Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDOG 2.00%
2 HART 0.49%
3 DWAS 0.38%
4 SQLV 0.30%
5 RAYE 0.27%
6 ECOW 0.20%
7 RNEM 0.17%
8 BSVO 0.13%
9 DEHP 0.10%
10 IWC 0.05%
11 EES 0.05%
12 RFLR 0.03%
13 SPWO 0.03%
14 VTWV 0.02%
15 RTLA 0.02%
16 DFAT 0.02%
17 IWN 0.02%
18 DFSV 0.01%
19 JSTC 0.01%
20 JPSE 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Biglari Capital Corp. 1.39M (752.12%) 0.00
Increased by 0.00%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 92.69K (50.00%) 1.23K
Increased by +1.32%
Mar 31, 25
3 BlackRock Inc 54.66K (29.48%) -744.00
Decreased by -1.36%
Mar 31, 25
4 Vanguard Group Inc 40.93K (22.08%) 3.47K
Increased by +8.48%
Mar 31, 25
5 JPMorgan Chase & Co 27.38K (14.77%) 11.24K
Increased by +41.06%
Mar 31, 25
6 Nuveen, LLC 18.31K (9.88%) 18.31K
Increased by +100.00%
Mar 31, 25
7 Nuveen Asset Management, LLC 16.82K (9.07%) 164.00
Increased by +0.97%
Dec 31, 24
8 Amvescap Plc. 15.80K (8.52%) 15.80K
Increased by +100.00%
Dec 31, 24
9 Geode Capital Management, LLC 15.80K (8.52%) 112.00
Increased by +0.71%
Mar 31, 25
10 Bridgeway Capital Management, LLC 15.63K (8.43%) 165.00
Increased by +1.06%
Mar 31, 25
11 Arrowstreet Capital Limited Partnership 14.54K (7.84%) 1.28K
Increased by +8.82%
Mar 31, 25
12 Acuitas Investments, LLC 14.38K (7.76%) 1.85K
Increased by +12.85%
Sep 30, 24
13 Peapod Lane Capital LLC 13.83K (7.46%) -742.00
Decreased by -5.37%
Mar 31, 25
14 State Street Corp 13.14K (7.09%) 140.00
Increased by +1.07%
Mar 31, 25
15 State Street Corporation 12.63K (6.81%) 100.00
Increased by +0.79%
Mar 31, 24
16 Connor Clark & Lunn Inv Mgmt Ltd 12.03K (6.49%) 142.00
Increased by +1.18%
Mar 31, 25
17 Empowered Funds, LLC 9.43K (5.09%) 165.00
Increased by +1.75%
Mar 31, 25
18 Northern Trust Corp 7.55K (4.07%) -246.00
Decreased by -3.26%
Mar 31, 25
19 O'Shaughnessy Asset Management LLC 6.22K (3.35%) 3.46K
Increased by +55.61%
Mar 31, 25
20 Renaissance Technologies Corp 5.93K (3.20%) 410.00
Increased by +6.92%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 MUAM MUFJ Foreign Equity Active MF 39.04K (21.06%) 39.04K
Increased by +100.00%
Feb 14, 25
2 Vanguard Total Stock Mkt Idx Inv 22.11K (11.93%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 18.32K (9.88%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 16.95K (9.14%) 0.00
Increased by 0.00%
May 31, 25
5 DFA US Targeted Value I 15.48K (8.35%) 0.00
Increased by 0.00%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 13.28K (7.16%) 0.00
Increased by 0.00%
May 31, 25
7 VT Holland Advisors Equity I GBP Acc 12.00K (6.47%) 0.00
Increased by 0.00%
May 31, 25
8 Invesco Dorsey Wright SmallCap Momt ETF 11.86K (6.39%) -84.00
Decreased by -0.71%
Mar 31, 25
9 TIAA-CREF Quant Small-Cap Equity Instl 11.79K (6.36%) 240.00
Increased by +2.04%
Feb 29, 24
10 Nuveen Quant Small Cap Equity R6 11.73K (6.33%) -290.00
Decreased by -2.47%
Apr 30, 25
11 DFA US Small Cap I 11.40K (6.15%) 0.00
Increased by 0.00%
Apr 30, 25
12 Dimensional US Targeted Value ETF 11.29K (6.09%) 0.00
Increased by 0.00%
May 30, 25
13 DFA US Small Cap Value I 10.66K (5.75%) 0.00
Increased by 0.00%
Apr 30, 25
14 EA Bridgeway Omni Small-Cap Value ETF 9.69K (5.22%) -3.00
Decreased by -0.03%
May 30, 25
15 DFA US Micro Cap I 8.88K (4.79%) 0.00
Increased by 0.00%
Apr 30, 25
16 JPMorgan Small Cap Value I 8.50K (4.59%) 767.00
Increased by +9.02%
Apr 30, 25
17 Fidelity Small Cap Index 7.34K (3.96%) 308.00
Increased by +4.20%
Mar 31, 25
18 Fidelity® Small Cap Index 6.83K (3.68%) 305.00
Increased by +4.47%
Oct 31, 23
19 iShares Russell 2000 Value ETF 6.41K (3.46%) 0.00
Increased by 0.00%
May 31, 25
20 Bridgeway Omni Small-Cap Value 6.20K (3.34%) 0.00
Increased by 0.00%
Mar 31, 25