Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 0.24%
2 EBIT 0.16%
3 EES 0.08%
4 PFF 0.07%
5 JSML 0.06%
6 IWC 0.05%
7 BSVO 0.04%
8 JSMD 0.03%
9 DFAT 0.03%
10 IWN 0.02%
11 DFAS 0.01%
12 PRFZ 0.01%
13 VTWV 0.01%
14 VTWO 0.01%
15 SPGM 0.01%
16 GSSC 0.01%
17 ISCV 0.01%
18 IWM 0.01%
19 RSSL 0.01%
20 AVUV 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 608.09K (12.93%) 1.08K
Increased by +0.18%
Jun 30, 24
2 BlackRock Inc 425.41K (9.05%) 35.79K
Increased by +8.41%
Jun 30, 24
3 Vanguard Group Inc 267.74K (5.69%) 9.05K
Increased by +3.38%
Jun 30, 24
4 Geode Capital Management, LLC 120.15K (2.56%) 14.77K
Increased by +12.29%
Jun 30, 24
5 Renaissance Technologies Corp 105.06K (2.23%) -1.60K
Decreased by -1.52%
Jun 30, 24
6 State Street Corporation 100.11K (2.13%) 875.00
Increased by +0.87%
Mar 31, 24
7 State Street Corp 91.22K (1.94%) -8.89K
Decreased by -9.75%
Jun 30, 24
8 Northern Trust Corp 40.07K (0.85%) -3.66K
Decreased by -9.13%
Jun 30, 24
9 Bank of New York Mellon Corp 36.70K (0.78%) -800.00
Decreased by -2.18%
Jun 30, 24
10 American Century Companies Inc 32.56K (0.69%) 0.00
Increased by 0.00%
Jun 30, 24
11 Los Angeles Capital Management LLC 31.87K (0.68%) -152.00
Decreased by -0.48%
Jun 30, 24
12 Denali Advisors LLC 26.04K (0.55%) 1.28K
Increased by +4.93%
Mar 31, 24
13 Citadel Advisors Llc 22.52K (0.48%) 7.77K
Increased by +34.49%
Jun 30, 24
14 CWM Advisors, LLC 22.18K (0.47%) 8.30K
Increased by +37.45%
Sep 30, 23
15 GSA Capital Partners LLP 18.50K (0.39%) 6.27K
Increased by +33.88%
Dec 31, 23
16 Bridgeway Capital Management, LLC 17.78K (0.38%) 1.08K
Increased by +6.07%
Jun 30, 24
17 Empowered Funds, LLC 16.17K (0.34%) -14.01K
Decreased by -86.65%
Jun 30, 24
18 Charles Schwab Investment Management Inc 15.09K (0.32%) 2.36K
Increased by +15.66%
Jun 30, 24
19 Amvescap Plc. 14.72K (0.31%) 1.59K
Increased by +10.78%
Jun 30, 24
20 Brandywine Global Investment Mgmt LLC 14.32K (0.30%) -98.00
Decreased by -0.68%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 160.28K (3.41%) 0.00
Increased by 0.00%
Aug 31, 24
2 iShares Russell 2000 ETF 142.90K (3.04%) 0.00
Increased by 0.00%
Sep 30, 24
3 DFA US Micro Cap I 115.00K (2.45%) 0.00
Increased by 0.00%
Aug 31, 24
4 DFA US Targeted Value I 92.46K (1.97%) 2.03K
Increased by +2.20%
Aug 31, 24
5 DFA US Small Cap I 81.69K (1.74%) 0.00
Increased by 0.00%
Aug 31, 24
6 Dimensional US Targeted Value ETF 76.99K (1.64%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 70.01K (1.49%) 0.00
Increased by 0.00%
Aug 31, 24
8 Fidelity Small Cap Index 57.17K (1.22%) 11.27K
Increased by +19.72%
Jul 31, 24
9 Kennedy Micro Cap 54.78K (1.17%) 50.48K
Increased by +92.15%
Sep 30, 24
10 iShares Russell 2000 Value ETF 53.49K (1.14%) 0.00
Increased by 0.00%
Sep 30, 24
11 Fidelity® Small Cap Index 44.65K (0.95%) 1.52K
Increased by +3.41%
Oct 31, 23
12 DFA US Core Equity 2 I 41.72K (0.89%) 0.00
Increased by 0.00%
Aug 31, 24
13 Dimensional US Small Cap ETF 32.14K (0.68%) 0.00
Increased by 0.00%
Sep 30, 24
14 State St Russell Sm/Mid Cp® Indx NL Cl C 28.84K (0.61%) 0.00
Increased by 0.00%
Sep 30, 24
15 Avantis US Small Cap Value ETF 28.00K (0.60%) 0.00
Increased by 0.00%
Sep 28, 24
16 Fidelity Extended Market Index 27.54K (0.59%) 466.00
Increased by +1.69%
Aug 31, 24
17 Dimensional US Core Equity 2 ETF 25.75K (0.55%) 0.00
Increased by 0.00%
Sep 30, 24
18 Fidelity® Extended Market Index 24.69K (0.53%) 777.00
Increased by +3.15%
Nov 30, 23
19 Russell Inv Tax-Managed US Mid&Sm Cap S 23.88K (0.51%) 14.04K
Increased by +58.79%
Aug 31, 24
20 Vanguard Russell 2000 ETF 22.35K (0.48%) 610.00
Increased by +2.73%
Aug 31, 24