Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 GBUY_old 0.12%
3 DFAS 0.00%
4 DFAC 0.00%
5 VTI 0.00%
6 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 185.86K (6.36%) -1.10K
Decreased by -0.59%
Sep 30, 23
2 Gamco Investors, Inc. Et Al 154.50K (5.29%) 7.00K
Increased by +4.53%
Sep 30, 23
3 Vanguard Group Inc 131.30K (4.50%) 0.00
Increased by 0.00%
Sep 30, 23
4 Rodgers Brothers Inc. 92.85K (3.18%) 900.00
Increased by +0.97%
Sep 30, 23
5 Dimensional Fund Advisors, Inc. 88.75K (3.04%) -10.79K
Decreased by -12.15%
Sep 30, 23
6 Teton Advisors Inc 69.61K (2.38%) 0.00
Increased by 0.00%
Sep 30, 23
7 Parthenon Capital Management LLC 53.01K (1.81%) 0.00
Increased by 0.00%
Sep 30, 23
8 Ameritas Advisory Services, LLC 51.70K (1.77%) 51.70K
Increased by +100.00%
Sep 30, 23
9 Neuberger Berman Group LLC 38.84K (1.33%) -4.87K
Decreased by -12.55%
Sep 30, 23
10 Gabelli Funds LLC 38.00K (1.30%) 0.00
Increased by 0.00%
Sep 30, 23
11 UBS Group AG 33.52K (1.15%) 4.87K
Increased by +14.52%
Sep 30, 23
12 Geode Capital Management, LLC 24.32K (0.83%) 1.39K
Increased by +5.71%
Sep 30, 23
13 Northstar Group Inc 17.77K (0.61%) -860.00
Decreased by -4.84%
Sep 30, 23
14 First Manhattan Co. LLC 17.06K (0.58%) 0.00
Increased by 0.00%
Sep 30, 23
15 Bridgeway Capital Management, LLC 13.47K (0.46%) 0.00
Increased by 0.00%
Sep 30, 23
16 BlackRock Inc 11.66K (0.40%) -336.00
Decreased by -2.88%
Sep 30, 23
17 HighTower Advisors, LLC 11.00K (0.38%) 0.00
Increased by 0.00%
Sep 30, 23
18 Wells Fargo & Co 4.52K (0.15%) 1.00
Increased by +0.02%
Sep 30, 23
19 U.S. Bancorp 3.55K (0.12%) 0.00
Increased by 0.00%
Sep 30, 23
20 Tower Research Capital LLC 1.83K (0.06%) 604.00
Increased by +33.08%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 1290 VT GAMCO Small Company Value IB 148.50K (5.08%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 73.14K (2.50%) 0.00
Increased by 0.00%
Nov 30, 23
3 TETON Westwood Mighty Mites AAA 69.61K (2.38%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 52.42K (1.79%) 0.00
Increased by 0.00%
Nov 30, 23
5 DFA US Micro Cap I 39.58K (1.35%) 0.00
Increased by 0.00%
Nov 30, 23
6 Gabelli Small Cap Growth AAA 38.00K (1.30%) 0.00
Increased by 0.00%
Sep 30, 23
7 Fidelity® Extended Market Index 16.12K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
8 Bridgeway Ultra-Small Company Market 13.47K (0.46%) 0.00
Increased by 0.00%
Sep 30, 23
9 Dimensional US Small Cap ETF 10.37K (0.36%) 0.00
Increased by 0.00%
Dec 29, 23
10 DFA US Small Cap I 8.42K (0.29%) 0.00
Increased by 0.00%
Nov 30, 23
11 iShares Micro-Cap ETF 7.43K (0.25%) 0.00
Increased by 0.00%
Dec 29, 23
12 DFA US Core Equity 2 I 4.66K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
13 DFA US Social Core Equity 2 Portfolio 3.80K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
14 Schwab Total Stock Market Index 3.34K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity® Series Total Market Index 2.83K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity Nasdaq Composite Index 2.52K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
17 BlackRock U.S. Equity Market F 2.50K (0.09%) 4.00
Increased by +0.16%
Dec 31, 23
18 Vanguard Instl Ttl Stck Mkt Idx Tr 2.13K (0.07%) -71.01K
Decreased by -3.34 K%
Oct 31, 23
19 Vanguard Instl Ttl Stk Mkt Idx InstlPls 2.13K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
20 NT Ext Equity Mkt Idx Fd - L 2.13K (0.07%) 0.00
Increased by 0.00%
Sep 30, 23