Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 0.24%
2 IWC 0.03%
3 SFLO 0.02%
4 AVSC 0.01%
5 AVUV 0.01%
6 VTWG 0.01%
7 IWO 0.01%
8 RSSL 0.00%
9 IWM 0.00%
10 UWM 0.00%
11 URTY 0.00%
12 DFAT 0.00%
13 DFAS 0.00%
14 DFSU 0.00%
15 DCOR 0.00%
16 HDG 0.00%
17 DFSV 0.00%
18 DFAC 0.00%
19 AVUS 0.00%
20 DFUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 159.45K (5.22%) 23.39K
Increased by +14.67%
Dec 31, 24
2 BlackRock Inc 149.96K (4.91%) 25.33K
Increased by +16.89%
Dec 31, 24
3 Janney Montgomery Scott LLC 126.03K (4.13%) -8.95K
Decreased by -7.10%
Dec 31, 24
4 Oppenheimer & Close Inc 125.59K (4.11%) 0.00
Increased by 0.00%
Dec 31, 24
5 Geode Capital Management, LLC 67.42K (2.21%) 5.61K
Increased by +8.32%
Dec 31, 24
6 American Century Companies Inc 51.28K (1.68%) -1.91K
Decreased by -3.72%
Dec 31, 24
7 Punch & Associates Inv Mgmt Inc 50.00K (1.64%) -1.27K
Decreased by -2.54%
Dec 31, 24
8 Renaissance Technologies Corp 48.46K (1.59%) 2.40K
Increased by +4.95%
Dec 31, 24
9 Courier Capital Corp 47.72K (1.56%) 7.72K
Increased by +16.18%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 45.77K (1.50%) 10.22K
Increased by +22.34%
Dec 31, 24
11 Sowell Financial Services, LLC 36.16K (1.18%) -12.30K
Decreased by -34.02%
Sep 30, 24
12 State Street Corp 32.86K (1.08%) -2.67K
Decreased by -8.12%
Dec 31, 24
13 Northern Trust Corp 27.59K (0.90%) 3.96K
Increased by +14.35%
Dec 31, 24
14 Arrowstreet Capital Limited Partnership 24.50K (0.80%) 4.70K
Increased by +19.18%
Dec 31, 24
15 O'Shaughnessy Asset Management LLC 19.73K (0.65%) -9.34K
Decreased by -47.32%
Dec 31, 24
16 Ellsworth Advisors, LLC 18.58K (0.61%) 293.00
Increased by +1.58%
Dec 31, 23
17 National Asset Management Inc 16.15K (0.53%) 4.01K
Increased by +24.84%
Sep 30, 24
18 Prescott Group Capital Management LLC 15.29K (0.50%) 0.00
Increased by 0.00%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 15.12K (0.49%) 114.00
Increased by +0.75%
Dec 31, 24
20 EAM Investors, LLC 15.00K (0.49%) -6.93K
Decreased by -46.23%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 98.49K (3.22%) 8.30K
Increased by +8.43%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 75.26K (2.46%) 7.49K
Increased by +9.95%
Sep 30, 24
3 iShares Russell 2000 ETF 69.06K (2.26%) -605.00
Decreased by -0.88%
Mar 31, 25
4 VT De Lisle America B USD 42.28K (1.38%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 41.47K (1.36%) 0.00
Increased by 0.00%
Feb 28, 25
6 Avantis US Small Cap Value ETF 35.08K (1.15%) -351.00
Decreased by -1.00%
Mar 29, 25
7 Fidelity Small Cap Index 28.50K (0.93%) -534.00
Decreased by -1.87%
Jan 31, 25
8 iShares Russell 2000 Growth ETF 24.44K (0.80%) -116.00
Decreased by -0.47%
Mar 31, 25
9 Fidelity Extended Market Index 17.23K (0.56%) -110.00
Decreased by -0.64%
Feb 28, 25
10 Fidelity® Extended Market Index 15.66K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
11 Vanguard Russell 2000 ETF 13.22K (0.43%) 254.00
Increased by +1.92%
Feb 28, 25
12 EAM Ultra Micro Cap 10.00K (0.33%) 0.00
Increased by 0.00%
Sep 30, 24
13 First Trust Dow Jones Sel MicroCap ETF 9.73K (0.32%) 31.00
Increased by +0.32%
Mar 31, 25
14 Dimensional US Targeted Value ETF 8.84K (0.29%) 0.00
Increased by 0.00%
Mar 31, 25
15 Fidelity® Total Market Index 8.69K (0.28%) 0.00
Increased by 0.00%
Nov 30, 23
16 Pleiades Small Cap Equity A 7.86K (0.26%) -3.63K
Decreased by -46.23%
Jun 30, 24
17 DFA US Targeted Value I 7.72K (0.25%) 846.00
Increased by +10.95%
Feb 28, 25
18 NT R2000 Growth Index Fund - NL 7.36K (0.24%) 1.22K
Increased by +16.56%
Dec 31, 24
19 State St Russell Sm Cap® Indx SL Cl I 7.20K (0.24%) 0.00
Increased by 0.00%
Mar 31, 25
20 Schwab Small Cap Index 6.95K (0.23%) 0.00
Increased by 0.00%
Feb 28, 25