Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.12%
2 IWN 0.04%
3 ISCV 0.02%
4 IWM 0.02%
5 JKJ 0.01%
6 ISCB 0.01%
7 DSI 0.00%
8 ITOT 0.00%
9 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.34M (12.82%) 106.44K
Increased by +3.19%
Dec 31, 23
2 Vanguard Group Inc 2.60M (9.98%) -6.77K
Decreased by -0.26%
Dec 31, 23
3 Dimensional Fund Advisors, Inc. 2.27M (8.71%) 26.39K
Increased by +1.16%
Dec 31, 23
4 Ameriprise Financial Inc 1.64M (6.29%) 155.86K
Increased by +9.52%
Dec 31, 23
5 State Street Corporation 1.17M (4.48%) -145.02K
Decreased by -12.44%
Dec 31, 23
6 FMR Inc 776.11K (2.98%) 55.33K
Increased by +7.13%
Dec 31, 23
7 Bank of New York Mellon Corp 649.55K (2.49%) -70.25K
Decreased by -10.81%
Dec 31, 23
8 Charles Schwab Investment Management Inc 615.90K (2.37%) 51.97K
Increased by +8.44%
Dec 31, 23
9 Geode Capital Management, LLC 579.57K (2.23%) 30.08K
Increased by +5.19%
Dec 31, 23
10 Systematic Financial Management LP 519.62K (2.00%) 13.39K
Increased by +2.58%
Dec 31, 23
11 American Century Companies Inc 452.63K (1.74%) 53.43K
Increased by +11.81%
Dec 31, 23
12 Fidelity International Ltd 435.97K (1.67%) -100.97K
Decreased by -23.16%
Dec 31, 23
13 Northern Trust Corp 326.72K (1.25%) 523.00
Increased by +0.16%
Dec 31, 23
14 Bridgeway Capital Management, LLC 322.58K (1.24%) 9.29K
Increased by +2.88%
Dec 31, 23
15 SPROTT INC. 322.10K (1.24%) 0.00
Increased by 0.00%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 271.99K (1.04%) 18.90K
Increased by +6.95%
Dec 31, 23
17 Goldman Sachs Group Inc 268.32K (1.03%) 165.01K
Increased by +61.50%
Dec 31, 23
18 JPMorgan Chase & Co 258.34K (0.99%) 22.10K
Increased by +8.56%
Dec 31, 23
19 Heartland Advisors Inc 233.34K (0.90%) -116.06K
Decreased by -49.74%
Dec 31, 23
20 Nordea Investment Mgmt Bank Demark A/s 191.18K (0.73%) -2.29K
Decreased by -1.20%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 765.69K (2.94%) 0.00
Increased by 0.00%
Feb 29, 24
2 Fidelity Value 685.00K (2.63%) 0.00
Increased by 0.00%
Jan 31, 24
3 DFA US Small Cap Value I 681.73K (2.62%) -1.44K
Decreased by -0.21%
Jan 31, 24
4 Vanguard Small Cap Index 633.56K (2.43%) 5.83K
Increased by +0.92%
Feb 29, 24
5 Fidelity® Value 626.00K (2.40%) 0.00
Increased by 0.00%
Oct 31, 23
6 iShares Russell 2000 ETF 623.54K (2.39%) -102.00
Decreased by -0.02%
Feb 29, 24
7 CT American Smaller Coms(US) InstAccGBP 559.37K (2.15%) 0.00
Increased by 0.00%
Feb 29, 24
8 SPDR® S&P Metals and Mining ETF 462.63K (1.78%) -785.00
Decreased by -0.17%
Feb 29, 24
9 Avantis US Small Cap Value ETF 461.28K (1.77%) 186.00
Increased by +0.04%
Feb 29, 24
10 Vanguard Small Cap Value Index Inv 432.88K (1.66%) 1.78K
Increased by +0.41%
Feb 29, 24
11 CT American Select Inst Acc GBP 416.86K (1.60%) -6.82K
Decreased by -1.64%
Dec 31, 23
12 CT (Lux) American Smaller Com 9U USD 410.00K (1.57%) 0.00
Increased by 0.00%
Feb 29, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 385.85K (1.48%) 142.00
Increased by +0.04%
Feb 29, 24
14 Schwab Fundamental US Small Company ETF 341.97K (1.31%) 118.00
Increased by +0.03%
Feb 29, 24
15 Sprott Focus Trust 305.00K (1.17%) 0.00
Increased by 0.00%
Dec 31, 23
16 Fidelity Sust Water & Waste A Acc EUR 286.06K (1.10%) 87.00
Increased by +0.03%
Feb 29, 24
17 DFA US Targeted Value I 286.05K (1.10%) -11.58K
Decreased by -4.05%
Jan 31, 24
18 Fidelity Small Cap Index 257.20K (0.99%) 2.49K
Increased by +0.97%
Dec 31, 23
19 American Beacon Small Cp Val R5 253.82K (0.97%) 16.75K
Increased by +6.60%
Jan 31, 24
20 Heartland Value Plus Investor 250.00K (0.96%) -85.00K
Decreased by -34.00%
Oct 31, 23