Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFAS 0.00%
3 DFAC 0.00%
4 VTI 0.00%
5 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Westerly Capital Management LLC 697.10K (15.31%) 7.10K
Increased by +1.02%
Dec 31, 23
2 Blair William & Co 660.85K (14.52%) 0.00
Increased by 0.00%
Dec 31, 23
3 Vanguard Group Inc 304.21K (6.68%) 0.00
Increased by 0.00%
Dec 31, 23
4 Acadian Asset Management LLC 137.92K (3.03%) -7.96K
Decreased by -5.77%
Dec 31, 23
5 Credit Suisse First Boston (CSFB) 126.87K (2.79%) 0.00
Increased by 0.00%
Dec 31, 23
6 Krilogy Advisors LLC 91.50K (2.01%) 0.00
Increased by 0.00%
Dec 31, 23
7 Man Group PLC 73.84K (1.62%) 3.31K
Increased by +4.49%
Dec 31, 23
8 Geode Capital Management, LLC 67.44K (1.48%) 8.09K
Increased by +12.00%
Dec 31, 23
9 Bridgeway Capital Management, LLC 44.55K (0.98%) 4.10K
Increased by +9.20%
Dec 31, 23
10 BMO Capital Markets Corp. 38.00K (0.83%) 38.00K
Increased by +100.00%
Dec 31, 23
11 Bank of Montreal 38.00K (0.83%) 38.00K
Increased by +100.00%
Dec 31, 23
12 Renaissance Technologies Corp 30.10K (0.66%) -8.20K
Decreased by -27.24%
Dec 31, 23
13 Two Sigma Investments LLC 28.64K (0.63%) -15.00K
Decreased by -52.38%
Dec 31, 23
14 Northern Trust Corp 27.30K (0.60%) 15.82K
Increased by +57.94%
Dec 31, 23
15 Two Sigma Advisers, LLC 26.50K (0.58%) -11.30K
Decreased by -42.64%
Dec 31, 23
16 BlackRock Inc 25.07K (0.55%) -182.00
Decreased by -0.73%
Dec 31, 23
17 Dimensional Fund Advisors, Inc. 22.92K (0.50%) 0.00
Increased by 0.00%
Dec 31, 23
18 Citadel Advisors Llc 19.30K (0.42%) -27.30K
Decreased by -141.45%
Sep 30, 23
19 State Street Corporation 18.80K (0.41%) 0.00
Increased by 0.00%
Dec 31, 23
20 Trexquant Investment LP 11.86K (0.26%) -12.28K
Decreased by -103.60%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 194.04K (4.26%) 0.00
Increased by 0.00%
Mar 31, 24
2 Warburg Value B 135.00K (2.97%) 0.00
Increased by 0.00%
Feb 29, 24
3 CS (Lux) Global Value Equity IB EUR 117.50K (2.58%) 0.00
Increased by 0.00%
Dec 31, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 101.38K (2.23%) 0.00
Increased by 0.00%
Mar 31, 24
5 Fidelity Extended Market Index 37.82K (0.83%) -183.00
Decreased by -0.48%
Feb 29, 24
6 Fidelity® Extended Market Index 29.98K (0.66%) 0.00
Increased by 0.00%
Nov 30, 23
7 Bridgeway Ultra-Small Company Market 20.00K (0.44%) 0.00
Increased by 0.00%
Dec 31, 23
8 iShares Micro-Cap ETF 13.86K (0.30%) 0.00
Increased by 0.00%
Mar 28, 24
9 Bridgeway Ultra-Small Company 12.75K (0.28%) 0.00
Increased by 0.00%
Dec 31, 23
10 Fidelity Total Market Index 11.21K (0.25%) 0.00
Increased by 0.00%
Feb 29, 24
11 Fidelity® Total Market Index 11.21K (0.25%) 0.00
Increased by 0.00%
Nov 30, 23
12 BlackRock Extended Mkt Composite 9.14K (0.20%) 0.00
Increased by 0.00%
Sep 30, 23
13 Dimensional US Small Cap ETF 9.01K (0.20%) 0.00
Increased by 0.00%
Mar 29, 24
14 BlackRock Extended Equity Market K 7.98K (0.18%) 3.00
Increased by +0.04%
Mar 31, 24
15 Bridgeway Omni Small-Cap Value 7.70K (0.17%) 0.00
Increased by 0.00%
Dec 31, 23
16 Bridgeway Omni Small-Cap Value N 7.70K (0.17%) 0.00
Increased by 0.00%
Dec 31, 23
17 Fidelity Series Total Market Index 7.56K (0.17%) 0.00
Increased by 0.00%
Feb 29, 24
18 Fidelity® Series Total Market Index 7.56K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard Instl Ttl Stck Mkt Idx Tr 6.87K (0.15%) -187.17K
Decreased by -2.73 K%
Oct 31, 23
20 Vanguard Instl Ttl Stk Mkt Idx InstlPls 6.87K (0.15%) 0.00
Increased by 0.00%
Jan 31, 24