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 (12.95%) 0.00
Increased by 0.00%
Jun 30, 25
2 Dimensional Fund Advisors, Inc. 136.13K (8.81%) -600.00
Decreased by -0.44%
Jun 30, 25
3 Vanguard Group Inc 98.69K (6.39%) 0.00
Increased by 0.00%
Jun 30, 25
4 Bridgeway Capital Management, LLC 46.09K (2.98%) -90.00
Decreased by -0.20%
Jun 30, 25
5 First Manhattan Co. LLC 31.06K (2.01%) -700.00
Decreased by -2.25%
Jun 30, 25
6 Renaissance Technologies Corp 27.61K (1.79%) -200.00
Decreased by -0.72%
Mar 31, 25
7 Empowered Funds, LLC 22.29K (1.44%) -90.00
Decreased by -0.40%
Jun 30, 25
8 Geode Capital Management, LLC 21.89K (1.42%) 938.00
Increased by +4.29%
Mar 31, 25
9 Citadel Advisors Llc 13.92K (0.90%) 3.23K
Increased by +23.23%
Jun 30, 25
10 Northern Trust Corp 12.47K (0.81%) -933.00
Decreased by -7.48%
Mar 31, 25
11 Susquehanna International Group, LLP 10.51K (0.68%) 10.51K
Increased by +100.00%
Sep 30, 24
12 Aristides Capital LLC 10.49K (0.68%) -10.17K
Decreased by -96.90%
Mar 31, 25
13 BlackRock Inc 8.42K (0.54%) -381.00
Decreased by -4.53%
Mar 31, 25
14 Bank of America Corp 3.37K (0.22%) 1.00
Increased by +0.03%
Mar 31, 25
15 Avalon Trust Co 3.00K (0.19%) -2.00K
Decreased by -66.67%
Jun 30, 25
16 FMR Inc 1.60K (0.10%) 1.60K
Increased by +100.00%
Jun 30, 25
17 UBS Group AG 729.00 (0.05%) -49.00
Decreased by -6.72%
Mar 31, 25
18 Acadian Asset Management LLC 593.00 (0.04%) 593.00
Increased by +100.00%
Mar 31, 25
19 Northwestern Mutual Wealth Management Co 550.00 (0.04%) 0.00
Increased by 0.00%
Mar 31, 25
20 Tower Research Capital LLC 248.00 (0.02%) -606.00
Decreased by -244.35%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 58.67K (3.80%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 57.41K (3.72%) -1.25K
Decreased by -2.18%
Jul 31, 25
3 DFA US Targeted Value I 34.04K (2.20%) 0.00
Increased by 0.00%
Jul 31, 25
4 DFA US Micro Cap I 33.98K (2.20%) 0.00
Increased by 0.00%
Jul 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 26.56K (1.72%) -12.10K
Decreased by -45.56%
Jul 31, 25
6 EA Bridgeway Omni Small-Cap Value ETF 22.36K (1.45%) 0.00
Increased by 0.00%
Aug 29, 25
7 Dimensional US Targeted Value ETF 18.93K (1.23%) 0.00
Increased by 0.00%
Aug 29, 25
8 DFA US Small Cap I 16.82K (1.09%) 0.00
Increased by 0.00%
Jul 31, 25
9 Bridgeway Ultra-Small Company Market 14.50K (0.94%) 0.00
Increased by 0.00%
Jun 30, 25
10 Fidelity Extended Market Index 11.06K (0.72%) -91.00
Decreased by -0.82%
Jul 31, 25
11 Fidelity® Extended Market Index 9.08K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
12 Bridgeway Omni Small-Cap Value 8.50K (0.55%) 0.00
Increased by 0.00%
Jun 30, 25
13 Bridgeway Omni Small-Cap Value N 8.50K (0.55%) 0.00
Increased by 0.00%
Jun 30, 25
14 DFA US Core Equity 2 I 7.37K (0.48%) 0.00
Increased by 0.00%
Jul 31, 25
15 Fidelity Total Market Index 4.98K (0.32%) 0.00
Increased by 0.00%
Jul 31, 25
16 iShares Micro-Cap ETF 4.97K (0.32%) 0.00
Increased by 0.00%
Aug 29, 25
17 Dimensional US Small Cap ETF 3.46K (0.22%) 0.00
Increased by 0.00%
Aug 29, 25
18 BlackRock U.S. Equity Market F 3.21K (0.21%) 0.00
Increased by 0.00%
Sep 30, 24
19 U.S. Equity Market Fund F 3.18K (0.21%) -18.00
Decreased by -0.57%
Jun 30, 25
20 DFA US Core Equity 1 I 3.09K (0.20%) 0.00
Increased by 0.00%
Jul 31, 25