Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PZI 0.27%
2 IWC 0.00%
3 BSVO 0.00%
4 DFSU 0.00%
5 VTI 0.00%
6 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fund 1 Investments LLC 1.24M (51.42%) 0.00
Increased by 0.00%
Jun 30, 24
2 Shay Capital LLC 150.10K (6.21%) -24.66K
Decreased by -16.43%
Jun 30, 24
3 Atlas Private Wealth Advisors 141.81K (5.87%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Group Inc 130.89K (5.41%) 0.00
Increased by 0.00%
Sep 30, 24
5 Renaissance Technologies Corp 111.55K (4.61%) -2.90K
Decreased by -2.60%
Sep 30, 24
6 Bridgeway Capital Management, LLC 56.90K (2.35%) 360.00
Increased by +0.63%
Jun 30, 24
7 BlackRock Inc 44.15K (1.83%) -9.03K
Decreased by -20.46%
Jun 30, 24
8 Geode Capital Management, LLC 29.52K (1.22%) 4.39K
Increased by +14.86%
Jun 30, 24
9 Cresset Asset Management, LLC 27.04K (1.12%) 0.00
Increased by 0.00%
Jun 30, 24
10 Susquehanna International Group, LLP 16.87K (0.70%) 16.87K
Increased by +100.00%
Jun 30, 24
11 Prudential Financial Inc 16.40K (0.68%) 5.80K
Increased by +35.37%
Sep 30, 24
12 Dimensional Fund Advisors, Inc. 15.93K (0.66%) -1.70K
Decreased by -10.69%
Mar 31, 24
13 State Street Corp 10.78K (0.45%) 0.00
Increased by 0.00%
Jun 30, 24
14 State Street Corporation 10.78K (0.45%) 0.00
Increased by 0.00%
Mar 31, 24
15 Millennium Management LLC 10.09K (0.42%) 10.09K
Increased by +100.00%
Dec 31, 23
16 Tower Research Capital LLC 5.71K (0.24%) 2.90K
Increased by +50.86%
Jun 30, 24
17 Wells Fargo & Co 1.16K (0.05%) -28.00
Decreased by -2.41%
Jun 30, 24
18 Westside Investment Management, Inc. 700.00 (0.03%) 0.00
Increased by 0.00%
Jun 30, 24
19 UBS Group AG 39.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
20 Bank of America Corp 29.00 (0.00%) 29.00
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 85.41K (3.53%) 0.00
Increased by 0.00%
Oct 31, 24
2 Bridgeway Ultra-Small Company Market 51.26K (2.12%) 0.00
Increased by 0.00%
Jun 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 45.48K (1.88%) 0.00
Increased by 0.00%
Sep 30, 24
4 Fidelity Extended Market Index 21.04K (0.87%) 1.79K
Increased by +8.50%
Sep 30, 24
5 Bridgeway Ultra-Small Company 16.50K (0.68%) -9.70K
Decreased by -58.79%
Sep 30, 23
6 Fidelity® Extended Market Index 11.67K (0.48%) 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 7.95K (0.33%) -110.00
Decreased by -1.38%
May 30, 24
9 BlackRock Extended Equity Market K 7.71K (0.32%) -7.00
Decreased by -0.09%
Jun 30, 24
10 EA Bridgeway Omni Small-Cap Value ETF 5.96K (0.25%) 0.00
Increased by 0.00%
Oct 31, 24
11 Fidelity Series Total Market Index 4.73K (0.20%) 0.00
Increased by 0.00%
Sep 30, 24
12 NT Ext Equity Mkt Idx Fd - NL 4.63K (0.19%) 0.00
Increased by 0.00%
Sep 30, 24
13 NT Ext Equity Mkt Idx Fd - DC - NL - T2 3.73K (0.15%) 11.00
Increased by +0.29%
Sep 30, 24
14 Fidelity Total Market Index 3.16K (0.13%) 0.00
Increased by 0.00%
Sep 30, 24
15 Fidelity® Total Market Index 3.16K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
16 NT Ext Equity Mkt Idx Fd - L 3.05K (0.13%) 0.00
Increased by 0.00%
Sep 30, 24
17 Northern Trust Extended Eq Market Idx 3.05K (0.13%) 0.00
Increased by 0.00%
Sep 30, 24
18 DFA US Core Equity 2 I 2.71K (0.11%) 0.00
Increased by 0.00%
Mar 31, 24
19 DFA US Core Equity 1 I 1.84K (0.08%) -2.27K
Decreased by -123.86%
Apr 30, 24
20 Dimensional US Core Equity 2 ETF 1.70K (0.07%) 0.00
Increased by 0.00%
Dec 29, 23