Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.02%
2 IWC 0.01%
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 (12.35%) 0.00
Increased by 0.00%
Dec 31, 24
2 Dimensional Fund Advisors, Inc. 135.90K (8.39%) 401.00
Increased by +0.30%
Dec 31, 24
3 Vanguard Group Inc 98.69K (6.09%) 0.00
Increased by 0.00%
Dec 31, 24
4 Bridgeway Capital Management, LLC 44.01K (2.72%) 367.00
Increased by +0.83%
Dec 31, 24
5 First Manhattan Co. LLC 32.96K (2.03%) -11.40K
Decreased by -34.61%
Dec 31, 24
6 Renaissance Technologies Corp 27.81K (1.72%) -1.10K
Decreased by -3.96%
Dec 31, 24
7 Geode Capital Management, LLC 20.95K (1.29%) 0.00
Increased by 0.00%
Dec 31, 24
8 Empowered Funds, LLC 20.71K (1.28%) 967.00
Increased by +4.67%
Dec 31, 24
9 Aristides Capital LLC 20.66K (1.28%) 1.73K
Increased by +8.39%
Dec 31, 24
10 Northern Trust Corp 13.40K (0.83%) 13.40K
Increased by +100.00%
Dec 31, 24
11 Susquehanna International Group, LLP 10.51K (0.65%) 10.51K
Increased by +100.00%
Sep 30, 24
12 BlackRock Inc 8.80K (0.54%) 30.00
Increased by +0.34%
Dec 31, 24
13 Avalon Trust Co 8.00K (0.49%) 0.00
Increased by 0.00%
Dec 31, 24
14 Bank of America Corp 3.37K (0.21%) 0.00
Increased by 0.00%
Dec 31, 24
15 UBS Group AG 778.00 (0.05%) -4.57K
Decreased by -587.79%
Dec 31, 24
16 Acadian Asset Management LLC 593.00 (0.04%) -383.00
Decreased by -64.59%
Mar 31, 24
17 Northwestern Mutual Wealth Management Co 550.00 (0.03%) 0.00
Increased by 0.00%
Dec 31, 24
18 Tower Research Capital LLC 279.00 (0.02%) -157.00
Decreased by -56.27%
Dec 31, 24
19 Advisory Services Network, LLC 143.00 (0.01%) 143.00
Increased by +100.00%
Dec 31, 23
20 Bryn Mawr Trust Company 100.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 24

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%
Mar 31, 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 (2.39%) 0.00
Increased by 0.00%
Mar 31, 25
4 DFA US Targeted Value I 34.04K (2.10%) 0.00
Increased by 0.00%
Feb 28, 25
5 DFA US Micro Cap I 33.98K (2.10%) 0.00
Increased by 0.00%
Feb 28, 25
6 EA Bridgeway Omni Small-Cap Value ETF 22.38K (1.38%) 27.00
Increased by +0.12%
Mar 31, 25
7 Dimensional US Targeted Value ETF 18.93K (1.17%) 0.00
Increased by 0.00%
Mar 31, 25
8 DFA US Small Cap I 16.82K (1.04%) 0.00
Increased by 0.00%
Feb 28, 25
9 Bridgeway Ultra-Small Company Market 14.50K (0.90%) 0.00
Increased by 0.00%
Dec 31, 24
10 Fidelity Extended Market Index 10.92K (0.67%) -70.00
Decreased by -0.64%
Feb 28, 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%
Dec 31, 24
13 Bridgeway Omni Small-Cap Value N 8.50K (0.52%) 0.00
Increased by 0.00%
Dec 31, 24
14 DFA US Core Equity 2 I 7.37K (0.45%) 0.00
Increased by 0.00%
Feb 28, 25
15 Fidelity Total Market Index 4.98K (0.31%) 0.00
Increased by 0.00%
Feb 28, 25
16 iShares Micro-Cap ETF 4.28K (0.26%) 0.00
Increased by 0.00%
Mar 31, 25
17 Dimensional US Small Cap ETF 3.46K (0.21%) 0.00
Increased by 0.00%
Mar 31, 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%
Feb 28, 25