Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.02%
2 IWC 0.00%
3 DFAT 0.00%
4 DCOR 0.00%
5 DFAS 0.00%
6 DFAC 0.00%
7 DFAU 0.00%
8 VTI 0.00%
9 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CM Management, LLC 200.00K (12.33%) 0.00
Increased by 0.00%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 136.73K (8.43%) 838.00
Increased by +0.61%
Mar 31, 25
3 Vanguard Group Inc 98.69K (6.08%) 0.00
Increased by 0.00%
Mar 31, 25
4 Bridgeway Capital Management, LLC 46.18K (2.85%) 2.17K
Increased by +4.71%
Mar 31, 25
5 First Manhattan Co. LLC 31.76K (1.96%) -1.20K
Decreased by -3.78%
Mar 31, 25
6 Renaissance Technologies Corp 27.61K (1.70%) -200.00
Decreased by -0.72%
Mar 31, 25
7 Empowered Funds, LLC 22.38K (1.38%) 1.67K
Increased by +7.48%
Mar 31, 25
8 Geode Capital Management, LLC 21.89K (1.35%) 938.00
Increased by +4.29%
Mar 31, 25
9 Aristides Capital LLC 20.66K (1.27%) 1.73K
Increased by +8.39%
Dec 31, 24
10 Northern Trust Corp 12.47K (0.77%) -933.00
Decreased by -7.48%
Mar 31, 25
11 Citadel Advisors Llc 10.68K (0.66%) 10.68K
Increased by +100.00%
Mar 31, 25
12 Susquehanna International Group, LLP 10.51K (0.65%) 10.51K
Increased by +100.00%
Sep 30, 24
13 BlackRock Inc 8.42K (0.52%) -381.00
Decreased by -4.53%
Mar 31, 25
14 Avalon Trust Co 5.00K (0.31%) -3.00K
Decreased by -60.00%
Mar 31, 25
15 Bank of America Corp 3.37K (0.21%) 1.00
Increased by +0.03%
Mar 31, 25
16 Tower Research Capital LLC 854.00 (0.05%) 575.00
Increased by +67.33%
Mar 31, 25
17 UBS Group AG 778.00 (0.05%) -4.57K
Decreased by -587.79%
Dec 31, 24
18 Acadian Asset Management LLC 593.00 (0.04%) -383.00
Decreased by -64.59%
Mar 31, 24
19 Northwestern Mutual Wealth Management Co 550.00 (0.03%) 0.00
Increased by 0.00%
Mar 31, 25
20 Advisory Services Network, LLC 143.00 (0.01%) 143.00
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 58.67K (3.62%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 58.67K (3.62%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 38.66K (2.38%) 0.00
Increased by 0.00%
Apr 30, 25
4 DFA US Targeted Value I 34.04K (2.10%) 0.00
Increased by 0.00%
Apr 30, 25
5 DFA US Micro Cap I 33.98K (2.09%) 0.00
Increased by 0.00%
Apr 30, 25
6 EA Bridgeway Omni Small-Cap Value ETF 22.29K (1.37%) 0.00
Increased by 0.00%
May 30, 25
7 Dimensional US Targeted Value ETF 18.93K (1.17%) 0.00
Increased by 0.00%
May 30, 25
8 DFA US Small Cap I 16.82K (1.04%) 0.00
Increased by 0.00%
Apr 30, 25
9 Bridgeway Ultra-Small Company Market 14.50K (0.89%) 0.00
Increased by 0.00%
Mar 31, 25
10 Fidelity Extended Market Index 11.23K (0.69%) -108.00
Decreased by -0.96%
Apr 30, 25
11 Fidelity® Extended Market Index 9.08K (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
12 Bridgeway Omni Small-Cap Value 8.50K (0.52%) 0.00
Increased by 0.00%
Mar 31, 25
13 Bridgeway Omni Small-Cap Value N 8.50K (0.52%) 0.00
Increased by 0.00%
Mar 31, 25
14 DFA US Core Equity 2 I 7.37K (0.45%) 0.00
Increased by 0.00%
Apr 30, 25
15 Fidelity Total Market Index 4.98K (0.31%) 0.00
Increased by 0.00%
Apr 30, 25
16 iShares Micro-Cap ETF 3.86K (0.24%) 0.00
Increased by 0.00%
May 31, 25
17 Dimensional US Small Cap ETF 3.46K (0.21%) 0.00
Increased by 0.00%
May 30, 25
18 BlackRock U.S. Equity Market F 3.21K (0.20%) 0.00
Increased by 0.00%
Sep 30, 24
19 U.S. Equity Market Fund F 3.20K (0.20%) -5.00
Decreased by -0.16%
Mar 31, 25
20 DFA US Core Equity 1 I 3.09K (0.19%) 0.00
Increased by 0.00%
Apr 30, 25