Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 1000.00%
2 IWN 1000.00%
3 IWM 1000.00%
4 IWC 1000.00%
5 QCLN 0.06%
6 GSSC 0.02%
7 AVSC 0.01%
8 DFAT 0.01%
9 DFSV 0.00%
10 DFAS 0.00%
11 DFUS 0.00%
12 HDG 0.00%
13 DFAC 0.00%
14 DFUV 0.00%
15 DFAU 0.00%
16 VTI 0.00%
17 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Visionary Wealth Advisors 1.07M (10.76%) 7.07K
Increased by +0.66%
Sep 30, 23
2 Dimensional Fund Advisors, Inc. 899.84K (9.03%) -19.84K
Decreased by -2.20%
Sep 30, 23
3 Vanguard Group Inc 509.20K (5.11%) 38.31K
Increased by +7.52%
Sep 30, 23
4 Janney Montgomery Scott LLC 386.00K (3.87%) -249.22K
Decreased by -64.57%
Sep 30, 23
5 Renaissance Technologies Corp 217.89K (2.19%) 24.20K
Increased by +11.11%
Sep 30, 23
6 EAM Investors, LLC 181.96K (1.83%) 181.96K
Increased by +100.00%
Sep 30, 23
7 BlackRock Inc 142.23K (1.43%) -3.00K
Decreased by -2.11%
Sep 30, 23
8 Teton Advisors Inc 129.00K (1.29%) -3.00K
Decreased by -2.33%
Sep 30, 23
9 Acadian Asset Management LLC 106.63K (1.07%) 106.63K
Increased by +100.00%
Sep 30, 23
10 Bridgeway Capital Management, LLC 103.22K (1.04%) -50.36K
Decreased by -48.79%
Sep 30, 23
11 Geode Capital Management, LLC 102.29K (1.03%) -4.85K
Decreased by -4.74%
Sep 30, 23
12 Two Sigma Investments LLC 95.43K (0.96%) 95.43K
Increased by +100.00%
Sep 30, 23
13 First Trust Advisors L.P. 85.53K (0.86%) 85.53K
Increased by +100.00%
Sep 30, 23
14 Arrowstreet Capital Limited Partnership 82.14K (0.82%) 82.14K
Increased by +100.00%
Sep 30, 23
15 Connor Clark & Lunn Inv Mgmt Ltd 65.69K (0.66%) 65.69K
Increased by +100.00%
Sep 30, 23
16 Clarivest Asset Management LLC 63.10K (0.63%) 63.10K
Increased by +100.00%
Sep 30, 23
17 State Street Corporation 55.92K (0.56%) 16.50K
Increased by +29.51%
Sep 30, 23
18 Two Sigma Advisers, LLC 53.10K (0.53%) 53.10K
Increased by +100.00%
Sep 30, 23
19 JPMorgan Chase & Co 40.47K (0.41%) 40.46K
Increased by +99.97%
Sep 30, 23
20 Empowered Funds, LLC 26.63K (0.27%) 2.05K
Increased by +7.71%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 348.05K (3.49%) 0.00
Increased by 0.00%
Nov 30, 23
2 EAM Ultra Micro Cap 181.96K (1.83%) 0.00
Increased by 0.00%
Oct 31, 23
3 DFA US Small Cap Value I 178.86K (1.79%) 0.00
Increased by 0.00%
Oct 31, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 149.00K (1.49%) 0.00
Increased by 0.00%
Nov 30, 23
5 DFA US Targeted Value I 132.80K (1.33%) 0.00
Increased by 0.00%
Oct 31, 23
6 TETON Westwood Mighty Mites AAA 129.00K (1.29%) -3.00K
Decreased by -2.33%
Sep 30, 23
7 DFA US Small Cap I 104.81K (1.05%) 0.00
Increased by 0.00%
Oct 31, 23
8 DFA US Micro Cap I 93.98K (0.94%) 0.00
Increased by 0.00%
Oct 31, 23
9 First Trust NASDAQ® Cln Edge® GrnEngyETF 80.15K (0.80%) -147.00
Decreased by -0.18%
Nov 30, 23
10 Bridgeway Ultra-Small Company Market 72.40K (0.73%) 0.00
Increased by 0.00%
Sep 30, 23
11 Dimensional US Targeted Value ETF 62.35K (0.63%) 2.25K
Increased by +3.62%
Nov 30, 23
12 DFA US Core Equity 2 I 61.41K (0.62%) 0.00
Increased by 0.00%
Oct 31, 23
13 Acuitas US Microcap Strategy 53.20K (0.53%) 53.20K
Increased by +100.00%
Sep 30, 23
14 DFA US Core Equity 1 I 50.33K (0.50%) 0.00
Increased by 0.00%
Oct 31, 23
15 Pleiades Small Cap Equity A 46.16K (0.46%) 46.16K
Increased by +100.00%
Sep 30, 23
16 Fidelity® Extended Market Index 45.92K (0.46%) 0.00
Increased by 0.00%
Oct 31, 23
17 Dimensional US Small Cap ETF 33.70K (0.34%) 0.00
Increased by 0.00%
Nov 30, 23
18 EA Bridgeway Omni Small-Cap Value ETF 27.98K (0.28%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity® Total Market Index 23.20K (0.23%) 0.00
Increased by 0.00%
Oct 31, 23
20 iShares Micro-Cap ETF 21.88K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23