Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFSU 0.00%
3 DFAS 0.00%
4 DCOR 0.00%
5 DFAT 0.00%
6 DFAC 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Blair William & Co 660.85K (14.44%) 0.00
Increased by 0.00%
Dec 31, 24
2 Westerly Capital Management LLC 620.59K (13.56%) -4.41K
Decreased by -0.71%
Dec 31, 24
3 Vanguard Group Inc 297.34K (6.50%) 0.00
Increased by 0.00%
Dec 31, 24
4 Kent Lake PR LLC 180.20K (3.94%) -184.80K
Decreased by -102.55%
Dec 31, 24
5 Krilogy Advisors LLC 162.00K (3.54%) 14.00K
Increased by +8.64%
Dec 31, 24
6 Acadian Asset Management LLC 136.33K (2.98%) -1.59K
Decreased by -1.17%
Mar 31, 24
7 Credit Suisse First Boston (CSFB) 120.00K (2.62%) -6.87K
Decreased by -5.73%
Mar 31, 24
8 UBS Asset Mgmt Americas Inc 117.50K (2.57%) 117.50K
Increased by +100.00%
Jun 30, 24
9 Renaissance Technologies Corp 71.50K (1.56%) -25.88K
Decreased by -36.19%
Dec 31, 24
10 Geode Capital Management, LLC 70.36K (1.54%) 6.89K
Increased by +9.80%
Dec 31, 24
11 Kent Lake Capital LLC 55.30K (1.21%) 55.30K
Increased by +100.00%
Jun 30, 24
12 Dimensional Fund Advisors, Inc. 48.13K (1.05%) 1.44K
Increased by +2.99%
Dec 31, 24
13 Bridgeway Capital Management, LLC 37.45K (0.82%) -7.10K
Decreased by -18.96%
Dec 31, 24
14 Northern Trust Corp 35.58K (0.78%) 12.13K
Increased by +34.10%
Dec 31, 24
15 BlackRock Inc 33.78K (0.74%) 102.00
Increased by +0.30%
Dec 31, 24
16 Man Group PLC 32.88K (0.72%) -1.29K
Decreased by -3.94%
Dec 31, 24
17 Citadel Advisors Llc 28.95K (0.63%) 9.65K
Increased by +33.34%
Jun 30, 24
18 BMO Capital Markets Corp. 28.00K (0.61%) 28.00K
Increased by +100.00%
Sep 30, 24
19 Bank of Montreal 28.00K (0.61%) 28.00K
Increased by +100.00%
Sep 30, 24
20 Two Sigma Advisers, LLC 19.50K (0.43%) -300.00
Decreased by -1.54%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 194.04K (4.24%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 194.04K (4.24%) 0.00
Increased by 0.00%
Sep 30, 24
3 Warburg Value B 135.00K (2.95%) 0.00
Increased by 0.00%
Feb 28, 25
4 CS (Lux) Global Value Equity IB EUR 117.50K (2.57%) 0.00
Increased by 0.00%
Dec 31, 23
5 White Fleet II SGVP Glbl Val Eq EB€Acc 117.50K (2.57%) 0.00
Increased by 0.00%
Dec 31, 24
6 White Fleet II – SGVP Gbl Val Eq IB EUR 117.50K (2.57%) 0.00
Increased by 0.00%
Jun 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 101.38K (2.22%) 0.00
Increased by 0.00%
Feb 28, 25
8 Fidelity Extended Market Index 37.26K (0.81%) -237.00
Decreased by -0.64%
Feb 28, 25
9 Fidelity® Extended Market Index 29.98K (0.66%) 0.00
Increased by 0.00%
Nov 30, 23
10 Bridgeway Ultra-Small Company Market 20.00K (0.44%) 0.00
Increased by 0.00%
Dec 31, 24
11 iShares Micro-Cap ETF 14.63K (0.32%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity® Total Market Index 11.21K (0.24%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity Total Market Index 11.06K (0.24%) 0.00
Increased by 0.00%
Feb 28, 25
14 BlackRock Extended Mkt Composite 9.14K (0.20%) 0.00
Increased by 0.00%
Sep 30, 23
15 Dimensional US Small Cap ETF 9.01K (0.20%) 0.00
Increased by 0.00%
Mar 31, 25
16 Nationwide Bailard Cogntv Val M 8.90K (0.19%) 2.60K
Increased by +29.21%
Jul 31, 24
17 Bridgeway Ultra-Small Company 8.25K (0.18%) -4.50K
Decreased by -54.57%
Dec 31, 24
18 BlackRock Extended Equity Market K 7.97K (0.17%) -3.00
Decreased by -0.04%
Sep 30, 24
19 Extended Equity Market Fund K 7.88K (0.17%) 24.00
Increased by +0.30%
Mar 31, 25
20 Bridgeway Omni Small-Cap Value 7.70K (0.17%) 0.00
Increased by 0.00%
Dec 31, 24