Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 0.40%
2 BSVO 0.06%
3 IWC 0.05%
4 DFSV 0.01%
5 IWN 0.01%
6 RTLA 0.01%
7 VTWO 0.01%
8 VTWV 0.01%
9 AVSC 0.01%
10 AVUV 0.01%
11 IWM 0.01%
12 DFAT 0.01%
13 UWM 0.00%
14 URTY 0.00%
15 DFAS 0.00%
16 RYLD 0.00%
17 HDG 0.00%
18 DFAC 0.00%
19 DFUS 0.00%
20 DFAU 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 317.01K (4.45%) 3.18K
Increased by +1.00%
Sep 30, 24
2 Dimensional Fund Advisors, Inc. 269.72K (3.79%) 22.30K
Increased by +8.27%
Sep 30, 24
3 Renaissance Technologies Corp 112.97K (1.59%) -11.34K
Decreased by -10.04%
Sep 30, 24
4 Hudock Moyer Wealth Resources, LLC 85.33K (1.20%) -1.52K
Decreased by -1.78%
Sep 30, 24
5 State Street Corporation 84.61K (1.19%) 1.70K
Increased by +2.01%
Mar 31, 24
6 Geode Capital Management, LLC 77.83K (1.09%) 4.51K
Increased by +5.80%
Sep 30, 24
7 Bridgeway Capital Management, LLC 74.95K (1.05%) 1.34K
Increased by +1.79%
Sep 30, 24
8 BlackRock Inc 74.81K (1.05%) -368.49K
Decreased by -492.53%
Jun 30, 24
9 Millennium Management LLC 69.40K (0.97%) -34.45K
Decreased by -49.63%
Sep 30, 24
10 Arrowstreet Capital Limited Partnership 59.93K (0.84%) 49.24K
Increased by +82.16%
Sep 30, 24
11 Cetera Advisor Networks LLC 48.66K (0.68%) 0.00
Increased by 0.00%
Mar 31, 24
12 Cetera Investment Advisers 48.66K (0.68%) -270.00
Decreased by -0.55%
Sep 30, 24
13 Berkshire Asset Management Inc 44.28K (0.62%) 0.00
Increased by 0.00%
Sep 30, 24
14 Goldman Sachs Group Inc 43.10K (0.61%) 43.10K
Increased by +100.00%
Jun 30, 24
15 Jane Street Group LLC 42.10K (0.59%) 42.10K
Increased by +100.00%
Jun 30, 24
16 Morgan Stanley - Brokerage Accounts 38.45K (0.54%) -57.11K
Decreased by -148.54%
Sep 30, 24
17 Connor Clark & Lunn Inv Mgmt Ltd 34.50K (0.48%) 23.62K
Increased by +68.47%
Sep 30, 24
18 Commonwealth Equity Services Inc 33.85K (0.48%) -14.21K
Decreased by -41.98%
Sep 30, 24
19 American Century Companies Inc 33.22K (0.47%) 33.22K
Increased by +100.00%
Sep 30, 24
20 Two Sigma Investments LLC 28.79K (0.40%) 8.53K
Increased by +29.63%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 209.66K (2.94%) 0.00
Increased by 0.00%
Nov 30, 24
2 iShares Russell 2000 ETF 167.28K (2.35%) -1.32K
Decreased by -0.79%
Apr 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 95.36K (1.34%) 0.00
Increased by 0.00%
Nov 30, 24
4 Fidelity Small Cap Index 70.04K (0.98%) -737.00
Decreased by -1.05%
Apr 30, 24
5 iShares Russell 2000 Value ETF 63.91K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24
6 Fidelity® Small Cap Index 62.36K (0.88%) 1.92K
Increased by +3.08%
Oct 31, 23
7 DFA US Micro Cap I 47.30K (0.66%) 0.00
Increased by 0.00%
Oct 31, 24
8 DFA US Small Cap Value I 47.29K (0.66%) 1.83K
Increased by +3.88%
Oct 31, 24
9 Fidelity Extended Market Index 40.05K (0.56%) -898.00
Decreased by -2.24%
Oct 31, 24
10 Fidelity® Extended Market Index 35.51K (0.50%) 945.00
Increased by +2.66%
Nov 30, 23
11 DFA US Small Cap I 33.88K (0.48%) 0.00
Increased by 0.00%
Oct 31, 24
12 DFA US Targeted Value I 30.42K (0.43%) 241.00
Increased by +0.79%
Oct 31, 24
13 Avantis US Small Cap Value ETF 29.21K (0.41%) 0.00
Increased by 0.00%
Nov 30, 24
14 EA Bridgeway Omni Small-Cap Value ETF 27.94K (0.39%) 27.00
Increased by +0.10%
Nov 29, 24
15 Vanguard Russell 2000 ETF 27.17K (0.38%) 2.18K
Increased by +8.01%
Mar 31, 24
16 BlackRock Extended Mkt Composite 25.32K (0.36%) 120.00
Increased by +0.47%
Sep 30, 23
17 Bridgeway Ultra-Small Company Market 23.87K (0.34%) 0.00
Increased by 0.00%
Sep 30, 24
18 Bridgeway Omni Small-Cap Value 23.23K (0.33%) 0.00
Increased by 0.00%
Sep 30, 24
19 Bridgeway Omni Small-Cap Value N 23.23K (0.33%) 0.00
Increased by 0.00%
Sep 30, 24
20 First Trust Dow Jones Sel MicroCap ETF 22.62K (0.32%) 0.00
Increased by 0.00%
Nov 28, 24