Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 FNDA 0.05%
2 PRFZ 0.04%
3 IWC 0.04%
4 AVSC 0.02%
5 DFAT 0.01%
6 DFAS 0%
7 FNDB 0%
8 ONEQ 0%
9 DFSV 0%
10 AVUS 0%
11 AVUV 0%
12 DFUS 0%
13 DFAC 0%
14 VTI 0%
15 VXF 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.81M (5.39%) 44.23K
Increased by +1.16%
Dec 31, 23
2 Hotchkis & Wiley Capital Management LLC 3.34M (4.73%) 1.49M
Increased by +44.69%
Dec 31, 23
3 Dimensional Fund Advisors, Inc. 2.61M (3.69%) 271.97K
Increased by +10.43%
Dec 31, 23
4 Charles Schwab Investment Management Inc 2.49M (3.53%) 413.12K
Increased by +16.56%
Dec 31, 23
5 BlackRock Inc 2.25M (3.19%) 455.66K
Increased by +20.22%
Dec 31, 23
6 Millennium Management LLC 1.94M (2.75%) 360.07K
Increased by +18.53%
Sep 30, 23
7 Susquehanna International Group, LLP 1.39M (1.97%) 115.68K
Increased by +8.3%
Dec 31, 23
8 HighTower Advisors, LLC 1.39M (1.96%) 87.4K
Increased by +6.3%
Dec 31, 23
9 Lodestone Wealth Management LLC 1.2M (1.7%) 1.2M
Increased by +100%
Sep 30, 23
10 MAVEN SECURITIES Ltd 900K (1.27%) 600K
Increased by +66.67%
Dec 31, 23
11 Geode Capital Management, LLC 867.97K (1.23%) 55.81K
Increased by +6.43%
Dec 31, 23
12 D. E. Shaw & Co LP 857.03K (1.21%) -461.69K
Decreased by -53.87%
Sep 30, 23
13 Clear Sky Advisers, LLC 778.68K (1.1%) 320.63K
Increased by +41.18%
Dec 31, 23
14 Renaissance Technologies Corp 755K (1.07%) 103.3K
Increased by +13.68%
Dec 31, 23
15 Creative Financial Designs Inc 692.81K (0.98%) -49.17K
Decreased by -7.1%
Dec 31, 23
16 Qube Research & Technologies 691.19K (0.98%) 606.67K
Increased by +87.77%
Dec 31, 23
17 Acadian Asset Management LLC 539.39K (0.76%) 399.06K
Increased by +73.98%
Dec 31, 23
18 Amvescap Plc. 499.2K (0.71%) -494.07K
Decreased by -98.97%
Dec 31, 23
19 Goldman Sachs Group Inc 481.15K (0.68%) 314.77K
Increased by +65.42%
Dec 31, 23
20 Marshall Wace Asset Management Ltd 478.53K (0.68%) 404.84K
Increased by +84.6%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.66M (3.76%) 0
Increased by 0%
Jan 31, 24
2 Schwab Fundamental US Small Company ETF 2.03M (2.87%) 703
Increased by +0.03%
Feb 29, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 1.04M (1.48%) 0
Increased by 0%
Jan 31, 24
4 Hotchkis & Wiley Sm Cp Divers Val I 934.5K (1.32%) 0
Increased by 0%
Jan 31, 24
5 Principal SmallCap Value II Instl 650.4K (0.92%) 0
Increased by 0%
Jan 31, 24
6 DFA US Targeted Value I 540.62K (0.77%) 0
Increased by 0%
Jan 31, 24
7 iShares Global Agriculture ETF Comm 508.56K (0.72%) 0
Increased by 0%
Feb 29, 24
8 Invesco FTSE RAFI US 1500 Small-Mid ETF 496.17K (0.7%) 0
Increased by 0%
Feb 29, 24
9 Schwab Fundamental US Small Company Idx 491.76K (0.7%) 11.25K
Increased by +2.29%
Jan 31, 24
10 Dimensional US Targeted Value ETF 466.34K (0.66%) 0
Increased by 0%
Feb 29, 24
11 Fidelity Extended Market Index 418.62K (0.59%) 0
Increased by 0%
Jan 31, 24
12 Multi-Manager Small Cap Eq Strat Inst 386.5K (0.55%) 0
Increased by 0%
Jan 31, 24
13 Fidelity® Extended Market Index 372.42K (0.53%) 0
Increased by 0%
Nov 30, 23
14 DFA US Micro Cap I 328.89K (0.47%) 0
Increased by 0%
Jan 31, 24
15 Ancora Micro Cap 310.69K (0.44%) 41.71K
Increased by +13.43%
Dec 31, 23
16 Bridgeway Omni Small-Cap Value 252K (0.36%) 221K
Increased by +87.7%
Dec 31, 23
17 AST Small Cap Value 247.8K (0.35%) 0
Increased by 0%
Jan 31, 24
18 Invesco DW Basic Materials Momt ETF 235.47K (0.33%) 0
Increased by 0%
Dec 31, 23
19 Hotchkis & Wiley Small Cap Div Val CL F 212.2K (0.3%) 0
Increased by 0%
Dec 31, 23
20 BlackRock Extended Mkt Composite 182.76K (0.26%) -58.97K
Decreased by -32.27%
Sep 30, 23