Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFAS 0.00%
3 DFAC 0.00%
4 DFAT 0.00%
5 DFUV 0.00%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nantahala Capital Management, LLC 6.80M (49.90%) 3.93M
Increased by +57.73%
Dec 31, 23
2 Krilogy Advisors LLC 1.85M (13.60%) 86.01K
Increased by +4.64%
Dec 31, 23
3 Wittenberg Investment Management Inc 1.50M (11.01%) 46.59K
Increased by +3.10%
Dec 31, 23
4 Vanguard Group Inc 669.51K (4.91%) 8.49K
Increased by +1.27%
Dec 31, 23
5 Renaissance Technologies Corp 576.69K (4.23%) -2.30K
Decreased by -0.40%
Dec 31, 23
6 Dimensional Fund Advisors, Inc. 529.14K (3.88%) -9.12K
Decreased by -1.72%
Dec 31, 23
7 Yacktman Asset Management Co 500.00K (3.67%) -10.00K
Decreased by -2.00%
Dec 31, 23
8 Almitas Capital LLC 320.58K (2.35%) -52.39K
Decreased by -16.34%
Sep 30, 23
9 Gamco Investors, Inc. Et Al 282.60K (2.07%) 17.50K
Increased by +6.19%
Dec 31, 23
10 Teton Advisors Inc 237.00K (1.74%) -20.50K
Decreased by -8.65%
Dec 31, 23
11 Acuitas Investments, LLC 226.08K (1.66%) -3.00
Decreased by -0.00%
Sep 30, 23
12 Geode Capital Management, LLC 217.39K (1.59%) 49.45K
Increased by +22.75%
Dec 31, 23
13 Wells Fargo & Co 174.12K (1.28%) 11.13K
Increased by +6.39%
Dec 31, 23
14 BlackRock Inc 90.59K (0.66%) -1.46K
Decreased by -1.61%
Dec 31, 23
15 Susquehanna International Group, LLP 64.15K (0.47%) 64.15K
Increased by +100.00%
Dec 31, 23
16 Northern Trust Corp 51.46K (0.38%) -2.71K
Decreased by -5.27%
Dec 31, 23
17 Marquette Asset Management Inc. 46.77K (0.34%) 0.00
Increased by 0.00%
Sep 30, 23
18 Gabelli Funds LLC 46.00K (0.34%) 1.00K
Increased by +2.17%
Dec 31, 23
19 Keller Group Invmt Management Inc 45.70K (0.34%) 45.70K
Increased by +100.00%
Dec 31, 23
20 State Street Corporation 44.08K (0.32%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 508.47K (3.73%) 0.00
Increased by 0.00%
Mar 31, 24
2 AMG Yacktman Global I 320.00K (2.35%) 0.00
Increased by 0.00%
Mar 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 253.57K (1.86%) 62.08K
Increased by +24.48%
Mar 31, 24
4 TETON Westwood Mighty Mites AAA 237.00K (1.74%) -20.50K
Decreased by -8.65%
Dec 31, 23
5 1290 VT GAMCO Small Company Value IB 235.00K (1.72%) 0.00
Increased by 0.00%
Mar 31, 24
6 Fidelity Extended Market Index 135.91K (1.00%) 0.00
Increased by 0.00%
Mar 31, 24
7 AMG Yacktman Special Opportunities Z 120.00K (0.88%) 0.00
Increased by 0.00%
Mar 31, 24
8 DFA US Micro Cap I 109.29K (0.80%) 0.00
Increased by 0.00%
Mar 31, 24
9 Fidelity® Extended Market Index 94.55K (0.69%) 0.00
Increased by 0.00%
Oct 31, 23
10 DFA US Core Equity 1 I 67.59K (0.50%) -4.71K
Decreased by -6.97%
Mar 31, 24
11 DFA US Core Equity 2 I 61.88K (0.45%) -14.69K
Decreased by -23.74%
Mar 31, 24
12 BlackRock Extended Mkt Composite 50.11K (0.37%) 0.00
Increased by 0.00%
Sep 30, 23
13 BlackRock Extended Equity Market K 43.73K (0.32%) 16.00
Increased by +0.04%
Mar 31, 24
14 Dimensional US Small Cap ETF 41.94K (0.31%) 0.00
Increased by 0.00%
Apr 30, 24
15 Vanguard U.S. Eq Idx £ Acc 37.85K (0.28%) 0.00
Increased by 0.00%
Jan 31, 24
16 DFA US Vector Equity I 37.05K (0.27%) -1.18K
Decreased by -3.17%
Mar 31, 24
17 iShares Micro-Cap ETF 34.33K (0.25%) -234.00
Decreased by -0.68%
Apr 30, 24
18 Dimensional US Core Equity 2 ETF 33.18K (0.24%) 0.00
Increased by 0.00%
Apr 30, 24
19 Fidelity® Total Market Index 27.40K (0.20%) 0.00
Increased by 0.00%
Oct 31, 23
20 Fidelity Total Market Index 27.29K (0.20%) -109.00
Decreased by -0.40%
Mar 31, 24