Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bard Associates Inc 351.11K (5.17%) 21.89K
Increased by +6.23%
Sep 30, 23
2 Vanguard Group Inc 215.52K (3.17%) 16.30K
Increased by +7.56%
Sep 30, 23
3 Geode Capital Management, LLC 113.30K (1.67%) -6.96K
Decreased by -6.14%
Sep 30, 23
4 AMH Equity Ltd 93.96K (1.38%) 93.96K
Increased by +100.00%
Sep 30, 23
5 Renaissance Technologies Corp 80.83K (1.19%) -15.45K
Decreased by -19.11%
Sep 30, 23
6 Citadel Advisors Llc 47.22K (0.70%) -13.13K
Decreased by -27.81%
Sep 30, 23
7 Susquehanna International Group, LLP 46.41K (0.68%) 18.93K
Increased by +40.80%
Sep 30, 23
8 State Street Corporation 28.20K (0.42%) 0.00
Increased by 0.00%
Sep 30, 23
9 Thompson Davis & Co Inc 18.50K (0.27%) -3.50K
Decreased by -18.92%
Sep 30, 23
10 BlackRock Inc 15.94K (0.23%) -651.00
Decreased by -4.09%
Sep 30, 23
11 Northern Trust Corp 12.65K (0.19%) 0.00
Increased by 0.00%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 11.86K (0.17%) -11.41K
Decreased by -96.18%
Sep 30, 23
13 Tower Research Capital LLC 5.21K (0.08%) 1.46K
Increased by +27.99%
Sep 30, 23
14 Cornerstone Planning Group LLC 3.65K (0.05%) 0.00
Increased by 0.00%
Sep 30, 23
15 Advisor Group Holdings, Inc. 3.33K (0.05%) 0.00
Increased by 0.00%
Sep 30, 23
16 Global Retirement Partners, LLC. 420.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
17 Wells Fargo & Co 49.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
18 JPMorgan Chase & Co 8.00 (0.00%) 8.00
Increased by +100.00%
Sep 30, 23
19 JANE STREET GROUP, LLC 0.00 (0.00%) -12.41K
Decreased by N/A%
Jun 30, 23
20 Ridgewood Investments LLC 0.00 (0.00%) -510.00
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 132.70K (1.95%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 103.83K (1.53%) 12.56K
Increased by +12.09%
Nov 30, 23
3 Fidelity® Total Market Index 58.20K (0.86%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity® Extended Market Index 42.16K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
5 iShares Micro-Cap ETF 14.51K (0.21%) 0.00
Increased by 0.00%
Dec 29, 23
6 Fidelity® Series Total Market Index 8.00K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
7 NT Ext Equity Mkt Idx Fd - NL 6.94K (0.10%) 0.00
Increased by 0.00%
Sep 30, 23
8 Dimensional US Core Equity 2 ETF 6.47K (0.10%) 0.00
Increased by 0.00%
Dec 29, 23
9 NT Ext Equity Mkt Idx Fd - L 5.71K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
10 Northern Trust Extended Eq Market Idx 5.71K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
11 NT Ext Equity Mkt Idx Fd - DC - NL - T2 5.56K (0.08%) -276.00
Decreased by -4.96%
Sep 30, 23
12 DFA US Core Equity 1 I 3.56K (0.05%) 0.00
Increased by 0.00%
Oct 31, 23
13 AJO Vista US Micro Cap Equity 3.46K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
14 Spartan Extended Market Index Pool E 2.89K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
15 SSgA U.S. Extended Market Index Class I 2.80K (0.04%) 0.00
Increased by 0.00%
Sep 30, 23
16 State St US Extended Mkt Indx NL Cl C 2.80K (0.04%) 0.00
Increased by 0.00%
Dec 31, 23
17 Spartan Total Market Index Pool E 2.01K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
18 DFA US Vector Equity I 1.83K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
19 1290 VT Micro Cap K 1.24K (0.02%) 0.00
Increased by 0.00%
Nov 30, 23
20 SSgA U.S. Total Market Index Strategy 808.00 (0.01%) -19.00
Decreased by -2.35%
Dec 31, 23