Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 AVSC 0.00%
3 DFAT 0.00%
4 DFAS 0.00%
5 DFAC 0.00%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bard Associates Inc 612.66K (5.24%) -11.40K
Decreased by -1.86%
Mar 31, 24
2 Creative Planning Inc 530.60K (4.54%) -779.00
Decreased by -0.15%
Mar 31, 24
3 Vanguard Group Inc 503.62K (4.31%) 47.67K
Increased by +9.46%
Jun 30, 24
4 EAM Investors, LLC 181.51K (1.55%) 61.85K
Increased by +34.08%
Mar 31, 24
5 Marshall Wace Asset Management Ltd 150.72K (1.29%) 50.15K
Increased by +33.27%
Jun 30, 24
6 Acadian Asset Management LLC 126.15K (1.08%) 126.15K
Increased by +100.00%
Mar 31, 24
7 Millennium Management LLC 122.96K (1.05%) 99.88K
Increased by +81.23%
Mar 31, 24
8 Arrowstreet Capital Limited Partnership 118.12K (1.01%) 0.00
Increased by 0.00%
Jun 30, 24
9 Renaissance Technologies Corp 110.50K (0.95%) 38.60K
Increased by +34.93%
Mar 31, 24
10 Geode Capital Management, LLC 108.48K (0.93%) 9.61K
Increased by +8.86%
Mar 31, 24
11 Two Sigma Investments LLC 106.08K (0.91%) 59.90K
Increased by +56.47%
Jun 30, 24
12 Man Group PLC 102.14K (0.87%) 102.14K
Increased by +100.00%
Mar 31, 24
13 Dimensional Fund Advisors, Inc. 101.27K (0.87%) 83.70K
Increased by +82.65%
Jun 30, 24
14 BlackRock Inc 62.45K (0.53%) 1.54K
Increased by +2.46%
Jun 30, 24
15 Cubist Systematic Strategies, LLC 52.90K (0.45%) 52.90K
Increased by +100.00%
Mar 31, 24
16 Essex Investment Management Company, LLC 52.66K (0.45%) -99.45K
Decreased by -188.86%
Jun 30, 24
17 Orin Green Financial, LLC 48.92K (0.42%) 0.00
Increased by 0.00%
Dec 31, 23
18 Traynor Capital Management, Inc 44.72K (0.38%) 0.00
Increased by 0.00%
Jun 30, 24
19 IFP Advisors, LLC 40.87K (0.35%) 0.00
Increased by 0.00%
Jun 30, 24
20 Susquehanna International Group, LLP 40.72K (0.35%) 40.72K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 345.91K (2.96%) 0.00
Increased by 0.00%
Jul 31, 24
2 EAM Ultra Micro Cap 181.51K (1.55%) 0.00
Increased by 0.00%
Mar 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 151.96K (1.30%) 0.00
Increased by 0.00%
Jul 31, 24
4 Pleiades Small Cap Equity A 95.03K (0.81%) 52.63K
Increased by +55.38%
Mar 31, 24
5 Fidelity Extended Market Index 62.96K (0.54%) 4.82K
Increased by +7.66%
Jun 30, 24
6 Fidelity® Extended Market Index 53.91K (0.46%) 0.00
Increased by 0.00%
Nov 30, 23
7 Bailard Micrcap Value 36.00K (0.31%) 36.00K
Increased by +100.00%
Jun 30, 24
8 Bailard Small Cap Value 36.00K (0.31%) 36.00K
Increased by +100.00%
Jun 30, 24
9 Nationwide Bailard Cogntv Val M 36.00K (0.31%) 0.00
Increased by 0.00%
Jul 31, 24
10 iShares Micro-Cap ETF 29.85K (0.26%) 0.00
Increased by 0.00%
Jul 31, 24
11 BlackRock Extended Equity Market K 25.70K (0.22%) -25.00
Decreased by -0.10%
Jun 30, 24
12 Fidelity Total Market Index 18.53K (0.16%) 0.00
Increased by 0.00%
Jun 30, 24
13 Dimensional US Targeted Value ETF 17.89K (0.15%) 0.00
Increased by 0.00%
Jul 31, 24
14 DFA US Small Cap Growth Instl 15.98K (0.14%) -5.24K
Decreased by -32.76%
Jun 30, 24
15 DFA US Core Equity 2 I 15.88K (0.14%) 0.00
Increased by 0.00%
Jun 30, 24
16 Fidelity Nasdaq Composite Index 15.42K (0.13%) 0.00
Increased by 0.00%
May 31, 24
17 Fidelity Series Total Market Index 13.56K (0.12%) 0.00
Increased by 0.00%
Jun 30, 24
18 Digital Stars US Equities I USD Acc 13.39K (0.11%) 38.00
Increased by +0.28%
Jun 30, 24
19 Essex Inv Mgt Micro Cap Growth 12.99K (0.11%) 0.00
Increased by 0.00%
Jun 30, 24
20 Zacks Quantitative Strategy 12.18K (0.10%) 12.18K
Increased by +100.00%
Jun 30, 24