Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 DFAT 0.00%
3 DFUV 0.00%
4 DFSV 0.00%
5 DFAS 0.00%
6 DFUS 0.00%
7 DFAC 0.00%
8 VTI 0.00%
9 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wedbush Morgan Securities Inc 476.36K (6.31%) -161.99K
Decreased by -34.01%
Dec 31, 23
2 Dimensional Fund Advisors, Inc. 444.99K (5.89%) -2.58K
Decreased by -0.58%
Dec 31, 23
3 Vanguard Group Inc 316.87K (4.20%) 615.00
Increased by +0.19%
Dec 31, 23
4 CALDWELL SUTTER CAPITAL INC 237.06K (3.14%) -500.00
Decreased by -0.21%
Dec 31, 23
5 Renaissance Technologies Corp 173.99K (2.30%) 900.00
Increased by +0.52%
Dec 31, 23
6 Cannell Capital LLC 136.49K (1.81%) 0.00
Increased by 0.00%
Dec 31, 23
7 Bridgeway Capital Management, LLC 85.60K (1.13%) 0.00
Increased by 0.00%
Dec 31, 23
8 Morgan Stanley - Brokerage Accounts 81.03K (1.07%) 7.50K
Increased by +9.25%
Dec 31, 23
9 IMS Capital Management, Inc. 80.10K (1.06%) 0.00
Increased by 0.00%
Dec 31, 23
10 Shufro Rose & CO LLC 70.00K (0.93%) 0.00
Increased by 0.00%
Dec 31, 23
11 Geode Capital Management, LLC 69.55K (0.92%) 0.00
Increased by 0.00%
Dec 31, 23
12 F.L.Putnam Investment Management 44.68K (0.59%) 0.00
Increased by 0.00%
Dec 31, 23
13 Baird Financial Group, Inc. 40.79K (0.54%) -1.00K
Decreased by -2.45%
Dec 31, 23
14 Northern Trust Corp 26.32K (0.35%) 14.28K
Increased by +54.26%
Dec 31, 23
15 UBS Group AG 24.18K (0.32%) 24.14K
Increased by +99.85%
Dec 31, 23
16 HighTower Advisors, LLC 23.73K (0.31%) -12.04K
Decreased by -50.76%
Dec 31, 23
17 BlackRock Inc 19.06K (0.25%) -214.00
Decreased by -1.12%
Dec 31, 23
18 Keeley-Teton Advisors, LLC 11.16K (0.15%) 0.00
Increased by 0.00%
Dec 31, 23
19 Founders Capital Management Inc 7.20K (0.10%) 0.00
Increased by 0.00%
Mar 31, 24
20 Earnest Partners LLC 1.30K (0.02%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 206.39K (2.73%) 0.00
Increased by 0.00%
Mar 31, 24
2 DFA US Small Cap Value I 181.20K (2.40%) 0.00
Increased by 0.00%
Mar 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 97.18K (1.29%) 22.00
Increased by +0.02%
Mar 31, 24
4 Bridgeway Ultra-Small Company Market 71.60K (0.95%) 0.00
Increased by 0.00%
Dec 31, 23
5 DFA US Micro Cap I 52.50K (0.70%) -1.30K
Decreased by -2.47%
Mar 31, 24
6 Dimensional US Targeted Value ETF 49.19K (0.65%) 0.00
Increased by 0.00%
Apr 30, 24
7 Fidelity® Extended Market Index 39.68K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Extended Market Index 39.39K (0.52%) 0.00
Increased by 0.00%
Mar 31, 24
9 DFA US Small Cap I 31.81K (0.42%) 0.00
Increased by 0.00%
Mar 31, 24
10 DFA US Targeted Value I 27.68K (0.37%) 0.00
Increased by 0.00%
Mar 31, 24
11 DFA US Core Equity 2 I 16.93K (0.22%) 0.00
Increased by 0.00%
Mar 31, 24
12 iShares Micro-Cap ETF 15.80K (0.21%) -107.00
Decreased by -0.68%
Apr 30, 24
13 Fidelity® Total Market Index 14.04K (0.19%) 0.00
Increased by 0.00%
Nov 30, 23
14 Bridgeway Omni Small-Cap Value 14.00K (0.19%) 0.00
Increased by 0.00%
Dec 31, 23
15 Bridgeway Omni Small-Cap Value N 14.00K (0.19%) 0.00
Increased by 0.00%
Dec 31, 23
16 Fidelity Total Market Index 13.98K (0.19%) -56.00
Decreased by -0.40%
Mar 31, 24
17 Dimensional US Marketwide Value ETF 8.69K (0.12%) 0.00
Increased by 0.00%
Apr 30, 24
18 DFA US Core Equity 1 I 8.59K (0.11%) 0.00
Increased by 0.00%
Mar 31, 24
19 Dimensional Global Trgtd Value USD Acc 7.30K (0.10%) 0.00
Increased by 0.00%
Mar 31, 24
20 Vanguard Balanced Index Inv 7.15K (0.09%) 0.00
Increased by 0.00%
Mar 31, 24