Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.19%
2 BSVO 0.07%
3 IWC 0.03%
4 AVUV 0.01%
5 AVSC 0.01%
6 DFUS 0.00%
7 DFSU 0.00%
8 DFAS 0.00%
9 DFAT 0.00%
10 DFAC 0.00%
11 DFSV 0.00%
12 DCOR 0.00%
13 VTI 0.00%
14 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 828.12K (9.79%) -27.00K
Decreased by -3.26%
Sep 30, 24
2 Vanguard Group Inc 497.78K (5.89%) -500.00
Decreased by -0.10%
Sep 30, 24
3 Capital Management Corp 419.93K (4.97%) 419.93K
Increased by +100.00%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 296.37K (3.50%) -14.03K
Decreased by -4.73%
Sep 30, 24
5 Acadian Asset Management LLC 228.09K (2.70%) 6.12K
Increased by +2.68%
Mar 31, 24
6 BlackRock Inc 200.86K (2.38%) -3.83K
Decreased by -1.91%
Jun 30, 24
7 Geode Capital Management, LLC 122.84K (1.45%) -986.00
Decreased by -0.80%
Jun 30, 24
8 Bridgeway Capital Management, LLC 110.77K (1.31%) 8.66K
Increased by +7.82%
Jun 30, 24
9 Millennium Management LLC 89.18K (1.05%) 19.78K
Increased by +22.18%
Sep 30, 23
10 Empowered Funds, LLC 78.86K (0.93%) -73.55K
Decreased by -93.26%
Jun 30, 24
11 Perkins Capital Management Inc 75.91K (0.90%) -205.00
Decreased by -0.27%
Sep 30, 24
12 Bank of New York Mellon Corp 64.01K (0.76%) 0.00
Increased by 0.00%
Jun 30, 24
13 American Century Companies Inc 63.50K (0.75%) 4.77K
Increased by +7.51%
Sep 30, 24
14 State Street Corp 43.59K (0.52%) 0.00
Increased by 0.00%
Jun 30, 24
15 State Street Corporation 43.59K (0.52%) -3.00K
Decreased by -6.88%
Mar 31, 24
16 O'Shaughnessy Asset Management LLC 43.34K (0.51%) -15.48K
Decreased by -35.73%
Jun 30, 24
17 GlobeFlex Capital, L.P. 41.76K (0.49%) 0.00
Increased by 0.00%
Sep 30, 24
18 Northern Trust Corp 34.62K (0.41%) -1.86K
Decreased by -5.37%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 33.74K (0.40%) -1.43K
Decreased by -4.24%
Jun 30, 24
20 Barclays PLC 30.36K (0.36%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 289.61K (3.42%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 195.11K (2.31%) -500.00
Decreased by -0.26%
Sep 30, 24
3 CMC G&I 84.97K (1.00%) 84.97K
Increased by +100.00%
Sep 30, 24
4 Avantis US Small Cap Value ETF 84.54K (1.00%) 0.00
Increased by 0.00%
Oct 31, 24
5 EA Bridgeway Omni Small-Cap Value ETF 78.86K (0.93%) 0.00
Increased by 0.00%
Oct 31, 24
6 DFA US Small Cap I 72.73K (0.86%) 0.00
Increased by 0.00%
Sep 30, 24
7 CMC SMID 68.38K (0.81%) 68.38K
Increased by +100.00%
Sep 30, 24
8 Fidelity Extended Market Index 61.12K (0.72%) -8.61K
Decreased by -14.09%
Sep 30, 24
9 Fidelity® Extended Market Index 60.66K (0.72%) 0.00
Increased by 0.00%
Nov 30, 23
10 CMC DVD 49.48K (0.59%) 49.48K
Increased by +100.00%
Sep 30, 24
11 DFA US Micro Cap I 41.43K (0.49%) 0.00
Increased by 0.00%
Sep 30, 24
12 Bridgeway Omni Small-Cap Value 37.20K (0.44%) -52.80K
Decreased by -141.94%
Sep 30, 23
13 Bridgeway Omni Small-Cap Value N 37.20K (0.44%) -52.80K
Decreased by -141.94%
Sep 30, 23
14 DFA US Targeted Value I 33.27K (0.39%) -16.01K
Decreased by -48.13%
Sep 30, 24
15 Bridgeway Ultra-Small Company 31.91K (0.38%) 6.01K
Increased by +18.82%
Jun 30, 24
16 CMC All-Cap Growth 24.93K (0.29%) 24.93K
Increased by +100.00%
Sep 30, 24
17 BlackRock Extended Mkt Composite 23.52K (0.28%) 0.00
Increased by 0.00%
Sep 30, 23
18 iShares Micro-Cap ETF 22.98K (0.27%) 0.00
Increased by 0.00%
Oct 31, 24
19 Fidelity® Total Market Index 21.15K (0.25%) 0.00
Increased by 0.00%
Nov 30, 23
20 DFA US Core Equity 2 I 21.11K (0.25%) 0.00
Increased by 0.00%
Sep 30, 24