Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.03%
2 IWC 0.03%
3 DFSU 0.00%
4 DFAC 0.00%
5 DFAT 0.00%
6 DFUS 0.00%
7 DCOR 0.00%
8 VXF 0.00%
9 DFSV 0.00%
10 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Siena Capital Management, LLC 103.03K (3.22%) 15.28K
Increased by +14.83%
Sep 30, 24
2 Vanguard Group Inc 93.24K (2.91%) -12.77K
Decreased by -13.70%
Sep 30, 24
3 Geode Capital Management, LLC 35.69K (1.12%) 1.52K
Increased by +4.26%
Sep 30, 24
4 Bridgeway Capital Management, LLC 29.07K (0.91%) 670.00
Increased by +2.31%
Sep 30, 24
5 HighTower Advisors, LLC 28.12K (0.88%) 0.00
Increased by 0.00%
Sep 30, 24
6 RBF LLC 20.00K (0.63%) 0.00
Increased by 0.00%
Sep 30, 24
7 Dimensional Fund Advisors, Inc. 18.50K (0.58%) -32.00
Decreased by -0.17%
Sep 30, 24
8 Empowered Funds, LLC 14.03K (0.44%) 670.00
Increased by +4.78%
Sep 30, 24
9 BlackRock Inc 13.44K (0.42%) 121.00
Increased by +0.90%
Jun 30, 24
10 Stifel Financial Corp 11.65K (0.36%) -425.00
Decreased by -3.65%
Sep 30, 24
11 Commonwealth Equity Services Inc 11.12K (0.35%) 2.06K
Increased by +18.52%
Sep 30, 24
12 Mariner Wealth Advisors LLC 10.98K (0.34%) 0.00
Increased by 0.00%
Sep 30, 24
13 Mariner Wealth Advisors, LLC 10.98K (0.34%) 0.00
Increased by 0.00%
Mar 31, 24
14 Susquehanna International Group, LLP 10.85K (0.34%) 10.85K
Increased by +100.00%
Sep 30, 24
15 State Street Corp 9.57K (0.30%) 0.00
Increased by 0.00%
Sep 30, 24
16 State Street Corporation 9.57K (0.30%) 0.00
Increased by 0.00%
Mar 31, 24
17 Raymond James & Associates 9.05K (0.28%) 1.51K
Increased by +16.67%
Sep 30, 24
18 HRT FINANCIAL LLC 7.87K (0.25%) 7.87K
Increased by +100.00%
Sep 30, 24
19 Millennium Management LLC 6.96K (0.22%) -1.74K
Decreased by -24.94%
Jun 30, 24
20 Northern Trust Corp 5.95K (0.19%) 5.95K
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 44.24K (1.38%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 40.95K (1.28%) -1.60K
Decreased by -3.91%
Nov 30, 24
3 Fidelity Extended Market Index 18.93K (0.59%) -424.00
Decreased by -2.24%
Oct 31, 24
4 Fidelity® Extended Market Index 17.46K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
5 Bridgeway Omni Small-Cap Value 15.04K (0.47%) 0.00
Increased by 0.00%
Sep 30, 24
6 Bridgeway Omni Small-Cap Value N 15.04K (0.47%) 0.00
Increased by 0.00%
Sep 30, 24
7 EA Bridgeway Omni Small-Cap Value ETF 14.38K (0.45%) 15.00
Increased by +0.10%
Nov 29, 24
8 iShares Micro-Cap ETF 7.49K (0.23%) 0.00
Increased by 0.00%
Nov 30, 24
9 Fidelity Total Market Index 6.08K (0.19%) -20.00
Decreased by -0.33%
Oct 31, 24
10 Fidelity® Total Market Index 5.99K (0.19%) 0.00
Increased by 0.00%
Nov 30, 23
11 BlackRock Extended Mkt Composite 5.38K (0.17%) 0.00
Increased by 0.00%
Sep 30, 23
12 BlackRock Extended Equity Market K 4.69K (0.15%) -2.00
Decreased by -0.04%
Sep 30, 24
13 Fidelity Series Total Market Index 4.48K (0.14%) 0.00
Increased by 0.00%
Oct 31, 24
14 DFA US Core Equity 2 I 4.00K (0.13%) 101.00
Increased by +2.52%
Oct 31, 24
15 DFA US Core Equity 1 I 3.88K (0.12%) 0.00
Increased by 0.00%
Oct 31, 24
16 Fidelity® Series Total Market Index 3.73K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
17 Dimensional US Core Equity 2 ETF 3.43K (0.11%) 0.00
Increased by 0.00%
Nov 29, 24
18 NT Ext Equity Mkt Idx Fd - L 3.02K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
19 Northern Trust Extended Eq Market Idx 3.02K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
20 NT Ext Equity Mkt Idx Fd - NL 2.69K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24