Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.10%
2 IWC 0.02%
3 DFAT 0.01%
4 DFSV 0.00%
5 DFAS 0.00%
6 DFAC 0.00%
7 DFSU 0.00%
8 VTI 0.00%
9 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Robotti Robert 501.42K (16.75%) -41.69K
Decreased by -8.31%
Dec 31, 24
2 Dimensional Fund Advisors, Inc. 191.96K (6.41%) 10.76K
Increased by +5.60%
Dec 31, 24
3 Vanguard Group Inc 176.94K (5.91%) 3.90K
Increased by +2.20%
Dec 31, 24
4 HPM Partners LLC 158.36K (5.29%) -110.93K
Decreased by -70.05%
Dec 31, 24
5 Bridgeway Capital Management, LLC 155.03K (5.18%) 2.14K
Increased by +1.38%
Dec 31, 24
6 Jb Capital Partners LP 141.36K (4.72%) 0.00
Increased by 0.00%
Dec 31, 24
7 Renaissance Technologies Corp 139.50K (4.66%) 400.00
Increased by +0.29%
Dec 31, 24
8 Cresset Asset Management, LLC 129.23K (4.32%) 0.00
Increased by 0.00%
Dec 31, 24
9 Oppenheimer & Close Inc 66.95K (2.24%) 0.00
Increased by 0.00%
Mar 31, 25
10 Truffle Hound Capital, LLC 65.00K (2.17%) 65.00K
Increased by +100.00%
Dec 31, 24
11 CALDWELL SUTTER CAPITAL INC 50.77K (1.70%) -1.50K
Decreased by -2.95%
Mar 31, 25
12 Peapod Lane Capital LLC 45.08K (1.51%) 156.00
Increased by +0.35%
Mar 31, 25
13 Empowered Funds, LLC 44.94K (1.50%) 2.14K
Increased by +4.76%
Dec 31, 24
14 Acuitas Investments, LLC 43.75K (1.46%) 8.77K
Increased by +20.05%
Sep 30, 24
15 Geode Capital Management, LLC 31.16K (1.04%) 335.00
Increased by +1.08%
Dec 31, 24
16 Gate City Capital Management, LLC 23.69K (0.79%) -103.67K
Decreased by -437.64%
Dec 31, 24
17 O'Shaughnessy Asset Management LLC 23.66K (0.79%) 10.36K
Increased by +43.78%
Dec 31, 24
18 AlphaCentric Advisors, LLC 22.90K (0.76%) 22.90K
Increased by +100.00%
Dec 31, 24
19 Susquehanna International Group, LLP 21.93K (0.73%) 13.45K
Increased by +61.33%
Dec 31, 24
20 Northern Trust Corp 19.34K (0.65%) 4.39K
Increased by +22.71%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 115.95K (3.87%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 115.95K (3.87%) 0.00
Increased by 0.00%
Sep 30, 24
3 DFA US Micro Cap I 58.34K (1.95%) -1.25K
Decreased by -2.15%
Mar 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 56.67K (1.89%) 0.00
Increased by 0.00%
Mar 31, 25
5 Bridgeway Omni Small-Cap Value 52.00K (1.74%) 0.00
Increased by 0.00%
Dec 31, 24
6 Bridgeway Omni Small-Cap Value N 52.00K (1.74%) 0.00
Increased by 0.00%
Dec 31, 24
7 EA Bridgeway Omni Small-Cap Value ETF 48.80K (1.63%) 672.00
Increased by +1.38%
Apr 30, 25
8 Bridgeway Ultra-Small Company Market 35.80K (1.20%) 0.00
Increased by 0.00%
Dec 31, 24
9 AlphaCentric Real Income I 22.90K (0.76%) 22.90K
Increased by +100.00%
Dec 31, 24
10 Bridgeway Ultra-Small Company 22.30K (0.74%) 0.00
Increased by 0.00%
Dec 31, 24
11 Dimensional US Targeted Value ETF 21.71K (0.73%) 0.00
Increased by 0.00%
Apr 30, 25
12 Ayalon Global Stocks 20.57K (0.69%) 0.00
Increased by 0.00%
Oct 31, 24
13 DFA US Small Cap Value I 20.45K (0.68%) 917.00
Increased by +4.48%
Mar 31, 25
14 DFA US Targeted Value I 17.70K (0.59%) 1.19K
Increased by +6.73%
Mar 31, 25
15 Fidelity® Extended Market Index 17.42K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity Extended Market Index 17.23K (0.58%) 353.00
Increased by +2.05%
Mar 31, 25
17 Auer Growth 16.00K (0.53%) 0.00
Increased by 0.00%
Feb 28, 25
18 RBC Microcap Value I 13.00K (0.43%) 0.00
Increased by 0.00%
Mar 31, 25
19 DFA US Small Cap I 11.55K (0.39%) 0.00
Increased by 0.00%
Mar 31, 25
20 DFA US Core Equity 2 I 9.40K (0.31%) 0.00
Increased by 0.00%
Mar 31, 25