Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFAT 0.00%
3 DFSV 0.00%
4 BSVO 0.00%
5 DFAC 0.00%
6 ITOT 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 158.17K (2.62%) 11.21K
Increased by +7.08%
Jun 30, 24
2 Renaissance Technologies Corp 74.83K (1.24%) -7.71K
Decreased by -10.30%
Jun 30, 24
3 Access Investment Management LLC 49.17K (0.81%) -5.53K
Decreased by -11.25%
Jun 30, 24
4 Dimensional Fund Advisors, Inc. 37.29K (0.62%) 63.00
Increased by +0.17%
Jun 30, 24
5 Geode Capital Management, LLC 36.95K (0.61%) 6.39K
Increased by +17.28%
Jun 30, 24
6 Royal Bank of Canada 22.43K (0.37%) 84.00
Increased by +0.37%
Jun 30, 24
7 BlackRock Inc 14.49K (0.24%) 673.00
Increased by +4.64%
Jun 30, 24
8 Tower Research Capital LLC 2.10K (0.03%) -334.00
Decreased by -15.90%
Jun 30, 24
9 Advisor Group Holdings, Inc. 516.00 (0.01%) 516.00
Increased by +100.00%
Jun 30, 24
10 Innealta Capital, LLC 340.00 (0.01%) 340.00
Increased by +100.00%
Jun 30, 24
11 Capital Advisors, Ltd. LLC 153.00 (0.00%) 153.00
Increased by +100.00%
Jun 30, 24
12 Bank of America Corp 43.00 (0.00%) 43.00
Increased by +100.00%
Jun 30, 24
13 JPMorgan Chase & Co 9.00 (0.00%) -3.00
Decreased by -33.33%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 4.00 (0.00%) 2.00
Increased by +50.00%
Jun 30, 24
15 Acadian Asset Management LLC 0.00 (0.00%) -15.72K
Decreased by N/A%
Jun 30, 24
16 Bridgeway Capital Management, LLC 0.00 (0.00%) -25.60K
Decreased by N/A%
Mar 31, 24
17 Citadel Advisors Llc 0.00 (0.00%) -19.79K
Decreased by N/A%
Jun 30, 24
18 Davidson D A & Co 0.00 (0.00%) -18.17K
Decreased by N/A%
Dec 31, 23
19 Stifel Financial Corp 0.00 (0.00%) -56.65K
Decreased by N/A%
Sep 30, 23
20 UBS Group AG 0.00 (0.00%) -2.50K
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 119.77K (1.98%) 0.00
Increased by 0.00%
Aug 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 38.41K (0.64%) 0.00
Increased by 0.00%
Aug 31, 24
3 Fidelity Extended Market Index 29.71K (0.49%) -478.00
Decreased by -1.61%
Aug 31, 24
4 Bridgeway Ultra-Small Company 24.90K (0.41%) 0.00
Increased by 0.00%
Sep 30, 23
5 Fidelity® Extended Market Index 24.55K (0.41%) 0.00
Increased by 0.00%
Nov 30, 23
6 DFA US Targeted Value I 20.42K (0.34%) 5.69K
Increased by +27.87%
Aug 31, 24
7 Dimensional US Targeted Value ETF 17.84K (0.30%) 0.00
Increased by 0.00%
Sep 30, 24
8 iShares Micro-Cap ETF 15.62K (0.26%) 0.00
Increased by 0.00%
Sep 30, 24
9 DFA US Core Equity 2 I 8.74K (0.14%) 0.00
Increased by 0.00%
Apr 30, 24
10 RBC Microcap Value I 5.06K (0.08%) -17.24K
Decreased by -340.80%
Sep 30, 24
11 NT Ext Equity Mkt Idx Fd - L 4.60K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
12 Northern Trust Extended Eq Market Idx 4.60K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
13 NT Ext Equity Mkt Idx Fd - NL 4.27K (0.07%) 0.00
Increased by 0.00%
Sep 30, 24
14 Fidelity Series Total Market Index 4.08K (0.07%) 0.00
Increased by 0.00%
Aug 31, 24
15 Dimensional US Core Equity 2 ETF 3.61K (0.06%) 3.61K
Increased by +100.00%
Sep 30, 24
16 NT Ext Equity Mkt Idx Fd - DC - NL - T2 3.44K (0.06%) 11.00
Increased by +0.32%
Sep 30, 24
17 DFA US Core Equity Class F 3.10K (0.05%) 0.00
Increased by 0.00%
Jul 31, 24
18 Fidelity® Series Total Market Index 2.99K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
19 DFA US Vector Equity I 2.92K (0.05%) 0.00
Increased by 0.00%
Apr 30, 24
20 DFA US Core Equity 1 I 2.84K (0.05%) 0.00
Increased by 0.00%
Apr 30, 24