Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 AVUV 0.01%
2 AVSC 0%
3 AVUS 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 602.27K (13.19%) 7.23K
Increased by +1.2%
Dec 31, 23
2 BlackRock Inc 354.69K (7.77%) -3.38K
Decreased by -0.95%
Sep 30, 23
3 Vanguard Group Inc 254.94K (5.59%) 552
Increased by +0.22%
Sep 30, 23
4 Renaissance Technologies Corp 108.56K (2.38%) -1.3K
Decreased by -1.2%
Dec 31, 23
5 Geode Capital Management, LLC 99.69K (2.18%) 2.36K
Increased by +2.37%
Sep 30, 23
6 State Street Corporation 96.2K (2.11%) -63
Decreased by -0.07%
Sep 30, 23
7 Bank of New York Mellon Corp 50.33K (1.1%) 1.3K
Increased by +2.59%
Sep 30, 23
8 Northern Trust Corp 43.73K (0.96%) 943
Increased by +2.16%
Sep 30, 23
9 Los Angeles Capital Management LLC 36.37K (0.8%) -2.1K
Decreased by -5.78%
Dec 31, 23
10 American Century Companies Inc 32.56K (0.71%) 450
Increased by +1.38%
Dec 31, 23
11 Millennium Management LLC 28.17K (0.62%) 28.17K
Increased by +100%
Sep 30, 23
12 Denali Advisors LLC 24.75K (0.54%) -3.3K
Decreased by -13.33%
Dec 31, 23
13 CWM Advisors, LLC 22.18K (0.49%) 8.3K
Increased by +37.45%
Sep 30, 23
14 Citadel Advisors Llc 14.75K (0.32%) 6.2K
Increased by +42.01%
Sep 30, 23
15 Bridgeway Capital Management, LLC 14.5K (0.32%) 948
Increased by +6.54%
Sep 30, 23
16 Brandywine Global Investment Mgmt LLC 14.42K (0.32%) -1.53K
Decreased by -10.63%
Dec 31, 23
17 Empowered Funds, LLC 12.89K (0.28%) 948
Increased by +7.35%
Sep 30, 23
18 Charles Schwab Investment Management Inc 12.73K (0.28%) 0
Increased by 0%
Sep 30, 23
19 Swiss National Bank 12.7K (0.28%) 1.8K
Increased by +14.17%
Sep 30, 23
20 Amvescap Plc. 12.4K (0.27%) 2.03K
Increased by +16.33%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 150.16K (3.29%) 0
Increased by 0%
Jan 31, 24
2 iShares Russell 2000 ETF 122.3K (2.68%) -2.28K
Decreased by -1.86%
Jan 31, 24
3 DFA US Micro Cap I 115K (2.52%) 0
Increased by 0%
Dec 31, 23
4 DFA US Small Cap I 83.34K (1.83%) -890
Decreased by -1.07%
Dec 31, 23
5 DFA US Targeted Value I 74.24K (1.63%) 363
Increased by +0.49%
Dec 31, 23
6 Dimensional US Targeted Value ETF 73.97K (1.62%) 0
Increased by 0%
Jan 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 70.01K (1.53%) 0
Increased by 0%
Jan 31, 24
8 Fidelity Small Cap Index 44.98K (0.99%) 338
Increased by +0.75%
Nov 30, 23
9 Fidelity® Small Cap Index 44.65K (0.98%) 1.52K
Increased by +3.41%
Oct 31, 23
10 iShares Russell 2000 Value ETF 41.61K (0.91%) -78
Decreased by -0.19%
Jan 31, 24
11 DFA US Core Equity 2 I 39.79K (0.87%) 0
Increased by 0%
Dec 31, 23
12 DFA US Core Equity 1 I 36.05K (0.79%) 0
Increased by 0%
Dec 31, 23
13 Dimensional US Core Equity 2 ETF 30.52K (0.67%) 0
Increased by 0%
Jan 31, 24
14 Avantis US Small Cap Value ETF 28K (0.61%) 0
Increased by 0%
Jan 31, 24
15 Dimensional US Small Cap ETF 27.61K (0.6%) 0
Increased by 0%
Jan 31, 24
16 State St Russell Sm/Mid Cp® Indx NL Cl C 26.84K (0.59%) 2K
Increased by +7.45%
Jan 31, 24
17 Fidelity Extended Market Index 25.8K (0.57%) 1.11K
Increased by +4.31%
Dec 31, 23
18 Fidelity® Extended Market Index 24.69K (0.54%) 777
Increased by +3.15%
Nov 30, 23
19 DFA US Vector Equity I 18.29K (0.4%) 0
Increased by 0%
Dec 31, 23
20 SEI Small Cap F (SIMT) 17.64K (0.39%) 0
Increased by 0%
Jan 31, 24