Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fund 1 Investments LLC 1.24M (52.37%) 6.50K
Increased by +0.52%
Dec 31, 23
2 Shay Capital LLC 174.76K (7.36%) -5.00K
Decreased by -2.86%
Dec 31, 23
3 Atlas Private Wealth Advisors 145.81K (6.14%) -15.00K
Decreased by -10.29%
Dec 31, 23
4 Vanguard Group Inc 130.83K (5.51%) 5.24K
Increased by +4.00%
Dec 31, 23
5 Renaissance Technologies Corp 117.65K (4.96%) -2.70K
Decreased by -2.29%
Dec 31, 23
6 Bridgeway Capital Management, LLC 56.19K (2.37%) -16.12K
Decreased by -28.68%
Dec 31, 23
7 BlackRock Inc 53.41K (2.25%) -1.01K
Decreased by -1.88%
Dec 31, 23
8 Cresset Asset Management, LLC 27.04K (1.14%) 0.00
Increased by 0.00%
Dec 31, 23
9 Geode Capital Management, LLC 18.38K (0.77%) 0.00
Increased by 0.00%
Dec 31, 23
10 Dimensional Fund Advisors, Inc. 17.63K (0.74%) -853.00
Decreased by -4.84%
Dec 31, 23
11 State Street Corporation 10.78K (0.45%) 0.00
Increased by 0.00%
Dec 31, 23
12 Millennium Management LLC 10.09K (0.43%) 10.09K
Increased by +100.00%
Dec 31, 23
13 Tower Research Capital LLC 4.31K (0.18%) -475.00
Decreased by -11.03%
Dec 31, 23
14 Advisor Group Holdings, Inc. 1.50K (0.06%) 0.00
Increased by 0.00%
Dec 31, 23
15 Wells Fargo & Co 1.19K (0.05%) 2.00
Increased by +0.17%
Dec 31, 23
16 UBS Group AG 1.04K (0.04%) 1.01K
Increased by +97.02%
Dec 31, 23
17 Westside Investment Management, Inc. 700.00 (0.03%) 0.00
Increased by 0.00%
Dec 31, 23
18 Royal Bank of Canada 39.00 (0.00%) 23.00
Increased by +58.97%
Jun 30, 23
19 Morgan Stanley - Brokerage Accounts 21.00 (0.00%) -1.64K
Decreased by -7.80 K%
Dec 31, 23
20 Coppell Advisory Solutions LLC 14.00 (0.00%) -15.00
Decreased by -107.14%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 85.41K (3.60%) 0.00
Increased by 0.00%
Mar 31, 24
2 Bridgeway Ultra-Small Company Market 51.26K (2.16%) 0.00
Increased by 0.00%
Dec 31, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 45.48K (1.92%) 0.00
Increased by 0.00%
Mar 31, 24
4 Bridgeway Ultra-Small Company 16.50K (0.70%) -9.70K
Decreased by -58.79%
Sep 30, 23
5 Fidelity Extended Market Index 15.31K (0.65%) -74.00
Decreased by -0.48%
Feb 29, 24
6 Fidelity® Extended Market Index 11.67K (0.49%) 0.00
Increased by 0.00%
Nov 30, 23
7 BlackRock Extended Mkt Composite 8.84K (0.37%) 0.00
Increased by 0.00%
Sep 30, 23
8 iShares Micro-Cap ETF 8.39K (0.35%) 0.00
Increased by 0.00%
Mar 28, 24
9 BlackRock Extended Equity Market K 7.72K (0.33%) 3.00
Increased by +0.04%
Mar 31, 24
10 EA Bridgeway Omni Small-Cap Value ETF 5.27K (0.22%) 0.00
Increased by 0.00%
Mar 28, 24
11 Fidelity Series Total Market Index 4.73K (0.20%) 0.00
Increased by 0.00%
Feb 29, 24
12 NT Ext Equity Mkt Idx Fd - NL 4.63K (0.20%) 0.00
Increased by 0.00%
Dec 31, 23
13 DFA US Core Equity 1 I 4.11K (0.17%) 0.00
Increased by 0.00%
Feb 29, 24
14 NT Ext Equity Mkt Idx Fd - DC - NL - T2 3.72K (0.16%) 7.00
Increased by +0.19%
Dec 31, 23
15 Fidelity Total Market Index 3.16K (0.13%) 0.00
Increased by 0.00%
Feb 29, 24
16 Fidelity® Total Market Index 3.16K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
17 NT Ext Equity Mkt Idx Fd - L 3.05K (0.13%) 0.00
Increased by 0.00%
Mar 31, 24
18 Northern Trust Extended Eq Market Idx 3.05K (0.13%) 0.00
Increased by 0.00%
Dec 31, 23
19 DFA US Core Equity 2 I 2.71K (0.11%) 0.00
Increased by 0.00%
Feb 29, 24
20 Dimensional US Core Equity 2 ETF 1.70K (0.07%) 0.00
Increased by 0.00%
Dec 29, 23