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 518.52K (18.08%) -5.89K
Decreased by -1.14%
Jun 30, 25
2 Dimensional Fund Advisors, Inc. 195.07K (6.80%) -2.56K
Decreased by -1.31%
Jun 30, 25
3 Vanguard Group Inc 179.30K (6.25%) 2.35K
Increased by +1.31%
Jun 30, 25
4 HPM Partners LLC 168.90K (5.89%) -2.23K
Decreased by -1.32%
Jun 30, 25
5 Jb Capital Partners LP 141.36K (4.93%) 0.00
Increased by 0.00%
Jun 30, 25
6 Bridgeway Capital Management, LLC 133.52K (4.66%) -19.92K
Decreased by -14.92%
Jun 30, 25
7 Cresset Asset Management, LLC 129.23K (4.51%) -488.00
Decreased by -0.38%
Jun 30, 25
8 Renaissance Technologies Corp 125.40K (4.37%) -9.00K
Decreased by -7.18%
Jun 30, 25
9 Truffle Hound Capital, LLC 114.52K (3.99%) 64.52K
Increased by +56.34%
Jun 30, 25
10 Gate City Capital Management, LLC 103.58K (3.61%) 75.66K
Increased by +73.04%
Jun 30, 25
11 Oppenheimer & Close Inc 66.95K (2.33%) 0.00
Increased by 0.00%
Jun 30, 25
12 CALDWELL SUTTER CAPITAL INC 50.77K (1.77%) 0.00
Increased by 0.00%
Jun 30, 25
13 Empowered Funds, LLC 48.37K (1.69%) 84.00
Increased by +0.17%
Jun 30, 25
14 Peapod Lane Capital LLC 45.23K (1.58%) 148.00
Increased by +0.33%
Jun 30, 25
15 Acuitas Investments, LLC 43.75K (1.53%) 8.77K
Increased by +20.05%
Sep 30, 24
16 Susquehanna International Group, LLP 35.38K (1.23%) 13.45K
Increased by +38.02%
Mar 31, 25
17 Millennium Management LLC 33.87K (1.18%) 14.61K
Increased by +43.13%
Mar 31, 25
18 Geode Capital Management, LLC 33.57K (1.17%) 574.00
Increased by +1.71%
Jun 30, 25
19 O'Shaughnessy Asset Management LLC 29.72K (1.04%) 1.40K
Increased by +4.70%
Jun 30, 25
20 AlphaCentric Advisors, LLC 22.90K (0.80%) 22.90K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 115.95K (4.04%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 113.47K (3.96%) -2.48K
Decreased by -2.19%
Jul 31, 25
3 DFA US Micro Cap I 54.38K (1.90%) -1.36K
Decreased by -2.51%
Jul 31, 25
4 Bridgeway Omni Small-Cap Value 52.00K (1.81%) 0.00
Increased by 0.00%
Jun 30, 25
5 Bridgeway Omni Small-Cap Value N 52.00K (1.81%) 0.00
Increased by 0.00%
Jun 30, 25
6 AlphaCentric Real Income I 50.00K (1.74%) 7.50K
Increased by +15.00%
Jun 30, 25
7 EA Bridgeway Omni Small-Cap Value ETF 48.56K (1.69%) 0.00
Increased by 0.00%
Aug 29, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 34.68K (1.21%) -21.99K
Decreased by -63.40%
Jul 31, 25
9 Bridgeway Ultra-Small Company 22.30K (0.78%) 0.00
Increased by 0.00%
Jun 30, 25
10 Dimensional US Targeted Value ETF 21.74K (0.76%) 0.00
Increased by 0.00%
Aug 29, 25
11 Ayalon Global Stocks 20.57K (0.72%) 0.00
Increased by 0.00%
Oct 31, 24
12 DFA US Small Cap Value I 20.45K (0.71%) 0.00
Increased by 0.00%
Jul 31, 25
13 DFA US Targeted Value I 17.70K (0.62%) 0.00
Increased by 0.00%
Jul 31, 25
14 Fidelity® Extended Market Index 17.42K (0.61%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Extended Market Index 16.81K (0.59%) -138.00
Decreased by -0.82%
Jul 31, 25
16 Auer Growth 16.00K (0.56%) 0.00
Increased by 0.00%
Feb 28, 25
17 RBC Microcap Value I 14.39K (0.50%) 1.39K
Increased by +9.66%
Jun 30, 25
18 DFA US Small Cap I 11.55K (0.40%) 0.00
Increased by 0.00%
Jul 31, 25
19 Bridgeway Ultra-Small Company Market 10.86K (0.38%) -20.00K
Decreased by -184.20%
Jun 30, 25
20 DFA US Core Equity 2 I 9.40K (0.33%) 0.00
Increased by 0.00%
Jul 31, 25