Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.02%
2 IWC 0.01%
3 DCOR 0.00%
4 DFAC 0.00%
5 DFAT 0.00%
6 DFUS 0.00%
7 DFAS 0.00%
8 VTI 0.00%
9 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 39.62K (1.79%) 523.00
Increased by +1.32%
Dec 31, 24
2 Fourthstone LLC 37.03K (1.67%) 37.03K
Increased by +100.00%
Dec 31, 24
3 Vanguard Group Inc 32.73K (1.48%) 0.00
Increased by 0.00%
Dec 31, 24
4 Bridgeway Capital Management, LLC 30.67K (1.38%) 572.00
Increased by +1.87%
Dec 31, 24
5 Aptus Capital Advisors, LLC 27.49K (1.24%) -900.00
Decreased by -3.27%
Dec 31, 24
6 Geode Capital Management, LLC 23.37K (1.05%) 0.00
Increased by 0.00%
Dec 31, 24
7 IFG Advisory, LLC 22.53K (1.02%) 0.00
Increased by 0.00%
Dec 31, 24
8 LPL Financial Corp 19.62K (0.88%) 19.62K
Increased by +100.00%
Dec 31, 24
9 BB&T Corp. 19.55K (0.88%) 0.00
Increased by 0.00%
Dec 31, 24
10 Advisor Group Holdings, Inc. 16.57K (0.75%) 0.00
Increased by 0.00%
Sep 30, 24
11 Lincoln National Corp (Philadelphia PA) 16.48K (0.74%) 16.48K
Increased by +100.00%
Mar 31, 24
12 Apexium Financial, LP 15.72K (0.71%) 0.00
Increased by 0.00%
Dec 31, 24
13 Renaissance Technologies Corp 15.61K (0.70%) 400.00
Increased by +2.56%
Dec 31, 24
14 JAMISON PRIVATE WEALTH MANAGEMENT INC 12.70K (0.57%) 4.00
Increased by +0.03%
Mar 31, 25
15 WEALTHEDGE INVESTMENT ADVISORS, LLC 11.58K (0.52%) 11.58K
Increased by +100.00%
Dec 31, 24
16 Empowered Funds, LLC 11.17K (0.50%) 572.00
Increased by +5.12%
Dec 31, 24
17 RBF LLC 10.00K (0.45%) 0.00
Increased by 0.00%
Dec 31, 24
18 CapTrust Financial Advisors 9.28K (0.42%) 59.00
Increased by +0.64%
Dec 31, 24
19 BlackRock Inc 5.92K (0.27%) 1.00
Increased by +0.02%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 4.75K (0.21%) 868.00
Increased by +18.29%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 43.87K (1.98%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 29.65K (1.34%) 0.00
Increased by 0.00%
Mar 31, 25
3 DFA US Micro Cap I 12.73K (0.57%) 0.00
Increased by 0.00%
Feb 28, 25
4 EA Bridgeway Omni Small-Cap Value ETF 12.11K (0.55%) 12.00
Increased by +0.10%
Mar 31, 25
5 Bridgeway Omni Small-Cap Value 12.00K (0.54%) 0.00
Increased by 0.00%
Dec 31, 24
6 Bridgeway Omni Small-Cap Value N 12.00K (0.54%) 0.00
Increased by 0.00%
Dec 31, 24
7 Fidelity Extended Market Index 11.95K (0.54%) -76.00
Decreased by -0.64%
Feb 28, 25
8 Fidelity® Extended Market Index 11.85K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
9 Bridgeway Ultra-Small Company Market 7.50K (0.34%) 0.00
Increased by 0.00%
Dec 31, 24
10 DFA US Core Equity 2 I 6.20K (0.28%) 0.00
Increased by 0.00%
Feb 28, 25
11 State St US Extended Mkt Indx NL Cl C 5.18K (0.23%) 4.10K
Increased by +79.12%
Mar 31, 24
12 iShares Micro-Cap ETF 5.15K (0.23%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fidelity® Total Market Index 4.89K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Total Market Index 4.81K (0.22%) 0.00
Increased by 0.00%
Feb 28, 25
15 DFA US Small Cap I 3.02K (0.14%) 0.00
Increased by 0.00%
Feb 28, 25
16 Fidelity Series Total Market Index 2.95K (0.13%) 0.00
Increased by 0.00%
Feb 28, 25
17 Dimensional US Core Equity 2 ETF 2.94K (0.13%) 0.00
Increased by 0.00%
Mar 31, 25
18 DFA US Vector Equity I 2.72K (0.12%) 0.00
Increased by 0.00%
Feb 28, 25
19 DFA US Core Equity 1 I 2.63K (0.12%) 0.00
Increased by 0.00%
Feb 28, 25
20 Fidelity® Series Total Market Index 2.29K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23