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 524.41K (17.51%) 22.99K
Increased by +4.38%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 197.63K (6.60%) 5.68K
Increased by +2.87%
Mar 31, 25
3 Vanguard Group Inc 176.94K (5.91%) 0.00
Increased by 0.00%
Mar 31, 25
4 HPM Partners LLC 171.12K (5.72%) 12.77K
Increased by +7.46%
Mar 31, 25
5 Bridgeway Capital Management, LLC 153.44K (5.12%) -1.60K
Decreased by -1.04%
Mar 31, 25
6 Jb Capital Partners LP 141.36K (4.72%) 0.00
Increased by 0.00%
Mar 31, 25
7 Renaissance Technologies Corp 134.40K (4.49%) -5.10K
Decreased by -3.79%
Mar 31, 25
8 Cresset Asset Management, LLC 129.72K (4.33%) 488.00
Increased by +0.38%
Mar 31, 25
9 Oppenheimer & Close Inc 66.95K (2.24%) 0.00
Increased by 0.00%
Mar 31, 25
10 CALDWELL SUTTER CAPITAL INC 50.77K (1.70%) -1.50K
Decreased by -2.95%
Mar 31, 25
11 Truffle Hound Capital, LLC 50.00K (1.67%) -15.00K
Decreased by -30.00%
Mar 31, 25
12 Empowered Funds, LLC 48.28K (1.61%) 3.34K
Increased by +6.93%
Mar 31, 25
13 Peapod Lane Capital LLC 45.08K (1.51%) 156.00
Increased by +0.35%
Mar 31, 25
14 Acuitas Investments, LLC 43.75K (1.46%) 8.77K
Increased by +20.05%
Sep 30, 24
15 Susquehanna International Group, LLP 35.38K (1.18%) 13.45K
Increased by +38.02%
Mar 31, 25
16 Millennium Management LLC 33.87K (1.13%) 14.61K
Increased by +43.13%
Mar 31, 25
17 Geode Capital Management, LLC 32.99K (1.10%) 1.83K
Increased by +5.55%
Mar 31, 25
18 O'Shaughnessy Asset Management LLC 28.32K (0.95%) 4.66K
Increased by +16.47%
Mar 31, 25
19 Gate City Capital Management, LLC 27.92K (0.93%) 4.23K
Increased by +15.16%
Mar 31, 25
20 AlphaCentric Advisors, LLC 22.90K (0.76%) 22.90K
Increased by +100.00%
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%
May 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%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 56.67K (1.89%) 0.00
Increased by 0.00%
May 31, 25
5 Bridgeway Omni Small-Cap Value 52.00K (1.74%) 0.00
Increased by 0.00%
Mar 31, 25
6 Bridgeway Omni Small-Cap Value N 52.00K (1.74%) 0.00
Increased by 0.00%
Mar 31, 25
7 EA Bridgeway Omni Small-Cap Value ETF 48.37K (1.62%) 0.00
Increased by 0.00%
May 30, 25
8 AlphaCentric Real Income I 42.50K (1.42%) 19.60K
Increased by +46.12%
Mar 31, 25
9 Bridgeway Ultra-Small Company Market 30.86K (1.03%) -4.94K
Decreased by -16.02%
Mar 31, 25
10 Bridgeway Ultra-Small Company 22.30K (0.74%) 0.00
Increased by 0.00%
Mar 31, 25
11 Dimensional US Targeted Value ETF 21.74K (0.73%) 0.00
Increased by 0.00%
May 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%) 0.00
Increased by 0.00%
Apr 30, 25
14 DFA US Targeted Value I 17.70K (0.59%) 0.00
Increased by 0.00%
Apr 30, 25
15 Fidelity® Extended Market Index 17.42K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity Extended Market Index 17.07K (0.57%) -163.00
Decreased by -0.96%
Apr 30, 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%
Apr 30, 25
20 DFA US Core Equity 2 I 9.40K (0.31%) 0.00
Increased by 0.00%
Apr 30, 25