Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.08%
2 EBIT 0.03%
3 IWC 0.02%
4 VTWV 0.01%
5 DFSV 0.01%
6 IWN 0.01%
7 IWM 0.00%
8 RSSL 0.00%
9 DFAT 0.00%
10 UWM 0.00%
11 DFAC 0.00%
12 URTY 0.00%
13 DFSU 0.00%
14 DFAS 0.00%
15 HDG 0.00%
16 RYLD 0.00%
17 DCOR 0.00%
18 DFAU 0.00%
19 VTHR 0.00%
20 RTLA 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 2.01M (24.15%) 21.88K
Increased by +1.09%
Dec 31, 24
2 BlackRock Inc 557.49K (6.71%) 9.02K
Increased by +1.62%
Dec 31, 24
3 Aristides Capital LLC 426.63K (5.13%) 21.31K
Increased by +5.00%
Dec 31, 24
4 Vanguard Group Inc 375.62K (4.52%) 2.09K
Increased by +0.56%
Dec 31, 24
5 Bridgeway Capital Management, LLC 231.46K (2.78%) 6.95K
Increased by +3.00%
Dec 31, 24
6 Raymond James & Associates 189.72K (2.28%) -28.11K
Decreased by -14.82%
Sep 30, 24
7 Geode Capital Management, LLC 189.52K (2.28%) 3.92K
Increased by +2.07%
Dec 31, 24
8 Empowered Funds, LLC 162.50K (1.96%) 6.95K
Increased by +4.28%
Dec 31, 24
9 Renaissance Technologies Corp 149.31K (1.80%) -3.70K
Decreased by -2.48%
Dec 31, 24
10 State Street Corporation 129.11K (1.55%) -400.00
Decreased by -0.31%
Mar 31, 24
11 State Street Corp 128.80K (1.55%) -500.00
Decreased by -0.39%
Dec 31, 24
12 Northern Trust Corp 125.15K (1.51%) 198.00
Increased by +0.16%
Dec 31, 24
13 Wealthstar Advisors, LLC 86.24K (1.04%) 86.24K
Increased by +100.00%
Dec 31, 24
14 Jacobs Levy Equity Management, Inc. 70.47K (0.85%) -6.24K
Decreased by -8.85%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 58.02K (0.70%) -4.43K
Decreased by -7.63%
Dec 31, 24
16 O'Shaughnessy Asset Management LLC 56.76K (0.68%) 10.53K
Increased by +18.55%
Dec 31, 24
17 Connor Clark & Lunn Inv Mgmt Ltd 56.32K (0.68%) 3.75K
Increased by +6.66%
Dec 31, 24
18 Millennium Management LLC 55.20K (0.66%) 27.39K
Increased by +49.62%
Sep 30, 24
19 Susquehanna International Group, LLP 51.33K (0.62%) -29.65K
Decreased by -57.76%
Jun 30, 24
20 Citadel Advisors Llc 48.31K (0.58%) 3.01K
Increased by +6.22%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 DFA US Small Cap Value I 787.54K (9.47%) 0.00
Increased by 0.00%
Feb 28, 25
2 Northeast Investors Trust 510.20K (6.14%) 0.00
Increased by 0.00%
Sep 30, 24
3 DFA US Core Equity 2 I 254.09K (3.06%) 0.00
Increased by 0.00%
Feb 28, 25
4 DFA US Core Equity 1 I 249.44K (3.00%) 0.00
Increased by 0.00%
Feb 28, 25
5 iShares Russell 2000 ETF 215.98K (2.60%) -1.87K
Decreased by -0.87%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 171.00K (2.06%) 0.00
Increased by 0.00%
Feb 28, 25
7 Vanguard US Total Market Shares ETF 171.00K (2.06%) 0.00
Increased by 0.00%
Sep 30, 24
8 DFA US Targeted Value I 169.79K (2.04%) 3.12K
Increased by +1.84%
Feb 28, 25
9 EA Bridgeway Omni Small-Cap Value ETF 168.53K (2.03%) 174.00
Increased by +0.10%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 134.13K (1.61%) 0.00
Increased by 0.00%
Feb 28, 25
11 DFA US Small Cap I 109.37K (1.32%) 0.00
Increased by 0.00%
Feb 28, 25
12 DFA US Micro Cap I 96.16K (1.16%) 0.00
Increased by 0.00%
Feb 28, 25
13 Fidelity Small Cap Index 85.85K (1.03%) -1.61K
Decreased by -1.87%
Jan 31, 25
14 Fidelity® Small Cap Index 76.80K (0.92%) 0.00
Increased by 0.00%
Oct 31, 23
15 iShares Russell 2000 Value ETF 70.88K (0.85%) 0.00
Increased by 0.00%
Mar 31, 25
16 Bridgeway Omni Small-Cap Value 66.96K (0.81%) 0.00
Increased by 0.00%
Dec 31, 24
17 Bridgeway Omni Small-Cap Value N 66.96K (0.81%) 0.00
Increased by 0.00%
Dec 31, 24
18 Dimensional US Core Equity 2 ETF 59.28K (0.71%) 0.00
Increased by 0.00%
Mar 31, 25
19 Dimensional US Small Cap Value ETF 53.17K (0.64%) 0.00
Increased by 0.00%
Mar 31, 25
20 Fidelity® Extended Market Index 48.53K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23