Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFAT 0.00%
3 DFSU 0.00%
4 DFAS 0.00%
5 DFUV 0.00%
6 DFAC 0.00%
7 ITOT 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. 904.00K (6.15%) -7.08K
Decreased by -0.78%
Dec 31, 24
2 Vanguard Group Inc 827.58K (5.63%) -1.82K
Decreased by -0.22%
Dec 31, 24
3 Renaissance Technologies Corp 741.97K (5.05%) -24.60K
Decreased by -3.32%
Dec 31, 24
4 Herald Investment Management Ltd 430.00K (2.93%) 0.00
Increased by 0.00%
Dec 31, 24
5 BlackRock Inc 382.42K (2.60%) 201.00
Increased by +0.05%
Dec 31, 24
6 DG Capital Management, LLC 343.85K (2.34%) 55.91K
Increased by +16.26%
Jun 30, 24
7 Geode Capital Management, LLC 171.34K (1.17%) 2.60K
Increased by +1.52%
Dec 31, 24
8 RBF LLC 140.00K (0.95%) -50.88K
Decreased by -36.34%
Dec 31, 24
9 Aristides Capital LLC 132.51K (0.90%) 4.04K
Increased by +3.05%
Dec 31, 24
10 Corsair Capital Management LLC 78.03K (0.53%) 0.00
Increased by 0.00%
Dec 31, 24
11 State Street Corp 74.96K (0.51%) 0.00
Increased by 0.00%
Dec 31, 24
12 State Street Corporation 74.96K (0.51%) 0.00
Increased by 0.00%
Mar 31, 24
13 Atlantic Trust Group, LLC 70.00K (0.48%) 0.00
Increased by 0.00%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 66.52K (0.45%) 8.90K
Increased by +13.38%
Dec 31, 24
15 Bridgeway Capital Management, LLC 52.10K (0.35%) -4.00K
Decreased by -7.68%
Dec 31, 24
16 Essex Investment Management Company, LLC 38.96K (0.27%) -9.76K
Decreased by -25.06%
Dec 31, 24
17 Thompson Davis & Co Inc 37.00K (0.25%) -91.82K
Decreased by -248.15%
Dec 31, 24
18 Susquehanna International Group, LLP 33.49K (0.23%) 33.49K
Increased by +100.00%
Dec 31, 24
19 Citadel Advisors Llc 30.77K (0.21%) -34.81K
Decreased by -113.15%
Dec 31, 24
20 Millennium Management LLC 27.22K (0.19%) 27.22K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 646.88K (4.40%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 645.06K (4.39%) 0.00
Increased by 0.00%
Mar 31, 25
3 Herald Ord 430.00K (2.93%) 0.00
Increased by 0.00%
Sep 30, 24
4 DFA US Small Cap Value I 401.02K (2.73%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 182.52K (1.24%) 0.00
Increased by 0.00%
Mar 31, 25
6 DFA US Targeted Value I 88.59K (0.60%) 0.00
Increased by 0.00%
Mar 31, 25
7 Fidelity Extended Market Index 88.09K (0.60%) 1.73K
Increased by +1.97%
Mar 31, 25
8 DFA US Micro Cap I 83.03K (0.57%) 0.00
Increased by 0.00%
Mar 31, 25
9 Fidelity® Extended Market Index 74.28K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
10 Dimensional US Targeted Value ETF 58.04K (0.39%) 0.00
Increased by 0.00%
Apr 30, 25
11 Bridgeway Ultra-Small Company Market 50.00K (0.34%) 0.00
Increased by 0.00%
Dec 31, 24
12 BlackRock Extended Mkt Composite 45.06K (0.31%) 0.00
Increased by 0.00%
Sep 30, 23
13 BlackRock Extended Equity Market K 39.27K (0.27%) -17.00
Decreased by -0.04%
Sep 30, 24
14 Extended Equity Market Fund K 38.86K (0.26%) 119.00
Increased by +0.31%
Mar 31, 25
15 BlackRock U.S. Equity Market F 32.19K (0.22%) -4.00
Decreased by -0.01%
Sep 30, 24
16 U.S. Equity Market Fund F 32.13K (0.22%) -47.00
Decreased by -0.15%
Mar 31, 25
17 Fidelity Total Market Index 30.53K (0.21%) 0.00
Increased by 0.00%
Mar 31, 25
18 DFA US Small Cap I 28.53K (0.19%) 0.00
Increased by 0.00%
Mar 31, 25
19 Dimensional US Small Cap ETF 27.81K (0.19%) 0.00
Increased by 0.00%
Apr 30, 25
20 iShares Micro-Cap ETF 27.77K (0.19%) 0.00
Increased by 0.00%
Apr 30, 25