Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 DFAS 0.00%
3 DFAT 0.00%
4 DFAC 0.00%
5 VTI 0.00%
6 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 119.31K (12.12%) -1.80K
Decreased by -1.51%
Sep 30, 23
2 Vanguard Group Inc 53.04K (5.39%) -337.00
Decreased by -0.64%
Sep 30, 23
3 Morgan Stanley - Brokerage Accounts 22.85K (2.32%) 400.00
Increased by +1.75%
Sep 30, 23
4 Bridgeway Capital Management, LLC 17.25K (1.75%) 0.00
Increased by 0.00%
Sep 30, 23
5 Dimensional Fund Advisors, Inc. 16.62K (1.69%) 0.00
Increased by 0.00%
Sep 30, 23
6 Geode Capital Management, LLC 11.82K (1.20%) -665.00
Decreased by -5.63%
Sep 30, 23
7 DCF Advisers, LLC 9.13K (0.93%) 0.00
Increased by 0.00%
Sep 30, 23
8 BlackRock Inc 6.11K (0.62%) -484.00
Decreased by -7.92%
Sep 30, 23
9 Tower Research Capital LLC 627.00 (0.06%) 627.00
Increased by +100.00%
Sep 30, 23
10 UBS Group AG 123.00 (0.01%) 123.00
Increased by +100.00%
Sep 30, 23
11 Wells Fargo & Co 8.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
12 JPMorgan Chase & Co 1.00 (0.00%) 1.00
Increased by +100.00%
Sep 30, 23
13 Goss Wealth Management LLC 0.00 (0.00%) -41.00
Decreased by N/A%
Jun 30, 23
14 James Investment Research, Inc. 0.00 (0.00%) -1.31K
Decreased by N/A%
Jun 30, 23
15 Meitav Dash Investments Ltd 0.00 (0.00%) -2.36K
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 32.86K (3.34%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 19.39K (1.97%) 0.00
Increased by 0.00%
Nov 30, 23
3 Bridgeway Ultra-Small Company Market 17.25K (1.75%) 0.00
Increased by 0.00%
Sep 30, 23
4 DFA US Core Equity 2 I 6.37K (0.65%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity® Extended Market Index 4.96K (0.50%) 0.00
Increased by 0.00%
Nov 30, 23
6 DFA US Core Equity 1 I 3.46K (0.35%) 0.00
Increased by 0.00%
Nov 30, 23
7 BlackRock U.S. Equity Market F 2.86K (0.29%) 5.00
Increased by +0.18%
Dec 31, 23
8 iShares Micro-Cap ETF 2.38K (0.24%) 0.00
Increased by 0.00%
Dec 29, 23
9 Fidelity® Total Market Index 2.34K (0.24%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity® Series Total Market Index 2.03K (0.21%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Nasdaq Composite Index 1.32K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
12 NT Ext Equity Mkt Idx Fd - NL 1.28K (0.13%) 0.00
Increased by 0.00%
Sep 30, 23
13 DFA US Small Cap I 1.16K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
14 Spartan Total Market Index Pool E 1.04K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
15 NT Ext Equity Mkt Idx Fd - DC - NL - T2 1.02K (0.10%) -51.00
Decreased by -4.98%
Sep 30, 23
16 NT Ext Equity Mkt Idx Fd - L 861.00 (0.09%) 0.00
Increased by 0.00%
Sep 30, 23
17 Northern Trust Extended Eq Market Idx 861.00 (0.09%) 0.00
Increased by 0.00%
Sep 30, 23
18 SSgA U.S. Extended Market Index Class I 745.00 (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
19 State St US Extended Mkt Indx NL Cl C 745.00 (0.08%) 0.00
Increased by 0.00%
Dec 31, 23
20 AZL® DFA US Small Cap 738.00 (0.07%) 0.00
Increased by 0.00%
Sep 30, 23