Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 4.74%
2 AVDV 0.19%
3 ISCF 0.10%
4 IEUS 0.08%
5 GBUY_old 0.08%
6 GWX 0.06%
7 SCHC 0.05%
8 VSS 0.04%
9 PDN 0.04%
10 SCZ 0.04%
11 IWC 0.02%
12 RTLA 0.02%
13 DBEZ 0.01%
14 DFAX 0.01%
15 IEUR 0.01%
16 VGK 0.01%
17 SMD 0.01%
18 AVDE 0.01%
19 FEU 0.01%
20 SPEU 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nierenberg Investment Management Co 1.25M (4.38%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Group Inc 661.63K (2.32%) 116.39K
Increased by +17.59%
Jun 30, 24
3 Masters Capital Management LLC 475.00K (1.67%) -25.00K
Decreased by -5.26%
Jun 30, 24
4 BB&T Corp. 202.88K (0.71%) 0.00
Increased by 0.00%
Jun 30, 24
5 BlackRock Inc 175.10K (0.62%) 40.82K
Increased by +23.31%
Jun 30, 24
6 Geode Capital Management, LLC 142.99K (0.50%) 6.68K
Increased by +4.67%
Jun 30, 24
7 Disciplined Growth Investors Inc 123.65K (0.43%) -1.86K
Decreased by -1.51%
Sep 30, 23
8 Segment Wealth Management, LLC 61.42K (0.22%) 0.00
Increased by 0.00%
Jun 30, 24
9 Bridgeway Capital Management, LLC 57.66K (0.20%) 10.00K
Increased by +17.34%
Jun 30, 24
10 Delta Investment Management, LLC 55.24K (0.19%) 0.00
Increased by 0.00%
Jun 30, 24
11 Northern Trust Corp 54.20K (0.19%) 4.81K
Increased by +8.88%
Jun 30, 24
12 Morgan Stanley - Brokerage Accounts 41.45K (0.15%) 25.60K
Increased by +61.76%
Jun 30, 24
13 State Street Corp 38.41K (0.13%) 0.00
Increased by 0.00%
Jun 30, 24
14 State Street Corporation 38.41K (0.13%) 0.00
Increased by 0.00%
Mar 31, 24
15 Bank of New York Mellon Corp 37.05K (0.13%) 0.00
Increased by 0.00%
Jun 30, 24
16 Dimensional Fund Advisors, Inc. 36.63K (0.13%) -50.19K
Decreased by -137.02%
Jun 30, 24
17 Citadel Advisors Llc 34.93K (0.12%) 23.56K
Increased by +67.45%
Jun 30, 24
18 Kennedy Capital Management Inc 32.23K (0.11%) 32.23K
Increased by +100.00%
Jun 30, 24
19 AlTi Global Inc 25.83K (0.09%) 0.00
Increased by 0.00%
Jun 30, 24
20 Tiedemann Wealth Management, LLC 25.83K (0.09%) 2.00
Increased by +0.01%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 445.55K (1.56%) 800.00
Increased by +0.18%
Jul 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 183.05K (0.64%) 2.87K
Increased by +1.57%
Jul 31, 24
3 Fidelity Extended Market Index 98.30K (0.35%) 2.56K
Increased by +2.60%
Jul 31, 24
4 Fidelity® Extended Market Index 66.46K (0.23%) 0.00
Increased by 0.00%
Nov 30, 23
5 Bridgeway Ultra-Small Company Market 51.42K (0.18%) 10.00K
Increased by +19.45%
Jun 30, 24
6 iShares Micro-Cap ETF 40.92K (0.14%) 0.00
Increased by 0.00%
Aug 30, 24
7 Dimensional US Core Equity 2 ETF 39.43K (0.14%) 0.00
Increased by 0.00%
Aug 30, 24
8 DFA US Core Equity 1 I 32.61K (0.11%) 0.00
Increased by 0.00%
May 31, 24
9 Kennedy Micro Cap 29.37K (0.10%) 29.37K
Increased by +100.00%
Jun 30, 24
10 DFA US Core Equity 2 I 27.76K (0.10%) -12.03K
Decreased by -43.32%
May 31, 24
11 NT Ext Equity Mkt Idx Fd - L 21.79K (0.08%) 6.25K
Increased by +28.68%
Jun 30, 24
12 Northern Trust Extended Eq Market Idx 21.79K (0.08%) 6.25K
Increased by +28.68%
Jun 30, 24
13 Fidelity Total Market Index 20.23K (0.07%) 815.00
Increased by +4.03%
Jul 31, 24
14 BlackRock Extended Mkt Composite 19.50K (0.07%) -1.00
Decreased by -0.01%
Sep 30, 23
15 Fidelity Series Total Market Index 18.24K (0.06%) 0.00
Increased by 0.00%
Jul 31, 24
16 BlackRock Extended Equity Market K 17.00K (0.06%) -16.00
Decreased by -0.09%
Jun 30, 24
17 Vanguard Balanced Index Inv 16.18K (0.06%) 0.00
Increased by 0.00%
Jul 31, 24
18 Fidelity® Total Market Index 15.43K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity® Series Total Market Index 13.10K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
20 NT Ext Equity Mkt Idx Fd - NL 13.10K (0.05%) 0.00
Increased by 0.00%
Jun 30, 24