Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.23%
2 FDM 0.18%
3 DES 0.04%
4 IWC 0.03%
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 766.84K (11.21%) 102.54K
Increased by +13.37%
Dec 31, 24
2 Dimensional Fund Advisors, Inc. 420.33K (6.15%) -68.47K
Decreased by -16.29%
Mar 31, 25
3 Vanguard Group Inc 400.51K (5.86%) -2.64K
Decreased by -0.66%
Mar 31, 25
4 Renaissance Technologies Corp 304.23K (4.45%) -35.12K
Decreased by -11.54%
Mar 31, 25
5 Mercer Global Advisors Inc. 98.78K (1.44%) -98.78K
Decreased by -100.00%
Dec 31, 24
6 EAM Investors, LLC 79.03K (1.16%) 79.03K
Increased by +100.00%
Sep 30, 23
7 Geode Capital Management, LLC 74.36K (1.09%) 2.55K
Increased by +3.43%
Mar 31, 25
8 Bank of New York Mellon Corp 67.17K (0.98%) -1.44K
Decreased by -2.14%
Mar 31, 25
9 Susquehanna International Group, LLP 51.79K (0.76%) 51.79K
Increased by +100.00%
Dec 31, 24
10 Bridgeway Capital Management, LLC 46.15K (0.67%) -15.05K
Decreased by -32.63%
Mar 31, 25
11 Envestnet Asset Management Inc 44.41K (0.65%) 44.41K
Increased by +100.00%
Dec 31, 23
12 BlackRock Inc 40.27K (0.59%) 1.34K
Increased by +3.34%
Mar 31, 25
13 Northern Trust Corp 38.84K (0.57%) 11.07K
Increased by +28.52%
Dec 31, 24
14 Navellier & Associates Inc 36.36K (0.53%) -25.22K
Decreased by -69.36%
Mar 31, 25
15 Man Group PLC 33.41K (0.49%) 33.41K
Increased by +100.00%
Mar 31, 24
16 Goldman Sachs Group Inc 29.80K (0.44%) 11.85K
Increased by +39.77%
Mar 31, 25
17 Millennium Management LLC 28.57K (0.42%) 4.66K
Increased by +16.31%
Dec 31, 24
18 JANE STREET GROUP, LLC 26.22K (0.38%) 26.22K
Increased by +100.00%
Jun 30, 24
19 State Street Corp 25.56K (0.37%) 0.00
Increased by 0.00%
Mar 31, 25
20 HRT FINANCIAL LLC 24.88K (0.36%) 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 (4.08%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 278.89K (4.08%) 0.00
Increased by 0.00%
Sep 30, 24
3 DFA US Small Cap Value I 149.53K (2.19%) -17.91K
Decreased by -11.98%
Mar 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 109.25K (1.60%) 0.00
Increased by 0.00%
Apr 30, 25
5 DFA US Micro Cap I 97.74K (1.43%) 0.00
Increased by 0.00%
Mar 31, 25
6 EAM Ultra Micro Cap 79.03K (1.16%) 0.00
Increased by 0.00%
Nov 30, 23
7 DFA US Small Cap I 50.13K (0.73%) 0.00
Increased by 0.00%
Mar 31, 25
8 WisdomTree US SmallCap Dividend ETF 44.99K (0.66%) 0.00
Increased by 0.00%
Apr 30, 25
9 Bridgeway Ultra-Small Company Market 44.15K (0.65%) -15.86K
Decreased by -35.92%
Mar 31, 25
10 Fidelity Extended Market Index 34.76K (0.51%) 796.00
Increased by +2.29%
Mar 31, 25
11 Navellier Small-Mid Cap Growth 24.00K (0.35%) 0.00
Increased by 0.00%
Apr 30, 25
12 DFA US Targeted Value I 21.62K (0.32%) -9.70K
Decreased by -44.86%
Mar 31, 25
13 First Trust Dow Jones Sel MicroCap ETF 20.16K (0.29%) -38.00
Decreased by -0.19%
Apr 30, 25
14 Pleiades Small Cap Equity A 20.05K (0.29%) 20.05K
Increased by +100.00%
Sep 30, 23
15 DFA US Core Equity 2 I 17.49K (0.26%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity® Extended Market Index 16.51K (0.24%) 787.00
Increased by +4.77%
Nov 30, 23
17 iShares Micro-Cap ETF 14.70K (0.21%) 0.00
Increased by 0.00%
Apr 30, 25
18 Avantis US Small Cap Value ETF 13.09K (0.19%) 0.00
Increased by 0.00%
Apr 30, 25
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%
Apr 30, 25