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 (2.25%) 0.00
Increased by 0.00%
Dec 31, 24
2 EAM Investors, LLC 142.20K (1.67%) -153.77K
Decreased by -108.14%
Sep 30, 23
3 Spectrum Investment Advisors Inc 114.00K (1.34%) 0.00
Increased by 0.00%
Mar 31, 24
4 Geode Capital Management, LLC 99.68K (1.17%) 1.94K
Increased by +1.94%
Dec 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 Evernest Financial Advisors LLC 82.00K (0.96%) 82.00K
Increased by +100.00%
Sep 30, 24
9 Manatuck Hill Partners LLC 75.00K (0.88%) 75.00K
Increased by +100.00%
Dec 31, 24
10 GSA Capital Partners LLP 62.08K (0.73%) -44.54K
Decreased by -71.74%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 49.64K (0.58%) -9.45K
Decreased by -19.04%
Dec 31, 24
12 BlackRock Inc 48.41K (0.57%) 496.00
Increased by +1.02%
Dec 31, 24
13 AAFCPAs Wealth Management, LLC 44.50K (0.52%) 44.50K
Increased by +100.00%
Dec 31, 24
14 Northern Trust Corp 41.90K (0.49%) 16.39K
Increased by +39.12%
Dec 31, 24
15 Bridgeway Capital Management, LLC 39.20K (0.46%) 0.00
Increased by 0.00%
Dec 31, 24
16 Corsair Capital Management LLC 37.00K (0.44%) 37.00K
Increased by +100.00%
Mar 31, 24
17 Blair William & Co 33.24K (0.39%) 0.00
Increased by 0.00%
Sep 30, 23
18 Insight Advisors, LLC/ PA 33.24K (0.39%) 0.00
Increased by 0.00%
Sep 30, 24
19 State Street Corp 30.23K (0.36%) 12.70K
Increased by +42.01%
Dec 31, 24
20 Diametric Capital, LP 28.24K (0.33%) 28.24K
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 EAM Ultra Micro Cap 142.20K (1.67%) 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%
Feb 28, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 84.35K (0.99%) 0.00
Increased by 0.00%
Feb 28, 25
4 Fidelity Extended Market Index 47.35K (0.56%) -302.00
Decreased by -0.64%
Feb 28, 25
5 Tonus Partners' Fund 40.53K (0.48%) 0.00
Increased by 0.00%
Dec 31, 24
6 Bridgeway Ultra-Small Company 39.20K (0.46%) 0.00
Increased by 0.00%
Dec 31, 24
7 Fidelity® Extended Market Index 37.63K (0.44%) 0.00
Increased by 0.00%
Nov 30, 23
8 Pleiades Small Cap Equity A 36.08K (0.42%) -39.02K
Decreased by -108.16%
Sep 30, 23
9 DFA US Small Cap I 17.28K (0.20%) 0.00
Increased by 0.00%
Feb 28, 25
10 iShares Micro-Cap ETF 16.86K (0.20%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity Total Market Index 15.41K (0.18%) 0.00
Increased by 0.00%
Feb 28, 25
12 Fidelity Nasdaq Composite Index 13.10K (0.15%) 0.00
Increased by 0.00%
Feb 28, 25
13 Fidelity Series Total Market Index 11.50K (0.14%) 0.00
Increased by 0.00%
Feb 28, 25
14 Dimensional US Small Cap ETF 9.96K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
15 NT Ext Equity Mkt Idx Fd - L 9.93K (0.12%) 3.13K
Increased by +31.53%
Dec 31, 24
16 Northern Trust Extended Eq Market Idx 9.93K (0.12%) 3.13K
Increased by +31.53%
Dec 31, 24
17 Fidelity® Series Total Market Index 9.09K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
18 Spartan Extended Market Index Pool E 8.39K (0.10%) 302.00
Increased by +3.60%
Feb 28, 25
19 Fidelity® Total Market Index 8.25K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
20 DFA US Social Core Equity 2 Portfolio 7.62K (0.09%) 0.00
Increased by 0.00%
Feb 28, 25