Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 BSVO 0.00%
3 DFSU 0.00%
4 DFAT 0.00%
5 DFUS 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 Bard Associates Inc 307.69K (7.73%) -1.91K
Decreased by -0.62%
Sep 30, 24
2 Vanguard Group Inc 163.50K (4.11%) 0.00
Increased by 0.00%
Sep 30, 24
3 Renaissance Technologies Corp 146.10K (3.67%) 56.20K
Increased by +38.47%
Sep 30, 24
4 Geode Capital Management, LLC 52.94K (1.33%) -58.00
Decreased by -0.11%
Sep 30, 24
5 Ameritas Advisory Services, LLC 46.30K (1.16%) 0.00
Increased by 0.00%
Jun 30, 24
6 Advisor Group Holdings, Inc. 34.45K (0.87%) 4.45K
Increased by +12.92%
Jun 30, 24
7 Heritage Investors Management Corp 30.00K (0.75%) -5.00K
Decreased by -16.67%
Sep 30, 24
8 Dimensional Fund Advisors, Inc. 28.59K (0.72%) 16.50K
Increased by +57.69%
Sep 30, 24
9 Perritt Capital Management Inc. 25.00K (0.63%) -2.65K
Decreased by -10.60%
Sep 30, 24
10 Hilltop Holdings Inc 19.49K (0.49%) 19.49K
Increased by +100.00%
Sep 30, 24
11 Royal Bank of Canada 14.60K (0.37%) 14.60K
Increased by +100.00%
Jun 30, 24
12 Susquehanna International Group, LLP 12.30K (0.31%) 12.30K
Increased by +100.00%
Sep 30, 24
13 XTX Topco Ltd 12.22K (0.31%) 12.22K
Increased by +100.00%
Sep 30, 24
14 Northern Trust Corp 11.42K (0.29%) 0.00
Increased by 0.00%
Sep 30, 24
15 State Street Corp 11.22K (0.28%) 0.00
Increased by 0.00%
Sep 30, 24
16 Raymond James Finl Svs Advisors, Inc. 10.00K (0.25%) 10.00K
Increased by +100.00%
Sep 30, 24
17 BlackRock Inc 9.61K (0.24%) 9.61K
Increased by +100.00%
Jun 30, 24
18 Morgan Stanley - Brokerage Accounts 4.20K (0.11%) 3.80K
Increased by +90.48%
Sep 30, 24
19 UBS Group AG 2.26K (0.06%) 2.26K
Increased by +100.00%
Jun 30, 24
20 Tower Research Capital LLC 1.05K (0.03%) -194.00
Decreased by -18.46%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 118.12K (2.97%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 45.38K (1.14%) 0.00
Increased by 0.00%
Oct 31, 24
3 Perritt Ultra MicroCap 27.65K (0.69%) 0.00
Increased by 0.00%
Jun 30, 24
4 Fidelity Extended Market Index 24.20K (0.61%) -5.50K
Decreased by -22.73%
Sep 30, 24
5 Fidelity® Extended Market Index 23.30K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
6 RBC Microcap Value I 14.60K (0.37%) 14.60K
Increased by +100.00%
Jun 30, 24
7 Fidelity Total Market Index 10.27K (0.26%) 0.00
Increased by 0.00%
Sep 30, 24
8 DFA US Targeted Value I 10.03K (0.25%) 0.00
Increased by 0.00%
Sep 30, 24
9 Fidelity Nasdaq Composite Index 9.80K (0.25%) 0.00
Increased by 0.00%
Sep 30, 24
10 DFA US Micro Cap I 9.28K (0.23%) 0.00
Increased by 0.00%
Sep 30, 24
11 iShares Micro-Cap ETF 9.09K (0.23%) 0.00
Increased by 0.00%
Nov 27, 24
12 EA Bridgeway Omni Small-Cap Value ETF 7.00K (0.18%) 0.00
Increased by 0.00%
Nov 27, 24
13 Dimensional US Targeted Value ETF 6.47K (0.16%) 0.00
Increased by 0.00%
Nov 28, 24
14 NT Ext Equity Mkt Idx Fd - NL 6.01K (0.15%) 0.00
Increased by 0.00%
Sep 30, 24
15 NT Ext Equity Mkt Idx Fd - L 5.14K (0.13%) 0.00
Increased by 0.00%
Sep 30, 24
16 Northern Trust Extended Eq Market Idx 5.14K (0.13%) 0.00
Increased by 0.00%
Sep 30, 24
17 NT Ext Equity Mkt Idx Fd - DC - NL - T2 4.84K (0.12%) 15.00
Increased by +0.31%
Sep 30, 24
18 Fidelity Series Total Market Index 4.63K (0.12%) 0.00
Increased by 0.00%
Sep 30, 24
19 Fidelity® Series Total Market Index 4.63K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
20 Dimensional US Equity ETF 2.81K (0.07%) 0.00
Increased by 0.00%
Aug 30, 24