Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 4.74%
2 AVDV 0.39%
3 FDTS 0.37%
4 ISCF 0.10%
5 IEUS 0.08%
6 GBUY_old 0.08%
7 GWX 0.07%
8 AVDS 0.07%
9 IWC 0.06%
10 SCHC 0.06%
11 VSS 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 1.35M (9.60%) -44.53K
Decreased by -3.31%
Dec 31, 24
2 Nierenberg Investment Management Co 1.25M (8.90%) 0.00
Increased by 0.00%
Jun 30, 24
3 Masters Capital Management LLC 500.00K (3.57%) 25.00K
Increased by +5.00%
Dec 31, 24
4 Hillsdale Investment Management Inc. 463.59K (3.31%) 463.59K
Increased by +100.00%
Dec 31, 24
5 Susquehanna International Group, LLP 382.71K (2.73%) 310.41K
Increased by +81.11%
Dec 31, 24
6 Kennedy Capital Management Inc 337.64K (2.41%) -82.57K
Decreased by -24.46%
Dec 31, 24
7 Acuitas Investments, LLC 321.93K (2.30%) 50.58K
Increased by +15.71%
Mar 31, 25
8 Geode Capital Management, LLC 302.54K (2.16%) 5.06K
Increased by +1.67%
Dec 31, 24
9 BB&T Corp. 244.21K (1.74%) 8.50K
Increased by +3.48%
Dec 31, 24
10 BlackRock Inc 216.14K (1.54%) 400.00
Increased by +0.19%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 145.68K (1.04%) 60.50K
Increased by +41.53%
Dec 31, 24
12 Disciplined Growth Investors Inc 123.65K (0.88%) -1.86K
Decreased by -1.51%
Sep 30, 23
13 State Street Corp 118.02K (0.84%) 79.61K
Increased by +67.45%
Dec 31, 24
14 Ancora Advisors LLC 100.80K (0.72%) 40.20K
Increased by +39.88%
Dec 31, 24
15 Northern Trust Corp 99.85K (0.71%) 38.17K
Increased by +38.23%
Dec 31, 24
16 The Informed Momentum Company (formerly EAM Investors) 98.72K (0.70%) 98.72K
Increased by +100.00%
Dec 31, 24
17 Goldman Sachs Group Inc 94.53K (0.67%) 94.53K
Increased by +100.00%
Dec 31, 24
18 Arrowstreet Capital Limited Partnership 86.63K (0.62%) 86.63K
Increased by +100.00%
Dec 31, 24
19 Renaissance Technologies Corp 85.70K (0.61%) 64.60K
Increased by +75.38%
Dec 31, 24
20 Comprehensive Portfolio Management, LLC 78.13K (0.56%) 78.13K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 840.75K (6.00%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 832.15K (5.94%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 462.16K (3.30%) -13.55K
Decreased by -2.93%
Mar 31, 25
4 Fidelity Extended Market Index 163.92K (1.17%) 9.28K
Increased by +5.66%
Mar 31, 25
5 Kennedy Micro Cap 131.24K (0.94%) -170.33K
Decreased by -129.79%
Mar 31, 25
6 Royce Smaller-Companies Growth Svc 125.00K (0.89%) 125.00K
Increased by +100.00%
Mar 31, 25
7 IMC US Ultra Micro Cap 109.04K (0.78%) 10.31K
Increased by +9.46%
Mar 31, 25
8 WM Aktien Global UI-Fonds B 69.98K (0.50%) -9.22K
Decreased by -13.17%
Feb 28, 25
9 Fidelity® Extended Market Index 66.46K (0.47%) 0.00
Increased by 0.00%
Nov 30, 23
10 Extended Equity Market Fund K 64.78K (0.46%) 14.76K
Increased by +22.78%
Mar 31, 25
11 Pleiades Small Cap Equity A 54.52K (0.39%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity Total Market Index 54.46K (0.39%) 0.00
Increased by 0.00%
Mar 31, 25
13 Scotia Wealth Quant Glbl Sm Cp Eq Pl KM 54.09K (0.39%) 7.50K
Increased by +13.86%
Mar 31, 25
14 Bridgeway Ultra-Small Company Market 51.42K (0.37%) 0.00
Increased by 0.00%
Dec 31, 24
15 BlackRock Extended Equity Market K 50.71K (0.36%) 33.71K
Increased by +66.48%
Sep 30, 24
16 Scotia Wealth Quant Glbl Sm Cp Eq Pl M 46.59K (0.33%) 3.70K
Increased by +7.94%
Feb 28, 25
17 DFA US Targeted Value I 45.89K (0.33%) 6.22K
Increased by +13.55%
Mar 31, 25
18 Dimensional US Targeted Value ETF 43.61K (0.31%) 0.00
Increased by 0.00%
Apr 30, 25
19 Fidelity Series Total Market Index 40.25K (0.29%) 1.66K
Increased by +4.12%
Mar 31, 25
20 Dimensional US Core Equity 2 ETF 39.43K (0.28%) 0.00
Increased by 0.00%
Apr 30, 25