Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QCLN 0.08%
2 IWC 0.02%
3 CCSO 0.01%
4 GSSC 0.01%
5 EES 0.01%
6 DFSV 0.01%
7 VTWV 0.01%
8 AVSC 0.01%
9 DFAT 0.01%
10 IWN 0.01%
11 BSVO 0.00%
12 DFAS 0.00%
13 RSSL 0.00%
14 IWM 0.00%
15 UWM 0.00%
16 URTY 0.00%
17 DFUS 0.00%
18 DCOR 0.00%
19 DFAC 0.00%
20 IWO 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Visionary Wealth Advisors 1.10M (10.38%) -1.82K
Decreased by -0.16%
Sep 30, 24
2 Dimensional Fund Advisors, Inc. 1.05M (9.90%) 7.17K
Increased by +0.68%
Dec 31, 24
3 BlackRock Inc 647.49K (6.08%) 37.45K
Increased by +5.78%
Sep 30, 24
4 Vanguard Group Inc 577.17K (5.42%) 1.45K
Increased by +0.25%
Dec 31, 24
5 Janney Montgomery Scott LLC 447.00K (4.20%) 3.85K
Increased by +0.86%
Dec 31, 24
6 Geode Capital Management, LLC 232.68K (2.19%) 2.83K
Increased by +1.22%
Sep 30, 24
7 Renaissance Technologies Corp 229.39K (2.16%) -13.10K
Decreased by -5.71%
Sep 30, 24
8 Connor Clark & Lunn Inv Mgmt Ltd 178.17K (1.67%) 20.84K
Increased by +11.70%
Dec 31, 24
9 Acadian Asset Management LLC 140.43K (1.32%) -20.86K
Decreased by -14.85%
Mar 31, 24
10 State Street Corp 117.59K (1.10%) -5.74K
Decreased by -4.88%
Sep 30, 24
11 Teton Advisors Inc 111.00K (1.04%) 0.00
Increased by 0.00%
Dec 31, 24
12 Millennium Management LLC 109.48K (1.03%) 24.31K
Increased by +22.20%
Sep 30, 24
13 JPMorgan Chase & Co 94.92K (0.89%) 67.86K
Increased by +71.49%
Sep 30, 24
14 Citadel Advisors Llc 91.74K (0.86%) 19.45K
Increased by +21.20%
Sep 30, 24
15 Susquehanna International Group, LLP 81.83K (0.77%) 27.76K
Increased by +33.92%
Mar 31, 24
16 First Trust Advisors L.P. 81.67K (0.77%) -3.86K
Decreased by -4.73%
Dec 31, 23
17 Northern Trust Corp 81.15K (0.76%) 54.10K
Increased by +66.67%
Sep 30, 24
18 Bridgeway Capital Management, LLC 81.11K (0.76%) -19.23K
Decreased by -23.70%
Sep 30, 24
19 Two Sigma Advisers, LLC 74.70K (0.70%) -10.90K
Decreased by -14.59%
Mar 31, 24
20 EAM Investors, LLC 73.92K (0.69%) 73.92K
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 348.05K (3.27%) 0.00
Increased by 0.00%
Dec 31, 24
2 iShares Russell 2000 ETF 234.34K (2.20%) -1.80K
Decreased by -0.77%
Jan 31, 25
3 DFA US Small Cap Value I 226.96K (2.13%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 149.00K (1.40%) 0.00
Increased by 0.00%
Dec 31, 24
5 DFA US Targeted Value I 133.97K (1.26%) 0.00
Increased by 0.00%
Dec 31, 24
6 TETON Westwood Mighty Mites AAA 111.00K (1.04%) 0.00
Increased by 0.00%
Sep 30, 24
7 Fidelity Small Cap Index 103.93K (0.98%) 0.00
Increased by 0.00%
Nov 30, 24
8 DFA US Small Cap I 100.41K (0.94%) 0.00
Increased by 0.00%
Dec 31, 24
9 Dimensional US Targeted Value ETF 95.00K (0.89%) 308.00
Increased by +0.32%
Jan 31, 25
10 DFA US Micro Cap I 89.11K (0.84%) -4.87K
Decreased by -5.47%
Dec 31, 24
11 iShares Russell 2000 Value ETF 88.44K (0.83%) 120.00
Increased by +0.14%
Jan 31, 25
12 First Trust NASDAQ® Cln Edge® GrnEngyETF 75.67K (0.71%) -596.00
Decreased by -0.79%
Jan 31, 24
13 EAM Ultra Micro Cap 73.92K (0.69%) 0.00
Increased by 0.00%
Jun 30, 24
14 Bridgeway Ultra-Small Company Market 62.40K (0.59%) 0.00
Increased by 0.00%
Sep 30, 24
15 Dimensional US Small Cap Value ETF 60.54K (0.57%) 0.00
Increased by 0.00%
Jan 31, 25
16 Fidelity Extended Market Index 53.35K (0.50%) -430.00
Decreased by -0.81%
Dec 31, 24
17 Acuitas US Microcap Strategy 53.20K (0.50%) 0.00
Increased by 0.00%
Mar 31, 24
18 DFA US Core Equity 1 I 50.33K (0.47%) 0.00
Increased by 0.00%
Dec 31, 24
19 State St Russell Sm Cap® Indx SL Cl I 47.90K (0.45%) 0.00
Increased by 0.00%
Jan 31, 25
20 Vanguard Russell 2000 ETF 47.35K (0.44%) 736.00
Increased by +1.55%
Dec 31, 24