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 (18.27%) 22.99K
Increased by +4.38%
Mar 31, 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 171.12K (5.96%) 12.77K
Increased by +7.46%
Mar 31, 25
5 Bridgeway Capital Management, LLC 153.44K (5.35%) -1.60K
Decreased by -1.04%
Mar 31, 25
6 Jb Capital Partners LP 141.36K (4.93%) 0.00
Increased by 0.00%
Mar 31, 25
7 Renaissance Technologies Corp 134.40K (4.68%) -5.10K
Decreased by -3.79%
Mar 31, 25
8 Cresset Asset Management, LLC 129.72K (4.52%) 488.00
Increased by +0.38%
Mar 31, 25
9 Gate City Capital Management, LLC 103.58K (3.61%) 75.66K
Increased by +73.04%
Jun 30, 25
10 Oppenheimer & Close Inc 66.95K (2.33%) 0.00
Increased by 0.00%
Jun 30, 25
11 CALDWELL SUTTER CAPITAL INC 50.77K (1.77%) 0.00
Increased by 0.00%
Jun 30, 25
12 Truffle Hound Capital, LLC 50.00K (1.74%) -15.00K
Decreased by -30.00%
Mar 31, 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 (1.52%) 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 32.99K (1.15%) 1.83K
Increased by +5.55%
Mar 31, 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 (3.95%) -2.48K
Decreased by -2.19%
Jul 31, 25
3 DFA US Micro Cap I 55.75K (1.94%) -1.16K
Decreased by -2.07%
Jun 30, 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%
Mar 31, 25
6 EA Bridgeway Omni Small-Cap Value ETF 48.37K (1.69%) 0.00
Increased by 0.00%
Jul 31, 25
7 AlphaCentric Real Income I 42.50K (1.48%) 19.60K
Increased by +46.12%
Mar 31, 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 Market 30.86K (1.08%) -4.94K
Decreased by -16.02%
Mar 31, 25
10 Bridgeway Ultra-Small Company 22.30K (0.78%) 0.00
Increased by 0.00%
Mar 31, 25
11 Dimensional US Targeted Value ETF 21.74K (0.76%) 0.00
Increased by 0.00%
Jul 31, 25
12 Ayalon Global Stocks 20.57K (0.72%) 0.00
Increased by 0.00%
Oct 31, 24
13 DFA US Small Cap Value I 20.45K (0.71%) 0.00
Increased by 0.00%
Jun 30, 25
14 DFA US Targeted Value I 17.70K (0.62%) 0.00
Increased by 0.00%
Jun 30, 25
15 Fidelity® Extended Market Index 17.42K (0.61%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity Extended Market Index 16.95K (0.59%) -44.00
Decreased by -0.26%
Jun 30, 25
17 Auer Growth 16.00K (0.56%) 0.00
Increased by 0.00%
Feb 28, 25
18 RBC Microcap Value I 14.39K (0.50%) 1.39K
Increased by +9.66%
Jun 30, 25
19 DFA US Small Cap I 11.55K (0.40%) 0.00
Increased by 0.00%
Jun 30, 25
20 DFA US Core Equity 2 I 9.40K (0.33%) 0.00
Increased by 0.00%
Jun 30, 25