Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.23%
2 FDM 0.18%
3 DES 0.04%
4 IWC 0.02%
5 AVSC 0.01%
6 DFAT 0.00%
7 AVUV 0.00%
8 DFSV 0.00%
9 DFSU 0.00%
10 DFAS 0.00%
11 DCOR 0.00%
12 DFUV 0.00%
13 DFAC 0.00%
14 VTI 0.00%
15 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Visionary Wealth Advisors 664.30K (9.81%) 65.13K
Increased by +9.80%
Sep 30, 24
2 Dimensional Fund Advisors, Inc. 496.02K (7.33%) -7.50K
Decreased by -1.51%
Sep 30, 24
3 Vanguard Group Inc 404.15K (5.97%) 0.00
Increased by 0.00%
Sep 30, 24
4 Renaissance Technologies Corp 393.93K (5.82%) -48.30K
Decreased by -12.26%
Sep 30, 24
5 Mercer Global Advisors Inc. 197.56K (2.92%) 0.00
Increased by 0.00%
Sep 30, 24
6 EAM Investors, LLC 79.03K (1.17%) 79.03K
Increased by +100.00%
Sep 30, 23
7 Geode Capital Management, LLC 71.89K (1.06%) -720.00
Decreased by -1.00%
Sep 30, 24
8 Bank of New York Mellon Corp 68.37K (1.01%) 191.00
Increased by +0.28%
Sep 30, 24
9 Bridgeway Capital Management, LLC 63.00K (0.93%) 0.00
Increased by 0.00%
Sep 30, 24
10 Goldman Sachs Group Inc 49.09K (0.73%) 49.09K
Increased by +100.00%
Mar 31, 24
11 Envestnet Asset Management Inc 44.41K (0.66%) 44.41K
Increased by +100.00%
Dec 31, 23
12 Navellier & Associates Inc 38.03K (0.56%) -24.35K
Decreased by -64.02%
Sep 30, 24
13 American Century Companies Inc 33.84K (0.50%) 114.00
Increased by +0.34%
Sep 30, 24
14 Man Group PLC 33.41K (0.49%) 33.41K
Increased by +100.00%
Mar 31, 24
15 BlackRock Inc 31.63K (0.47%) -4.68K
Decreased by -14.79%
Jun 30, 24
16 Apis Capital Advisors, LLC 30.00K (0.44%) -6.00K
Decreased by -20.00%
Sep 30, 24
17 Northern Trust Corp 27.76K (0.41%) -245.00
Decreased by -0.88%
Sep 30, 24
18 JANE STREET GROUP, LLC 26.22K (0.39%) 26.22K
Increased by +100.00%
Jun 30, 24
19 Jane Street Group LLC 26.22K (0.39%) 26.22K
Increased by +100.00%
Jun 30, 24
20 HRT FINANCIAL LLC 24.88K (0.37%) 24.88K
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 278.89K (4.12%) 0.00
Increased by 0.00%
Nov 30, 24
2 DFA US Small Cap Value I 183.82K (2.72%) -23.52K
Decreased by -12.79%
Oct 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 110.25K (1.63%) 0.00
Increased by 0.00%
Nov 30, 24
4 DFA US Micro Cap I 99.78K (1.47%) 0.00
Increased by 0.00%
Oct 31, 24
5 EAM Ultra Micro Cap 79.03K (1.17%) 0.00
Increased by 0.00%
Nov 30, 23
6 Bridgeway Ultra-Small Company Market 60.00K (0.89%) 0.00
Increased by 0.00%
Sep 30, 24
7 DFA US Small Cap I 52.80K (0.78%) -1.82K
Decreased by -3.45%
Oct 31, 24
8 WisdomTree US SmallCap Dividend ETF 45.63K (0.67%) 76.00
Increased by +0.17%
Nov 29, 24
9 Fidelity Extended Market Index 35.22K (0.52%) -996.00
Decreased by -2.83%
Oct 31, 24
10 DFA US Targeted Value I 29.71K (0.44%) 2.50K
Increased by +8.42%
Oct 31, 24
11 Navellier Small-Mid Cap Growth 24.00K (0.35%) 0.00
Increased by 0.00%
Nov 30, 24
12 Avantis US Small Cap Value ETF 22.63K (0.33%) 0.00
Increased by 0.00%
Nov 30, 24
13 Pleiades Small Cap Equity A 20.05K (0.30%) 20.05K
Increased by +100.00%
Sep 30, 23
14 First Trust Dow Jones Sel MicroCap ETF 19.60K (0.29%) 0.00
Increased by 0.00%
Nov 28, 24
15 DFA US Core Equity 2 I 17.49K (0.26%) 1.10K
Increased by +6.29%
Oct 31, 24
16 Dimensional US Targeted Value ETF 17.24K (0.25%) 0.00
Increased by 0.00%
Nov 29, 24
17 Fidelity® Extended Market Index 16.51K (0.24%) 787.00
Increased by +4.77%
Nov 30, 23
18 iShares Micro-Cap ETF 16.08K (0.24%) 0.00
Increased by 0.00%
Nov 30, 24
19 BlackRock Extended Equity Market K 12.76K (0.19%) -5.00
Decreased by -0.04%
Sep 30, 24
20 Dimensional US Core Equity 2 ETF 12.76K (0.19%) 0.00
Increased by 0.00%
Nov 29, 24