Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 426.29K (8.71%) -2.26K
Decreased by -0.53%
Jun 30, 25
2 CALDWELL SUTTER CAPITAL INC 419.45K (8.57%) -1.44K
Decreased by -0.34%
Jun 30, 25
3 Renaissance Technologies Corp 297.66K (6.08%) -6.50K
Decreased by -2.18%
Jun 30, 25
4 Mink Brook Asset Management LLC 293.98K (6.01%) -933.00
Decreased by -0.32%
Jun 30, 25
5 Vanguard Group Inc 243.06K (4.97%) 0.00
Increased by 0.00%
Jun 30, 25
6 Morgan Stanley - Brokerage Accounts 117.50K (2.40%) 23.95K
Increased by +20.38%
Jun 30, 25
7 Bridgeway Capital Management, LLC 111.28K (2.27%) -8.97K
Decreased by -8.06%
Jun 30, 25
8 Geode Capital Management, LLC 41.98K (0.86%) -1.65K
Decreased by -3.93%
Jun 30, 25
9 Empowered Funds, LLC 23.87K (0.49%) -668.00
Decreased by -2.80%
Jun 30, 25
10 Cutter & CO Brokerage, Inc. 16.51K (0.34%) -200.00
Decreased by -1.21%
Dec 31, 24
11 Citadel Advisors Llc 14.33K (0.29%) 14.33K
Increased by +100.00%
Dec 31, 24
12 EP Wealth Advisors, Inc. 13.00K (0.27%) -1.00K
Decreased by -7.69%
Jun 30, 25
13 Northern Trust Corp 12.27K (0.25%) 0.00
Increased by 0.00%
Jun 30, 25
14 Integrated Wealth Concepts LLC 12.00K (0.25%) 0.00
Increased by 0.00%
Jun 30, 25
15 State Street Corp 11.66K (0.24%) 0.00
Increased by 0.00%
Jun 30, 25
16 State Street Corporation 11.66K (0.24%) 0.00
Increased by 0.00%
Dec 31, 23
17 Goss Wealth Management LLC 10.02K (0.20%) 0.00
Increased by 0.00%
Jun 30, 25
18 James Investment Research, Inc. 10.02K (0.20%) 0.00
Increased by 0.00%
Jun 30, 25
19 UBS Group AG 5.45K (0.11%) 5.45K
Increased by +100.00%
Jun 30, 25
20 Acadian Asset Management LLC 2.23K (0.05%) -1.79K
Decreased by -80.06%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 162.52K (3.32%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 159.04K (3.25%) -3.48K
Decreased by -2.19%
Jul 31, 25
3 DFA US Small Cap Value I 149.17K (3.05%) 0.00
Increased by 0.00%
Jul 31, 25
4 DFA US Micro Cap I 67.14K (1.37%) 0.00
Increased by 0.00%
Jul 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 51.84K (1.06%) -23.62K
Decreased by -45.57%
Jul 31, 25
6 DFA US Targeted Value I 43.06K (0.88%) 0.00
Increased by 0.00%
Jul 31, 25
7 Bridgeway Ultra-Small Company 37.00K (0.76%) -8.30K
Decreased by -22.43%
Jun 30, 25
8 Bridgeway Ultra-Small Company Market 31.61K (0.65%) 0.00
Increased by 0.00%
Jun 30, 25
9 DFA US Small Cap I 25.53K (0.52%) 0.00
Increased by 0.00%
Jul 31, 25
10 Fidelity® Extended Market Index 24.73K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
11 Dimensional US Targeted Value ETF 24.56K (0.50%) 0.00
Increased by 0.00%
Aug 29, 25
12 EA Bridgeway Omni Small-Cap Value ETF 24.04K (0.49%) 0.00
Increased by 0.00%
Aug 29, 25
13 Fidelity Extended Market Index 22.38K (0.46%) -158.00
Decreased by -0.71%
Jul 31, 25
14 Bridgeway Omni Small-Cap Value 18.10K (0.37%) 0.00
Increased by 0.00%
Jun 30, 25
15 Bridgeway Omni Small-Cap Value N 18.10K (0.37%) 0.00
Increased by 0.00%
Jun 30, 25
16 Dimensional US Small Cap ETF 16.92K (0.35%) 0.00
Increased by 0.00%
Aug 29, 25
17 DFA US Core Equity 2 I 16.60K (0.34%) 0.00
Increased by 0.00%
Jul 31, 25
18 RBC Microcap Value I 14.16K (0.29%) -935.00
Decreased by -6.60%
Jun 30, 24
19 DFA US Core Equity 1 I 9.70K (0.20%) 0.00
Increased by 0.00%
Jul 31, 25
20 iShares Micro-Cap ETF 9.07K (0.19%) 0.00
Increased by 0.00%
May 31, 25