Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 IFEU 0.11%
3 DFAS 0.00%
4 DFAC 0.00%
5 DFAT 0.00%
6 DFUV 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nantahala Capital Management, LLC 2.88M (19.89%) -9.47K
Decreased by -0.33%
Sep 30, 23
2 Krilogy Advisors LLC 1.77M (12.23%) 133.49K
Increased by +7.55%
Sep 30, 23
3 Wittenberg Investment Management Inc 1.46M (10.06%) 26.82K
Increased by +1.84%
Sep 30, 23
4 Vanguard Group Inc 661.02K (4.57%) 35.99K
Increased by +5.45%
Sep 30, 23
5 Renaissance Technologies Corp 578.99K (4.00%) -8.30K
Decreased by -1.43%
Sep 30, 23
6 Dimensional Fund Advisors, Inc. 538.25K (3.72%) -98.13K
Decreased by -18.23%
Sep 30, 23
7 Yacktman Asset Management Co 510.00K (3.53%) -10.00K
Decreased by -1.96%
Sep 30, 23
8 Almitas Capital LLC 320.58K (2.22%) -52.39K
Decreased by -16.34%
Sep 30, 23
9 Gamco Investors, Inc. Et Al 265.10K (1.83%) -1.00K
Decreased by -0.38%
Sep 30, 23
10 Teton Advisors Inc 257.50K (1.78%) -25.77K
Decreased by -10.01%
Sep 30, 23
11 Acuitas Investments, LLC 226.08K (1.56%) -3.00
Decreased by -0.00%
Sep 30, 23
12 Geode Capital Management, LLC 167.94K (1.16%) 75.00
Increased by +0.04%
Sep 30, 23
13 Wells Fargo & Co 162.99K (1.13%) 4.43K
Increased by +2.72%
Sep 30, 23
14 BlackRock Inc 92.05K (0.64%) -4.86K
Decreased by -5.27%
Sep 30, 23
15 Northern Trust Corp 54.17K (0.37%) -2.13K
Decreased by -3.94%
Sep 30, 23
16 Marquette Asset Management Inc. 46.77K (0.32%) 0.00
Increased by 0.00%
Sep 30, 23
17 Gabelli Funds LLC 45.00K (0.31%) 0.00
Increased by 0.00%
Sep 30, 23
18 State Street Corporation 44.08K (0.30%) 2.10K
Increased by +4.76%
Sep 30, 23
19 Elkhorn Partners Limited Partnership 42.50K (0.29%) 0.00
Increased by 0.00%
Sep 30, 23
20 Citadel Advisors Llc 17.60K (0.12%) 10.53K
Increased by +59.82%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 433.23K (3.00%) 0.00
Increased by 0.00%
Nov 30, 23
2 AMG Yacktman Global I 320.00K (2.21%) 0.00
Increased by 0.00%
Sep 30, 23
3 TETON Westwood Mighty Mites AAA 257.50K (1.78%) -25.77K
Decreased by -10.01%
Sep 30, 23
4 1290 VT GAMCO Small Company Value IB 230.00K (1.59%) 4.00K
Increased by +1.74%
Oct 31, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 196.21K (1.36%) 6.33K
Increased by +3.23%
Nov 30, 23
6 AMG Yacktman Special Opportunities Z 130.00K (0.90%) -10.00K
Decreased by -7.69%
Sep 30, 23
7 DFA US Micro Cap I 109.29K (0.76%) -5.20K
Decreased by -4.76%
Oct 31, 23
8 Fidelity® Extended Market Index 94.55K (0.65%) 0.00
Increased by 0.00%
Oct 31, 23
9 DFA US Core Equity 2 I 76.57K (0.53%) 0.00
Increased by 0.00%
Oct 31, 23
10 DFA US Core Equity 1 I 72.30K (0.50%) 0.00
Increased by 0.00%
Oct 31, 23
11 BlackRock Extended Mkt Composite 50.11K (0.35%) 0.00
Increased by 0.00%
Sep 30, 23
12 BlackRock Extended Equity Market K 43.80K (0.30%) -96.00
Decreased by -0.22%
Sep 30, 23
13 Dimensional US Small Cap ETF 41.94K (0.29%) 0.00
Increased by 0.00%
Nov 30, 23
14 DFA US Vector Equity I 38.22K (0.26%) 0.00
Increased by 0.00%
Oct 31, 23
15 Vanguard U.S. Eq Idx £ Acc 37.85K (0.26%) -58.00
Decreased by -0.15%
Nov 30, 23
16 iShares Micro-Cap ETF 36.20K (0.25%) 0.00
Increased by 0.00%
Nov 30, 23
17 Dimensional US Core Equity 2 ETF 33.18K (0.23%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity® Total Market Index 27.40K (0.19%) 0.00
Increased by 0.00%
Oct 31, 23
19 Gabelli Small Cap Growth AAA 25.00K (0.17%) 0.00
Increased by 0.00%
Sep 30, 23
20 Fidelity Nasdaq Composite Index 19.97K (0.14%) 0.00
Increased by 0.00%
Oct 31, 23