Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 BSVO 0.02%
3 DFAT 0.01%
4 DFSV 0.00%
5 AVSC 0.00%
6 DFUV 0.00%
7 AVUV 0.00%
8 DFAS 0.00%
9 DFAC 0.00%
10 DFSU 0.00%
11 DFUS 0.00%
12 DCOR 0.00%
13 VTI 0.00%
14 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 448.90K (6.33%) 1.73K
Increased by +0.39%
Sep 30, 24
2 Wedbush Morgan Securities Inc 403.40K (5.69%) -38.14K
Decreased by -9.46%
Sep 30, 24
3 Vanguard Group Inc 328.91K (4.64%) 0.00
Increased by 0.00%
Sep 30, 24
4 CALDWELL SUTTER CAPITAL INC 228.00K (3.21%) 100.00
Increased by +0.04%
Sep 30, 24
5 Renaissance Technologies Corp 184.50K (2.60%) 11.09K
Increased by +6.01%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 130.27K (1.84%) -123.02K
Decreased by -94.43%
Sep 30, 24
7 Cannell Capital LLC 124.61K (1.76%) -39.20K
Decreased by -31.45%
Sep 30, 24
8 Bridgeway Capital Management, LLC 83.10K (1.17%) -2.50K
Decreased by -3.01%
Sep 30, 24
9 Geode Capital Management, LLC 82.27K (1.16%) 7.27K
Increased by +8.84%
Sep 30, 24
10 IMS Capital Management, Inc. 80.10K (1.13%) 0.00
Increased by 0.00%
Dec 31, 23
11 Northern Trust Corp 72.33K (1.02%) 47.50K
Increased by +65.67%
Sep 30, 24
12 Shufro Rose & CO LLC 70.00K (0.99%) 0.00
Increased by 0.00%
Sep 30, 24
13 Baird Financial Group, Inc. 40.79K (0.58%) 0.00
Increased by 0.00%
Sep 30, 24
14 F.L.Putnam Investment Management 35.05K (0.49%) -10.67K
Decreased by -30.45%
Sep 30, 24
15 Susquehanna International Group, LLP 28.31K (0.40%) 28.31K
Increased by +100.00%
Sep 30, 24
16 BlackRock Inc 19.66K (0.28%) 1.80K
Increased by +9.18%
Jun 30, 24
17 HighTower Advisors, LLC 17.61K (0.25%) -6.12K
Decreased by -34.76%
Mar 31, 24
18 Arlington Financial Advisors, LLC 15.00K (0.21%) 15.00K
Increased by +100.00%
Mar 31, 24
19 Essex Investment Management Company, LLC 14.63K (0.21%) 14.63K
Increased by +100.00%
Sep 30, 24
20 UBS Group AG 13.87K (0.20%) -10.31K
Decreased by -74.39%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 215.85K (3.04%) 0.00
Increased by 0.00%
Oct 31, 24
2 DFA US Small Cap Value I 169.22K (2.39%) -10.18K
Decreased by -6.01%
Oct 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 97.18K (1.37%) 0.00
Increased by 0.00%
Oct 31, 24
4 Bridgeway Ultra-Small Company Market 69.10K (0.97%) -2.50K
Decreased by -3.62%
Sep 30, 24
5 DFA US Micro Cap I 52.50K (0.74%) 0.00
Increased by 0.00%
Oct 31, 24
6 EAM Ultra Micro Cap 49.89K (0.70%) 0.00
Increased by 0.00%
Nov 30, 24
7 Dimensional US Targeted Value ETF 49.86K (0.70%) 68.00
Increased by +0.14%
Nov 29, 24
8 Fidelity Extended Market Index 43.07K (0.61%) -965.00
Decreased by -2.24%
Oct 31, 24
9 Fidelity® Extended Market Index 39.68K (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
10 DFA US Small Cap I 34.11K (0.48%) 0.00
Increased by 0.00%
Oct 31, 24
11 DFA US Targeted Value I 30.02K (0.42%) 2.29K
Increased by +7.62%
Oct 31, 24
12 EA Bridgeway Omni Small-Cap Value ETF 18.06K (0.25%) 9.00
Increased by +0.05%
Nov 29, 24
13 iShares Micro-Cap ETF 17.78K (0.25%) 0.00
Increased by 0.00%
Nov 30, 24
14 DFA US Core Equity 2 I 16.93K (0.24%) 0.00
Increased by 0.00%
Oct 31, 24
15 Fidelity® Total Market Index 14.04K (0.20%) 0.00
Increased by 0.00%
Nov 30, 23
16 Bridgeway Omni Small-Cap Value 14.00K (0.20%) 0.00
Increased by 0.00%
Sep 30, 24
17 Bridgeway Omni Small-Cap Value N 14.00K (0.20%) 0.00
Increased by 0.00%
Sep 30, 24
18 Fidelity Total Market Index 13.86K (0.20%) -46.00
Decreased by -0.33%
Oct 31, 24
19 Ayalon Global Stocks 12.19K (0.17%) 8.26K
Increased by +67.77%
Aug 31, 24
20 BlackRock Extended Equity Market K 11.56K (0.16%) 11.29K
Increased by +97.69%
Sep 30, 24