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 0.00%
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. 2.04M (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%) 21.31K
Increased by +5.00%
Dec 31, 24
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 125.15K (1.51%) 198.00
Increased by +0.16%
Dec 31, 24
14 Segall Bryant & Hamill 81.50K (0.98%) 81.50K
Increased by +100.00%
Mar 31, 25
15 Jacobs Levy Equity Management, Inc. 64.54K (0.78%) -5.93K
Decreased by -9.18%
Mar 31, 25
16 O'Shaughnessy Asset Management LLC 63.19K (0.76%) 6.42K
Increased by +10.17%
Mar 31, 25
17 Connor Clark & Lunn Inv Mgmt Ltd 56.89K (0.69%) 571.00
Increased by +1.00%
Mar 31, 25
18 Millennium Management LLC 55.20K (0.67%) 27.39K
Increased by +49.62%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 54.96K (0.66%) -3.06K
Decreased by -5.56%
Mar 31, 25
20 Susquehanna International Group, LLP 51.33K (0.62%) -29.65K
Decreased by -57.76%
Jun 30, 24

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%
Mar 31, 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%
Mar 31, 25
4 DFA US Core Equity 1 I 249.44K (3.01%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 234.06K (2.82%) 63.05K
Increased by +26.94%
Apr 30, 25
6 iShares Russell 2000 ETF 201.46K (2.43%) 34.00
Increased by +0.02%
Apr 30, 25
7 DFA US Targeted Value I 174.93K (2.11%) 5.14K
Increased by +2.94%
Mar 31, 25
8 Vanguard US Total Market Shares ETF 171.00K (2.06%) 0.00
Increased by 0.00%
Sep 30, 24
9 EA Bridgeway Omni Small-Cap Value ETF 170.31K (2.05%) 2.52K
Increased by +1.48%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 134.13K (1.62%) 0.00
Increased by 0.00%
Apr 30, 25
11 DFA US Small Cap I 109.37K (1.32%) 0.00
Increased by 0.00%
Mar 31, 25
12 DFA US Micro Cap I 96.16K (1.16%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fidelity Small Cap Index 85.85K (1.03%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity® Small Cap Index 76.80K (0.93%) 0.00
Increased by 0.00%
Oct 31, 23
15 iShares Russell 2000 Value ETF 72.06K (0.87%) -245.00
Decreased by -0.34%
Apr 30, 25
16 Bridgeway Omni Small-Cap Value 66.96K (0.81%) 0.00
Increased by 0.00%
Mar 31, 25
17 Bridgeway Omni Small-Cap Value N 66.96K (0.81%) 0.00
Increased by 0.00%
Mar 31, 25
18 Dimensional US Core Equity 2 ETF 59.28K (0.71%) 0.00
Increased by 0.00%
Apr 30, 25
19 Dimensional US Small Cap Value ETF 56.31K (0.68%) 0.00
Increased by 0.00%
Apr 30, 25
20 Fidelity® Extended Market Index 48.53K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23