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 IWM 0.00%
10 DFAC 0.00%
11 URTY 0.00%
12 DFSU 0.00%
13 DFAS 0.00%
14 HDG 0.00%
15 RYLD 0.00%
16 DCOR 0.00%
17 VTHR 0.00%
18 VTI 0.00%
19 VTWO 0.00%
20 VTWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 2.04M (24.64%) 37.43K
Increased by +1.83%
Mar 31, 25
2 BlackRock Inc 549.13K (6.62%) -8.36K
Decreased by -1.52%
Mar 31, 25
3 Aristides Capital LLC 426.63K (5.14%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Group Inc 373.44K (4.50%) -2.18K
Decreased by -0.58%
Mar 31, 25
5 Bridgeway Capital Management, LLC 237.49K (2.86%) 6.03K
Increased by +2.54%
Mar 31, 25
6 Geode Capital Management, LLC 192.56K (2.32%) 3.04K
Increased by +1.58%
Mar 31, 25
7 Raymond James & Associates 189.72K (2.29%) -28.11K
Decreased by -14.82%
Sep 30, 24
8 Empowered Funds, LLC 168.53K (2.03%) 6.03K
Increased by +3.58%
Mar 31, 25
9 Wealthstar Advisors, LLC 166.62K (2.01%) 80.38K
Increased by +48.24%
Mar 31, 25
10 Renaissance Technologies Corp 149.31K (1.80%) 0.00
Increased by 0.00%
Mar 31, 25
11 State Street Corporation 129.11K (1.56%) -400.00
Decreased by -0.31%
Mar 31, 24
12 State Street Corp 128.80K (1.55%) 0.00
Increased by 0.00%
Mar 31, 25
13 Northern Trust Corp 121.66K (1.47%) -3.48K
Decreased by -2.86%
Mar 31, 25
14 Segall Bryant & Hamill 81.50K (0.98%) 81.50K
Increased by +100.00%
Mar 31, 25
15 Acadian Asset Management LLC 80.67K (0.97%) 80.59K
Increased by +99.90%
Mar 31, 25
16 Jacobs Levy Equity Management, Inc. 64.54K (0.78%) -5.93K
Decreased by -9.18%
Mar 31, 25
17 O'Shaughnessy Asset Management LLC 63.19K (0.76%) 6.42K
Increased by +10.17%
Mar 31, 25
18 Connor Clark & Lunn Inv Mgmt Ltd 56.89K (0.69%) 571.00
Increased by +1.00%
Mar 31, 25
19 Millennium Management LLC 55.20K (0.67%) 27.39K
Increased by +49.62%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 54.96K (0.66%) -3.06K
Decreased by -5.56%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 DFA US Small Cap Value I 787.54K (9.49%) 0.00
Increased by 0.00%
Jun 30, 25
2 Northeast Investors Trust 510.20K (6.15%) 0.00
Increased by 0.00%
Dec 31, 24
3 DFA US Core Equity 2 I 254.09K (3.06%) 0.00
Increased by 0.00%
Jun 30, 25
4 DFA US Core Equity 1 I 249.44K (3.01%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 234.06K (2.82%) 0.00
Increased by 0.00%
Jun 30, 25
6 iShares Russell 2000 ETF 191.53K (2.31%) -3.09K
Decreased by -1.62%
Jul 30, 25
7 EA Bridgeway Omni Small-Cap Value ETF 190.46K (2.30%) 0.00
Increased by 0.00%
Jul 31, 25
8 DFA US Targeted Value I 183.14K (2.21%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard US Total Market Shares ETF 171.00K (2.06%) 0.00
Increased by 0.00%
Sep 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 134.13K (1.62%) 0.00
Increased by 0.00%
Jun 30, 25
11 DFA US Small Cap I 109.37K (1.32%) 0.00
Increased by 0.00%
Jun 30, 25
12 DFA US Micro Cap I 96.16K (1.16%) 0.00
Increased by 0.00%
Jun 30, 25
13 Fidelity Small Cap Index 85.72K (1.03%) 0.00
Increased by 0.00%
May 31, 25
14 Fidelity® Small Cap Index 76.80K (0.93%) 0.00
Increased by 0.00%
Oct 31, 23
15 Bridgeway Omni Small-Cap Value 66.96K (0.81%) 0.00
Increased by 0.00%
Mar 31, 25
16 Bridgeway Omni Small-Cap Value N 66.96K (0.81%) 0.00
Increased by 0.00%
Mar 31, 25
17 iShares Russell 2000 Value ETF 65.83K (0.79%) 0.00
Increased by 0.00%
Jul 30, 25
18 Dimensional US Small Cap Value ETF 64.25K (0.77%) 0.00
Increased by 0.00%
Jul 31, 25
19 Dimensional US Core Equity 2 ETF 59.28K (0.71%) 0.00
Increased by 0.00%
Jul 31, 25
20 Dimensional US Targeted Value ETF 54.68K (0.66%) 0.00
Increased by 0.00%
Jul 31, 25