Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFAC 0.00%
3 DFAT 0.00%
4 VTI 0.00%
5 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 259.02K (4.96%) 7.41K
Increased by +2.86%
Sep 30, 23
2 Dimensional Fund Advisors, Inc. 133.99K (2.56%) 0.00
Increased by 0.00%
Sep 30, 23
3 BlackRock Inc 62.65K (1.20%) -544.00
Decreased by -0.87%
Sep 30, 23
4 Geode Capital Management, LLC 59.47K (1.14%) -1.54K
Decreased by -2.59%
Sep 30, 23
5 State Street Corporation 17.97K (0.34%) 0.00
Increased by 0.00%
Sep 30, 23
6 Northern Trust Corp 15.97K (0.31%) 0.00
Increased by 0.00%
Sep 30, 23
7 Renaissance Technologies Corp 10.60K (0.20%) 10.60K
Increased by +100.00%
Sep 30, 23
8 PNC Financial Services Group Inc 7.00K (0.13%) 0.00
Increased by 0.00%
Sep 30, 23
9 Royal Bank of Canada 1.73K (0.03%) 1.73K
Increased by +100.00%
Sep 30, 23
10 IAG Wealth Partners, LLC 1.00K (0.02%) 0.00
Increased by 0.00%
Sep 30, 23
11 Tower Research Capital LLC 584.00 (0.01%) -2.12K
Decreased by -363.18%
Sep 30, 23
12 Creative Financial Designs Inc 300.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
13 Advisor Group Holdings, Inc. 116.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
14 Qube Research & Technologies 50.00 (0.00%) 50.00
Increased by +100.00%
Sep 30, 23
15 Steward Partners Investment Advisory, LLC 49.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
16 Wells Fargo & Co 38.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
17 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 7.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
18 BNP Paribas Arbitrage, SA 6.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
19 JPMorgan Chase & Co 5.00 (0.00%) 5.00
Increased by +100.00%
Sep 30, 23
20 UBS Group AG 1.00 (0.00%) -313.00
Decreased by -31.30 K%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 150.70K (2.88%) 0.00
Increased by 0.00%
Nov 30, 23
2 DFA US Micro Cap I 115.13K (2.20%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 109.77K (2.10%) 2.79K
Increased by +2.54%
Nov 30, 23
4 Fidelity® Extended Market Index 31.20K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity® Total Market Index 11.66K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Micro-Cap ETF 9.33K (0.18%) 0.00
Increased by 0.00%
Dec 29, 23
7 Fidelity® Series Total Market Index 7.63K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
8 DFA US Small Cap I 7.27K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
9 NT Ext Equity Mkt Idx Fd - NL 5.45K (0.10%) 0.00
Increased by 0.00%
Sep 30, 23
10 EA Bridgeway Omni Small-Cap Value ETF 5.24K (0.10%) 18.00
Increased by +0.34%
Dec 29, 23
11 NT Ext Equity Mkt Idx Fd - L 4.47K (0.09%) 0.00
Increased by 0.00%
Sep 30, 23
12 Northern Trust Extended Eq Market Idx 4.47K (0.09%) 0.00
Increased by 0.00%
Sep 30, 23
13 NT Ext Equity Mkt Idx Fd - DC - NL - T2 4.37K (0.08%) -217.00
Decreased by -4.96%
Sep 30, 23
14 Fidelity Nasdaq Composite Index 4.33K (0.08%) 0.00
Increased by 0.00%
Nov 30, 23
15 Spartan Total Market Index Pool E 2.85K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
16 Dimensional US Core Equity 2 ETF 2.51K (0.05%) 0.00
Increased by 0.00%
Dec 29, 23
17 Vanguard U.S. Eq Idx £ Acc 2.04K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
18 NT Quality SCC US Fund - L 1.88K (0.04%) 0.00
Increased by 0.00%
Sep 30, 23
19 NT Quality Small Cap Core 1.88K (0.04%) 0.00
Increased by 0.00%
Sep 30, 23
20 Spartan Extended Market Index Pool E 1.78K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23