Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 0.14%
2 RTLA 0.01%
3 IWC 0.00%
4 DFAT 0.00%
5 DFAS 0.00%
6 DFAC 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Harbert Fund Advisors Inc 5.18M (14.21%) 0.00
Increased by 0.00%
Dec 31, 24
2 Renaissance Technologies Corp 2.37M (6.50%) -159.99K
Decreased by -6.76%
Dec 31, 24
3 Vanguard Group Inc 1.86M (5.10%) -17.62K
Decreased by -0.95%
Dec 31, 24
4 Potomac Capital Management, Inc. 1.48M (4.07%) 26.74K
Increased by +1.80%
Dec 31, 23
5 TANG CAPITAL MANAGEMENT LLC 1.26M (3.46%) -939.99K
Decreased by -74.60%
Mar 31, 24
6 BlackRock Inc 959.84K (2.63%) 688.00
Increased by +0.07%
Dec 31, 24
7 Mink Brook Asset Management LLC 807.90K (2.22%) 807.90K
Increased by +100.00%
Dec 31, 24
8 Geode Capital Management, LLC 367.09K (1.01%) -1.55K
Decreased by -0.42%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 295.68K (0.81%) -8.81K
Decreased by -2.98%
Dec 31, 24
10 RBF LLC 250.36K (0.69%) 0.00
Increased by 0.00%
Dec 31, 24
11 Anson Funds Management LP 231.09K (0.63%) 231.09K
Increased by +100.00%
Dec 31, 23
12 Wittenberg Investment Management Inc 187.54K (0.51%) 70.40K
Increased by +37.54%
Dec 31, 24
13 Bridgeway Capital Management, LLC 177.20K (0.49%) -3.60K
Decreased by -2.03%
Dec 31, 24
14 State Street Corp 168.88K (0.46%) 14.74K
Increased by +8.73%
Dec 31, 24
15 State Street Corporation 167.04K (0.46%) 0.00
Increased by 0.00%
Dec 31, 23
16 Lepercq Multi-Asset Fund 123.00K (0.34%) 123.00K
Increased by +100.00%
Dec 31, 24
17 BBR Partners, LLC 100.00K (0.27%) 0.00
Increased by 0.00%
Dec 31, 24
18 Nierenberg Investment Management Co 88.56K (0.24%) 0.00
Increased by 0.00%
Dec 31, 24
19 FNY Investment Advisers, LLC 75.91K (0.21%) 75.91K
Increased by +100.00%
Dec 31, 23
20 Assenagon Asset Management SA 72.42K (0.20%) -8.78K
Decreased by -12.13%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.19M (3.26%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 1.19M (3.26%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 618.88K (1.70%) 0.00
Increased by 0.00%
Mar 31, 25
4 Fidelity Extended Market Index 208.72K (0.57%) -1.33K
Decreased by -0.64%
Feb 28, 25
5 Fidelity® Extended Market Index 200.62K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
6 Bridgeway Ultra-Small Company Market 175.20K (0.48%) 0.00
Increased by 0.00%
Dec 31, 24
7 iShares Micro-Cap ETF 99.11K (0.27%) 0.00
Increased by 0.00%
Mar 31, 25
8 BlackRock Extended Mkt Composite 89.73K (0.25%) 0.00
Increased by 0.00%
Sep 30, 23
9 Dimensional US Targeted Value ETF 81.91K (0.22%) 0.00
Increased by 0.00%
Mar 31, 25
10 BlackRock Extended Equity Market K 78.20K (0.21%) -33.00
Decreased by -0.04%
Sep 30, 24
11 Extended Equity Market Fund K 77.37K (0.21%) 237.00
Increased by +0.31%
Mar 31, 25
12 DFA US Core Equity 1 I 67.49K (0.19%) -36.14K
Decreased by -53.55%
Apr 30, 24
13 DFA US Core Equity 2 I 67.06K (0.18%) -44.30K
Decreased by -66.06%
Apr 30, 24
14 Fidelity® Total Market Index 55.77K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Total Market Index 55.21K (0.15%) 0.00
Increased by 0.00%
Feb 28, 25
16 Fidelity® Series Total Market Index 52.37K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity Series Total Market Index 50.82K (0.14%) 0.00
Increased by 0.00%
Feb 28, 25
18 Dimensional US Core Equity 2 ETF 49.82K (0.14%) 0.00
Increased by 0.00%
Mar 31, 25
19 BlackRock U.S. Equity Market F 46.19K (0.13%) -5.00
Decreased by -0.01%
Sep 30, 24
20 U.S. Equity Market Fund F 46.09K (0.13%) -68.00
Decreased by -0.15%
Mar 31, 25