Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMKT 0.73%
2 COAL 0.48%
3 BSVO 0.07%
4 DES 0.04%
5 IWC 0.04%
6 EES 0.03%
7 GSSC 0.02%
8 IWN 0.01%
9 DFSV 0.01%
10 PRFZ 0.01%
11 RTLA 0.01%
12 VTWV 0.01%
13 VTWO 0.01%
14 DFAT 0.01%
15 AVUV 0.01%
16 IWM 0.01%
17 DFAS 0.01%
18 RSSL 0.00%
19 UWM 0.00%
20 URTY 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 400.21K (9.45%) 104.00
Increased by +0.03%
Dec 31, 25
2 BlackRock Inc 313.99K (7.42%) -22.06K
Decreased by -7.03%
Sep 30, 25
3 Vanguard Group Inc 218.95K (5.17%) 5.99K
Increased by +2.74%
Dec 31, 25
4 Renaissance Technologies Corp 160.72K (3.80%) -8.80K
Decreased by -5.48%
Dec 31, 25
5 FMR Inc 150.32K (3.55%) -169.23K
Decreased by -112.58%
Jun 30, 24
6 Geode Capital Management, LLC 95.34K (2.25%) 2.51K
Increased by +2.63%
Dec 31, 25
7 Mudita Advisors LLP 92.52K (2.18%) 0.00
Increased by 0.00%
Dec 31, 25
8 State Street Corp 81.03K (1.91%) 347.00
Increased by +0.43%
Sep 30, 25
9 State Street Corporation 79.82K (1.89%) 1.99K
Increased by +2.49%
Mar 31, 24
10 Bridgeway Capital Management, LLC 76.96K (1.82%) 0.00
Increased by 0.00%
Dec 31, 25
11 Curbstone Financial Management Corporation 57.54K (1.36%) 0.00
Increased by 0.00%
Mar 31, 26
12 PNC Financial Services Group Inc 47.02K (1.11%) 759.00
Increased by +1.61%
Sep 30, 25
13 Ancora Advisors LLC 44.52K (1.05%) 30.08K
Increased by +67.56%
Dec 31, 25
14 UBS Group AG 43.23K (1.02%) 2.71K
Increased by +6.28%
Dec 31, 23
15 Empowered Funds, LLC 42.80K (1.01%) 1.72K
Increased by +4.02%
Sep 30, 25
16 Northern Trust Corp 40.52K (0.96%) -1.65K
Decreased by -4.08%
Sep 30, 25
17 American Century Companies Inc 39.19K (0.93%) -682.00
Decreased by -1.74%
Dec 31, 25
18 Bank of New York Mellon Corp 36.18K (0.85%) -683.00
Decreased by -1.89%
Sep 30, 25
19 RBF LLC 34.46K (0.81%) 17.13K
Increased by +49.71%
Dec 31, 25
20 CWM, LLC duplicate 33.27K (0.79%) 21.00
Increased by +0.06%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 392.32K (9.27%) -407.00
Decreased by -0.10%
Oct 31, 23
2 Vanguard US Total Market Shares ETF 121.25K (2.86%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 118.30K (2.79%) 0.00
Increased by 0.00%
Mar 31, 26
4 DFA US Small Cap Value I 116.22K (2.74%) 0.00
Increased by 0.00%
Feb 28, 26
5 iShares Russell 2000 ETF 89.98K (2.13%) -752.00
Decreased by -0.84%
Mar 31, 26
6 Fidelity® Low-Priced Stock K6 53.88K (1.27%) 407.00
Increased by +0.76%
Oct 31, 23
7 Fidelity Low-Priced Stock 49.47K (1.17%) -47.79K
Decreased by -96.61%
Aug 31, 24
8 DFA US Targeted Value I 48.74K (1.15%) 0.00
Increased by 0.00%
Feb 28, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 47.88K (1.13%) 1.54K
Increased by +3.21%
Mar 31, 26
10 EA Bridgeway Omni Small-Cap Value ETF 42.80K (1.01%) 0.00
Increased by 0.00%
Mar 31, 26
11 Fidelity® Small Cap Index 39.50K (0.93%) 1.21K
Increased by +3.06%
Oct 31, 23
12 Fidelity Small Cap Index 38.84K (0.92%) -517.00
Decreased by -1.33%
Jan 31, 26
13 DFA US Micro Cap I 38.69K (0.91%) 0.00
Increased by 0.00%
Feb 28, 26
14 DFA US Small Cap I 38.34K (0.91%) 0.00
Increased by 0.00%
Feb 28, 26
15 Fidelity LowPriced Stock Commingled Pl A 36.05K (0.85%) -4.22K
Decreased by -11.70%
Feb 29, 24
16 Avantis US Small Cap Value ETF 35.58K (0.84%) 0.00
Increased by 0.00%
Mar 31, 26
17 Dimensional US Targeted Value ETF 34.87K (0.82%) 0.00
Increased by 0.00%
Mar 31, 26
18 iShares Russell 2000 Value ETF 33.75K (0.80%) 0.00
Increased by 0.00%
Mar 31, 26
19 Ailis Global Equity Market Neutral I 30.83K (0.73%) 0.00
Increased by 0.00%
Jun 30, 24
20 WisdomTree US SmallCap Dividend ETF 30.78K (0.73%) 0.00
Increased by 0.00%
Mar 11, 26