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 (9.79%) -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 Envestnet Asset Management Inc 222.87K (2.64%) 222.87K
Increased by +100.00%
Sep 30, 24
7 BlackRock Inc 200.86K (2.38%) -3.83K
Decreased by -1.91%
Jun 30, 24
8 Geode Capital Management, LLC 119.07K (1.41%) -3.77K
Decreased by -3.17%
Sep 30, 24
9 Bridgeway Capital Management, LLC 110.77K (1.31%) 0.00
Increased by 0.00%
Sep 30, 24
10 Millennium Management LLC 89.18K (1.05%) 19.78K
Increased by +22.18%
Sep 30, 23
11 Empowered Funds, LLC 78.86K (0.93%) 0.00
Increased by 0.00%
Sep 30, 24
12 Perkins Capital Management Inc 75.91K (0.90%) -205.00
Decreased by -0.27%
Sep 30, 24
13 American Century Companies Inc 63.50K (0.75%) 4.77K
Increased by +7.51%
Sep 30, 24
14 O'Shaughnessy Asset Management LLC 59.92K (0.71%) 16.58K
Increased by +27.67%
Sep 30, 24
15 Susquehanna International Group, LLP 56.10K (0.66%) 56.10K
Increased by +100.00%
Sep 30, 24
16 HighTower Advisors, LLC 52.74K (0.62%) 52.74K
Increased by +100.00%
Sep 30, 24
17 LPL Financial Corp 52.63K (0.62%) 52.63K
Increased by +100.00%
Sep 30, 24
18 Bank of New York Mellon Corp 51.56K (0.61%) -12.45K
Decreased by -24.14%
Sep 30, 24
19 State Street Corp 43.59K (0.52%) 0.00
Increased by 0.00%
Sep 30, 24
20 State Street Corporation 43.59K (0.52%) -3.00K
Decreased by -6.88%
Mar 31, 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 177.83K (2.10%) -17.28K
Decreased by -9.72%
Oct 31, 24
3 Avantis US Small Cap Value ETF 86.02K (1.02%) 0.00
Increased by 0.00%
Nov 28, 24
4 CMC G&I 84.97K (1.00%) 84.97K
Increased by +100.00%
Sep 30, 24
5 DFA US Small Cap I 72.73K (0.86%) 0.00
Increased by 0.00%
Sep 30, 24
6 EA Bridgeway Omni Small-Cap Value ETF 68.86K (0.81%) -10.00K
Decreased by -14.52%
Nov 27, 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%) 0.00
Increased by 0.00%
Sep 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%
Nov 27, 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