Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 DFUS 0.00%
3 DFAC 0.00%
4 DFAT 0.00%
5 VTI 0.00%
6 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 AllianceBernstein L.P. 388.98K (12.83%) 0.00
Increased by 0.00%
Dec 31, 23
2 Siguler Guff Advisers, LLC 299.71K (9.88%) 0.00
Increased by 0.00%
Mar 31, 24
3 Cnh Partners, LLC 189.46K (6.25%) 0.00
Increased by 0.00%
Dec 31, 23
4 CALDWELL SUTTER CAPITAL INC 153.10K (5.05%) 2.10K
Increased by +1.37%
Dec 31, 23
5 Silvercrest Asset Management Group LLC 126.60K (4.17%) 0.00
Increased by 0.00%
Dec 31, 23
6 Vanguard Group Inc 121.27K (4.00%) 2.93K
Increased by +2.41%
Dec 31, 23
7 BOOTHBAY FUND MANAGEMENT, LLC 117.64K (3.88%) -44.81K
Decreased by -38.09%
Dec 31, 23
8 Northeast Financial Consultants, Inc 39.12K (1.29%) 0.00
Increased by 0.00%
Dec 31, 23
9 Larson Financial Group, LLC 36.20K (1.19%) 0.00
Increased by 0.00%
Dec 31, 23
10 Bridgeway Capital Management, LLC 34.45K (1.14%) 4.58K
Increased by +13.28%
Dec 31, 23
11 Geode Capital Management, LLC 21.46K (0.71%) 0.00
Increased by 0.00%
Dec 31, 23
12 Dimensional Fund Advisors, Inc. 16.98K (0.56%) -44.00
Decreased by -0.26%
Dec 31, 23
13 BlackRock Inc 6.38K (0.21%) -135.00
Decreased by -2.12%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 1.50K (0.05%) 0.00
Increased by 0.00%
Dec 31, 23
15 Tower Research Capital LLC 1.29K (0.04%) 56.00
Increased by +4.32%
Dec 31, 23
16 Wells Fargo & Co 205.00 (0.01%) 1.00
Increased by +0.49%
Dec 31, 23
17 UBS Group AG 43.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
18 Bank of America Corp 4.00 (0.00%) 4.00
Increased by +100.00%
Dec 31, 23
19 JPMorgan Chase & Co 0.00 (0.00%) -1.00
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AQR Diversified Arbitrage I 120.63K (3.98%) 0.00
Increased by 0.00%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 101.61K (3.35%) 0.00
Increased by 0.00%
Mar 31, 24
3 Bridgeway Omni Small-Cap Value 18.50K (0.61%) 0.00
Increased by 0.00%
Dec 31, 23
4 Bridgeway Omni Small-Cap Value N 18.50K (0.61%) 0.00
Increased by 0.00%
Dec 31, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 18.17K (0.60%) 7.00
Increased by +0.04%
Mar 31, 24
6 Fidelity® Extended Market Index 14.61K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Extended Market Index 14.50K (0.48%) -70.00
Decreased by -0.48%
Feb 29, 24
8 Bridgeway Ultra-Small Company Market 8.50K (0.28%) 4.00K
Increased by +47.06%
Dec 31, 23
9 iShares Micro-Cap ETF 5.75K (0.19%) 0.00
Increased by 0.00%
Mar 28, 24
10 DFA US Core Equity 2 I 5.43K (0.18%) 0.00
Increased by 0.00%
Feb 29, 24
11 NT Ext Equity Mkt Idx Fd - L 3.79K (0.13%) 0.00
Increased by 0.00%
Mar 31, 24
12 Northern Trust Extended Eq Market Idx 3.79K (0.13%) 2.33K
Increased by +61.54%
Dec 31, 23
13 Fidelity Series Total Market Index 3.41K (0.11%) 0.00
Increased by 0.00%
Feb 29, 24
14 Fidelity® Series Total Market Index 3.41K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
15 EA Bridgeway Omni Small-Cap Value ETF 3.12K (0.10%) 0.00
Increased by 0.00%
Mar 28, 24
16 Dimensional US Core Equity 2 ETF 2.20K (0.07%) 0.00
Increased by 0.00%
Mar 29, 24
17 Fidelity Nasdaq Composite Index 1.78K (0.06%) 0.00
Increased by 0.00%
Feb 29, 24
18 DFA US Core Equity 1 I 1.77K (0.06%) 0.00
Increased by 0.00%
Feb 29, 24
19 Dimensional US Equity ETF 1.54K (0.05%) 0.00
Increased by 0.00%
Mar 29, 24
20 Vanguard U.S. Eq Idx £ Acc 1.50K (0.05%) 0.00
Increased by 0.00%
Mar 31, 24