Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 IWV 1000.00%
3 IWN 1000.00%
4 IWM 1000.00%
5 IWC 1000.00%
6 MNA 0.59%
7 AVSC 0.06%
8 DMRS 0.06%
9 PRFZ 0.04%
10 TMFX 0.04%
11 PSM 0.04%
12 VTWO 0.03%
13 UWM 0.02%
14 RYLD 0.02%
15 SCHA 0.02%
16 VIS 0.02%
17 VTWV 0.02%
18 DFAT 0.02%
19 URTY 0.02%
20 DFAS 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.06M (17.94%) -478.02K
Decreased by -5.28%
Sep 30, 23
2 US Global Investors Inc 5.80M (11.49%) -25.29K
Decreased by -0.44%
Sep 30, 23
3 Vanguard Group Inc 3.46M (6.85%) -1.05M
Decreased by -30.40%
Sep 30, 23
4 State Street Corporation 2.50M (4.96%) 186.61K
Increased by +7.45%
Sep 30, 23
5 Third Avenue Management LLC 1.56M (3.10%) 0.00
Increased by 0.00%
Sep 30, 23
6 Towle & Co 1.52M (3.00%) 1.46M
Increased by +96.27%
Sep 30, 23
7 Dimensional Fund Advisors, Inc. 1.17M (2.32%) -128.55K
Decreased by -10.99%
Sep 30, 23
8 Ameriprise Financial Inc 1.11M (2.20%) 394.15K
Increased by +35.57%
Sep 30, 23
9 Geode Capital Management, LLC 1.09M (2.16%) 14.93K
Increased by +1.37%
Sep 30, 23
10 Citadel Advisors Llc 1.09M (2.15%) 690.32K
Increased by +63.57%
Sep 30, 23
11 Millennium Management LLC 999.83K (1.98%) 506.73K
Increased by +50.68%
Sep 30, 23
12 Nuveen Asset Management, LLC 821.09K (1.63%) 120.99K
Increased by +14.74%
Sep 30, 23
13 JPMorgan Chase & Co 699.21K (1.39%) -98.61K
Decreased by -14.10%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 673.98K (1.34%) -92.20K
Decreased by -13.68%
Sep 30, 23
15 Amvescap Plc. 594.03K (1.18%) 73.80K
Increased by +12.42%
Sep 30, 23
16 Man Group PLC 547.07K (1.08%) 94.39K
Increased by +17.25%
Sep 30, 23
17 Northern Trust Corp 520.44K (1.03%) 3.30K
Increased by +0.63%
Sep 30, 23
18 GMT Capital Corp 480.95K (0.95%) 0.00
Increased by 0.00%
Sep 30, 23
19 Bank of New York Mellon Corp 464.97K (0.92%) -37.03K
Decreased by -7.96%
Sep 30, 23
20 Charles Schwab Investment Management Inc 410.61K (0.81%) 4.29K
Increased by +1.04%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 US Global Jets ETF 6.45M (12.78%) -150.00K
Decreased by -2.32%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 1.53M (3.04%) 0.00
Increased by 0.00%
Nov 30, 23
3 iShares Russell 2000 ETF 1.37M (2.71%) 8.73K
Increased by +0.64%
Dec 29, 23
4 Third Avenue Value Equity 1.37M (2.71%) 0.00
Increased by 0.00%
Sep 30, 23
5 Third Avenue Value Instl 1.37M (2.71%) 0.00
Increased by 0.00%
Sep 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 785.09K (1.56%) 2.63K
Increased by +0.33%
Nov 30, 23
7 TIAA-CREF Quant Small-Cap Equity Instl 660.78K (1.31%) 0.00
Increased by 0.00%
Nov 30, 23
8 SPDR® S&P Transportation ETF 614.53K (1.22%) -4.85K
Decreased by -0.79%
Nov 30, 23
9 Fidelity® Small Cap Index 537.53K (1.07%) 62.54K
Increased by +11.63%
Oct 31, 23
10 iShares Russell 2000 Value ETF 491.83K (0.97%) 915.00
Increased by +0.19%
Dec 29, 23
11 Donald Smith & Co. All Eq Accounts Comp 374.03K (0.74%) -7.10K
Decreased by -1.90%
Sep 30, 23
12 Fidelity® Extended Market Index 372.24K (0.74%) 0.00
Increased by 0.00%
Nov 30, 23
13 State St Russell Sm/Mid Cp® Indx NL Cl C 317.76K (0.63%) 50.20K
Increased by +15.80%
Dec 31, 23
14 Columbia Small Cap Value I 295.54K (0.59%) -119.21K
Decreased by -40.34%
Oct 31, 23
15 Columbia Small Cap Value I A 295.54K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
16 BlackRock Advantage Small Cap Core Instl 283.97K (0.56%) 44.58K
Increased by +15.70%
Nov 30, 23
17 Schwab US Small-Cap ETF™ 231.94K (0.46%) 102.00
Increased by +0.04%
Dec 30, 23
18 Towle Deep Value 212.16K (0.42%) 212.16K
Increased by +100.00%
Sep 30, 23
19 State St Russell Sm Cap® Indx SL Cl I 188.41K (0.37%) 0.00
Increased by 0.00%
Dec 31, 23
20 Russell Inv Tax-Managed US Mid&Sm Cap S 168.18K (0.33%) 0.00
Increased by 0.00%
Nov 30, 23