Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VLLU 1.72%
2 DGRS 0.55%
3 EBIT 0.52%
4 HAPS 0.45%
5 SMLV 0.44%
6 DFSV 0.29%
7 MILN 0.28%
8 CSA 0.27%
9 ISMD 0.23%
10 TMFX 0.19%
11 DFAT 0.18%
12 FSGS 0.17%
13 RNSC 0.17%
14 EES 0.15%
15 IWN 0.14%
16 VTWV 0.13%
17 DES 0.12%
18 FYT 0.11%
19 FSMD 0.11%
20 FYX 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 1.99M (22.41%) -9.77K
Decreased by -0.49%
Mar 31, 25
2 Magnolia Group, LLC 1.90M (21.41%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Group Inc 1.54M (17.31%) 187.81K
Increased by +12.23%
Mar 31, 25
4 Farmenrs & Merchants Investments Inc 1.20M (13.58%) 17.27K
Increased by +1.43%
Mar 31, 25
5 BlackRock Inc 1.15M (12.94%) -13.45K
Decreased by -1.17%
Mar 31, 25
6 Geode Capital Management, LLC 382.41K (4.31%) 20.85K
Increased by +5.45%
Mar 31, 25
7 State Street Corporation 364.55K (4.11%) 34.67K
Increased by +9.51%
Mar 31, 24
8 State Street Corp 351.48K (3.96%) -33.47K
Decreased by -9.52%
Mar 31, 25
9 Snyder Capital Management LP 280.05K (3.16%) -6.73K
Decreased by -2.40%
Sep 30, 23
10 General American Investors Co Inc 243.41K (2.74%) 0.00
Increased by 0.00%
Mar 31, 25
11 General American Investors Company Inc 243.41K (2.74%) 0.00
Increased by 0.00%
Jun 30, 24
12 Madison Avenue Partners, LP 233.83K (2.64%) -56.38K
Decreased by -24.11%
Mar 31, 25
13 Qvt Financial LP 229.66K (2.59%) 0.00
Increased by 0.00%
Dec 31, 24
14 Northern Trust Corp 223.87K (2.52%) -5.92K
Decreased by -2.65%
Dec 31, 24
15 Sycale Advisors (NY) LLC 222.87K (2.51%) -35.17K
Decreased by -15.78%
Mar 31, 25
16 Empyrean Capital Partners, LP 215.00K (2.42%) -237.00K
Decreased by -110.23%
Mar 31, 24
17 Charles Schwab Investment Management Inc 196.89K (2.22%) -5.08K
Decreased by -2.58%
Mar 31, 25
18 Boston Partners Global Investors, Inc 170.46K (1.92%) -4.73K
Decreased by -2.78%
Sep 30, 23
19 JPMorgan Chase & Co 132.67K (1.50%) -39.81K
Decreased by -30.01%
Mar 31, 25
20 Bandera Partners LLC 127.00K (1.43%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 DFA US Small Cap Value I 619.94K (6.99%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 451.48K (5.09%) 14.67K
Increased by +3.25%
Apr 30, 25
3 iShares Russell 2000 ETF 355.87K (4.01%) 60.00
Increased by +0.02%
Apr 30, 25
4 Vanguard Small Cap Index 353.95K (3.99%) 2.57K
Increased by +0.73%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 343.02K (3.87%) 89.48K
Increased by +26.09%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 271.47K (3.06%) 372.00
Increased by +0.14%
Apr 30, 25
7 DFA US Targeted Value I 249.13K (2.81%) -4.46K
Decreased by -1.79%
Mar 31, 25
8 General American Investors 243.41K (2.74%) 0.00
Increased by 0.00%
Jun 30, 23
9 Vanguard Small Cap Value Index Inv 228.73K (2.58%) 720.00
Increased by +0.31%
Apr 30, 25
10 DFA US Small Cap I 225.39K (2.54%) 0.00
Increased by 0.00%
Mar 31, 25
11 Dimensional US Targeted Value ETF 180.79K (2.04%) 0.00
Increased by 0.00%
Apr 30, 25
12 Fidelity Small Cap Index 140.08K (1.58%) 0.00
Increased by 0.00%
Feb 28, 25
13 Fidelity® Small Cap Index 138.88K (1.57%) 3.87K
Increased by +2.79%
Oct 31, 23
14 iShares Russell 2000 Value ETF 134.91K (1.52%) -460.00
Decreased by -0.34%
Apr 30, 25
15 Avantis US Small Cap Value ETF 120.14K (1.35%) 0.00
Increased by 0.00%
Apr 30, 25
16 Dimensional US Small Cap Value ETF 112.48K (1.27%) 0.00
Increased by 0.00%
Apr 30, 25
17 Fidelity Extended Market Index 96.17K (1.08%) 1.53K
Increased by +1.59%
Mar 31, 25
18 Fidelity® Extended Market Index 95.82K (1.08%) 1.17K
Increased by +1.22%
Nov 30, 23
19 Vanguard Dividend Appreciation ETF 93.09K (1.05%) 966.00
Increased by +1.04%
Apr 30, 25
20 DFA US Core Equity 2 I 83.75K (0.94%) 0.00
Increased by 0.00%
Mar 31, 25