Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 4.74%
2 AVDV 0.35%
3 ISCF 0.10%
4 IEUS 0.08%
5 GBUY_old 0.08%
6 GWX 0.07%
7 AVDS 0.07%
8 SCHC 0.06%
9 VSS 0.05%
10 PDN 0.05%
11 SCZ 0.04%
12 IWC 0.03%
13 DXIV 0.02%
14 DBEZ 0.02%
15 RTLA 0.02%
16 DFSI 0.02%
17 DFAX 0.01%
18 IEUR 0.01%
19 VXUS 0.01%
20 SMD 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.35M (4.68%) -44.53K
Decreased by -3.31%
Dec 31, 24
2 Nierenberg Investment Management Co 1.25M (4.34%) 0.00
Increased by 0.00%
Jun 30, 24
3 Masters Capital Management LLC 500.00K (1.74%) 25.00K
Increased by +5.00%
Dec 31, 24
4 Hillsdale Investment Management Inc. 463.59K (1.61%) 463.59K
Increased by +100.00%
Dec 31, 24
5 Susquehanna International Group, LLP 382.71K (1.33%) 310.41K
Increased by +81.11%
Dec 31, 24
6 Kennedy Capital Management Inc 337.64K (1.17%) -82.57K
Decreased by -24.46%
Dec 31, 24
7 Geode Capital Management, LLC 302.54K (1.05%) 5.06K
Increased by +1.67%
Dec 31, 24
8 Acuitas Investments, LLC 271.34K (0.94%) 271.34K
Increased by +100.00%
Dec 31, 24
9 BB&T Corp. 244.21K (0.85%) 8.50K
Increased by +3.48%
Dec 31, 24
10 BlackRock Inc 216.14K (0.75%) 400.00
Increased by +0.19%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 145.68K (0.51%) 60.50K
Increased by +41.53%
Dec 31, 24
12 Disciplined Growth Investors Inc 123.65K (0.43%) -1.86K
Decreased by -1.51%
Sep 30, 23
13 State Street Corp 118.02K (0.41%) 79.61K
Increased by +67.45%
Dec 31, 24
14 Ancora Advisors LLC 100.80K (0.35%) 40.20K
Increased by +39.88%
Dec 31, 24
15 Northern Trust Corp 99.85K (0.35%) 38.17K
Increased by +38.23%
Dec 31, 24
16 The Informed Momentum Company (formerly EAM Investors) 98.72K (0.34%) 98.72K
Increased by +100.00%
Dec 31, 24
17 Goldman Sachs Group Inc 94.53K (0.33%) 94.53K
Increased by +100.00%
Dec 31, 24
18 Arrowstreet Capital Limited Partnership 86.63K (0.30%) 86.63K
Increased by +100.00%
Dec 31, 24
19 Renaissance Technologies Corp 85.70K (0.30%) 64.60K
Increased by +75.38%
Dec 31, 24
20 Bridgeway Capital Management, LLC 72.26K (0.25%) 3.60K
Increased by +4.98%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 832.15K (2.89%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 475.71K (1.65%) 0.00
Increased by 0.00%
Feb 28, 25
3 Kennedy Micro Cap 301.57K (1.05%) -73.36K
Decreased by -24.33%
Dec 31, 24
4 Fidelity Extended Market Index 154.64K (0.54%) 9.21K
Increased by +5.96%
Feb 28, 25
5 IMC US Ultra Micro Cap 98.72K (0.34%) -5.37K
Decreased by -5.44%
Dec 31, 24
6 WM Aktien Global UI-Fonds B 79.20K (0.28%) 79.20K
Increased by +100.00%
Jan 31, 25
7 Fidelity® Extended Market Index 66.46K (0.23%) 0.00
Increased by 0.00%
Nov 30, 23
8 Extended Equity Market Fund K 64.78K (0.23%) 14.76K
Increased by +22.78%
Mar 31, 25
9 Pleiades Small Cap Equity A 54.52K (0.19%) 54.52K
Increased by +100.00%
Dec 31, 24
10 Fidelity Total Market Index 54.46K (0.19%) -43.00
Decreased by -0.08%
Feb 28, 25
11 Bridgeway Ultra-Small Company Market 51.42K (0.18%) 0.00
Increased by 0.00%
Dec 31, 24
12 BlackRock Extended Equity Market K 50.71K (0.18%) 33.71K
Increased by +66.48%
Sep 30, 24
13 Ancora/Thelen Small Cap Core 49.31K (0.17%) 18.94K
Increased by +38.41%
Dec 31, 24
14 Scotia Wealth Quant Glbl Sm Cp Eq Pl M 46.59K (0.16%) 3.70K
Increased by +7.94%
Feb 28, 25
15 DFA US Targeted Value I 39.67K (0.14%) 2.31K
Increased by +5.83%
Feb 28, 25
16 Dimensional US Core Equity 2 ETF 39.43K (0.14%) 0.00
Increased by 0.00%
Mar 31, 25
17 iShares Micro-Cap ETF 38.65K (0.13%) 0.00
Increased by 0.00%
Mar 31, 25
18 Fidelity Series Total Market Index 38.59K (0.13%) 0.00
Increased by 0.00%
Feb 28, 25
19 Bailard Micrcap Value 37.80K (0.13%) 37.80K
Increased by +100.00%
Dec 31, 24
20 Bailard Small Cap Value 37.80K (0.13%) 37.80K
Increased by +100.00%
Dec 31, 24