Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 504.81K (5.41%) 0.00
Increased by 0.00%
Mar 31, 25
2 North Star Investment Management Corp 336.96K (3.61%) 42.00
Increased by +0.01%
Mar 31, 25
3 Renaissance Technologies Corp 291.86K (3.13%) -34.38K
Decreased by -11.78%
Mar 31, 25
4 Synovus Financial Corp 279.11K (2.99%) 520.00
Increased by +0.19%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 245.71K (2.63%) -1.82K
Decreased by -0.74%
Mar 31, 25
6 Skylands Capital, LLC 152.84K (1.64%) -19.50K
Decreased by -12.76%
Mar 31, 25
7 First Manhattan Co. LLC 147.40K (1.58%) 0.00
Increased by 0.00%
Mar 31, 25
8 Bard Associates Inc 140.03K (1.50%) -3.80K
Decreased by -2.71%
Mar 31, 25
9 Bridgeway Capital Management, LLC 123.07K (1.32%) 2.45K
Increased by +1.99%
Mar 31, 25
10 Diamond Hill Capital Management Inc 112.20K (1.20%) 5.32K
Increased by +4.74%
Mar 31, 25
11 Geode Capital Management, LLC 98.37K (1.05%) 3.81K
Increased by +3.87%
Mar 31, 25
12 Cutter & CO Brokerage, Inc. 55.20K (0.59%) 0.00
Increased by 0.00%
Dec 31, 24
13 LSV Asset Management 47.29K (0.51%) 0.00
Increased by 0.00%
Mar 31, 25
14 Empowered Funds, LLC 47.22K (0.51%) 2.45K
Increased by +5.18%
Mar 31, 25
15 Northern Trust Corp 46.03K (0.49%) -2.49K
Decreased by -5.40%
Mar 31, 25
16 Royal Bank of Canada 41.50K (0.44%) 0.00
Increased by 0.00%
Mar 31, 25
17 Wells Fargo & Co 41.30K (0.44%) 37.23K
Increased by +90.15%
Sep 30, 24
18 Morgan Dempsey Capital Management, LLC 40.96K (0.44%) 14.82K
Increased by +36.19%
Sep 30, 24
19 EVOKE WEALTH, LLC 40.00K (0.43%) 0.00
Increased by 0.00%
Mar 31, 25
20 Ardent Capital Management, Inc. 37.79K (0.40%) -30.25K
Decreased by -80.04%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 322.46K (3.46%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 320.26K (3.43%) 0.00
Increased by 0.00%
May 31, 25
3 VT De Lisle America B USD 297.15K (3.18%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 184.55K (1.98%) 0.00
Increased by 0.00%
May 31, 25
5 North Star Dividend I 169.00K (1.81%) 0.00
Increased by 0.00%
May 31, 25
6 North Star Micro Cap I 144.00K (1.54%) -13.00K
Decreased by -9.03%
May 31, 25
7 DFA US Small Cap Value I 139.71K (1.50%) 0.00
Increased by 0.00%
Apr 30, 25
8 Perinvest(Lux) Sicav Harbour US Eq A 130.00K (1.39%) -20.00K
Decreased by -15.38%
Sep 30, 23
9 Bridgeway Omni Small-Cap Value 75.85K (0.81%) 0.00
Increased by 0.00%
Mar 31, 25
10 Bridgeway Omni Small-Cap Value N 75.85K (0.81%) 0.00
Increased by 0.00%
Mar 31, 25
11 Pinnacle Value 60.11K (0.64%) 2.38K
Increased by +3.96%
Mar 31, 25
12 Fidelity Extended Market Index 53.81K (0.58%) -514.00
Decreased by -0.96%
Apr 30, 25
13 Fidelity® Extended Market Index 50.18K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
14 EA Bridgeway Omni Small-Cap Value ETF 48.44K (0.52%) -15.00
Decreased by -0.03%
May 30, 25
15 Auer Growth 46.00K (0.49%) 0.00
Increased by 0.00%
Jul 31, 24
16 Bridgeway Ultra-Small Company 41.60K (0.45%) 0.00
Increased by 0.00%
Sep 30, 23
17 RBC Microcap Value I 41.50K (0.44%) 0.00
Increased by 0.00%
Mar 31, 25
18 DFA US Targeted Value I 34.98K (0.37%) 0.00
Increased by 0.00%
Apr 30, 25
19 Perritt Ultra MicroCap 30.00K (0.32%) 0.00
Increased by 0.00%
Jun 30, 24
20 Acuitas US Microcap Institutional 23.90K (0.26%) 4.01K
Increased by +16.80%
Mar 31, 25