Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.21%
2 BSVO 0.06%
3 DES 0.05%
4 IWC 0.04%
5 AVSC 0.01%
6 AVUV 0.01%
7 DFUS 0.00%
8 DFSU 0.00%
9 DFAS 0.00%
10 DFAT 0.00%
11 DFAC 0.00%
12 DFSV 0.00%
13 DCOR 0.00%
14 VTI 0.00%
15 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 828.12K (9.64%) -27.00K
Decreased by -3.26%
Sep 30, 24
2 Vanguard Group Inc 497.78K (5.79%) -500.00
Decreased by -0.10%
Sep 30, 24
3 Capital Management Corp 419.93K (4.89%) 419.93K
Increased by +100.00%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 296.37K (3.45%) -14.03K
Decreased by -4.73%
Sep 30, 24
5 Acadian Asset Management LLC 228.09K (2.65%) 6.12K
Increased by +2.68%
Mar 31, 24
6 Envestnet Asset Management Inc 222.87K (2.59%) 222.87K
Increased by +100.00%
Sep 30, 24
7 BlackRock Inc 200.16K (2.33%) -707.00
Decreased by -0.35%
Sep 30, 24
8 Geode Capital Management, LLC 119.07K (1.39%) -3.77K
Decreased by -3.17%
Sep 30, 24
9 Bridgeway Capital Management, LLC 110.77K (1.29%) 0.00
Increased by 0.00%
Sep 30, 24
10 Millennium Management LLC 89.18K (1.04%) 19.78K
Increased by +22.18%
Sep 30, 23
11 Perkins Capital Management Inc 75.91K (0.88%) -205.00
Decreased by -0.27%
Sep 30, 24
12 American Century Companies Inc 63.50K (0.74%) 4.77K
Increased by +7.51%
Sep 30, 24
13 O'Shaughnessy Asset Management LLC 59.92K (0.70%) 16.58K
Increased by +27.67%
Sep 30, 24
14 Susquehanna International Group, LLP 56.10K (0.65%) 56.10K
Increased by +100.00%
Sep 30, 24
15 HighTower Advisors, LLC 52.74K (0.61%) 52.74K
Increased by +100.00%
Sep 30, 24
16 LPL Financial Corp 52.63K (0.61%) 52.63K
Increased by +100.00%
Sep 30, 24
17 Bank of New York Mellon Corp 51.56K (0.60%) -12.45K
Decreased by -24.14%
Sep 30, 24
18 Belvedere Trading LLC 50.71K (0.59%) 22.38K
Increased by +44.13%
Dec 31, 24
19 Empowered Funds, LLC 48.86K (0.57%) -30.00K
Decreased by -61.40%
Dec 31, 24
20 Comprehensive Portfolio Management, LLC 47.35K (0.55%) 18.68K
Increased by +39.46%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 289.61K (3.37%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 172.40K (2.01%) -5.43K
Decreased by -3.15%
Dec 31, 24
3 Avantis US Small Cap Value ETF 85.34K (0.99%) 0.00
Increased by 0.00%
Jan 30, 25
4 CMC G&I 84.97K (0.99%) 84.97K
Increased by +100.00%
Sep 30, 24
5 CMC SMID 79.08K (0.92%) 10.70K
Increased by +13.53%
Dec 31, 24
6 DFA US Small Cap I 72.73K (0.85%) 0.00
Increased by 0.00%
Nov 30, 24
7 WisdomTree US SmallCap Dividend ETF 67.35K (0.78%) 0.00
Increased by 0.00%
Jan 30, 25
8 Fidelity® Extended Market Index 60.66K (0.71%) 0.00
Increased by 0.00%
Nov 30, 23
9 EAM Ultra Micro Cap 59.27K (0.69%) 59.27K
Increased by +100.00%
Dec 31, 24
10 Fidelity Extended Market Index 58.65K (0.68%) -473.00
Decreased by -0.81%
Dec 31, 24
11 Ancora/Thelen Small Mid Cap Core 56.16K (0.65%) 56.16K
Increased by +100.00%
Dec 31, 24
12 Ancora/Thelen Small-Mid Cap I 56.16K (0.65%) 56.16K
Increased by +100.00%
Dec 31, 24
13 CMC DVD 49.70K (0.58%) 225.00
Increased by +0.45%
Dec 31, 24
14 DFA US Micro Cap I 42.83K (0.50%) 0.00
Increased by 0.00%
Nov 30, 24
15 Bridgeway Omni Small-Cap Value 37.20K (0.43%) -52.80K
Decreased by -141.94%
Sep 30, 23
16 Bridgeway Omni Small-Cap Value N 37.20K (0.43%) -52.80K
Decreased by -141.94%
Sep 30, 23
17 DFA US Targeted Value I 33.27K (0.39%) -16.01K
Decreased by -48.13%
Sep 30, 24
18 Pleiades Small Cap Equity A 32.71K (0.38%) 32.71K
Increased by +100.00%
Dec 31, 24
19 Bridgeway Ultra-Small Company 31.91K (0.37%) 0.00
Increased by 0.00%
Sep 30, 24
20 CMC All-Cap Growth 30.34K (0.35%) 5.42K
Increased by +17.85%
Dec 31, 24