Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DFUS 0.00%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Global Investments Holdings, LLC 425.14K (9.46%) -61.37K
Decreased by -14.44%
Sep 30, 24
2 Vanguard Group Inc 217.57K (4.84%) 0.00
Increased by 0.00%
Sep 30, 24
3 Renaissance Technologies Corp 195.24K (4.34%) -1.50K
Decreased by -0.77%
Sep 30, 24
4 BlackRock Inc 100.26K (2.23%) 0.00
Increased by 0.00%
Jun 30, 24
5 Quinn Opportunity Partners LLC 53.52K (1.19%) 0.00
Increased by 0.00%
Sep 30, 24
6 Cambiar Investors LLC 47.08K (1.05%) 16.17K
Increased by +34.34%
Sep 30, 24
7 Geode Capital Management, LLC 41.37K (0.92%) -14.18K
Decreased by -34.28%
Sep 30, 24
8 Gamco Investors, Inc. Et Al 36.00K (0.80%) -500.00
Decreased by -1.39%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 33.90K (0.75%) -976.00
Decreased by -2.88%
Jun 30, 24
10 Citadel Advisors Llc 28.68K (0.64%) 3.47K
Increased by +12.11%
Sep 30, 24
11 Squarepoint Ops LLC 23.94K (0.53%) 4.03K
Increased by +16.85%
Mar 31, 24
12 State Street Corp 21.40K (0.48%) 0.00
Increased by 0.00%
Sep 30, 24
13 State Street Corporation 21.40K (0.48%) 0.00
Increased by 0.00%
Mar 31, 24
14 Keller Group Invmt Management Inc 20.00K (0.44%) 0.00
Increased by 0.00%
Sep 30, 23
15 Susquehanna International Group, LLP 15.01K (0.33%) -41.50K
Decreased by -276.51%
Sep 30, 24
16 Ingalls & Snyder LLC 14.00K (0.31%) 0.00
Increased by 0.00%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 9.00K (0.20%) -3.00K
Decreased by -33.32%
Sep 30, 24
18 North Star Investment Management Corp 2.42K (0.05%) 0.00
Increased by 0.00%
Sep 30, 24
19 Tower Research Capital LLC 1.13K (0.03%) -1.54K
Decreased by -136.62%
Sep 30, 24
20 UBS Group AG 223.00 (0.00%) -1.36K
Decreased by -611.66%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 362.89K (8.07%) -16.70K
Decreased by -4.60%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 176.59K (3.93%) 0.00
Increased by 0.00%
Oct 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 40.19K (0.89%) 0.00
Increased by 0.00%
Oct 31, 24
4 1290 VT GAMCO Mergers & Acquisitions IB 36.00K (0.80%) 0.00
Increased by 0.00%
Oct 31, 24
5 Brighthouse Small Cap Value A 31.30K (0.70%) -10.52K
Decreased by -33.61%
Sep 30, 24
6 Fidelity® Extended Market Index 27.70K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Extended Market Index 27.22K (0.61%) -610.00
Decreased by -2.24%
Oct 31, 24
8 First Foundation Total Return Y 20.00K (0.44%) 0.00
Increased by 0.00%
Sep 30, 23
9 BlackRock Extended Mkt Composite 15.37K (0.34%) 0.00
Increased by 0.00%
Sep 30, 23
10 Allspring Small Value SMA 14.25K (0.32%) -3.85K
Decreased by -26.99%
Sep 30, 24
11 Allspring Special US Small Cap Value Eq 14.25K (0.32%) -3.85K
Decreased by -26.99%
Sep 30, 24
12 VALIC Company I Small Cap Special Val 14.25K (0.32%) 0.00
Increased by 0.00%
Oct 31, 24
13 BlackRock Extended Equity Market K 13.40K (0.30%) -6.00
Decreased by -0.04%
Sep 30, 24
14 TETON Westwood Mighty Mites AAA 8.70K (0.19%) -300.00
Decreased by -3.45%
Sep 30, 24
15 Dimensional US Equity ETF 7.78K (0.17%) -2.70K
Decreased by -34.65%
Jul 31, 24
16 BlackRock U.S. Equity Market F 5.80K (0.13%) -1.00
Decreased by -0.02%
Sep 30, 24
17 Fidelity Series Total Market Index 5.65K (0.13%) 0.00
Increased by 0.00%
Oct 31, 24
18 Fidelity® Series Total Market Index 5.65K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity Total Market Index 5.47K (0.12%) 1.56K
Increased by +28.56%
Oct 31, 24
20 Fidelity® Total Market Index 3.91K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23