Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AFSM 0.35%
2 IWC 0.04%
3 EBIT 0.04%
4 IWN 0.01%
5 GSSC 0.01%
6 RTLA 0.01%
7 VTWO 0.01%
8 VTWV 0.01%
9 THRK 0.01%
10 BSVO 0.01%
11 IWM 0.01%
12 RSSL 0.01%
13 EES 0.00%
14 UWM 0.00%
15 DFAT 0.00%
16 URTY 0.00%
17 RYLD 0.00%
18 DFAS 0.00%
19 AVSC 0.00%
20 HDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 676.21K (7.75%) 7.33K
Increased by +1.08%
Dec 31, 24
2 Vanguard Group Inc 497.65K (5.70%) -488.00
Decreased by -0.10%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 243.42K (2.79%) 10.18K
Increased by +4.18%
Dec 31, 24
4 Geode Capital Management, LLC 205.15K (2.35%) 506.00
Increased by +0.25%
Dec 31, 24
5 State Street Corp 122.85K (1.41%) -700.00
Decreased by -0.57%
Dec 31, 24
6 Wealthfront Advisers LLC 114.12K (1.31%) 114.12K
Increased by +100.00%
Dec 31, 24
7 State Street Corporation 111.45K (1.28%) 4.23K
Increased by +3.80%
Sep 30, 23
8 Northern Trust Corp 75.96K (0.87%) 2.27K
Increased by +2.99%
Dec 31, 24
9 Arrowstreet Capital Limited Partnership 66.25K (0.76%) 18.56K
Increased by +28.01%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 64.93K (0.74%) -6.38K
Decreased by -9.83%
Dec 31, 24
11 Renaissance Technologies Corp 48.48K (0.56%) -800.00
Decreased by -1.65%
Dec 31, 24
12 Punch & Associates Inv Mgmt Inc 44.36K (0.51%) -4.34K
Decreased by -9.79%
Sep 30, 23
13 RSM US WEALTH MANAGEMENT LLC 40.45K (0.46%) 0.00
Increased by 0.00%
Dec 31, 24
14 LPL Financial Corp 33.26K (0.38%) -1.22K
Decreased by -3.67%
Dec 31, 24
15 UBS Group AG 32.61K (0.37%) -10.54K
Decreased by -32.32%
Dec 31, 24
16 JPMorgan Chase & Co 31.60K (0.36%) 2.94K
Increased by +9.31%
Dec 31, 24
17 Susquehanna International Group, LLP 31.12K (0.36%) 31.12K
Increased by +100.00%
Dec 31, 24
18 Bridgeway Capital Management, LLC 30.98K (0.35%) 5.15K
Increased by +16.63%
Dec 31, 24
19 RBF LLC 30.00K (0.34%) 0.00
Increased by 0.00%
Dec 31, 24
20 IFG Advisory, LLC 29.18K (0.33%) -744.00
Decreased by -2.55%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 304.49K (3.49%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 302.69K (3.47%) 0.00
Increased by 0.00%
Mar 31, 25
3 iShares Russell 2000 ETF 244.37K (2.80%) -1.97K
Decreased by -0.81%
Apr 29, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 128.94K (1.48%) 0.00
Increased by 0.00%
Mar 31, 25
5 Fidelity Small Cap Index 87.48K (1.00%) 0.00
Increased by 0.00%
Feb 28, 25
6 iShares Russell 2000 Value ETF 86.08K (0.99%) -290.00
Decreased by -0.34%
Apr 30, 25
7 Fidelity® Small Cap Index 80.25K (0.92%) 2.48K
Increased by +3.08%
Oct 31, 23
8 Fidelity Extended Market Index 50.58K (0.58%) 702.00
Increased by +1.39%
Mar 31, 25
9 Fidelity® Extended Market Index 48.01K (0.55%) 1.11K
Increased by +2.31%
Nov 30, 23
10 DFA US Targeted Value I 47.87K (0.55%) 779.00
Increased by +1.63%
Mar 31, 25
11 Vanguard Russell 2000 ETF 40.68K (0.47%) 875.00
Increased by +2.15%
Mar 31, 25
12 Xtrackers Russell 2000 ETF 1C 36.49K (0.42%) 0.00
Increased by 0.00%
Mar 19, 25
13 DFA US Small Cap I 35.14K (0.40%) 1.37K
Increased by +3.89%
Mar 31, 25
14 DFA US Micro Cap I 33.11K (0.38%) -548.00
Decreased by -1.66%
Mar 31, 25
15 State St Russell Sm Cap® Indx SL Cl I 32.30K (0.37%) 0.00
Increased by 0.00%
Mar 31, 25
16 BlackRock Extended Mkt Composite 29.27K (0.34%) 12.00K
Increased by +41.01%
Sep 30, 23
17 BlackRock Extended Equity Market K 25.29K (0.29%) -11.00
Decreased by -0.04%
Sep 30, 24
18 Dimensional US Targeted Value ETF 25.04K (0.29%) 0.00
Increased by 0.00%
Apr 30, 25
19 Extended Equity Market Fund K 25.02K (0.29%) 77.00
Increased by +0.31%
Mar 31, 25
20 Schwab Small Cap Index 22.70K (0.26%) 1.63K
Increased by +7.18%
Mar 31, 25