Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.02%
2 IWC 0.01%
3 DCOR 0.00%
4 DFAC 0.00%
5 DFAT 0.00%
6 DFUS 0.00%
7 DFAS 0.00%
8 VTI 0.00%
9 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 39.10K (1.77%) 1.15K
Increased by +2.95%
Sep 30, 24
2 Vanguard Group Inc 32.73K (1.48%) 2.11K
Increased by +6.46%
Sep 30, 24
3 Bridgeway Capital Management, LLC 30.10K (1.36%) 536.00
Increased by +1.78%
Sep 30, 24
4 Aptus Capital Advisors, LLC 28.39K (1.28%) 3.69K
Increased by +13.00%
Sep 30, 24
5 Geode Capital Management, LLC 23.37K (1.06%) 1.43K
Increased by +6.12%
Sep 30, 24
6 IFG Advisory, LLC 22.53K (1.02%) 4.20K
Increased by +18.64%
Sep 30, 24
7 BB&T Corp. 19.55K (0.88%) 0.00
Increased by 0.00%
Sep 30, 24
8 Advisor Group Holdings, Inc. 16.57K (0.75%) 0.00
Increased by 0.00%
Sep 30, 24
9 Lincoln National Corp (Philadelphia PA) 16.48K (0.74%) 16.48K
Increased by +100.00%
Mar 31, 24
10 Apexium Financial, LP 15.72K (0.71%) 0.00
Increased by 0.00%
Sep 30, 24
11 Renaissance Technologies Corp 15.21K (0.69%) 900.00
Increased by +5.92%
Sep 30, 24
12 JAMISON PRIVATE WEALTH MANAGEMENT INC 13.86K (0.63%) 300.00
Increased by +2.16%
Sep 30, 24
13 Empowered Funds, LLC 10.60K (0.48%) 536.00
Increased by +5.06%
Sep 30, 24
14 RBF LLC 10.00K (0.45%) 10.00K
Increased by +100.00%
Sep 30, 24
15 CapTrust Financial Advisors 9.22K (0.42%) 9.22K
Increased by +100.00%
Sep 30, 24
16 BlackRock Inc 5.97K (0.27%) 163.00
Increased by +2.73%
Jun 30, 24
17 Morgan Stanley - Brokerage Accounts 3.88K (0.18%) -3.88K
Decreased by -99.95%
Sep 30, 24
18 UBS Group AG 133.00 (0.01%) -125.00
Decreased by -93.98%
Sep 30, 24
19 Proequities Inc 59.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
20 Royal Bank of Canada 59.00 (0.00%) -37.00
Decreased by -62.71%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 29.65K (1.34%) 0.00
Increased by 0.00%
Nov 30, 24
2 DFA US Micro Cap I 12.73K (0.58%) 0.00
Increased by 0.00%
Oct 31, 24
3 Fidelity Extended Market Index 12.39K (0.56%) -278.00
Decreased by -2.24%
Oct 31, 24
4 Bridgeway Omni Small-Cap Value 12.00K (0.54%) 7.50K
Increased by +62.50%
Sep 30, 24
5 Bridgeway Omni Small-Cap Value N 12.00K (0.54%) 7.50K
Increased by +62.50%
Sep 30, 24
6 Fidelity® Extended Market Index 11.85K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
7 EA Bridgeway Omni Small-Cap Value ETF 10.89K (0.49%) 15.00
Increased by +0.14%
Nov 29, 24
8 Bridgeway Ultra-Small Company Market 7.50K (0.34%) -7.50K
Decreased by -100.00%
Sep 30, 24
9 DFA US Core Equity 2 I 6.20K (0.28%) 0.00
Increased by 0.00%
Oct 31, 24
10 iShares Micro-Cap ETF 5.19K (0.23%) 0.00
Increased by 0.00%
Nov 30, 24
11 State St US Extended Mkt Indx NL Cl C 5.18K (0.23%) 4.10K
Increased by +79.12%
Mar 31, 24
12 Fidelity® Total Market Index 4.89K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity Total Market Index 4.83K (0.22%) -16.00
Decreased by -0.33%
Oct 31, 24
14 Fidelity Series Total Market Index 2.95K (0.13%) 0.00
Increased by 0.00%
Oct 31, 24
15 Dimensional US Core Equity 2 ETF 2.91K (0.13%) 0.00
Increased by 0.00%
Nov 29, 24
16 DFA US Small Cap I 2.79K (0.13%) 0.00
Increased by 0.00%
Oct 31, 24
17 DFA US Vector Equity I 2.72K (0.12%) 0.00
Increased by 0.00%
Oct 31, 24
18 DFA US Core Equity 1 I 2.63K (0.12%) 0.00
Increased by 0.00%
Oct 31, 24
19 Fidelity® Series Total Market Index 2.29K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
20 Vanguard Total Stock Mkt Idx Inv 2.11K (0.10%) 0.00
Increased by 0.00%
Nov 30, 24