Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 4.74%
2 AVDV 0.39%
3 FDTS 0.36%
4 ISCF 0.10%
5 IEUS 0.08%
6 GBUY_old 0.08%
7 VSS 0.07%
8 GWX 0.07%
9 AVDS 0.07%
10 SCHC 0.06%
11 IWC 0.06%
12 PDN 0.05%
13 SCZ 0.04%
14 DXIV 0.02%
15 DBEZ 0.02%
16 VGK 0.02%
17 RTLA 0.02%
18 DFSI 0.02%
19 DFAX 0.01%
20 IEUR 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.33M (9.70%) -13.55K
Decreased by -1.02%
Mar 31, 25
2 Nierenberg Investment Management Co 1.25M (9.09%) 0.00
Increased by 0.00%
Jun 30, 24
3 Susquehanna International Group, LLP 1.02M (7.46%) 641.60K
Increased by +62.64%
Mar 31, 25
4 Hillsdale Investment Management Inc. 503.19K (3.67%) 39.60K
Increased by +7.87%
Mar 31, 25
5 Masters Capital Management LLC 500.00K (3.64%) 0.00
Increased by 0.00%
Mar 31, 25
6 Millennium Management LLC 398.42K (2.90%) 349.67K
Increased by +87.77%
Mar 31, 25
7 Acuitas Investments, LLC 321.93K (2.34%) 50.58K
Increased by +15.71%
Mar 31, 25
8 Geode Capital Management, LLC 311.27K (2.27%) 8.73K
Increased by +2.80%
Mar 31, 25
9 S Squared Technology, LLC 260.48K (1.90%) 260.48K
Increased by +100.00%
Mar 31, 25
10 BlackRock Inc 247.29K (1.80%) 31.15K
Increased by +12.60%
Mar 31, 25
11 BB&T Corp. 235.71K (1.72%) -8.50K
Decreased by -3.61%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 227.18K (1.65%) 81.50K
Increased by +35.88%
Mar 31, 25
13 O'Shaughnessy Asset Management LLC 146.81K (1.07%) 127.75K
Increased by +87.01%
Mar 31, 25
14 Royce & Associates, LP 140.04K (1.02%) 140.04K
Increased by +100.00%
Mar 31, 25
15 Kennedy Capital Management Inc 131.24K (0.96%) -206.40K
Decreased by -157.27%
Mar 31, 25
16 State Street Corp 130.47K (0.95%) 12.45K
Increased by +9.54%
Mar 31, 25
17 Disciplined Growth Investors Inc 123.65K (0.90%) -1.86K
Decreased by -1.51%
Sep 30, 23
18 Goldman Sachs Group Inc 120.93K (0.88%) 26.40K
Increased by +21.83%
Mar 31, 25
19 Bank of America Corp 120.76K (0.88%) 106.24K
Increased by +87.98%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 106.99K (0.78%) 42.25K
Increased by +39.49%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 840.75K (6.12%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 832.15K (6.06%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 466.21K (3.40%) 4.05K
Increased by +0.87%
May 31, 25
4 Fidelity Extended Market Index 162.37K (1.18%) -1.55K
Decreased by -0.96%
Apr 30, 25
5 Kennedy Micro Cap 131.24K (0.96%) -170.33K
Decreased by -129.79%
Mar 31, 25
6 Royce Smaller-Companies Growth Svc 125.00K (0.91%) 125.00K
Increased by +100.00%
Mar 31, 25
7 IMC US Ultra Micro Cap 107.35K (0.78%) -1.69K
Decreased by -1.57%
May 31, 25
8 WM Aktien Global UI-Fonds B 77.40K (0.56%) 7.42K
Increased by +9.58%
Mar 31, 25
9 Fidelity® Extended Market Index 66.46K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
10 Extended Equity Market Fund K 64.78K (0.47%) 14.76K
Increased by +22.78%
Mar 31, 25
11 DFA US Targeted Value I 55.12K (0.40%) 9.22K
Increased by +16.74%
Apr 30, 25
12 Pleiades Small Cap Equity A 54.52K (0.40%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fidelity Total Market Index 54.46K (0.40%) 0.00
Increased by 0.00%
Apr 30, 25
14 Scotia Wealth Quant Glbl Sm Cp Eq Pl KM 54.09K (0.39%) 0.00
Increased by 0.00%
Apr 30, 25
15 Bridgeway Ultra-Small Company Market 51.42K (0.37%) 0.00
Increased by 0.00%
Mar 31, 25
16 BlackRock Extended Equity Market K 50.71K (0.37%) 33.71K
Increased by +66.48%
Sep 30, 24
17 Scotia Wealth Quant Glbl Sm Cp Eq Pl M 46.59K (0.34%) 3.70K
Increased by +7.94%
Feb 28, 25
18 iShares Core S&P Total US Stock Mkt ETF 44.84K (0.33%) 0.00
Increased by 0.00%
May 31, 25
19 Dimensional US Targeted Value ETF 43.61K (0.32%) 0.00
Increased by 0.00%
May 30, 25
20 Fidelity Series Total Market Index 41.68K (0.30%) 1.43K
Increased by +3.42%
Apr 30, 25