Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 2.09M (25.16%) 15.95K
Increased by +0.76%
Mar 31, 26
2 BlackRock Inc 529.71K (6.38%) -7.30K
Decreased by -1.38%
Mar 31, 26
3 Vanguard Group Inc 421.05K (5.07%) -326.00
Decreased by -0.08%
Dec 31, 25
4 Aristides Capital LLC 417.01K (5.02%) 0.00
Increased by 0.00%
Mar 31, 26
5 Bridgeway Capital Management, LLC 325.99K (3.93%) 26.90K
Increased by +8.25%
Mar 31, 26
6 Vanguard Capital Management, LLC 321.19K (3.87%) 321.19K
Increased by +100.00%
Mar 31, 26
7 Empowered Funds, LLC 232.13K (2.80%) 232.13K
Increased by +100.00%
Mar 31, 26
8 Geode Capital Management, LLC 224.51K (2.70%) 14.64K
Increased by +6.52%
Mar 31, 26
9 Raymond James & Associates 189.72K (2.28%) -28.11K
Decreased by -14.82%
Sep 30, 24
10 Wealthstar Advisors, LLC 166.62K (2.01%) 80.38K
Increased by +48.24%
Mar 31, 25
11 Renaissance Technologies Corp 162.47K (1.96%) 22.46K
Increased by +13.82%
Mar 31, 26
12 State Street Corp 133.72K (1.61%) 3.82K
Increased by +2.86%
Mar 31, 26
13 State Street Corporation 129.11K (1.55%) -400.00
Decreased by -0.31%
Mar 31, 24
14 Segall Bryant & Hamill 93.21K (1.12%) 0.00
Increased by 0.00%
Mar 31, 26
15 Northern Trust Corp 82.12K (0.99%) 95.00
Increased by +0.12%
Mar 31, 26
16 Citadel Advisors Llc 71.60K (0.86%) 338.00
Increased by +0.47%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 71.16K (0.86%) -19.21K
Decreased by -27.00%
Mar 31, 26
18 The Goldman Sachs Group Inc 70.58K (0.85%) 34.17K
Increased by +48.42%
Mar 31, 26
19 Bank of New York Mellon Corp 64.75K (0.78%) 21.18K
Increased by +32.72%
Mar 31, 26
20 Jacobs Levy Equity Management, Inc. 60.21K (0.73%) -4.33K
Decreased by -7.19%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 DFA US Small Cap Value I 787.54K (9.48%) 0.00
Increased by 0.00%
Apr 30, 26
2 Northeast Investors Trust 510.20K (6.14%) 0.00
Increased by 0.00%
Mar 31, 26
3 DFA US Core Equity 2 I 254.09K (3.06%) 0.00
Increased by 0.00%
Apr 30, 26
4 DFA US Core Equity 1 I 247.50K (2.98%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard Total Stock Mkt Idx Inv 229.05K (2.76%) 0.00
Increased by 0.00%
Apr 30, 26
6 EA Bridgeway Omni Small-Cap Value ETF 227.13K (2.73%) 0.00
Increased by 0.00%
May 29, 26
7 iShares Russell 2000 ETF 191.50K (2.31%) 1.77K
Increased by +0.92%
May 29, 26
8 Vanguard US Total Market Shares ETF 171.00K (2.06%) 0.00
Increased by 0.00%
Sep 30, 24
9 DFA US Small Cap I 130.30K (1.57%) 14.90K
Increased by +11.44%
Apr 30, 26
10 DFA US Targeted Value I 129.86K (1.56%) -39.77K
Decreased by -30.62%
Apr 30, 26
11 Dimensional US Small Cap Value ETF 96.31K (1.16%) 0.00
Increased by 0.00%
May 29, 26
12 DFA US Micro Cap I 96.16K (1.16%) 0.00
Increased by 0.00%
Apr 30, 26
13 Fidelity Small Cap Index 94.96K (1.14%) 2.43K
Increased by +2.56%
Mar 31, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 92.14K (1.11%) 0.00
Increased by 0.00%
Apr 30, 26
15 Fidelity® Small Cap Index 76.80K (0.92%) 0.00
Increased by 0.00%
Oct 31, 23
16 Dimensional US Targeted Value ETF 72.02K (0.87%) -705.00
Decreased by -0.98%
May 29, 26
17 Bridgeway Omni Small-Cap Value 66.96K (0.81%) 0.00
Increased by 0.00%
Mar 31, 26
18 Bridgeway Omni Small-Cap Value N 66.96K (0.81%) 0.00
Increased by 0.00%
Mar 31, 26
19 iShares Russell 2000 Value ETF 64.02K (0.77%) 0.00
Increased by 0.00%
May 29, 26
20 Dimensional US Core Equity 2 ETF 59.28K (0.71%) 0.00
Increased by 0.00%
May 29, 26