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 (10.84%) 1.37K
Increased by +0.22%
Mar 31, 25
2 MONEY CONCEPTS CAPITAL CORP 462.76K (8.18%) 56.46K
Increased by +12.20%
Jun 30, 25
3 Vanguard Group Inc 390.35K (6.90%) 0.00
Increased by 0.00%
Jun 30, 25
4 Dimensional Fund Advisors, Inc. 372.56K (6.58%) 802.00
Increased by +0.22%
Jun 30, 25
5 Renaissance Technologies Corp 304.42K (5.38%) -9.30K
Decreased by -3.06%
Mar 31, 25
6 Peapod Lane Capital LLC 143.19K (2.53%) 86.00
Increased by +0.06%
Jun 30, 25
7 Acuitas Investments, LLC 138.73K (2.45%) 25.33K
Increased by +18.26%
Sep 30, 24
8 Invenomic Capital Management, LP 121.55K (2.15%) 5.14K
Increased by +4.23%
Sep 30, 23
9 BlackRock Inc 91.59K (1.62%) -575.00
Decreased by -0.63%
Mar 31, 25
10 Truffle Hound Capital, LLC 90.00K (1.59%) 0.00
Increased by 0.00%
Jun 30, 25
11 Bridgeway Capital Management, LLC 83.38K (1.47%) 1.84K
Increased by +2.21%
Jun 30, 25
12 RBF LLC 73.06K (1.29%) 0.00
Increased by 0.00%
Jun 30, 25
13 Geode Capital Management, LLC 67.57K (1.19%) 1.61K
Increased by +2.39%
Mar 31, 25
14 Hillsdale Investment Management Inc. 61.40K (1.08%) 61.40K
Increased by +100.00%
Dec 31, 23
15 Brandywine Global Investment Mgmt LLC 48.66K (0.86%) -17.02K
Decreased by -34.99%
Sep 30, 24
16 Polar Asset Management Partners 45.21K (0.80%) 0.00
Increased by 0.00%
Sep 30, 23
17 LSV Asset Management 43.51K (0.77%) -29.39K
Decreased by -67.56%
Jun 30, 25
18 Northern Trust Corp 35.81K (0.63%) -269.00
Decreased by -0.75%
Mar 31, 25
19 Inspire Advisors, LLC 34.34K (0.61%) 6.00K
Increased by +17.47%
Sep 30, 24
20 Linden Thomas Advisory Services LLC 34.05K (0.60%) 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 (5.00%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 277.04K (4.90%) -6.09K
Decreased by -2.20%
Jul 31, 25
3 Northern Trust Extended Eq Market Idx 112.00K (1.98%) 0.00
Increased by 0.00%
Sep 30, 23
4 Invenomic Institutional 78.95K (1.39%) 0.00
Increased by 0.00%
Oct 31, 23
5 DFA US Small Cap Value I 78.30K (1.38%) 0.00
Increased by 0.00%
Jul 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 65.01K (1.15%) -29.62K
Decreased by -45.57%
Jul 31, 25
7 Northern Trust Wilshire 5000 60.00K (1.06%) 59.50K
Increased by +99.16%
Dec 31, 23
8 DFA US Micro Cap I 50.83K (0.90%) 0.00
Increased by 0.00%
Jul 31, 25
9 DFA US Targeted Value I 48.16K (0.85%) 0.00
Increased by 0.00%
Jul 31, 25
10 Dimensional US Targeted Value ETF 38.46K (0.68%) 0.00
Increased by 0.00%
Aug 29, 25
11 NT US Market Cap Idx Fd - L 36.00K (0.64%) 0.00
Increased by 0.00%
Dec 31, 23
12 PSM Value Strategy UI 35.00K (0.62%) 10.00K
Increased by +28.57%
Feb 29, 24
13 Fidelity® Extended Market Index 33.80K (0.60%) 1.60K
Increased by +4.74%
Nov 30, 23
14 Fidelity Extended Market Index 33.14K (0.59%) -273.00
Decreased by -0.82%
Jul 31, 25
15 Bridgeway Omni Small-Cap Value 30.30K (0.54%) 0.00
Increased by 0.00%
Jun 30, 25
16 Bridgeway Omni Small-Cap Value N 30.30K (0.54%) 0.00
Increased by 0.00%
Jun 30, 25
17 Bridgeway Ultra-Small Company 30.10K (0.53%) 0.00
Increased by 0.00%
Jun 30, 25
18 Avantis US Small Cap Value ETF 29.57K (0.52%) 0.00
Increased by 0.00%
Aug 30, 25
19 DFA US Small Cap I 27.13K (0.48%) 0.00
Increased by 0.00%
Jul 31, 25
20 EA Bridgeway Omni Small-Cap Value ETF 24.41K (0.43%) 14.00
Increased by +0.06%
Aug 29, 25