Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 DFAT 0.00%
3 DFSV 0.00%
4 DFAS 0.00%
5 DFUS 0.00%
6 DFAC 0.00%
7 AVUV 0.00%
8 VTI 0.00%
9 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nantahala Capital Management, LLC 1.83M (16.50%) 1.81M
Increased by +98.74%
Dec 31, 23
2 Awm Investment Company Inc 1.74M (15.68%) 640.39K
Increased by +36.84%
Dec 31, 23
3 Ameriprise Financial Inc 1.17M (10.59%) 11.86K
Increased by +1.01%
Dec 31, 23
4 Vanguard Group Inc 661.48K (5.97%) 0.00
Increased by 0.00%
Dec 31, 23
5 S Squared Technology, LLC 628.30K (5.67%) 0.00
Increased by 0.00%
Dec 31, 23
6 Acuitas Investments, LLC 439.02K (3.96%) 39.94K
Increased by +9.10%
Dec 31, 23
7 BlackRock Inc 317.20K (2.86%) 3.64K
Increased by +1.15%
Dec 31, 23
8 Dimensional Fund Advisors, Inc. 307.73K (2.78%) 15.53K
Increased by +5.05%
Dec 31, 23
9 P.a.w. Capital Corp 300.00K (2.71%) 0.00
Increased by 0.00%
Dec 31, 23
10 Renaissance Technologies Corp 227.70K (2.05%) 33.10K
Increased by +14.54%
Dec 31, 23
11 Geode Capital Management, LLC 155.20K (1.40%) 15.02K
Increased by +9.68%
Dec 31, 23
12 Mariner Wealth Advisors, LLC 144.88K (1.31%) 0.00
Increased by 0.00%
Dec 31, 23
13 Marquette Asset Management Inc. 89.71K (0.81%) 5.88K
Increased by +6.56%
Dec 31, 23
14 Charles Schwab Investment Management Inc 54.76K (0.49%) 0.00
Increased by 0.00%
Dec 31, 23
15 State Street Corporation 53.43K (0.48%) 0.00
Increased by 0.00%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 46.74K (0.42%) 0.00
Increased by 0.00%
Dec 31, 23
17 Bridgeway Capital Management, LLC 37.80K (0.34%) 2.00K
Increased by +5.29%
Dec 31, 23
18 Goldman Sachs Group Inc 37.32K (0.34%) 18.67K
Increased by +50.03%
Dec 31, 23
19 Acadian Asset Management LLC 33.45K (0.30%) 33.45K
Increased by +100.00%
Sep 30, 23
20 Citadel Advisors Llc 30.30K (0.27%) 2.43K
Increased by +8.03%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Small Cap Value I 686.95K (6.20%) -75.75K
Decreased by -11.03%
Mar 31, 24
2 Columbia Small Cap Value I A 686.95K (6.20%) -82.06K
Decreased by -11.94%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 448.00K (4.04%) 0.00
Increased by 0.00%
Mar 31, 24
4 Columbia VP Small Cap Value 1 266.17K (2.40%) -39.37K
Decreased by -14.79%
Mar 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 194.49K (1.75%) 0.00
Increased by 0.00%
Mar 31, 24
6 Fidelity Extended Market Index 99.35K (0.90%) 0.00
Increased by 0.00%
Mar 31, 24
7 DFA US Targeted Value I 98.51K (0.89%) 0.00
Increased by 0.00%
Mar 31, 24
8 Fidelity® Extended Market Index 85.02K (0.77%) 0.00
Increased by 0.00%
Nov 30, 23
9 Dimensional US Targeted Value ETF 54.58K (0.49%) 33.31K
Increased by +61.03%
Apr 30, 24
10 Schwab Small-Cap Equity 44.50K (0.40%) 0.00
Increased by 0.00%
Mar 31, 24
11 DFA US Micro Cap I 41.89K (0.38%) 0.00
Increased by 0.00%
Mar 31, 24
12 BlackRock Extended Mkt Composite 36.29K (0.33%) 0.00
Increased by 0.00%
Sep 30, 23
13 Bridgeway Ultra-Small Company Market 33.40K (0.30%) 0.00
Increased by 0.00%
Dec 31, 23
14 iShares Micro-Cap ETF 31.84K (0.29%) -217.00
Decreased by -0.68%
Apr 30, 24
15 BlackRock Extended Equity Market K 31.67K (0.29%) 11.00
Increased by +0.03%
Mar 31, 24
16 DFA US Core Equity 2 I 23.80K (0.21%) 0.00
Increased by 0.00%
Mar 31, 24
17 Fidelity Series Total Market Index 19.71K (0.18%) 0.00
Increased by 0.00%
Mar 31, 24
18 DFA US Core Equity 1 I 18.40K (0.17%) 0.00
Increased by 0.00%
Mar 31, 24
19 Fidelity® Series Total Market Index 17.13K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
20 Dimensional US Small Cap ETF 15.50K (0.14%) 0.00
Increased by 0.00%
Apr 30, 24