Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 0.24%
2 EBIT 0.19%
3 EES 0.11%
4 PFF 0.08%
5 JSML 0.07%
6 IWC 0.07%
7 BSVO 0.07%
8 JSMD 0.04%
9 DFAT 0.03%
10 IWN 0.02%
11 DFAS 0.02%
12 PRFZ 0.01%
13 GSSC 0.01%
14 IWM 0.01%
15 VTWV 0.01%
16 VTWO 0.01%
17 RSSL 0.01%
18 SPGM 0.01%
19 AVUV 0.01%
20 ISCV 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 618.13K (13.16%) 10.04K
Increased by +1.62%
Sep 30, 24
2 BlackRock Inc 425.41K (9.06%) 35.79K
Increased by +8.41%
Jun 30, 24
3 Vanguard Group Inc 273.22K (5.82%) 5.48K
Increased by +2.01%
Sep 30, 24
4 Geode Capital Management, LLC 120.15K (2.56%) 14.77K
Increased by +12.29%
Jun 30, 24
5 Renaissance Technologies Corp 104.76K (2.23%) -300.00
Decreased by -0.29%
Sep 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 47.03K (1.00%) 6.97K
Increased by +14.81%
Sep 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%
Sep 30, 24
11 Los Angeles Capital Management LLC 28.38K (0.60%) -3.50K
Decreased by -12.32%
Sep 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 Morgan Stanley - Brokerage Accounts 15.63K (0.33%) -3.71K
Decreased by -23.72%
Jun 30, 24
19 Charles Schwab Investment Management Inc 15.09K (0.32%) -3.00
Decreased by -0.02%
Sep 30, 24
20 Amvescap Plc. 14.72K (0.31%) 1.59K
Increased by +10.78%
Jun 30, 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%
Oct 31, 24
2 iShares Russell 2000 ETF 141.34K (3.01%) -322.00
Decreased by -0.23%
Oct 31, 24
3 DFA US Micro Cap I 115.00K (2.45%) 0.00
Increased by 0.00%
Sep 30, 24
4 DFA US Targeted Value I 94.32K (2.01%) 1.85K
Increased by +1.96%
Sep 30, 24
5 DFA US Small Cap I 81.69K (1.74%) 0.00
Increased by 0.00%
Sep 30, 24
6 Dimensional US Targeted Value ETF 77.00K (1.64%) 0.00
Increased by 0.00%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 70.01K (1.49%) 0.00
Increased by 0.00%
Sep 30, 24
8 Fidelity Small Cap Index 55.96K (1.19%) -1.21K
Decreased by -2.16%
Aug 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 53.56K (1.14%) 0.00
Increased by 0.00%
Oct 31, 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%
Sep 30, 24
13 Dimensional US Small Cap ETF 33.03K (0.70%) 0.00
Increased by 0.00%
Oct 31, 24
14 Avantis US Small Cap Value ETF 28.00K (0.60%) 0.00
Increased by 0.00%
Oct 31, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 27.74K (0.59%) -1.10K
Decreased by -3.97%
Oct 31, 24
16 Fidelity Extended Market Index 27.40K (0.58%) -142.00
Decreased by -0.52%
Sep 30, 24
17 Dimensional US Core Equity 2 ETF 27.15K (0.58%) 0.00
Increased by 0.00%
Oct 31, 24
18 Vanguard Russell 2000 ETF 25.51K (0.54%) -170.00
Decreased by -0.67%
Oct 31, 24
19 Fidelity® Extended Market Index 24.69K (0.53%) 777.00
Increased by +3.15%
Nov 30, 23
20 Russell Inv Tax-Managed US Mid&Sm Cap S 23.88K (0.51%) 14.04K
Increased by +58.79%
Aug 31, 24