Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 BSVO 0.00%
3 AVSC 0.00%
4 DFSV 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 Vanguard Group Inc 250.94K (4.67%) -11.56K
Decreased by -4.61%
Sep 30, 24
2 Dimensional Fund Advisors, Inc. 145.96K (2.72%) 9.81K
Increased by +6.72%
Jun 30, 24
3 Geode Capital Management, LLC 61.21K (1.14%) 1.74K
Increased by +2.85%
Sep 30, 24
4 BlackRock Inc 52.06K (0.97%) -9.83K
Decreased by -18.88%
Jun 30, 24
5 Renaissance Technologies Corp 22.66K (0.42%) 9.56K
Increased by +42.19%
Mar 31, 24
6 State Street Corp 17.97K (0.33%) 0.00
Increased by 0.00%
Sep 30, 24
7 State Street Corporation 17.97K (0.33%) 0.00
Increased by 0.00%
Mar 31, 24
8 Northern Trust Corp 12.16K (0.23%) -117.00
Decreased by -0.96%
Sep 30, 24
9 Goss Wealth Management LLC 10.57K (0.20%) 0.00
Increased by 0.00%
Sep 30, 24
10 James Investment Research, Inc. 10.57K (0.20%) 0.00
Increased by 0.00%
Sep 30, 24
11 PNC Financial Services Group Inc 7.00K (0.13%) 0.00
Increased by 0.00%
Sep 30, 24
12 UBS Group AG 4.11K (0.08%) 4.11K
Increased by +100.00%
Jun 30, 24
13 Tower Research Capital LLC 1.89K (0.04%) 1.46K
Increased by +76.96%
Sep 30, 24
14 Activest Wealth Management 1.00K (0.02%) 0.00
Increased by 0.00%
Sep 30, 24
15 IAG Wealth Partners, LLC 1.00K (0.02%) 0.00
Increased by 0.00%
Sep 30, 23
16 Creative Financial Designs Inc 300.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
17 Royal Bank of Canada 260.00 (0.00%) -1.24K
Decreased by -477.69%
Sep 30, 24
18 Advisor Group Holdings, Inc. 116.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
19 Morgan Stanley - Brokerage Accounts 80.00 (0.00%) -162.00
Decreased by -202.50%
Sep 30, 24
20 North Star Investment Management Corp 60.00 (0.00%) 60.00
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 150.70K (2.80%) 0.00
Increased by 0.00%
Oct 31, 24
2 DFA US Micro Cap I 115.13K (2.14%) 0.00
Increased by 0.00%
Jun 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 98.20K (1.83%) 0.00
Increased by 0.00%
Oct 31, 24
4 Fidelity Extended Market Index 31.36K (0.58%) 741.00
Increased by +2.36%
Sep 30, 24
5 Fidelity® Extended Market Index 31.20K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Total Market Index 11.66K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Total Market Index 11.60K (0.22%) -28.00
Decreased by -0.24%
Sep 30, 24
8 iShares Micro-Cap ETF 8.79K (0.16%) -60.00
Decreased by -0.68%
Apr 30, 24
9 Fidelity Series Total Market Index 7.63K (0.14%) 0.00
Increased by 0.00%
Sep 30, 24
10 Fidelity® Series Total Market Index 7.63K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
11 DFA US Small Cap I 7.27K (0.14%) 0.00
Increased by 0.00%
Jun 30, 24
12 EA Bridgeway Omni Small-Cap Value ETF 6.32K (0.12%) 0.00
Increased by 0.00%
Nov 27, 24
13 DFA US Small Cap Value I 5.66K (0.11%) 5.66K
Increased by +100.00%
Jun 30, 24
14 NT Ext Equity Mkt Idx Fd - NL 5.45K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
15 Avantis US Small Cap Equity ETF 5.11K (0.10%) 0.00
Increased by 0.00%
Nov 28, 24
16 NT Ext Equity Mkt Idx Fd - L 4.47K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
17 Northern Trust Extended Eq Market Idx 4.47K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
18 NT Ext Equity Mkt Idx Fd - DC - NL - T2 4.39K (0.08%) 13.00
Increased by +0.30%
Sep 30, 24
19 Fidelity Nasdaq Composite Index 4.33K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
20 Spartan Extended Market Index Pool E 3.31K (0.06%) 123.00
Increased by +3.72%
Sep 30, 24