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 GSSC 0.03%
6 AVSC 0.01%
7 AVUV 0.01%
8 DFSV 0.01%
9 DFAT 0.00%
10 DFUV 0.00%
11 HDG 0.00%
12 DFAS 0.00%
13 DFAC 0.00%
14 DFUS 0.00%
15 VTI 0.00%
16 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Minerva Advisors LLC 1.08M (11.36%) 117.66K
Increased by +10.90%
Sep 30, 23
2 Davidson D A & Co 850.35K (8.95%) -75.31K
Decreased by -8.86%
Sep 30, 23
3 Dimensional Fund Advisors, Inc. 399.23K (4.20%) -9.53K
Decreased by -2.39%
Sep 30, 23
4 Renaissance Technologies Corp 221.63K (2.33%) 8.27K
Increased by +3.73%
Sep 30, 23
5 Vanguard Group Inc 187.07K (1.97%) 36.20K
Increased by +19.35%
Sep 30, 23
6 EAM Investors, LLC 186.30K (1.96%) 186.30K
Increased by +100.00%
Sep 30, 23
7 Geode Capital Management, LLC 90.63K (0.95%) 21.17K
Increased by +23.36%
Sep 30, 23
8 BlackRock Inc 83.42K (0.88%) 5.67K
Increased by +6.79%
Sep 30, 23
9 Wedbush Morgan Securities Inc 44.60K (0.47%) 0.00
Increased by 0.00%
Sep 30, 23
10 Bridgeway Capital Management, LLC 43.40K (0.46%) 0.00
Increased by 0.00%
Sep 30, 23
11 Northern Trust Corp 22.76K (0.24%) -351.00
Decreased by -1.54%
Sep 30, 23
12 Citadel Advisors Llc 19.65K (0.21%) -5.63K
Decreased by -28.63%
Sep 30, 23
13 Acadian Asset Management LLC 18.64K (0.20%) 18.64K
Increased by +100.00%
Sep 30, 23
14 JANE STREET GROUP, LLC 17.19K (0.18%) 17.19K
Increased by +100.00%
Sep 30, 23
15 State Street Corporation 17.17K (0.18%) -900.00
Decreased by -5.24%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 13.40K (0.14%) -2.00K
Decreased by -14.92%
Sep 30, 23
17 Merit Financial Group, LLC 13.18K (0.14%) 2.86K
Increased by +21.70%
Sep 30, 23
18 Virtu Financial LLC 11.98K (0.13%) 11.98K
Increased by +100.00%
Sep 30, 23
19 Goss Wealth Management LLC 10.50K (0.11%) 0.00
Increased by 0.00%
Sep 30, 23
20 James Investment Research, Inc. 10.50K (0.11%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 EAM Ultra Micro Cap 186.30K (1.96%) 0.00
Increased by 0.00%
Oct 31, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 150.86K (1.59%) 0.00
Increased by 0.00%
Nov 30, 23
3 DFA US Micro Cap I 133.48K (1.40%) 0.00
Increased by 0.00%
Nov 30, 23
4 DFA US Small Cap Value I 63.74K (0.67%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity® Extended Market Index 54.41K (0.57%) 4.01K
Increased by +7.36%
Nov 30, 23
6 Ayalon Global Stocks 48.92K (0.51%) 3.30K
Increased by +6.75%
Oct 31, 23
7 Pleiades Small Cap Equity A 47.25K (0.50%) 47.25K
Increased by +100.00%
Sep 30, 23
8 Auer Growth 40.00K (0.42%) 0.00
Increased by 0.00%
Nov 30, 23
9 Vanguard Total Stock Mkt Idx Inv 36.20K (0.38%) 0.00
Increased by 0.00%
Nov 30, 23
10 Dimensional US Targeted Value ETF 36.00K (0.38%) 0.00
Increased by 0.00%
Dec 29, 23
11 VT De Lisle America B USD 33.82K (0.36%) 0.00
Increased by 0.00%
Nov 30, 23
12 DFA US Core Equity 2 I 31.67K (0.33%) 0.00
Increased by 0.00%
Nov 30, 23
13 iShares Micro-Cap ETF 29.23K (0.31%) 752.00
Increased by +2.57%
Dec 29, 23
14 Avantis US Small Cap Value ETF 28.34K (0.30%) 2.27K
Increased by +8.00%
Dec 30, 23
15 Bridgeway Ultra-Small Company Market 25.80K (0.27%) 0.00
Increased by 0.00%
Sep 30, 23
16 DFA US Targeted Value I 20.98K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity® Total Market Index 20.96K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
18 BlackRock Extended Equity Market K 19.36K (0.20%) 14.18K
Increased by +73.27%
Dec 31, 23
19 DFA US Vector Equity I 18.90K (0.20%) 0.00
Increased by 0.00%
Nov 30, 23
20 Bridgeway Ultra-Small Company 17.60K (0.19%) 0.00
Increased by 0.00%
Sep 30, 23