Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RIET 1.16%
2 IWC 0.04%
3 FRI 0.01%
4 IWN 0.01%
5 VTWV 0.01%
6 VTWO 0.01%
7 DFAR 0.00%
8 DFGR 0.00%
9 IWM 0.00%
10 VTI 0.00%
11 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 457.47K (4.94%) 16.09K
Increased by +3.52%
Mar 31, 25
2 JONES FINANCIAL COMPANIES LLLP 300.43K (3.25%) 300.17K
Increased by +99.91%
Mar 31, 25
3 Millennium Management LLC 124.25K (1.34%) 85.90K
Increased by +69.14%
Mar 31, 25
4 BlackRock Inc 107.73K (1.16%) 3.09K
Increased by +2.87%
Mar 31, 25
5 Bard Associates Inc 103.94K (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
6 Geode Capital Management, LLC 97.50K (1.05%) 5.09K
Increased by +5.22%
Mar 31, 25
7 Susquehanna International Group, LLP 69.40K (0.75%) -26.94K
Decreased by -38.82%
Mar 31, 25
8 Penserra Capital Management, LLC 68.13K (0.74%) 11.75K
Increased by +17.25%
Mar 31, 25
9 Renaissance Technologies Corp 64.70K (0.70%) -4.90K
Decreased by -7.57%
Mar 31, 25
10 Marshall Wace Asset Management Ltd 59.54K (0.64%) 36.73K
Increased by +61.69%
Mar 31, 25
11 Jane Street Group LLC 45.49K (0.49%) 25.64K
Increased by +56.37%
Mar 31, 25
12 State of New Jersey Common Pension Fd D 41.25K (0.45%) 41.25K
Increased by +100.00%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 40.72K (0.44%) 5.26K
Increased by +12.93%
Mar 31, 25
14 State Street Corp 36.90K (0.40%) 0.00
Increased by 0.00%
Mar 31, 25
15 Goldman Sachs Group Inc 34.56K (0.37%) 9.62K
Increased by +27.82%
Mar 31, 25
16 LPL Financial Corp 25.82K (0.28%) 7.05K
Increased by +27.30%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 25.25K (0.27%) 4.81K
Increased by +19.04%
Mar 31, 25
18 Perritt Capital Management Inc. 25.00K (0.27%) 14.00K
Increased by +56.00%
Mar 31, 25
19 Man Group PLC 22.52K (0.24%) 10.75K
Increased by +47.74%
Mar 31, 25
20 683 Capital Management LLC 21.57K (0.23%) 21.57K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 264.88K (2.86%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 178.95K (1.93%) 0.00
Increased by 0.00%
May 31, 25
3 Hoya Capital High Dividend Yield ETF 72.31K (0.78%) 0.00
Increased by 0.00%
May 30, 25
4 Fidelity Extended Market Index 51.07K (0.55%) -488.00
Decreased by -0.96%
Apr 30, 25
5 Fidelity® Extended Market Index 32.05K (0.35%) 0.00
Increased by 0.00%
Nov 30, 23
6 Perritt MicroCap Opportunities Investor 25.00K (0.27%) 14.00K
Increased by +56.00%
Mar 31, 25
7 iShares Micro-Cap ETF 19.46K (0.21%) 0.00
Increased by 0.00%
May 31, 25
8 Fidelity Total Market Index 17.01K (0.18%) 0.00
Increased by 0.00%
Apr 30, 25
9 AlphaCentric Real Income I 16.99K (0.18%) 16.99K
Increased by +100.00%
Mar 31, 25
10 Bailard Micrcap Value 13.30K (0.14%) 715.00
Increased by +5.38%
Dec 31, 24
11 Bailard Small Cap Value 13.30K (0.14%) 715.00
Increased by +5.38%
Dec 31, 24
12 Fidelity Series Total Market Index 13.08K (0.14%) 557.00
Increased by +4.26%
Apr 30, 25
13 Nationwide Bailard Cogntv Val M 12.59K (0.14%) 0.00
Increased by 0.00%
Oct 31, 24
14 DFA Real Estate Securities I 11.51K (0.12%) 0.00
Increased by 0.00%
Apr 30, 25
15 Fidelity® Total Market Index 11.32K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
16 Perritt Ultra MicroCap 11.00K (0.12%) 0.00
Increased by 0.00%
Jun 30, 24
17 NT Ext Equity Mkt Idx Fd - L 10.68K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
18 Northern Trust Extended Eq Market Idx 10.68K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
19 Spartan Extended Market Index Pool F 10.05K (0.11%) 488.00
Increased by +4.86%
Apr 30, 25
20 BlackRock Extended Mkt Composite 9.75K (0.11%) 0.00
Increased by 0.00%
Sep 30, 23