Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 BSVO 0.02%
3 RTLA 0.01%
4 DFSV 0.01%
5 DFAT 0.00%
6 DFAS 0.00%
7 AVUV 0.00%
8 DCOR 0.00%
9 DFSU 0.00%
10 DFAC 0.00%
11 DFUS 0.00%
12 VTI 0.00%
13 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 536.99K (9.07%) -7.05K
Decreased by -1.31%
Sep 30, 25
2 MONEY CONCEPTS CAPITAL CORP 510.67K (8.63%) 27.15K
Increased by +5.32%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 373.32K (6.31%) -3.66K
Decreased by -0.98%
Dec 31, 25
4 Vanguard Group Inc 363.79K (6.14%) -24.66K
Decreased by -6.78%
Dec 31, 25
5 Renaissance Technologies Corp 315.72K (5.33%) 7.10K
Increased by +2.25%
Dec 31, 25
6 Acuitas Investments, LLC 138.73K (2.34%) 25.33K
Increased by +18.26%
Sep 30, 24
7 Invenomic Capital Management, LP 121.55K (2.05%) 5.14K
Increased by +4.23%
Sep 30, 23
8 Peapod Lane Capital LLC 104.87K (1.77%) -8.47K
Decreased by -8.07%
Dec 31, 25
9 BlackRock Inc 91.99K (1.55%) 746.00
Increased by +0.81%
Sep 30, 25
10 Truffle Hound Capital, LLC 90.00K (1.52%) 0.00
Increased by 0.00%
Dec 31, 25
11 RBF LLC 75.45K (1.27%) 2.39K
Increased by +3.17%
Dec 31, 25
12 Geode Capital Management, LLC 68.28K (1.15%) 320.00
Increased by +0.47%
Sep 30, 25
13 Hillsdale Investment Management Inc. 61.40K (1.04%) 61.40K
Increased by +100.00%
Dec 31, 23
14 Brandywine Global Investment Mgmt LLC 48.66K (0.82%) -17.02K
Decreased by -34.99%
Sep 30, 24
15 Bridgeway Capital Management, LLC 48.19K (0.81%) -33.01K
Decreased by -68.50%
Dec 31, 25
16 Polar Asset Management Partners 45.21K (0.76%) 0.00
Increased by 0.00%
Sep 30, 23
17 LSV Asset Management 43.51K (0.73%) -29.39K
Decreased by -67.56%
Jun 30, 25
18 O'Shaughnessy Asset Management LLC 41.59K (0.70%) 20.73K
Increased by +49.83%
Sep 30, 25
19 Inspire Advisors, LLC 34.34K (0.58%) 6.00K
Increased by +17.47%
Sep 30, 24
20 Linden Thomas Advisory Services LLC 34.05K (0.58%) 4.82K
Increased by +14.15%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 283.13K (4.78%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 254.16K (4.29%) 0.00
Increased by 0.00%
Jan 31, 26
3 Northern Trust Extended Eq Market Idx 112.00K (1.89%) 0.00
Increased by 0.00%
Sep 30, 23
4 NT Ext Equity Mkt Idx Fd - L 84.00K (1.42%) 0.00
Increased by 0.00%
Dec 31, 25
5 DFA US Small Cap Value I 82.07K (1.39%) 0.00
Increased by 0.00%
Jan 31, 26
6 Invenomic Institutional 78.95K (1.33%) 0.00
Increased by 0.00%
Oct 31, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 65.01K (1.10%) 0.00
Increased by 0.00%
Jan 31, 26
8 Northern Trust Wilshire 5000 60.00K (1.01%) 59.50K
Increased by +99.16%
Dec 31, 23
9 Avantis US Small Cap Value ETF 51.37K (0.87%) 920.00
Increased by +1.79%
Feb 28, 26
10 DFA US Micro Cap I 50.83K (0.86%) 0.00
Increased by 0.00%
Jan 31, 26
11 DFA US Targeted Value I 48.16K (0.81%) 0.00
Increased by 0.00%
Jan 31, 26
12 Kehlet Concentrated Micro-cap Composite 40.47K (0.68%) -496.00
Decreased by -1.23%
Jun 30, 25
13 Dimensional US Targeted Value ETF 37.90K (0.64%) 0.00
Increased by 0.00%
Feb 27, 26
14 NT US Market Cap Idx Fd - L 36.00K (0.61%) 0.00
Increased by 0.00%
Dec 31, 23
15 PSM Value Strategy UI 35.00K (0.59%) 10.00K
Increased by +28.57%
Feb 29, 24
16 Fidelity® Extended Market Index 33.80K (0.57%) 1.60K
Increased by +4.74%
Nov 30, 23
17 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 32.92K (0.56%) 9.22K
Increased by +28.02%
Dec 31, 25
18 Fidelity Extended Market Index 31.10K (0.53%) -129.00
Decreased by -0.41%
Jan 31, 26
19 Bridgeway Ultra-Small Company 30.10K (0.51%) 0.00
Increased by 0.00%
Jun 30, 25
20 DFA US Small Cap I 27.13K (0.46%) 0.00
Increased by 0.00%
Jan 31, 26