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. 357.09K (8.84%) 0.00
Increased by 0.00%
Dec 31, 24
2 Bridgeway Capital Management, LLC 190.38K (4.71%) -2.39K
Decreased by -1.26%
Dec 31, 24
3 BIGLARI, SARDAR 188.39K (4.67%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Group Inc 88.54K (2.19%) 0.00
Increased by 0.00%
Dec 31, 24
5 Foster Victor Wealth Advisors, LLC 44.00K (1.09%) 0.00
Increased by 0.00%
Mar 31, 25
6 Geode Capital Management, LLC 41.42K (1.03%) -203.00
Decreased by -0.49%
Dec 31, 24
7 Renaissance Technologies Corp 33.60K (0.83%) -1.20K
Decreased by -3.57%
Dec 31, 24
8 BlackRock Inc 31.27K (0.77%) 69.00
Increased by +0.22%
Dec 31, 24
9 Northern Trust Corp 28.36K (0.70%) 0.00
Increased by 0.00%
Dec 31, 24
10 Teton Advisors Inc 20.00K (0.50%) 0.00
Increased by 0.00%
Dec 31, 24
11 Gratus Capital LLC 18.34K (0.45%) 0.00
Increased by 0.00%
Jun 30, 24
12 The Colony Group LLC 18.34K (0.45%) 0.00
Increased by 0.00%
Dec 31, 24
13 Investors Asset Management Of Georgia Inc 18.00K (0.45%) 0.00
Increased by 0.00%
Dec 31, 24
14 HB Wealth Management, LLC 10.00K (0.25%) 0.00
Increased by 0.00%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 4.96K (0.12%) -5.04K
Decreased by -101.41%
Dec 31, 24
16 Tower Research Capital LLC 3.24K (0.08%) -339.00
Decreased by -10.45%
Dec 31, 24
17 Wells Fargo & Co 3.23K (0.08%) 3.20K
Increased by +99.04%
Mar 31, 24
18 Proequities Inc 332.00 (0.01%) 332.00
Increased by +100.00%
Jun 30, 24
19 Royal Bank of Canada 262.00 (0.01%) 262.00
Increased by +100.00%
Jun 30, 24
20 UBS Group AG 254.00 (0.01%) -5.64K
Decreased by -2.22 K%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 DFA US Small Cap Value I 196.32K (4.86%) 0.00
Increased by 0.00%
Feb 28, 25
2 Bridgeway Ultra-Small Company Market 116.26K (2.88%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 88.54K (2.19%) 0.00
Increased by 0.00%
Mar 31, 25
4 Bridgeway Ultra-Small Company 72.02K (1.78%) -891.00
Decreased by -1.24%
Dec 31, 24
5 Fidelity® Extended Market Index 38.23K (0.95%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Extended Market Index 21.76K (0.54%) -139.00
Decreased by -0.64%
Feb 28, 25
7 TETON Westwood Mighty Mites AAA 20.00K (0.50%) 0.00
Increased by 0.00%
Dec 31, 24
8 DFA US Core Equity 2 I 17.56K (0.43%) 0.00
Increased by 0.00%
Feb 28, 25
9 Vanguard Total Stock Mkt Idx Inv 14.41K (0.36%) -4.20K
Decreased by -29.17%
Jun 30, 24
10 DFA US Small Cap I 13.76K (0.34%) 0.00
Increased by 0.00%
Feb 28, 25
11 BlackRock U.S. Equity Market F 12.33K (0.31%) -1.00
Decreased by -0.01%
Sep 30, 24
12 U.S. Equity Market Fund F 12.30K (0.30%) -18.00
Decreased by -0.15%
Mar 31, 25
13 iShares Micro-Cap ETF 9.91K (0.25%) 0.00
Increased by 0.00%
Mar 31, 25
14 Dimensional US Targeted Value ETF 9.61K (0.24%) 0.00
Increased by 0.00%
Mar 31, 25
15 Fidelity Nasdaq Composite Index 8.81K (0.22%) 0.00
Increased by 0.00%
Feb 28, 25
16 Vanguard U.S. Eq Idx £ Acc 8.74K (0.22%) 8.74K
Increased by +100.00%
Mar 31, 25
17 DFA US Micro Cap I 7.13K (0.18%) 0.00
Increased by 0.00%
Feb 28, 25
18 Fidelity® Series Total Market Index 6.71K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
19 Northern Small Cap Core K 6.58K (0.16%) 0.00
Increased by 0.00%
Mar 31, 24
20 Fidelity Series Total Market Index 6.21K (0.15%) -293.00
Decreased by -4.72%
Feb 28, 25