Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 0.50%
2 FDM 0.15%
3 IWC 0.04%
4 SFLO 0.03%
5 AVUV 0.01%
6 AVSC 0.01%
7 DFAT 0.01%
8 DFSV 0.01%
9 DFAS 0.00%
10 DCOR 0.00%
11 DFUV 0.00%
12 DFSU 0.00%
13 DFAC 0.00%
14 DFUS 0.00%
15 ITOT 0.00%
16 VTI 0.00%
17 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Northern Trust Corp 272.70K (12.72%) -6.25K
Decreased by -2.29%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 182.22K (8.50%) -2.42K
Decreased by -1.33%
Mar 31, 25
3 Vanguard Group Inc 130.18K (6.07%) 4.55K
Increased by +3.50%
Mar 31, 25
4 Amvescap Plc. 105.78K (4.93%) 105.78K
Increased by +100.00%
Dec 31, 24
5 Renaissance Technologies Corp 98.21K (4.58%) -6.36K
Decreased by -6.47%
Mar 31, 25
6 Minerva Advisors LLC 73.77K (3.44%) -35.73K
Decreased by -48.43%
Mar 31, 25
7 American Century Companies Inc 49.18K (2.29%) 14.89K
Increased by +30.27%
Mar 31, 25
8 Millennium Management LLC 37.86K (1.77%) 37.86K
Increased by +100.00%
Mar 31, 25
9 O'Shaughnessy Asset Management LLC 37.54K (1.75%) 9.53K
Increased by +25.39%
Mar 31, 25
10 Geode Capital Management, LLC 23.79K (1.11%) 623.00
Increased by +2.62%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 22.72K (1.06%) 3.84K
Increased by +16.89%
Mar 31, 25
12 Susquehanna International Group, LLP 20.27K (0.95%) -1.03K
Decreased by -5.09%
Mar 31, 25
13 Punch & Associates Inv Mgmt Inc 20.00K (0.93%) 20.00K
Increased by +100.00%
Mar 31, 25
14 Goldman Sachs Group Inc 19.40K (0.90%) 10.80K
Increased by +55.69%
Mar 31, 25
15 Arrowstreet Capital Limited Partnership 19.20K (0.90%) -727.00
Decreased by -3.79%
Mar 31, 25
16 Comprehensive Portfolio Management, LLC 17.95K (0.84%) 5.33K
Increased by +29.70%
Mar 31, 25
17 Bridgeway Capital Management, LLC 16.50K (0.77%) -3.70K
Decreased by -22.42%
Mar 31, 25
18 BlackRock Inc 13.19K (0.62%) 726.00
Increased by +5.51%
Mar 31, 25
19 Marshall Wace Asset Management Ltd 11.90K (0.56%) 11.90K
Increased by +100.00%
Dec 31, 24
20 Qube Research & Technologies 10.91K (0.51%) 10.91K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 96.39K (4.50%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 96.39K (4.50%) 0.00
Increased by 0.00%
Sep 30, 24
3 Invesco Dorsey Wright SmallCap Momt ETF 80.97K (3.78%) -576.00
Decreased by -0.71%
Mar 31, 25
4 DFA US Small Cap Value I 48.95K (2.28%) 0.00
Increased by 0.00%
Apr 30, 25
5 VT De Lisle America B USD 45.98K (2.14%) 1.33K
Increased by +2.89%
May 31, 25
6 Avantis US Small Cap Value ETF 44.52K (2.08%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 29.38K (1.37%) 0.00
Increased by 0.00%
May 31, 25
8 DFA US Micro Cap I 25.34K (1.18%) 0.00
Increased by 0.00%
Apr 30, 25
9 DFA US Targeted Value I 20.96K (0.98%) 330.00
Increased by +1.57%
Apr 30, 25
10 Dimensional US Targeted Value ETF 17.36K (0.81%) 0.00
Increased by 0.00%
May 30, 25
11 EAM Ultra Micro Cap 17.35K (0.81%) 0.00
Increased by 0.00%
Aug 31, 24
12 DFA US Small Cap I 13.07K (0.61%) 0.00
Increased by 0.00%
Apr 30, 25
13 Fidelity Extended Market Index 11.55K (0.54%) -111.00
Decreased by -0.96%
Apr 30, 25
14 Fidelity® Extended Market Index 10.85K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
15 Bridgeway Ultra-Small Company Market 9.20K (0.43%) -4.00K
Decreased by -43.48%
Mar 31, 25
16 Dimensional US Small Cap Value ETF 7.76K (0.36%) 0.00
Increased by 0.00%
May 30, 25
17 Dimensional US Small Cap ETF 7.74K (0.36%) 0.00
Increased by 0.00%
May 30, 25
18 Bridgeway Ultra-Small Company 6.90K (0.32%) 0.00
Increased by 0.00%
Mar 31, 25
19 First Trust Dow Jones Sel MicroCap ETF 6.80K (0.32%) 0.00
Increased by 0.00%
May 29, 25
20 DFA US Core Equity 2 I 6.31K (0.29%) 0.00
Increased by 0.00%
Apr 30, 25