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. 463.13K (6.50%) 14.23K
Increased by +3.07%
Dec 31, 24
2 Wedbush Morgan Securities Inc 376.95K (5.29%) -26.45K
Decreased by -7.02%
Dec 31, 24
3 Vanguard Group Inc 328.91K (4.62%) 0.00
Increased by 0.00%
Dec 31, 24
4 CALDWELL SUTTER CAPITAL INC 227.60K (3.19%) -400.00
Decreased by -0.18%
Dec 31, 24
5 Renaissance Technologies Corp 195.99K (2.75%) 11.49K
Increased by +5.86%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 131.29K (1.84%) 1.02K
Increased by +0.78%
Dec 31, 24
7 Cannell Capital LLC 119.20K (1.67%) -5.41K
Decreased by -4.54%
Dec 31, 24
8 Bridgeway Capital Management, LLC 101.58K (1.43%) 18.48K
Increased by +18.19%
Dec 31, 24
9 Geode Capital Management, LLC 82.01K (1.15%) -256.00
Decreased by -0.31%
Dec 31, 24
10 IMS Capital Management, Inc. 80.10K (1.12%) 0.00
Increased by 0.00%
Dec 31, 23
11 Arrowstreet Capital Limited Partnership 73.09K (1.03%) 73.09K
Increased by +100.00%
Dec 31, 24
12 Shufro Rose & CO LLC 70.00K (0.98%) 0.00
Increased by 0.00%
Dec 31, 24
13 The Informed Momentum Company (formerly EAM Investors) 47.33K (0.66%) 47.33K
Increased by +100.00%
Dec 31, 24
14 BlackRock Inc 41.26K (0.58%) 8.04K
Increased by +19.49%
Dec 31, 24
15 Susquehanna International Group, LLP 41.21K (0.58%) 12.90K
Increased by +31.30%
Dec 31, 24
16 Baird Financial Group, Inc. 40.79K (0.57%) 0.00
Increased by 0.00%
Sep 30, 24
17 Northern Trust Corp 35.28K (0.50%) -37.05K
Decreased by -105.01%
Dec 31, 24
18 Marshall Wace Asset Management Ltd 32.66K (0.46%) 32.66K
Increased by +100.00%
Dec 31, 24
19 American Century Companies Inc 31.70K (0.44%) 31.70K
Increased by +100.00%
Dec 31, 24
20 F.L.Putnam Investment Management 30.05K (0.42%) -5.00K
Decreased by -16.64%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 215.85K (3.03%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 215.85K (3.03%) 0.00
Increased by 0.00%
Sep 30, 24
3 DFA US Small Cap Value I 158.44K (2.22%) -1.86K
Decreased by -1.17%
Feb 28, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 97.60K (1.37%) 0.00
Increased by 0.00%
Mar 31, 25
5 Bridgeway Ultra-Small Company Market 69.10K (0.97%) 0.00
Increased by 0.00%
Dec 31, 24
6 DFA US Micro Cap I 52.50K (0.74%) 0.00
Increased by 0.00%
Feb 28, 25
7 IMC US Ultra Micro Cap 52.27K (0.73%) 4.94K
Increased by +9.44%
Mar 31, 25
8 Avantis US Small Cap Value ETF 51.55K (0.72%) 0.00
Increased by 0.00%
Mar 29, 25
9 Dimensional US Targeted Value ETF 50.92K (0.71%) 0.00
Increased by 0.00%
Mar 31, 25
10 EAM Ultra Micro Cap 49.89K (0.70%) 0.00
Increased by 0.00%
Nov 30, 24
11 Fidelity Extended Market Index 41.54K (0.58%) -265.00
Decreased by -0.64%
Feb 28, 25
12 Fidelity® Extended Market Index 39.68K (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
13 DFA US Targeted Value I 39.58K (0.56%) 1.76K
Increased by +4.44%
Feb 28, 25
14 DFA US Small Cap I 34.11K (0.48%) 0.00
Increased by 0.00%
Feb 28, 25
15 Pleiades Small Cap Equity A 26.14K (0.37%) 26.14K
Increased by +100.00%
Dec 31, 24
16 EA Bridgeway Omni Small-Cap Value ETF 20.10K (0.28%) 21.00
Increased by +0.10%
Mar 31, 25
17 iShares Micro-Cap ETF 17.02K (0.24%) 0.00
Increased by 0.00%
Mar 31, 25
18 DFA US Core Equity 2 I 16.93K (0.24%) 0.00
Increased by 0.00%
Feb 28, 25
19 Dimensional US Small Cap Value ETF 16.15K (0.23%) 0.00
Increased by 0.00%
Mar 31, 25
20 Ayalon Global Stocks 14.09K (0.20%) 0.00
Increased by 0.00%
Oct 31, 24