Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 DFAT 0.00%
3 DFAS 0.00%
4 VXF 0.00%
5 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Punch & Associates Inv Mgmt Inc 994.08K (12.03%) -182.00
Decreased by -0.02%
Mar 31, 24
2 Renaissance Technologies Corp 489.91K (5.93%) -5.70K
Decreased by -1.16%
Mar 31, 24
3 Vanguard Group Inc 371.12K (4.49%) 0.00
Increased by 0.00%
Mar 31, 24
4 Dimensional Fund Advisors, Inc. 213.44K (2.58%) -3.26K
Decreased by -1.53%
Mar 31, 24
5 BlackRock Inc 140.39K (1.70%) -532.00
Decreased by -0.38%
Mar 31, 24
6 Geode Capital Management, LLC 70.47K (0.85%) 0.00
Increased by 0.00%
Mar 31, 24
7 Bridgeway Capital Management, LLC 62.00K (0.75%) 0.00
Increased by 0.00%
Mar 31, 24
8 State Street Corporation 29.28K (0.35%) 0.00
Increased by 0.00%
Mar 31, 24
9 Kovack Advisors Inc 14.99K (0.18%) -1.51K
Decreased by -10.04%
Mar 31, 24
10 Northern Trust Corp 14.19K (0.17%) 558.00
Increased by +3.93%
Mar 31, 24
11 Susquehanna International Group, LLP 10.44K (0.13%) 10.44K
Increased by +100.00%
Mar 31, 24
12 TD Waterhouse Canada Inc 3.50K (0.04%) 0.00
Increased by 0.00%
Mar 31, 24
13 Tower Research Capital LLC 3.24K (0.04%) -301.00
Decreased by -9.28%
Mar 31, 24
14 Founders Capital Management Inc 3.00K (0.04%) 0.00
Increased by 0.00%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 2.95K (0.04%) 0.00
Increased by 0.00%
Mar 31, 24
16 Goss Wealth Management LLC 2.00K (0.02%) 0.00
Increased by 0.00%
Mar 31, 24
17 UBS Group AG 1.98K (0.02%) 1.10K
Increased by +55.89%
Mar 31, 24
18 North Star Investment Management Corp 1.32K (0.02%) 0.00
Increased by 0.00%
Mar 31, 24
19 Advisor Group Holdings, Inc. 1.00K (0.01%) 1.00K
Increased by +100.00%
Mar 31, 24
20 Hollencrest Securities, LLC 620.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 249.09K (3.01%) 0.00
Increased by 0.00%
Apr 30, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 105.17K (1.27%) 0.00
Increased by 0.00%
Apr 30, 24
3 DFA US Micro Cap I 52.02K (0.63%) 0.00
Increased by 0.00%
Apr 30, 24
4 Fidelity® Extended Market Index 44.20K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Extended Market Index 43.48K (0.53%) -394.00
Decreased by -0.91%
Apr 30, 24
6 Dimensional US Targeted Value ETF 29.95K (0.36%) 0.00
Increased by 0.00%
May 31, 24
7 Bridgeway Ultra-Small Company 29.70K (0.36%) 0.00
Increased by 0.00%
Mar 31, 24
8 Bridgeway Ultra-Small Company Market 27.90K (0.34%) 0.00
Increased by 0.00%
Mar 31, 24
9 DFA US Targeted Value I 24.75K (0.30%) 0.00
Increased by 0.00%
Apr 30, 24
10 DFA US Core Equity 2 I 19.12K (0.23%) 0.00
Increased by 0.00%
Apr 30, 24
11 iShares Micro-Cap ETF 19.10K (0.23%) -266.00
Decreased by -1.39%
May 30, 24
12 DFA US Small Cap I 18.97K (0.23%) 0.00
Increased by 0.00%
Apr 30, 24
13 Dimensional US Small Cap ETF 18.03K (0.22%) 0.00
Increased by 0.00%
May 31, 24
14 BlackRock Extended Mkt Composite 10.47K (0.13%) 0.00
Increased by 0.00%
Sep 30, 23
15 BlackRock Extended Equity Market K 9.14K (0.11%) 3.00
Increased by +0.03%
Mar 31, 24
16 DFA US Core Equity 1 I 9.04K (0.11%) 0.00
Increased by 0.00%
Apr 30, 24
17 Fidelity Series Total Market Index 8.44K (0.10%) 0.00
Increased by 0.00%
Apr 30, 24
18 Fidelity® Series Total Market Index 8.44K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard Instl Ttl Stck Mkt Idx Tr 8.15K (0.10%) 0.00
Increased by 0.00%
Mar 31, 24
20 Vanguard Instl Ttl Stk Mkt Idx InstlPls 8.15K (0.10%) 0.00
Increased by 0.00%
Apr 30, 24