Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 DFAS 0.00%
3 DFAC 0.00%
4 VTI 0.00%
5 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 169.22K (2.21%) 0.00
Increased by 0.00%
Sep 30, 23
2 EAM Investors, LLC 142.20K (1.86%) -153.77K
Decreased by -108.14%
Sep 30, 23
3 Ameriprise Financial Inc 124.16K (1.62%) 124.16K
Increased by +100.00%
Sep 30, 23
4 Atria Wealth Solutions, Inc. 116.79K (1.53%) -178.28K
Decreased by -152.65%
Sep 30, 23
5 Susquehanna International Group, LLP 91.60K (1.20%) 67.71K
Increased by +73.92%
Sep 30, 23
6 Geode Capital Management, LLC 73.36K (0.96%) 30.60K
Increased by +41.71%
Sep 30, 23
7 BlackRock Inc 46.78K (0.61%) -87.00
Decreased by -0.19%
Sep 30, 23
8 GSA Capital Partners LLP 46.23K (0.60%) 46.23K
Increased by +100.00%
Sep 30, 23
9 Renaissance Technologies Corp 42.45K (0.56%) 42.45K
Increased by +100.00%
Sep 30, 23
10 Bridgeway Capital Management, LLC 38.10K (0.50%) 0.00
Increased by 0.00%
Sep 30, 23
11 SIMPLEX TRADING, LLC 34.87K (0.46%) 31.06K
Increased by +89.09%
Sep 30, 23
12 Blair William & Co 33.24K (0.43%) 0.00
Increased by 0.00%
Sep 30, 23
13 Insight Advisors, LLC/ PA 33.24K (0.43%) 0.00
Increased by 0.00%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 31.86K (0.42%) 9.03K
Increased by +28.33%
Sep 30, 23
15 Marshall Wace Asset Management Ltd 27.50K (0.36%) 27.50K
Increased by +100.00%
Sep 30, 23
16 TUCKER ASSET MANAGEMENT LLC 22.79K (0.30%) 22.79K
Increased by +100.00%
Jun 30, 23
17 Acadian Asset Management LLC 22.73K (0.30%) 22.73K
Increased by +100.00%
Sep 30, 23
18 Schonfeld Strategic Advisors LLC 12.10K (0.16%) -300.00
Decreased by -2.48%
Sep 30, 23
19 Northern Trust Corp 12.00K (0.16%) 12.00K
Increased by +100.00%
Sep 30, 23
20 OCCUDO QUANTITATIVE STRATEGIES LP 11.06K (0.14%) 11.06K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 EAM Ultra Micro Cap 142.20K (1.86%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 107.16K (1.40%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 74.15K (0.97%) 7.02K
Increased by +9.47%
Nov 30, 23
4 Bridgeway Ultra-Small Company 38.10K (0.50%) 0.00
Increased by 0.00%
Sep 30, 23
5 Fidelity® Extended Market Index 37.63K (0.49%) 0.00
Increased by 0.00%
Nov 30, 23
6 Pleiades Small Cap Equity A 36.08K (0.47%) -39.02K
Decreased by -108.16%
Sep 30, 23
7 iShares Micro-Cap ETF 15.71K (0.21%) 0.00
Increased by 0.00%
Dec 29, 23
8 Fidelity Nasdaq Composite Index 13.10K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
9 Dimensional US Small Cap ETF 9.50K (0.12%) 0.00
Increased by 0.00%
Dec 29, 23
10 Fidelity® Series Total Market Index 9.09K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity® Total Market Index 8.25K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
12 DFA US Social Core Equity 2 Portfolio 7.62K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
13 NT Ext Equity Mkt Idx Fd - L 6.61K (0.09%) 5.19K
Increased by +78.48%
Sep 30, 23
14 Northern Trust Extended Eq Market Idx 6.61K (0.09%) 5.19K
Increased by +78.48%
Sep 30, 23
15 NT Ext Equity Mkt Idx Fd - NL 5.26K (0.07%) 0.00
Increased by 0.00%
Sep 30, 23
16 DFA US Small Cap I 4.56K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
17 NT Ext Equity Mkt Idx Fd - DC - NL - T2 4.22K (0.06%) -209.00
Decreased by -4.96%
Sep 30, 23
18 Spartan Total Market Index Pool E 3.73K (0.05%) 2.18K
Increased by +58.49%
Nov 30, 23
19 Spartan Extended Market Index Pool E 3.39K (0.04%) -297.00
Decreased by -8.76%
Nov 30, 23
20 SSgA U.S. Extended Market Index Class I 3.20K (0.04%) 0.00
Increased by 0.00%
Sep 30, 23