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 613.22K (10.17%) 1.37K
Increased by +0.22%
Mar 31, 25
2 MONEY CONCEPTS CAPITAL CORP 406.30K (6.74%) 4.72K
Increased by +1.16%
Mar 31, 25
3 Vanguard Group Inc 390.35K (6.47%) 0.00
Increased by 0.00%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 371.76K (6.16%) -4.92K
Decreased by -1.32%
Mar 31, 25
5 Renaissance Technologies Corp 304.42K (5.05%) -9.30K
Decreased by -3.06%
Mar 31, 25
6 Peapod Lane Capital LLC 143.10K (2.37%) 501.00
Increased by +0.35%
Mar 31, 25
7 Acuitas Investments, LLC 138.73K (2.30%) 25.33K
Increased by +18.26%
Sep 30, 24
8 Invenomic Capital Management, LP 121.55K (2.02%) 5.14K
Increased by +4.23%
Sep 30, 23
9 BlackRock Inc 91.59K (1.52%) -575.00
Decreased by -0.63%
Mar 31, 25
10 Truffle Hound Capital, LLC 90.00K (1.49%) 0.00
Increased by 0.00%
Mar 31, 25
11 Bridgeway Capital Management, LLC 81.54K (1.35%) 1.50K
Increased by +1.84%
Mar 31, 25
12 RBF LLC 73.06K (1.21%) 0.00
Increased by 0.00%
Mar 31, 25
13 LSV Asset Management 72.89K (1.21%) -1.90K
Decreased by -2.61%
Mar 31, 25
14 Geode Capital Management, LLC 67.57K (1.12%) 1.61K
Increased by +2.39%
Mar 31, 25
15 Hillsdale Investment Management Inc. 61.40K (1.02%) 61.40K
Increased by +100.00%
Dec 31, 23
16 Brandywine Global Investment Mgmt LLC 48.66K (0.81%) -17.02K
Decreased by -34.99%
Sep 30, 24
17 Polar Asset Management Partners 45.21K (0.75%) 0.00
Increased by 0.00%
Sep 30, 23
18 Northern Trust Corp 35.81K (0.59%) -269.00
Decreased by -0.75%
Mar 31, 25
19 Inspire Advisors, LLC 34.34K (0.57%) 6.00K
Increased by +17.47%
Sep 30, 24
20 Linden Thomas Advisory Services LLC 34.05K (0.56%) 4.82K
Increased by +14.15%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 283.13K (4.69%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 283.13K (4.69%) 0.00
Increased by 0.00%
Sep 30, 24
3 Northern Trust Extended Eq Market Idx 112.00K (1.86%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 94.63K (1.57%) 0.00
Increased by 0.00%
May 31, 25
5 Invenomic Institutional 78.95K (1.31%) 0.00
Increased by 0.00%
Oct 31, 23
6 DFA US Small Cap Value I 76.70K (1.27%) 833.00
Increased by +1.09%
Apr 30, 25
7 Northern Trust Wilshire 5000 60.00K (0.99%) 59.50K
Increased by +99.16%
Dec 31, 23
8 DFA US Micro Cap I 53.29K (0.88%) -946.00
Decreased by -1.78%
Apr 30, 25
9 DFA US Targeted Value I 48.16K (0.80%) 0.00
Increased by 0.00%
Apr 30, 25
10 Dimensional US Targeted Value ETF 37.24K (0.62%) 0.00
Increased by 0.00%
May 30, 25
11 NT US Market Cap Idx Fd - L 36.00K (0.60%) 0.00
Increased by 0.00%
Dec 31, 23
12 PSM Value Strategy UI 35.00K (0.58%) 10.00K
Increased by +28.57%
Feb 29, 24
13 Fidelity® Extended Market Index 33.80K (0.56%) 1.60K
Increased by +4.74%
Nov 30, 23
14 Fidelity Extended Market Index 33.65K (0.56%) -322.00
Decreased by -0.96%
Apr 30, 25
15 Bridgeway Omni Small-Cap Value 30.30K (0.50%) 0.00
Increased by 0.00%
Mar 31, 25
16 Bridgeway Omni Small-Cap Value N 30.30K (0.50%) 0.00
Increased by 0.00%
Mar 31, 25
17 Bridgeway Ultra-Small Company 30.10K (0.50%) 0.00
Increased by 0.00%
Mar 31, 25
18 Avantis US Small Cap Value ETF 29.57K (0.49%) 0.00
Increased by 0.00%
May 31, 25
19 DFA US Small Cap I 27.13K (0.45%) 0.00
Increased by 0.00%
Apr 30, 25
20 NT Quality SCC US Fund - L 24.00K (0.40%) 0.00
Increased by 0.00%
Dec 31, 23