Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQQS 1.14%
2 ROSC 0.45%
3 IWC 0.04%
4 AVSC 0.00%
5 DFAS 0.00%
6 AVUV 0.00%
7 DFAC 0.00%
8 DFAT 0.00%
9 DFUS 0.00%
10 VTI 0.00%
11 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 130.34K (7.18%) 9.22K
Increased by +7.07%
Dec 31, 24
2 Punch & Associates Inv Mgmt Inc 64.00K (3.52%) -4.00K
Decreased by -6.25%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 58.47K (3.22%) -4.57K
Decreased by -7.81%
Dec 31, 24
4 BlackRock Inc 44.25K (2.44%) 5.47K
Increased by +12.35%
Dec 31, 24
5 Northern Trust Corp 35.75K (1.97%) 4.43K
Increased by +12.38%
Dec 31, 24
6 Geode Capital Management, LLC 26.94K (1.48%) -498.00
Decreased by -1.85%
Dec 31, 24
7 The Informed Momentum Company (formerly EAM Investors) 22.40K (1.23%) 22.40K
Increased by +100.00%
Dec 31, 24
8 JPMorgan Chase & Co 22.05K (1.21%) -27.53K
Decreased by -124.83%
Dec 31, 24
9 O'Shaughnessy Asset Management LLC 21.28K (1.17%) 21.28K
Increased by +100.00%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 17.85K (0.98%) 2.35K
Increased by +13.17%
Dec 31, 24
11 LSV Asset Management 17.60K (0.97%) -5.18K
Decreased by -29.44%
Dec 31, 24
12 683 Capital Management LLC 15.80K (0.87%) 15.80K
Increased by +100.00%
Dec 31, 24
13 Covalent Partners LLC 15.65K (0.86%) -4.77K
Decreased by -30.46%
Dec 31, 23
14 Renaissance Technologies Corp 14.74K (0.81%) 1.10K
Increased by +7.46%
Dec 31, 24
15 Bard Associates Inc 13.60K (0.75%) 0.00
Increased by 0.00%
Dec 31, 24
16 Comprehensive Portfolio Management, LLC 12.23K (0.67%) 12.23K
Increased by +100.00%
Dec 31, 24
17 State Street Corporation 12.22K (0.67%) 0.00
Increased by 0.00%
Dec 31, 23
18 American Century Companies Inc 11.95K (0.66%) 11.95K
Increased by +100.00%
Dec 31, 24
19 State Street Corp 11.27K (0.62%) 650.00
Increased by +5.77%
Dec 31, 24
20 Advisor Group Holdings, Inc. 11.12K (0.61%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 98.01K (5.40%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 98.01K (5.40%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 29.23K (1.61%) 0.00
Increased by 0.00%
Feb 28, 25
4 EAM Ultra Micro Cap 22.40K (1.23%) -1.21K
Decreased by -5.39%
Dec 31, 24
5 IMC US Ultra Micro Cap 22.40K (1.23%) -1.21K
Decreased by -5.39%
Dec 31, 24
6 DFA US Small Cap I 22.20K (1.22%) 0.00
Increased by 0.00%
Feb 28, 25
7 Calamos Timpani Small Cap Growth I 18.46K (1.02%) 495.00
Increased by +2.68%
Dec 31, 24
8 Timpani Small Cap Growth Equity 18.46K (1.02%) 18.46K
Increased by +100.00%
Dec 31, 24
9 Pleiades Small Cap Equity A 12.37K (0.68%) 12.37K
Increased by +100.00%
Dec 31, 24
10 Fidelity Extended Market Index 11.91K (0.66%) -76.00
Decreased by -0.64%
Feb 28, 25
11 Fidelity® Extended Market Index 10.87K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
12 Avantis US Small Cap Value ETF 10.46K (0.58%) -104.00
Decreased by -0.99%
Mar 29, 25
13 Northern Small Cap Core I 9.34K (0.51%) 0.00
Increased by 0.00%
Dec 31, 24
14 BlackRock Extended Mkt Composite 8.84K (0.49%) 0.00
Increased by 0.00%
Sep 30, 23
15 Micro Cap Value Equity 8.00K (0.44%) 0.00
Increased by 0.00%
Mar 31, 25
16 DFA US Core Equity 1 I 7.95K (0.44%) 0.00
Increased by 0.00%
Feb 28, 25
17 BlackRock Extended Equity Market K 7.72K (0.42%) -16.00
Decreased by -0.21%
Dec 31, 23
18 Dimensional US Small Cap ETF 7.62K (0.42%) 0.00
Increased by 0.00%
Mar 31, 25
19 DFA US Core Equity 2 I 6.86K (0.38%) 0.00
Increased by 0.00%
Feb 28, 25
20 Perritt MicroCap Opportunities Investor 6.00K (0.33%) 6.00K
Increased by +100.00%
Dec 31, 24