Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 IWC 1000.00%
3 IWM 1000.00%
4 IWN 1000.00%
5 EES 0.03%
6 VTWV 0.03%
7 AVUV 0.02%
8 AVSC 0.02%
9 RYLD 0.01%
10 UWM 0.01%
11 DFAT 0.01%
12 VXF 0.01%
13 VTWO 0.01%
14 URTY 0.01%
15 AVSU 0.01%
16 DFAS 0.01%
17 GSSC 0.00%
18 DFSV 0.00%
19 HDG 0.00%
20 DFAC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 490.48K (6.04%) 9.50K
Increased by +1.94%
Sep 30, 23
2 BlackRock Inc 463.80K (5.71%) -2.55K
Decreased by -0.55%
Sep 30, 23
3 Vanguard Group Inc 408.89K (5.03%) 4.44K
Increased by +1.09%
Sep 30, 23
4 Dimensional Fund Advisors, Inc. 237.06K (2.92%) 11.82K
Increased by +4.98%
Sep 30, 23
5 Geode Capital Management, LLC 171.31K (2.11%) 7.54K
Increased by +4.40%
Sep 30, 23
6 State Street Corporation 119.53K (1.47%) 1.80K
Increased by +1.51%
Sep 30, 23
7 Bridgeway Capital Management, LLC 86.55K (1.07%) 2.04K
Increased by +2.36%
Sep 30, 23
8 Northern Trust Corp 69.39K (0.85%) 1.82K
Increased by +2.62%
Sep 30, 23
9 American Century Companies Inc 43.69K (0.54%) 36.00
Increased by +0.08%
Sep 30, 23
10 Empowered Funds, LLC 35.15K (0.43%) 2.84K
Increased by +8.09%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 32.65K (0.40%) 10.88K
Increased by +33.34%
Sep 30, 23
12 Bank of New York Mellon Corp 30.63K (0.38%) 326.00
Increased by +1.06%
Sep 30, 23
13 Stifel Financial Corp 28.05K (0.35%) 100.00
Increased by +0.36%
Sep 30, 23
14 LSV Asset Management 27.60K (0.34%) 709.00
Increased by +2.57%
Sep 30, 23
15 Lincoln National Corp (Philadelphia PA) 26.45K (0.33%) 221.00
Increased by +0.84%
Sep 30, 23
16 Charles Schwab Investment Management Inc 23.44K (0.29%) 829.00
Increased by +3.54%
Sep 30, 23
17 Renaissance Technologies Corp 15.36K (0.19%) 100.00
Increased by +0.65%
Sep 30, 23
18 Bank of America Corp 12.69K (0.16%) 1.66K
Increased by +13.08%
Sep 30, 23
19 Two Sigma Advisers, LLC 12.60K (0.16%) 4.40K
Increased by +34.92%
Sep 30, 23
20 Rhumbline Advisers 12.30K (0.15%) -51.00
Decreased by -0.41%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 376.77K (4.64%) -391.00
Decreased by -0.10%
Oct 31, 23
2 iShares Russell 2000 ETF 242.98K (2.99%) 1.55K
Increased by +0.64%
Dec 29, 23
3 Vanguard Total Stock Mkt Idx Inv 240.24K (2.96%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 119.14K (1.47%) 0.00
Increased by 0.00%
Nov 30, 23
5 iShares Russell 2000 Value ETF 82.05K (1.01%) 153.00
Increased by +0.19%
Dec 29, 23
6 Fidelity® Small Cap Index 80.17K (0.99%) 681.00
Increased by +0.85%
Oct 31, 23
7 Fidelity LowPriced Stock Commingled Pl A 54.84K (0.67%) 0.00
Increased by 0.00%
Oct 31, 23
8 Bridgeway Omni Small-Cap Value 51.40K (0.63%) 0.00
Increased by 0.00%
Sep 30, 23
9 Bridgeway Omni Small-Cap Value N 51.40K (0.63%) 0.00
Increased by 0.00%
Sep 30, 23
10 Fidelity® Extended Market Index 45.26K (0.56%) 548.00
Increased by +1.21%
Nov 30, 23
11 Avantis US Small Cap Value ETF 45.08K (0.55%) 0.00
Increased by 0.00%
Dec 30, 23
12 Fidelity® Low-Priced Stock K6 44.07K (0.54%) 391.00
Increased by +0.89%
Oct 31, 23
13 EA Bridgeway Omni Small-Cap Value ETF 38.53K (0.47%) 162.00
Increased by +0.42%
Dec 29, 23
14 DFA US Targeted Value I 33.43K (0.41%) 357.00
Increased by +1.07%
Nov 30, 23
15 DFA US Micro Cap I 31.33K (0.39%) 363.00
Increased by +1.16%
Nov 30, 23
16 State St Russell Sm Cap® Indx SL Cl I 30.13K (0.37%) 0.00
Increased by 0.00%
Dec 31, 23
17 DFA US Small Cap Value I 29.73K (0.37%) 0.00
Increased by 0.00%
Nov 30, 23
18 Vanguard Russell 2000 ETF 25.75K (0.32%) 690.00
Increased by +2.68%
Nov 30, 23
19 NT R2000 Value Index Fund - NL 24.61K (0.30%) 849.00
Increased by +3.45%
Sep 30, 23
20 BlackRock Extended Mkt Composite 24.60K (0.30%) 146.00
Increased by +0.59%
Sep 30, 23