Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 4.74%
2 AVDV 0.38%
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 IWC 0.06%
11 SCHC 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 Hillsdale Investment Management Inc. 503.19K (3.67%) 39.60K
Increased by +7.87%
Mar 31, 25
4 Masters Capital Management LLC 500.00K (3.64%) 0.00
Increased by 0.00%
Mar 31, 25
5 Susquehanna International Group, LLP 382.71K (2.79%) 310.41K
Increased by +81.11%
Dec 31, 24
6 Acuitas Investments, LLC 321.93K (2.34%) 50.58K
Increased by +15.71%
Mar 31, 25
7 Geode Capital Management, LLC 311.27K (2.27%) 8.73K
Increased by +2.80%
Mar 31, 25
8 S Squared Technology, LLC 260.48K (1.90%) 260.48K
Increased by +100.00%
Mar 31, 25
9 BlackRock Inc 247.29K (1.80%) 31.15K
Increased by +12.60%
Mar 31, 25
10 BB&T Corp. 244.21K (1.78%) 8.50K
Increased by +3.48%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 227.18K (1.65%) 81.50K
Increased by +35.88%
Mar 31, 25
12 O'Shaughnessy Asset Management LLC 146.81K (1.07%) 127.75K
Increased by +87.01%
Mar 31, 25
13 Royce & Associates, LP 140.04K (1.02%) 140.04K
Increased by +100.00%
Mar 31, 25
14 Kennedy Capital Management Inc 131.24K (0.96%) -206.40K
Decreased by -157.27%
Mar 31, 25
15 State Street Corp 130.47K (0.95%) 12.45K
Increased by +9.54%
Mar 31, 25
16 Disciplined Growth Investors Inc 123.65K (0.90%) -1.86K
Decreased by -1.51%
Sep 30, 23
17 Goldman Sachs Group Inc 120.93K (0.88%) 26.40K
Increased by +21.83%
Mar 31, 25
18 Bank of America Corp 120.76K (0.88%) 106.24K
Increased by +87.98%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 106.99K (0.78%) 42.25K
Increased by +39.49%
Mar 31, 25
20 Ancora Advisors LLC 100.80K (0.73%) 40.20K
Increased by +39.88%
Dec 31, 24

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%
Apr 30, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 462.16K (3.37%) 0.00
Increased by 0.00%
Apr 30, 25
4 Fidelity Extended Market Index 163.92K (1.19%) 9.28K
Increased by +5.66%
Mar 31, 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 109.04K (0.79%) 0.00
Increased by 0.00%
Apr 30, 25
8 WM Aktien Global UI-Fonds B 69.98K (0.51%) -9.22K
Decreased by -13.17%
Feb 28, 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 Pleiades Small Cap Equity A 54.52K (0.40%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity Total Market Index 54.46K (0.40%) 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%
Mar 31, 25
15 BlackRock Extended Equity Market K 50.71K (0.37%) 33.71K
Increased by +66.48%
Sep 30, 24
16 Scotia Wealth Quant Glbl Sm Cp Eq Pl M 46.59K (0.34%) 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 (0.32%) 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 (0.29%) 0.00
Increased by 0.00%
Apr 30, 25