Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 1.09%
2 DEEP 1.09%
3 FDM 0.57%
4 EHLS 0.46%
5 DES 0.10%
6 IWC 0.08%
7 EBIT 0.07%
8 GSSC 0.05%
9 VFQY 0.04%
10 BSVO 0.04%
11 AVSC 0.04%
12 VFMF 0.03%
13 DHS 0.03%
14 IWN 0.02%
15 DFAT 0.02%
16 VTWV 0.02%
17 RTLA 0.02%
18 EES 0.02%
19 RSSL 0.01%
20 IWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Markel Group Inc 213.30K (14.08%) 0.00
Increased by 0.00%
Jun 30, 25
2 BlackRock Inc 113.28K (7.48%) -10.86K
Decreased by -9.59%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 84.68K (5.59%) -681.00
Decreased by -0.80%
Jun 30, 25
4 Vanguard Group Inc 76.62K (5.06%) 819.00
Increased by +1.07%
Jun 30, 25
5 Third Avenue Management LLC 35.75K (2.36%) -3.17K
Decreased by -8.86%
Jun 30, 25
6 Two Sigma Investments LLC 35.63K (2.35%) 25.42K
Increased by +71.35%
Jun 30, 25
7 Geode Capital Management, LLC 35.53K (2.34%) 1.58K
Increased by +4.45%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 30.06K (1.98%) 12.32K
Increased by +40.99%
Jun 30, 25
9 State Street Corp 28.02K (1.85%) 929.00
Increased by +3.32%
Jun 30, 25
10 State Street Corporation 24.01K (1.58%) 336.00
Increased by +1.40%
Mar 31, 24
11 Renaissance Technologies Corp 20.65K (1.36%) -3.20K
Decreased by -15.50%
Jun 30, 25
12 Two Sigma Advisers, LLC 17.00K (1.12%) 14.90K
Increased by +87.65%
Jun 30, 25
13 Bank of New York Mellon Corp 16.59K (1.10%) 2.38K
Increased by +14.36%
Jun 30, 25
14 Aristides Capital LLC 15.92K (1.05%) 4.00K
Increased by +25.13%
Jun 30, 25
15 American Century Companies Inc 15.79K (1.04%) 2.60K
Increased by +16.46%
Jun 30, 25
16 Northern Trust Corp 13.58K (0.90%) -235.00
Decreased by -1.73%
Jun 30, 25
17 Arrowstreet Capital Limited Partnership 10.74K (0.71%) -289.00
Decreased by -2.69%
Jun 30, 25
18 Franklin Resources Inc 10.72K (0.71%) 0.00
Increased by 0.00%
Mar 31, 24
19 BNP Paribas Arbitrage, SA 10.51K (0.69%) 10.42K
Increased by +99.19%
Jun 30, 25
20 Empowered Funds, LLC 8.60K (0.57%) 4.48K
Increased by +52.03%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 40.89K (2.70%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 40.06K (2.64%) -882.00
Decreased by -2.20%
Jul 31, 25
3 Small Cap Value Select 39.06K (2.58%) 39.06K
Increased by +100.00%
Sep 30, 24
4 iShares Russell 2000 ETF 36.24K (2.39%) 0.00
Increased by 0.00%
Aug 31, 25
5 Third Avenue Small Cap Value Composite 35.70K (2.36%) -3.14K
Decreased by -8.79%
Jun 30, 25
6 Third Avenue Small Cap Value Instl 35.70K (2.36%) -3.14K
Decreased by -8.79%
Jun 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 15.64K (1.03%) -6.36K
Decreased by -40.68%
Jul 31, 25
8 Fidelity Small Cap Index 14.32K (0.95%) -32.00
Decreased by -0.22%
Jun 30, 25
9 DFA US Targeted Value I 13.44K (0.89%) 0.00
Increased by 0.00%
Jul 31, 25
10 Fidelity® Small Cap Index 11.61K (0.77%) 564.00
Increased by +4.86%
Oct 31, 23
11 Dimensional US Targeted Value ETF 10.69K (0.71%) 0.00
Increased by 0.00%
Aug 29, 25
12 Franklin MicroCap Value A 10.67K (0.70%) 0.00
Increased by 0.00%
Mar 31, 24
13 iShares Russell 2000 Value ETF 10.33K (0.68%) 0.00
Increased by 0.00%
Aug 31, 25
14 DFA US Small Cap I 9.11K (0.60%) 0.00
Increased by 0.00%
Jul 31, 25
15 WisdomTree US SmallCap Dividend ETF 8.98K (0.59%) 0.00
Increased by 0.00%
Aug 29, 25
16 DFA US Micro Cap I 8.96K (0.59%) -7.28K
Decreased by -81.27%
Jul 31, 25
17 Fidelity Extended Market Index 7.91K (0.52%) -65.00
Decreased by -0.82%
Jul 31, 25
18 Fidelity® Extended Market Index 7.78K (0.51%) 175.00
Increased by +2.25%
Nov 30, 23
19 Profit Inv Mgt (PIM) Profit Sm Cap Eq 6.94K (0.46%) 6.94K
Increased by +100.00%
Jun 30, 25
20 Vanguard Russell 2000 ETF 6.83K (0.45%) -435.00
Decreased by -6.37%
Jul 31, 25