Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ROSC 0.34%
2 IWC 0.04%
3 AVUV 0.02%
4 AVSC 0.02%
5 DFSV 0.01%
6 DFAT 0.00%
7 DFAS 0.00%
8 AVUS 0.00%
9 DFUV 0.00%
10 DFAC 0.00%
11 DFUS 0.00%
12 VTI 0.00%
13 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Minerva Advisors LLC 1.10M (11.55%) 17.46K
Increased by +1.59%
Dec 31, 23
2 Davidson D A & Co 535.27K (5.64%) -315.08K
Decreased by -58.86%
Dec 31, 23
3 Dimensional Fund Advisors, Inc. 438.63K (4.62%) 39.40K
Increased by +8.98%
Dec 31, 23
4 Vanguard Group Inc 267.85K (2.82%) 80.78K
Increased by +30.16%
Dec 31, 23
5 Renaissance Technologies Corp 183.93K (1.94%) -37.70K
Decreased by -20.50%
Dec 31, 23
6 Acadian Asset Management LLC 176.96K (1.86%) 158.32K
Increased by +89.47%
Dec 31, 23
7 BlackRock Inc 133.34K (1.40%) 49.92K
Increased by +37.44%
Dec 31, 23
8 Millennium Management LLC 131.94K (1.39%) 131.94K
Increased by +100.00%
Dec 31, 23
9 Marshall Wace Asset Management Ltd 106.55K (1.12%) 106.55K
Increased by +100.00%
Dec 31, 23
10 Geode Capital Management, LLC 106.48K (1.12%) 15.85K
Increased by +14.88%
Dec 31, 23
11 Man Group PLC 83.29K (0.88%) 83.29K
Increased by +100.00%
Dec 31, 23
12 EAM Investors, LLC 61.41K (0.65%) -124.89K
Decreased by -203.37%
Dec 31, 23
13 JANE STREET GROUP, LLC 57.54K (0.61%) 40.35K
Increased by +70.12%
Dec 31, 23
14 O'Shaughnessy Asset Management LLC 55.46K (0.58%) 55.46K
Increased by +100.00%
Dec 31, 23
15 Goldman Sachs Group Inc 55.02K (0.58%) 55.02K
Increased by +100.00%
Dec 31, 23
16 Bridgeway Capital Management, LLC 53.40K (0.56%) 10.00K
Increased by +18.73%
Dec 31, 23
17 Arrowstreet Capital Limited Partnership 46.57K (0.49%) 46.57K
Increased by +100.00%
Dec 31, 23
18 Wedbush Morgan Securities Inc 44.60K (0.47%) 0.00
Increased by 0.00%
Sep 30, 23
19 Koss-Olinger Consulting, LLC 42.59K (0.45%) 42.59K
Increased by +100.00%
Dec 31, 23
20 BMO Capital Markets Corp. 40.40K (0.43%) 40.40K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 299.28K (3.15%) 593.00
Increased by +0.20%
Mar 31, 24
2 Avantis US Small Cap Value ETF 175.62K (1.85%) 1.37K
Increased by +0.78%
Apr 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 150.86K (1.59%) 0.00
Increased by 0.00%
Mar 31, 24
4 DFA US Micro Cap I 133.48K (1.41%) 0.00
Increased by 0.00%
Mar 31, 24
5 DFA US Small Cap Value I 63.74K (0.67%) 0.00
Increased by 0.00%
Mar 31, 24
6 Fidelity® Extended Market Index 54.41K (0.57%) 4.01K
Increased by +7.36%
Nov 30, 23
7 Fidelity Extended Market Index 54.02K (0.57%) 0.00
Increased by 0.00%
Mar 31, 24
8 EAM Ultra Micro Cap 51.83K (0.55%) -17.85K
Decreased by -34.44%
Mar 31, 24
9 Ancora/Thelen Small Mid Cap Core 51.30K (0.54%) 51.30K
Increased by +100.00%
Mar 31, 24
10 Ayalon Global Stocks 48.92K (0.52%) 3.30K
Increased by +6.75%
Oct 31, 23
11 KO Microcap Strategy 42.59K (0.45%) 42.59K
Increased by +100.00%
Dec 31, 23
12 Auer Growth 40.00K (0.42%) 0.00
Increased by 0.00%
Nov 30, 23
13 Dimensional US Targeted Value ETF 37.34K (0.39%) 0.00
Increased by 0.00%
Apr 30, 24
14 Bridgeway Ultra-Small Company Market 35.80K (0.38%) 10.00K
Increased by +27.93%
Dec 31, 23
15 Russell Inv Tax-Managed US Mid&Sm Cap S 33.61K (0.35%) 0.00
Increased by 0.00%
Mar 31, 24
16 DFA US Core Equity 2 I 31.67K (0.33%) 0.00
Increased by 0.00%
Mar 31, 24
17 iShares Micro-Cap ETF 27.52K (0.29%) -187.00
Decreased by -0.68%
Apr 30, 24
18 Dimensional US Small Cap Value ETF 27.42K (0.29%) 0.00
Increased by 0.00%
Apr 30, 24
19 Pleiades Small Cap Equity A 27.14K (0.29%) -6.21K
Decreased by -22.89%
Mar 31, 24
20 DFA US Targeted Value I 20.98K (0.22%) 0.00
Increased by 0.00%
Mar 31, 24