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 544.04K (9.19%) -69.18K
Decreased by -12.72%
Jun 30, 25
2 MONEY CONCEPTS CAPITAL CORP 462.76K (7.82%) 56.46K
Increased by +12.20%
Jun 30, 25
3 Vanguard Group Inc 390.35K (6.59%) 0.00
Increased by 0.00%
Jun 30, 25
4 Dimensional Fund Advisors, Inc. 372.56K (6.29%) 802.00
Increased by +0.22%
Jun 30, 25
5 Renaissance Technologies Corp 315.52K (5.33%) 11.10K
Increased by +3.52%
Jun 30, 25
6 Peapod Lane Capital LLC 143.19K (2.42%) 86.00
Increased by +0.06%
Jun 30, 25
7 Acuitas Investments, LLC 138.73K (2.34%) 25.33K
Increased by +18.26%
Sep 30, 24
8 Invenomic Capital Management, LP 121.55K (2.05%) 5.14K
Increased by +4.23%
Sep 30, 23
9 BlackRock Inc 91.25K (1.54%) -347.00
Decreased by -0.38%
Jun 30, 25
10 Truffle Hound Capital, LLC 90.00K (1.52%) 0.00
Increased by 0.00%
Jun 30, 25
11 Bridgeway Capital Management, LLC 83.38K (1.41%) 1.84K
Increased by +2.21%
Jun 30, 25
12 RBF LLC 73.06K (1.23%) 0.00
Increased by 0.00%
Jun 30, 25
13 Geode Capital Management, LLC 67.96K (1.15%) 388.00
Increased by +0.57%
Jun 30, 25
14 Hillsdale Investment Management Inc. 61.40K (1.04%) 61.40K
Increased by +100.00%
Dec 31, 23
15 Brandywine Global Investment Mgmt LLC 48.66K (0.82%) -17.02K
Decreased by -34.99%
Sep 30, 24
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 Northern Trust Corp 35.32K (0.60%) -484.00
Decreased by -1.37%
Jun 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 277.04K (4.68%) -6.09K
Decreased by -2.20%
Jul 31, 25
3 Northern Trust Extended Eq Market Idx 112.00K (1.89%) 0.00
Increased by 0.00%
Sep 30, 23
4 Invenomic Institutional 78.95K (1.33%) 0.00
Increased by 0.00%
Oct 31, 23
5 DFA US Small Cap Value I 78.30K (1.32%) 0.00
Increased by 0.00%
Jul 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 65.01K (1.10%) -29.62K
Decreased by -45.57%
Jul 31, 25
7 Northern Trust Wilshire 5000 60.00K (1.01%) 59.50K
Increased by +99.16%
Dec 31, 23
8 DFA US Micro Cap I 50.83K (0.86%) 0.00
Increased by 0.00%
Jul 31, 25
9 DFA US Targeted Value I 48.16K (0.81%) 0.00
Increased by 0.00%
Jul 31, 25
10 Dimensional US Targeted Value ETF 38.46K (0.65%) 0.00
Increased by 0.00%
Aug 29, 25
11 NT US Market Cap Idx Fd - L 36.00K (0.61%) 0.00
Increased by 0.00%
Dec 31, 23
12 PSM Value Strategy UI 35.00K (0.59%) 10.00K
Increased by +28.57%
Feb 29, 24
13 Fidelity® Extended Market Index 33.80K (0.57%) 1.60K
Increased by +4.74%
Nov 30, 23
14 Fidelity Extended Market Index 33.14K (0.56%) -273.00
Decreased by -0.82%
Jul 31, 25
15 Bridgeway Omni Small-Cap Value 30.30K (0.51%) 0.00
Increased by 0.00%
Jun 30, 25
16 Bridgeway Omni Small-Cap Value N 30.30K (0.51%) 0.00
Increased by 0.00%
Jun 30, 25
17 Bridgeway Ultra-Small Company 30.10K (0.51%) 0.00
Increased by 0.00%
Jun 30, 25
18 Avantis US Small Cap Value ETF 29.57K (0.50%) 0.00
Increased by 0.00%
Aug 30, 25
19 DFA US Small Cap I 27.13K (0.46%) 0.00
Increased by 0.00%
Jul 31, 25
20 EA Bridgeway Omni Small-Cap Value ETF 24.41K (0.41%) 14.00
Increased by +0.06%
Aug 29, 25