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 225.00K (14.55%) 0.00
Increased by 0.00%
Dec 31, 25
2 Dimensional Fund Advisors, Inc. 122.20K (7.90%) -11.67K
Decreased by -9.55%
Dec 31, 25
3 Vanguard Group Inc 97.22K (6.29%) -104.00
Decreased by -0.11%
Dec 31, 25
4 Bridgeway Capital Management, LLC 39.15K (2.53%) -7.00K
Decreased by -17.88%
Dec 31, 25
5 First Manhattan Co. LLC 31.06K (2.01%) 0.00
Increased by 0.00%
Sep 30, 25
6 Renaissance Technologies Corp 26.41K (1.71%) -1.10K
Decreased by -4.16%
Dec 31, 25
7 Empowered Funds, LLC 22.36K (1.45%) 65.00
Increased by +0.29%
Sep 30, 25
8 Geode Capital Management, LLC 22.04K (1.43%) -40.00
Decreased by -0.18%
Sep 30, 25
9 Nokomis Capital LLC 20.77K (1.34%) 20.77K
Increased by +100.00%
Sep 30, 25
10 UBS Group AG 19.67K (1.27%) -5.12K
Decreased by -26.01%
Sep 30, 25
11 Susquehanna International Group, LLP 19.31K (1.25%) 19.31K
Increased by +100.00%
Sep 30, 25
12 Citadel Advisors Llc 13.92K (0.90%) 3.23K
Increased by +23.23%
Jun 30, 25
13 Northern Trust Corp 12.47K (0.81%) 0.00
Increased by 0.00%
Jun 30, 25
14 Aristides Capital LLC 10.49K (0.68%) -10.17K
Decreased by -96.90%
Mar 31, 25
15 BlackRock Inc 7.91K (0.51%) -372.00
Decreased by -4.70%
Sep 30, 25
16 Bank of America Corp 3.35K (0.22%) -19.00
Decreased by -0.57%
Sep 30, 25
17 Avalon Trust Co 3.00K (0.19%) -2.00K
Decreased by -66.67%
Jun 30, 25
18 FMR Inc 1.60K (0.10%) 1.60K
Increased by +100.00%
Jun 30, 25
19 Tower Research Capital LLC 823.00 (0.05%) 575.00
Increased by +69.87%
Sep 30, 25
20 Northwestern Mutual Wealth Management Co 550.00 (0.04%) 0.00
Increased by 0.00%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 58.67K (3.79%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 57.31K (3.71%) 0.00
Increased by 0.00%
Jan 31, 26
3 DFA US Micro Cap I 33.98K (2.20%) 0.00
Increased by 0.00%
Jan 31, 26
4 Vanguard Institutional Extnd Mkt Idx Tr 26.56K (1.72%) 0.00
Increased by 0.00%
Jan 31, 26
5 EA Bridgeway Omni Small-Cap Value ETF 23.30K (1.51%) 0.00
Increased by 0.00%
Feb 27, 26
6 DFA US Targeted Value I 19.51K (1.26%) -2.97K
Decreased by -15.23%
Jan 31, 26
7 Dimensional US Targeted Value ETF 17.52K (1.13%) 0.00
Increased by 0.00%
Feb 27, 26
8 DFA US Small Cap I 16.82K (1.09%) 0.00
Increased by 0.00%
Jan 31, 26
9 Fidelity® Extended Market Index 9.08K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
10 Bridgeway Omni Small-Cap Value 8.50K (0.55%) 0.00
Increased by 0.00%
Dec 31, 25
11 Bridgeway Omni Small-Cap Value N 8.50K (0.55%) 0.00
Increased by 0.00%
Dec 31, 25
12 Fidelity Extended Market Index 8.06K (0.52%) -28.00
Decreased by -0.35%
Jan 31, 26
13 Bridgeway Ultra-Small Company Market 7.50K (0.48%) -7.00K
Decreased by -93.38%
Dec 31, 25
14 DFA US Core Equity 2 I 7.37K (0.48%) 0.00
Increased by 0.00%
Jan 31, 26
15 Fidelity Total Market Index 4.95K (0.32%) 0.00
Increased by 0.00%
Jan 31, 26
16 iShares Micro-Cap ETF 4.39K (0.28%) 434.00
Increased by +9.89%
Feb 28, 26
17 NT Ext Equity Mkt Idx Fd - NL 3.85K (0.25%) 0.00
Increased by 0.00%
Dec 31, 25
18 Blackrock US Eq Mkt Fund CF 3.70K (0.24%) 3.70K
Increased by +100.00%
Jan 31, 26
19 Dimensional US Small Cap ETF 3.46K (0.22%) 0.00
Increased by 0.00%
Feb 27, 26
20 BlackRock U.S. Equity Market F 3.21K (0.21%) 0.00
Increased by 0.00%
Sep 30, 24