Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 AVSC 0.00%
3 DFAT 0.00%
4 DFSU 0.00%
5 DFAS 0.00%
6 DFAC 0.00%
7 DCOR 0.00%
8 VTI 0.00%
9 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Essex Investment Management Company, LLC 828.76K (6.89%) 776.10K
Increased by +93.65%
Sep 30, 24
2 Bard Associates Inc 604.29K (5.02%) -4.16K
Decreased by -0.69%
Sep 30, 24
3 Creative Planning Inc 530.60K (4.41%) -877.55K
Decreased by -165.39%
Sep 30, 24
4 Vanguard Group Inc 503.62K (4.19%) 0.00
Increased by 0.00%
Sep 30, 24
5 Marshall Wace Asset Management Ltd 292.12K (2.43%) 141.40K
Increased by +48.40%
Sep 30, 24
6 Legato Capital Management LLC 284.10K (2.36%) 272.61K
Increased by +95.95%
Sep 30, 24
7 Renaissance Technologies Corp 235.40K (1.96%) -129.16K
Decreased by -54.87%
Sep 30, 24
8 EAM Investors, LLC 181.51K (1.51%) 61.85K
Increased by +34.08%
Mar 31, 24
9 Geode Capital Management, LLC 140.19K (1.17%) 21.74K
Increased by +15.51%
Sep 30, 24
10 Arrowstreet Capital Limited Partnership 133.84K (1.11%) 15.71K
Increased by +11.74%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 131.49K (1.09%) 30.21K
Increased by +22.98%
Sep 30, 24
12 Acadian Asset Management LLC 126.15K (1.05%) 126.15K
Increased by +100.00%
Mar 31, 24
13 Man Group PLC 102.14K (0.85%) 102.14K
Increased by +100.00%
Mar 31, 24
14 Two Sigma Investments LLC 91.04K (0.76%) -15.04K
Decreased by -16.52%
Sep 30, 24
15 BlackRock Inc 62.45K (0.52%) 1.54K
Increased by +2.46%
Jun 30, 24
16 Bailard Inc 54.30K (0.45%) 18.30K
Increased by +33.70%
Sep 30, 24
17 Orin Green Financial, LLC 48.92K (0.41%) 0.00
Increased by 0.00%
Dec 31, 23
18 Millennium Management LLC 47.55K (0.40%) -38.15K
Decreased by -80.23%
Sep 30, 24
19 Traynor Capital Management, Inc 44.72K (0.37%) 0.00
Increased by 0.00%
Sep 30, 24
20 IFP Advisors, LLC 40.87K (0.34%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 345.91K (2.88%) 0.00
Increased by 0.00%
Oct 31, 24
2 EAM Ultra Micro Cap 181.51K (1.51%) 0.00
Increased by 0.00%
Mar 31, 24
3 1290 Essex Small Cap Growth I 153.43K (1.28%) 11.55K
Increased by +7.53%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 151.96K (1.26%) 0.00
Increased by 0.00%
Oct 31, 24
5 Pleiades Small Cap Equity A 121.18K (1.01%) 121.18K
Increased by +100.00%
Sep 30, 24
6 Fidelity Extended Market Index 71.99K (0.60%) 7.00K
Increased by +9.72%
Sep 30, 24
7 Nationwide Bailard Cogntv Val M 58.50K (0.49%) 4.20K
Increased by +7.18%
Oct 31, 24
8 Bailard Micrcap Value 54.30K (0.45%) 18.30K
Increased by +33.70%
Sep 30, 24
9 Bailard Small Cap Value 54.30K (0.45%) 18.30K
Increased by +33.70%
Sep 30, 24
10 Fidelity® Extended Market Index 53.91K (0.45%) 0.00
Increased by 0.00%
Nov 30, 23
11 Dimensional US Targeted Value ETF 40.80K (0.34%) 0.00
Increased by 0.00%
Nov 28, 24
12 iShares Micro-Cap ETF 29.85K (0.25%) 0.00
Increased by 0.00%
Nov 27, 24
13 RBC Microcap Value I 29.80K (0.25%) 29.80K
Increased by +100.00%
Sep 30, 24
14 BlackRock Extended Equity Market K 25.69K (0.21%) -11.00
Decreased by -0.04%
Sep 30, 24
15 Fidelity Total Market Index 23.00K (0.19%) 4.50K
Increased by +19.56%
Sep 30, 24
16 Fidelity Series Total Market Index 16.49K (0.14%) 2.93K
Increased by +17.77%
Sep 30, 24
17 Dimensional US Core Equity 2 ETF 16.24K (0.14%) 0.00
Increased by 0.00%
Nov 28, 24
18 DFA US Core Equity 2 I 15.88K (0.13%) 0.00
Increased by 0.00%
Sep 30, 24
19 Fidelity Nasdaq Composite Index 15.42K (0.13%) 0.00
Increased by 0.00%
Sep 30, 24
20 Digital Stars US Equities I USD Acc 13.39K (0.11%) 38.00
Increased by +0.28%
Jun 30, 24