Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.00%
2 DFAT 0.00%
3 DFAC 0.00%
4 VTI 0.00%
5 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 52.40K (5.32%) 0.00
Increased by 0.00%
Jun 30, 24
2 Bridgeway Capital Management, LLC 46.61K (4.73%) -2.00
Decreased by -0.00%
Sep 30, 24
3 Vanguard Group Inc 38.76K (3.93%) 0.00
Increased by 0.00%
Sep 30, 24
4 Renaissance Technologies Corp 34.08K (3.46%) -800.00
Decreased by -2.35%
Sep 30, 24
5 IFG Advisory, LLC 19.09K (1.94%) 0.00
Increased by 0.00%
Sep 30, 24
6 UBS Group AG 3.70K (0.38%) 3.37K
Increased by +91.24%
Sep 30, 24
7 Tower Research Capital LLC 630.00 (0.06%) -636.00
Decreased by -100.95%
Sep 30, 24
8 Gradient Investments, LLC 243.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 23
9 FMR Inc 115.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
10 Wells Fargo & Co 11.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
11 Bank of America Corp 7.00 (0.00%) 3.00
Increased by +42.86%
Jun 30, 24
12 JPMorgan Chase & Co 3.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 1.00 (0.00%) -1.00
Decreased by -100.00%
Sep 30, 24
14 Acadian Asset Management LLC 0.00 (0.00%) -39.50K
Decreased by N/A%
Jun 30, 24
15 Advisor Group Holdings, Inc. 0.00 (0.00%) -95.00
Decreased by N/A%
Jun 30, 24
16 Capital Advisors, Ltd. LLC 0.00 (0.00%) -119.00
Decreased by N/A%
Sep 30, 24
17 Cary Street Partners Investment Advisory LLC 0.00 (0.00%) -67.00
Decreased by N/A%
Dec 31, 23
18 Gradient Investments 0.00 (0.00%) -243.00
Decreased by N/A%
Mar 31, 24
19 Innealta Capital, LLC 0.00 (0.00%) -10.00
Decreased by N/A%
Sep 30, 24
20 LSV Asset Management 0.00 (0.00%) -7.87K
Decreased by N/A%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 30.95K (3.14%) 0.00
Increased by 0.00%
Oct 31, 24
2 Bridgeway Ultra-Small Company 23.39K (2.37%) 0.00
Increased by 0.00%
Sep 30, 24
3 Bridgeway Omni Small-Cap Value 8.38K (0.85%) 0.00
Increased by 0.00%
Sep 30, 24
4 Bridgeway Omni Small-Cap Value N 8.38K (0.85%) 0.00
Increased by 0.00%
Sep 30, 24
5 Bridgeway Ultra-Small Company Market 8.30K (0.84%) -2.00
Decreased by -0.02%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 7.56K (0.77%) 0.00
Increased by 0.00%
Oct 31, 24
7 BlackRock Extended Mkt Composite 6.75K (0.69%) 0.00
Increased by 0.00%
Sep 30, 23
8 BlackRock Extended Equity Market K 5.88K (0.60%) -2.00
Decreased by -0.03%
Sep 30, 24
9 EA Bridgeway Omni Small-Cap Value ETF 5.65K (0.57%) 0.00
Increased by 0.00%
Nov 27, 24
10 Fidelity® Extended Market Index 5.44K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Extended Market Index 5.15K (0.52%) 760.00
Increased by +14.77%
Sep 30, 24
12 BlackRock U.S. Equity Market F 3.62K (0.37%) 0.00
Increased by 0.00%
Sep 30, 24
13 Dimensional US Targeted Value ETF 2.52K (0.26%) 0.00
Increased by 0.00%
Nov 28, 24
14 Micro Cap Value Equity 2.00K (0.20%) 0.00
Increased by 0.00%
Jun 30, 24
15 NT Quality SCC US Fund - L 1.84K (0.19%) -69.00
Decreased by -3.75%
Jun 30, 24
16 NT Quality Small Cap Core 1.74K (0.18%) -96.00
Decreased by -5.50%
Sep 30, 24
17 Fidelity Nasdaq Composite Index 1.51K (0.15%) 0.00
Increased by 0.00%
Sep 30, 24
18 Fidelity Series Total Market Index 1.32K (0.13%) 0.00
Increased by 0.00%
Sep 30, 24
19 Fidelity® Series Total Market Index 1.32K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
20 NT Ext Equity Mkt Idx Fd - NL 1.16K (0.12%) 0.00
Increased by 0.00%
Sep 30, 24