 0.00
Increased by 0.00%
Sep 30, 24
7 DFA US Core Equity 1 I 3.36K (0.18%) 0.00
Increased by 0.00%
Sep 30, 24
8 BlackRock U.S. Equity Market F 2.88K (0.15%) 28.00
Increased by +0.97%
Mar 31, 24
9 Fidelity® Total Market Index 2.34K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Total Market Index 2.33K (0.12%) 0.00
Increased by 0.00%
Sep 30, 24
11 iShares Micro-Cap ETF 2.22K (0.12%) 0.00
Increased by 0.00%
Nov 27, 24
12 Fidelity® Series Total Market Index 2.03K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity Nasdaq Composite Index 1.91K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
14 NT Ext Equity Mkt Idx Fd - L 1.60K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
15 Northern Trust Extended Eq Market Idx 1.60K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
16 NT Ext Equity Mkt Idx Fd - NL 1.28K (0.07%) 0.00
Increased by 0.00%
Sep 30, 24
17 DFA US Small Cap I 1.16K (0.06%) 0.00
Increased by 0.00%
Apr 30, 24
18 Fidelity Series Total Market Index 1.14K (0.06%) -735.00
Decreased by -64.59%
Sep 30, 24
19 Spartan Total Market Index Pool E 1.05K (0.05%) 0.00
Increased by 0.00%
Sep 30, 24
20 NT Ext Equity Mkt Idx Fd - DC - NL - T2 1.03K (0.05%) 3.00
Increased by +0.29%
Sep 30, 24