Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 116.17K (1.92%) 22.46K
Increased by +19.34%
Sep 30, 23
2 Renaissance Technologies Corp 76.24K (1.26%) -7.81K
Decreased by -10.24%
Sep 30, 23
3 Dimensional Fund Advisors, Inc. 41.26K (0.68%) 0.00
Increased by 0.00%
Sep 30, 23
4 Royal Bank of Canada 39.91K (0.66%) 9.80K
Increased by +24.55%
Sep 30, 23
5 Geode Capital Management, LLC 29.48K (0.49%) 2.33K
Increased by +7.91%
Sep 30, 23
6 Bridgeway Capital Management, LLC 25.60K (0.42%) 0.00
Increased by 0.00%
Sep 30, 23
7 Citadel Advisors Llc 19.79K (0.33%) 19.79K
Increased by +100.00%
Sep 30, 23
8 Davidson D A & Co 18.17K (0.30%) -2.83K
Decreased by -15.59%
Sep 30, 23
9 BlackRock Inc 16.27K (0.27%) -581.00
Decreased by -3.57%
Sep 30, 23
10 Acadian Asset Management LLC 15.72K (0.26%) 15.72K
Increased by +100.00%
Sep 30, 23
11 Tower Research Capital LLC 2.68K (0.04%) 40.00
Increased by +1.49%
Sep 30, 23
12 UBS Group AG 403.00 (0.01%) -520.00
Decreased by -129.03%
Sep 30, 23
13 Wells Fargo & Co 39.00 (0.00%) 1.00
Increased by +2.56%
Sep 30, 23
14 JPMorgan Chase & Co 6.00 (0.00%) -26.00
Decreased by -433.33%
Sep 30, 23
15 Stifel Financial Corp 0.00 (0.00%) -56.65K
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 80.82K (1.34%) 0.00
Increased by 0.00%
Nov 30, 23
2 RBC Microcap Value I 39.90K (0.66%) 9.80K
Increased by +24.56%
Sep 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 38.27K (0.63%) 2.81K
Increased by +7.35%
Nov 30, 23
4 Bridgeway Ultra-Small Company 24.90K (0.41%) 0.00
Increased by 0.00%
Sep 30, 23
5 Fidelity® Extended Market Index 24.55K (0.41%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Micro-Cap ETF 12.97K (0.21%) 0.00
Increased by 0.00%
Dec 29, 23
7 DFA US Core Equity 2 I 8.74K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
8 Dimensional US Targeted Value ETF 8.61K (0.14%) 0.00
Increased by 0.00%
Dec 29, 23
9 NT Ext Equity Mkt Idx Fd - L 4.60K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
10 Northern Trust Extended Eq Market Idx 4.60K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
11 NT Ext Equity Mkt Idx Fd - NL 4.27K (0.07%) 0.00
Increased by 0.00%
Sep 30, 23
12 NT Ext Equity Mkt Idx Fd - DC - NL - T2 3.42K (0.06%) -170.00
Decreased by -4.96%
Sep 30, 23
13 DFA US Core Equity Class F 3.10K (0.05%) 0.00
Increased by 0.00%
Oct 31, 23
14 Fidelity® Series Total Market Index 2.99K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
15 DFA US Vector Equity I 2.92K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
16 DFA US Core Equity 1 I 2.84K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
17 Dimensional Global Small Coms USD Acc 2.68K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
18 Dimensional US Core Equity 2 ETF 2.21K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
19 Dimensional Global Trgtd Value USD Acc 2.05K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
20 iShares Core S&P Total US Stock Mkt ETF 1.96K (0.03%) 0.00
Increased by 0.00%
Dec 29, 23