Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 JUNE_old 0.59%
3 PRFZ 0.01%
4 IWC 0.01%
5 DMRS 0.01%
6 SMD 0.01%
7 RTLA 0.01%
8 DFAT 0.00%
9 THRK 0.00%
10 VTI 0.00%
11 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Greenhaven Road Investment Management, L.P. 5.26M (41.26%) 0.00
Increased by 0.00%
Mar 31, 24
2 Royce & Associates, LP 1.80M (14.11%) -900.00
Decreased by -0.05%
Dec 31, 23
3 Towerview LLC 1.49M (11.66%) -21.99K
Decreased by -1.48%
Mar 31, 24
4 Jacobs Levy Equity Management, Inc. 618.90K (4.86%) 127.89K
Increased by +20.66%
Sep 30, 23
5 Dimensional Fund Advisors, Inc. 285.53K (2.24%) -356.93K
Decreased by -125.00%
Mar 31, 24
6 Anson Funds Management LP 252.14K (1.98%) 252.14K
Increased by +100.00%
Dec 31, 23
7 Nishkama Capital, LLC 233.96K (1.84%) -52.50K
Decreased by -22.44%
Dec 31, 23
8 D. E. Shaw & Co LP 176.61K (1.39%) 42.20K
Increased by +23.90%
Sep 30, 23
9 State Street Corporation 162.93K (1.28%) 0.00
Increased by 0.00%
Mar 31, 24
10 BlackRock Inc 116.63K (0.92%) 110.01K
Increased by +94.32%
Jun 30, 24
11 Bridgeway Capital Management, LLC 114.70K (0.90%) -111.50K
Decreased by -97.21%
Mar 31, 24
12 Vanguard Group Inc 99.58K (0.78%) 82.48K
Increased by +82.83%
Jun 30, 24
13 Susquehanna International Group, LLP 88.67K (0.70%) -12.14K
Decreased by -13.69%
Mar 31, 24
14 DCF Advisers, LLC 77.50K (0.61%) 77.50K
Increased by +100.00%
Jun 30, 24
15 Virtu Financial LLC 76.73K (0.60%) 76.73K
Increased by +100.00%
Mar 31, 24
16 Geode Capital Management, LLC 74.91K (0.59%) 71.13K
Increased by +94.96%
Jun 30, 24
17 Bank of America Corp 52.80K (0.41%) 52.79K
Increased by +99.98%
Jun 30, 24
18 TITLEIST ASSET MANAGEMENT, LLC 49.55K (0.39%) 49.55K
Increased by +100.00%
Sep 30, 23
19 626 Financial, LLC 45.00K (0.35%) 45.00K
Increased by +100.00%
Mar 31, 24
20 Advisor Group Holdings, Inc. 44.98K (0.35%) 19.20K
Increased by +42.69%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.15M (9.06%) 0.00
Increased by 0.00%
Apr 30, 24
2 Royce Small-Cap Opportunity Invmt 1.12M (8.81%) 0.00
Increased by 0.00%
Dec 31, 23
3 FTGF RY US SmCp Opp A USD Dis(A) 585.53K (4.60%) 0.00
Increased by 0.00%
Dec 31, 23
4 Fidelity® Extended Market Index 209.45K (1.64%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 108.26K (0.85%) 11.51K
Increased by +10.63%
Jul 31, 24
6 Bridgeway Ultra-Small Company Market 105.70K (0.83%) -87.60K
Decreased by -82.88%
Mar 31, 24
7 iShares Micro-Cap ETF 95.43K (0.75%) 0.00
Increased by 0.00%
May 29, 24
8 Dimensional US Targeted Value ETF 89.63K (0.70%) 0.00
Increased by 0.00%
Feb 29, 24
9 BlackRock Extended Mkt Composite 85.14K (0.67%) 0.00
Increased by 0.00%
Sep 30, 23
10 DFA US Core Equity 1 I 72.38K (0.57%) 0.00
Increased by 0.00%
May 31, 24
11 Fidelity® Total Market Index 70.69K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
12 Royce Micro Cap Trust 50.00K (0.39%) 50.00K
Increased by +100.00%
Dec 31, 23
13 Royce Value Trust 50.00K (0.39%) 0.00
Increased by 0.00%
Sep 30, 23
14 Fidelity® Series Total Market Index 46.85K (0.37%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Extended Market Index 42.92K (0.34%) 1.19K
Increased by +2.76%
Jul 31, 24
16 Dimensional Global Trgtd Value USD Acc 42.14K (0.33%) 0.00
Increased by 0.00%
Jan 31, 24
17 DFA US Targeted Value I 29.76K (0.23%) 0.00
Increased by 0.00%
Mar 31, 24
18 Vanguard Instl Ttl Stck Mkt Idx Tr 27.83K (0.22%) 0.00
Increased by 0.00%
Mar 31, 24
19 Vanguard Instl Ttl Stk Mkt Idx InstlPls 27.83K (0.22%) 0.00
Increased by 0.00%
Apr 30, 24
20 Invesco FTSE RAFI US 1500 Small-Mid ETF 25.87K (0.20%) -12.00
Decreased by -0.05%
Aug 30, 24