Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFAS 0.00%
3 DCOR 0.00%
4 DFAT 0.00%
5 DFUS 0.00%
6 DFAC 0.00%
7 VXF 0.00%
8 DFSU 0.00%
9 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 191.51K (2.26%) 0.00
Increased by 0.00%
Jun 30, 24
2 GSA Capital Partners LLP 147.59K (1.74%) 67.10K
Increased by +45.46%
Jun 30, 24
3 EAM Investors, LLC 142.20K (1.68%) -153.77K
Decreased by -108.14%
Sep 30, 23
4 Spectrum Investment Advisors Inc 114.00K (1.34%) 0.00
Increased by 0.00%
Mar 31, 24
5 Renaissance Technologies Corp 94.30K (1.11%) 4.50K
Increased by +4.77%
Mar 31, 24
6 Atria Wealth Solutions, Inc. 91.53K (1.08%) -25.27K
Decreased by -27.60%
Dec 31, 23
7 Ameriprise Financial Inc 88.36K (1.04%) -16.47K
Decreased by -18.64%
Jun 30, 24
8 Geode Capital Management, LLC 86.49K (1.02%) 635.00
Increased by +0.73%
Jun 30, 24
9 Evernest Financial Advisors LLC 82.00K (0.97%) 82.00K
Increased by +100.00%
Sep 30, 24
10 Dimensional Fund Advisors, Inc. 55.80K (0.66%) 8.40K
Increased by +15.05%
Jun 30, 24
11 BlackRock Inc 47.69K (0.56%) 1.33K
Increased by +2.79%
Jun 30, 24
12 Marshall Wace Asset Management Ltd 45.57K (0.54%) 31.41K
Increased by +68.92%
Mar 31, 24
13 Susquehanna International Group, LLP 41.73K (0.49%) -2.54K
Decreased by -6.09%
Jun 30, 24
14 Bridgeway Capital Management, LLC 39.20K (0.46%) -12.40K
Decreased by -31.63%
Jun 30, 24
15 Corsair Capital Management LLC 37.00K (0.44%) 37.00K
Increased by +100.00%
Mar 31, 24
16 Blair William & Co 33.24K (0.39%) 0.00
Increased by 0.00%
Sep 30, 23
17 Insight Advisors, LLC/ PA 33.24K (0.39%) 0.00
Increased by 0.00%
Sep 30, 24
18 Diametric Capital, LP 28.24K (0.33%) 28.24K
Increased by +100.00%
Mar 31, 24
19 Northern Trust Corp 28.06K (0.33%) 1.87K
Increased by +6.68%
Jun 30, 24
20 Acadian Asset Management LLC 22.73K (0.27%) 22.73K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 EAM Ultra Micro Cap 142.20K (1.68%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 107.16K (1.26%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 84.35K (0.99%) 0.00
Increased by 0.00%
Sep 30, 24
4 Fidelity Extended Market Index 50.52K (0.60%) 4.48K
Increased by +8.87%
Sep 30, 24
5 Bridgeway Ultra-Small Company 39.20K (0.46%) -12.40K
Decreased by -31.63%
Jun 30, 24
6 Fidelity® Extended Market Index 37.63K (0.44%) 0.00
Increased by 0.00%
Nov 30, 23
7 Pleiades Small Cap Equity A 36.08K (0.43%) -39.02K
Decreased by -108.16%
Sep 30, 23
8 DFA US Small Cap I 17.28K (0.20%) 0.00
Increased by 0.00%
Sep 30, 24
9 iShares Micro-Cap ETF 16.98K (0.20%) 0.00
Increased by 0.00%
Oct 30, 24
10 Fidelity Total Market Index 13.13K (0.15%) 0.00
Increased by 0.00%
Sep 30, 24
11 Fidelity Nasdaq Composite Index 13.10K (0.15%) 0.00
Increased by 0.00%
Sep 30, 24
12 Fidelity Series Total Market Index 11.61K (0.14%) 1.76K
Increased by +15.18%
Sep 30, 24
13 Dimensional US Small Cap ETF 9.96K (0.12%) 0.00
Increased by 0.00%
Oct 31, 24
14 Fidelity® Series Total Market Index 9.09K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity® Total Market Index 8.25K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
16 DFA US Social Core Equity 2 Portfolio 7.62K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
17 NT Ext Equity Mkt Idx Fd - L 6.80K (0.08%) -2.34K
Decreased by -34.44%
Sep 30, 24
18 Northern Trust Extended Eq Market Idx 6.80K (0.08%) -2.34K
Decreased by -34.44%
Sep 30, 24
19 Dimensional US Targeted Value ETF 6.52K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
20 Spartan Extended Market Index Pool E 5.55K (0.07%) 185.00
Increased by +3.33%
Sep 30, 24