Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 PKW 0.01%
3 AVSC 0.01%
4 AVUV 0.00%
5 DFAC 0.00%
6 AVUS 0.00%
7 DFAT 0.00%
8 DFSV 0.00%
9 VXF 0.00%
10 DFAU 0.00%
11 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 410.31K (8.31%) 37.47K
Increased by +9.13%
Dec 31, 23
2 Dimensional Fund Advisors, Inc. 317.48K (6.43%) 21.73K
Increased by +6.85%
Dec 31, 23
3 Vanguard Group Inc 260.57K (5.27%) 2.21K
Increased by +0.85%
Dec 31, 23
4 Hillsdale Investment Management Inc. 235.10K (4.76%) 31.81K
Increased by +13.53%
Dec 31, 23
5 Millennium Management LLC 97.25K (1.97%) 75.25K
Increased by +77.37%
Dec 31, 23
6 Marshall Wace Asset Management Ltd 91.75K (1.86%) 62.56K
Increased by +68.19%
Dec 31, 23
7 Gamco Investors, Inc. Et Al 79.60K (1.61%) 30.14K
Increased by +37.87%
Dec 31, 23
8 Bridgeway Capital Management, LLC 67.14K (1.36%) -13.12K
Decreased by -19.54%
Dec 31, 23
9 Geode Capital Management, LLC 60.83K (1.23%) 12.70K
Increased by +20.88%
Dec 31, 23
10 EAM Investors, LLC 49.53K (1.00%) -81.32K
Decreased by -164.17%
Dec 31, 23
11 BlackRock Inc 46.33K (0.94%) 12.26K
Increased by +26.46%
Dec 31, 23
12 Man Group PLC 40.41K (0.82%) 40.41K
Increased by +100.00%
Dec 31, 23
13 Bank of New York Mellon Corp 39.17K (0.79%) 0.00
Increased by 0.00%
Dec 31, 23
14 Navellier & Associates Inc 37.18K (0.75%) 12.98K
Increased by +34.91%
Dec 31, 23
15 Susquehanna International Group, LLP 31.77K (0.64%) -10.69K
Decreased by -33.64%
Dec 31, 23
16 Northern Trust Corp 25.19K (0.51%) 12.03K
Increased by +47.76%
Dec 31, 23
17 Goldman Sachs Group Inc 23.94K (0.48%) 8.03K
Increased by +33.55%
Dec 31, 23
18 Jump Financial, LLC 22.62K (0.46%) 22.62K
Increased by +100.00%
Dec 31, 23
19 OCCUDO QUANTITATIVE STRATEGIES LP 21.95K (0.44%) 21.95K
Increased by +100.00%
Sep 30, 23
20 State Street Corporation 20.39K (0.41%) 3.60K
Increased by +17.66%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 172.78K (3.50%) 0.00
Increased by 0.00%
Mar 31, 24
2 DFA US Targeted Value I 146.83K (2.97%) 0.00
Increased by 0.00%
Mar 31, 24
3 1290 VT GAMCO Small Company Value IB 95.00K (1.92%) 20.00K
Increased by +21.05%
Mar 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 85.58K (1.73%) 0.00
Increased by 0.00%
Mar 31, 24
5 SEI Tax-Managed Small/Mid Cap F (SIMT) 64.69K (1.31%) 15.40K
Increased by +23.80%
Apr 30, 24
6 WM Aktien Global UI-Fonds B 45.40K (0.92%) 0.00
Increased by 0.00%
Dec 31, 23
7 Bridgeway Ultra-Small Company Market 37.40K (0.76%) 0.00
Increased by 0.00%
Dec 31, 23
8 EAM Ultra Micro Cap 36.55K (0.74%) 36.55K
Increased by +100.00%
Mar 31, 24
9 DFA US Micro Cap I 33.11K (0.67%) 0.00
Increased by 0.00%
Mar 31, 24
10 Bridgeway Ultra-Small Company 28.54K (0.58%) -13.12K
Decreased by -45.98%
Dec 31, 23
11 Fidelity® Extended Market Index 27.61K (0.56%) 1.27K
Increased by +4.59%
Nov 30, 23
12 Fidelity Extended Market Index 27.41K (0.55%) 0.00
Increased by 0.00%
Mar 31, 24
13 DFA US Core Equity 2 I 25.14K (0.51%) 0.00
Increased by 0.00%
Mar 31, 24
14 VT De Lisle America B USD 20.25K (0.41%) -15.74K
Decreased by -77.76%
Apr 30, 24
15 Pleiades Small Cap Equity A 19.16K (0.39%) -7.74K
Decreased by -40.37%
Mar 31, 24
16 DFA US Small Cap I 16.55K (0.33%) 0.00
Increased by 0.00%
Mar 31, 24
17 Hillsdale US Micro Cap Equity Z US$ 16.40K (0.33%) 5.00K
Increased by +30.49%
Mar 31, 24
18 Bailard Micrcap Value 13.93K (0.28%) 13.93K
Increased by +100.00%
Dec 31, 23
19 Bailard Small Cap Value 13.93K (0.28%) 13.93K
Increased by +100.00%
Dec 31, 23
20 DFA US Core Equity 1 I 13.68K (0.28%) 0.00
Increased by 0.00%
Mar 31, 24