Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.04%
2 DFAT 0.00%
3 DFSU 0.00%
4 DFAS 0.00%
5 DFAC 0.00%
6 DFUS 0.00%
7 AVUS 0.00%
8 ITOT 0.00%
9 DCOR 0.00%
10 VTI 0.00%
11 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Park West Asset Management LLC 810.68K (10.35%) -179.27K
Decreased by -22.11%
Dec 31, 24
2 Dimensional Fund Advisors, Inc. 614.38K (7.84%) -34.58K
Decreased by -5.63%
Dec 31, 24
3 Brandes Investment Partners & Co 489.32K (6.24%) 45.92K
Increased by +9.38%
Dec 31, 24
4 Vanguard Group Inc 433.47K (5.53%) 0.00
Increased by 0.00%
Dec 31, 24
5 Renaissance Technologies Corp 348.89K (4.45%) 40.95K
Increased by +11.74%
Dec 31, 24
6 Madison Avenue Partners, LP 240.34K (3.07%) -117.12K
Decreased by -48.73%
Sep 30, 23
7 DCF Advisers, LLC 230.06K (2.94%) -10.54K
Decreased by -4.58%
Dec 31, 24
8 BlackRock Inc 171.48K (2.19%) 17.17K
Increased by +10.01%
Dec 31, 24
9 Geode Capital Management, LLC 106.06K (1.35%) 5.63K
Increased by +5.31%
Dec 31, 24
10 Clearline Capital LP 55.65K (0.71%) -117.35K
Decreased by -210.87%
Dec 31, 24
11 Millennium Management LLC 51.22K (0.65%) -4.85K
Decreased by -9.47%
Sep 30, 23
12 RBF LLC 50.07K (0.64%) 0.00
Increased by 0.00%
Dec 31, 24
13 Synovus Financial Corp 43.06K (0.55%) 0.00
Increased by 0.00%
Dec 31, 24
14 Essex Investment Management Company, LLC 39.89K (0.51%) 6.18K
Increased by +15.50%
Dec 31, 24
15 State Street Corp 39.36K (0.50%) 7.30K
Increased by +18.55%
Dec 31, 24
16 State Street Corporation 32.06K (0.41%) -2.30K
Decreased by -7.17%
Mar 31, 24
17 Bank of America Corp 27.73K (0.35%) -76.00
Decreased by -0.27%
Dec 31, 24
18 Atria Investments LLC 26.05K (0.33%) 5.73K
Increased by +21.99%
Dec 31, 24
19 Citadel Advisors Llc 24.13K (0.31%) 15.17K
Increased by +62.87%
Jun 30, 24
20 Susquehanna International Group, LLP 22.14K (0.28%) 22.14K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 282.93K (3.61%) 0.00
Increased by 0.00%
Jan 31, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 133.24K (1.70%) 0.00
Increased by 0.00%
Jan 31, 25
3 DFA US Targeted Value I 109.29K (1.39%) 0.00
Increased by 0.00%
Dec 31, 24
4 Brandes Small Cap Value R6 108.08K (1.38%) 0.00
Increased by 0.00%
Dec 31, 24
5 DFA US Small Cap I 102.78K (1.31%) 0.00
Increased by 0.00%
Dec 31, 24
6 DFA US Micro Cap I 81.31K (1.04%) 0.00
Increased by 0.00%
Dec 31, 24
7 DFA US Small Cap Value I 77.60K (0.99%) -6.49K
Decreased by -8.36%
Dec 31, 24
8 Fidelity Extended Market Index 53.90K (0.69%) -434.00
Decreased by -0.81%
Dec 31, 24
9 Fidelity® Extended Market Index 48.73K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
10 Dimensional US Targeted Value ETF 38.38K (0.49%) 0.00
Increased by 0.00%
Feb 26, 25
11 DFA US Vector Equity I 36.18K (0.46%) -2.14K
Decreased by -5.92%
Dec 31, 24
12 DFA US Core Equity 2 I 35.75K (0.46%) 0.00
Increased by 0.00%
Dec 31, 24
13 BlackRock Extended Mkt Composite 23.88K (0.30%) 0.00
Increased by 0.00%
Sep 30, 23
14 DFA US Core Equity 1 I 23.48K (0.30%) 0.00
Increased by 0.00%
Dec 31, 24
15 Dimensional US Small Cap ETF 20.93K (0.27%) 0.00
Increased by 0.00%
Feb 26, 25
16 BlackRock Extended Equity Market K 20.81K (0.27%) -9.00
Decreased by -0.04%
Sep 30, 24
17 Extended Equity Market Fund K 20.53K (0.26%) -283.00
Decreased by -1.38%
Dec 31, 24
18 Bailard Micrcap Value 20.26K (0.26%) 20.26K
Increased by +100.00%
Dec 31, 24
19 Bailard Small Cap Value 20.26K (0.26%) 20.26K
Increased by +100.00%
Dec 31, 24
20 iShares Micro-Cap ETF 19.92K (0.25%) 0.00
Increased by 0.00%
Feb 26, 25