Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 AVUV 0.00%
3 DFUS 0.00%
4 DFSV 0.00%
5 DFAC 0.00%
6 DFAT 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 840.12K (9.48%) -3.10K
Decreased by -0.37%
Sep 30, 23
2 Vanguard Group Inc 462.21K (5.22%) 0.00
Increased by 0.00%
Sep 30, 23
3 Dimensional Fund Advisors, Inc. 281.63K (3.18%) 41.68K
Increased by +14.80%
Sep 30, 23
4 Acadian Asset Management LLC 229.94K (2.60%) 229.94K
Increased by +100.00%
Sep 30, 23
5 BlackRock Inc 205.25K (2.32%) -1.53K
Decreased by -0.75%
Sep 30, 23
6 Geode Capital Management, LLC 116.79K (1.32%) -3.57K
Decreased by -3.06%
Sep 30, 23
7 Bridgeway Capital Management, LLC 114.13K (1.29%) -34.79K
Decreased by -30.48%
Sep 30, 23
8 Millennium Management LLC 89.18K (1.01%) 19.78K
Increased by +22.18%
Sep 30, 23
9 Perkins Capital Management Inc 76.11K (0.86%) 0.00
Increased by 0.00%
Sep 30, 23
10 Bank of New York Mellon Corp 68.59K (0.77%) -250.00
Decreased by -0.36%
Sep 30, 23
11 Empowered Funds, LLC 64.13K (0.72%) 5.21K
Increased by +8.13%
Sep 30, 23
12 American Century Companies Inc 58.90K (0.66%) -15.00
Decreased by -0.03%
Sep 30, 23
13 O'Shaughnessy Asset Management LLC 48.51K (0.55%) 27.90K
Increased by +57.51%
Sep 30, 23
14 State Street Corporation 46.19K (0.52%) 0.00
Increased by 0.00%
Sep 30, 23
15 GlobeFlex Capital, L.P. 41.76K (0.47%) 0.00
Increased by 0.00%
Sep 30, 23
16 Barclays PLC 30.36K (0.34%) 0.00
Increased by 0.00%
Sep 30, 23
17 Heron Bay Capital Management 21.48K (0.24%) 21.48K
Increased by +100.00%
Sep 30, 23
18 T. Rowe Price Associates, Inc. 20.70K (0.23%) -5.20K
Decreased by -25.12%
Sep 30, 23
19 Comprehensive Portfolio Management, LLC 20.27K (0.23%) 20.27K
Increased by +100.00%
Sep 30, 23
20 Walleye Trading Advisors, LLC 20.07K (0.23%) 20.07K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 253.55K (2.86%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 195.61K (2.21%) 0.00
Increased by 0.00%
Nov 30, 23
3 EAM Ultra Micro Cap 164.54K (1.86%) 164.54K
Increased by +100.00%
Oct 31, 23
4 DFA US Small Cap I 72.73K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
5 EA Bridgeway Omni Small-Cap Value ETF 70.33K (0.79%) 297.00
Increased by +0.42%
Dec 29, 23
6 Fidelity® Extended Market Index 60.66K (0.68%) 0.00
Increased by 0.00%
Nov 30, 23
7 Avantis US Small Cap Value ETF 58.73K (0.66%) 0.00
Increased by 0.00%
Dec 30, 23
8 DFA US Micro Cap I 51.63K (0.58%) 5.38K
Increased by +10.43%
Nov 30, 23
9 DFA US Targeted Value I 49.28K (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
10 Bridgeway Omni Small-Cap Value 37.20K (0.42%) -52.80K
Decreased by -141.94%
Sep 30, 23
11 Bridgeway Omni Small-Cap Value N 37.20K (0.42%) -52.80K
Decreased by -141.94%
Sep 30, 23
12 iShares Micro-Cap ETF 25.96K (0.29%) 0.00
Increased by 0.00%
Dec 29, 23
13 BlackRock Extended Mkt Composite 23.52K (0.27%) 0.00
Increased by 0.00%
Sep 30, 23
14 Fidelity® Total Market Index 21.15K (0.24%) 0.00
Increased by 0.00%
Nov 30, 23
15 DFA US Core Equity 2 I 21.11K (0.24%) 0.00
Increased by 0.00%
Nov 30, 23
16 T. Rowe Price Extended Equity Market Idx 20.70K (0.23%) -5.20K
Decreased by -25.12%
Sep 30, 23
17 BlackRock Extended Equity Market K 20.52K (0.23%) -41.00
Decreased by -0.20%
Dec 31, 23
18 Dimensional US Equity ETF 17.08K (0.19%) 0.00
Increased by 0.00%
Dec 29, 23
19 Fidelity® Series Total Market Index 16.71K (0.19%) 0.00
Increased by 0.00%
Nov 30, 23
20 Bridgeway Ultra-Small Company 12.80K (0.14%) 12.80K
Increased by +100.00%
Sep 30, 23