Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 DFAT 0.00%
3 BSVO 0.00%
4 DFAS 0.00%
5 VTI 0.00%
6 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 332.11K (8.23%) -7.33K
Decreased by -2.21%
Dec 31, 25
2 Bridgeway Capital Management, LLC 167.40K (4.15%) -2.96K
Decreased by -1.77%
Dec 31, 25
3 BIGLARI, SARDAR 105.86K (2.62%) 0.00
Increased by 0.00%
Dec 31, 25
4 Vanguard Group Inc 95.13K (2.36%) 0.00
Increased by 0.00%
Dec 31, 25
5 Renaissance Technologies Corp 46.92K (1.16%) 3.82K
Increased by +8.14%
Dec 31, 25
6 Geode Capital Management, LLC 46.27K (1.15%) 4.37K
Increased by +9.44%
Dec 31, 25
7 Foster Victor Wealth Advisors, LLC 44.00K (1.09%) 0.00
Increased by 0.00%
Dec 31, 25
8 Northern Trust Corp 26.18K (0.65%) -1.77K
Decreased by -6.76%
Sep 30, 25
9 BlackRock Inc 25.41K (0.63%) -849.00
Decreased by -3.34%
Sep 30, 25
10 Teton Advisors Inc 19.00K (0.47%) -200.00
Decreased by -1.05%
Jun 30, 25
11 Teton Advisors, LLC 19.00K (0.47%) 0.00
Increased by 0.00%
Dec 31, 25
12 Gratus Capital LLC 18.34K (0.45%) 0.00
Increased by 0.00%
Jun 30, 24
13 The Colony Group LLC 18.34K (0.45%) 0.00
Increased by 0.00%
Sep 30, 25
14 Investors Asset Management Of Georgia Inc 18.00K (0.45%) 0.00
Increased by 0.00%
Dec 31, 25
15 UBS Group AG 15.67K (0.39%) 15.67K
Increased by +100.00%
Jun 30, 25
16 HB Wealth Management, LLC 10.00K (0.25%) 0.00
Increased by 0.00%
Dec 31, 25
17 Wells Fargo & Co 3.32K (0.08%) 3.32K
Increased by +100.00%
Sep 30, 25
18 Tower Research Capital LLC 374.00 (0.01%) -1.48K
Decreased by -395.99%
Dec 31, 25
19 Proequities Inc 332.00 (0.01%) 332.00
Increased by +100.00%
Jun 30, 24
20 Advisor Group Holdings, Inc. 295.00 (0.01%) -5.00
Decreased by -1.69%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 DFA US Small Cap Value I 196.32K (4.87%) 0.00
Increased by 0.00%
Jan 31, 26
2 Bridgeway Ultra-Small Company Market 100.26K (2.49%) 0.00
Increased by 0.00%
Dec 31, 25
3 Blackrock Extended Mkt Fund CF 80.63K (2.00%) 80.63K
Increased by +100.00%
Jan 31, 26
4 Extended Equity Market Fund K 69.16K (1.71%) 69.16K
Increased by +100.00%
Dec 31, 25
5 Bridgeway Ultra-Small Company 65.03K (1.61%) -2.96K
Decreased by -4.55%
Dec 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 60.83K (1.51%) 0.00
Increased by 0.00%
Jan 31, 26
7 Fidelity® Extended Market Index 38.23K (0.95%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Extended Market Index 23.83K (0.59%) -82.00
Decreased by -0.34%
Jan 31, 26
9 TETON Westwood Mighty Mites AAA 19.00K (0.47%) 0.00
Increased by 0.00%
Dec 31, 25
10 DFA US Core Equity 2 I 17.56K (0.44%) 0.00
Increased by 0.00%
Jan 31, 26
11 Vanguard Total Stock Mkt Idx Inv 14.41K (0.36%) -4.20K
Decreased by -29.17%
Jun 30, 24
12 Blackrock US Eq Mkt Fund CF 14.21K (0.35%) 14.21K
Increased by +100.00%
Jan 31, 26
13 DFA US Small Cap I 13.76K (0.34%) 0.00
Increased by 0.00%
Jan 31, 26
14 BlackRock U.S. Equity Market F 12.33K (0.31%) -1.00
Decreased by -0.01%
Sep 30, 24
15 U.S. Equity Market Fund F 12.30K (0.30%) 53.00
Increased by +0.43%
Dec 31, 25
16 iShares Micro-Cap ETF 10.53K (0.26%) -69.00
Decreased by -0.66%
Feb 28, 26
17 Dimensional US Targeted Value ETF 9.61K (0.24%) 0.00
Increased by 0.00%
Feb 27, 26
18 Fidelity Nasdaq Composite Index 8.81K (0.22%) 0.00
Increased by 0.00%
Jan 31, 26
19 Extended Equity Market Fund M 7.80K (0.19%) 7.80K
Increased by +100.00%
Dec 31, 25
20 DFA US Micro Cap I 7.13K (0.18%) 0.00
Increased by 0.00%
Jan 31, 26