Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCF 0.03%
2 IWC 0.00%
3 DFAT 0.00%
4 DFUV 0.00%
5 DFAS 0.00%
6 DFSU 0.00%
7 DFSV 0.00%
8 DFUS 0.00%
9 VXF 0.00%
10 DFAC 0.00%
11 ITOT 0.00%
12 VTI 0.00%
13 DCOR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Gendell Jeffrey L 415.34K (7.11%) 133.51K
Increased by +32.14%
Dec 31, 25
2 Vanguard Group Inc 251.08K (4.30%) 15.06K
Increased by +6.00%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 168.21K (2.88%) -100.72K
Decreased by -59.88%
Mar 31, 26
4 Wilbanks, Smith & Thomas Asset Mgmt, LLC 123.68K (2.12%) 0.00
Increased by 0.00%
Mar 31, 24
5 Royal Bank of Canada 122.48K (2.10%) -2.29K
Decreased by -1.87%
Jun 30, 25
6 Renaissance Technologies Corp 83.30K (1.43%) -17.70K
Decreased by -21.25%
Mar 31, 26
7 Geode Capital Management, LLC 64.56K (1.10%) -3.05K
Decreased by -4.73%
Dec 31, 25
8 Two Sigma Investments LLC 49.99K (0.86%) -10.04K
Decreased by -20.08%
Dec 31, 25
9 Bridgeway Capital Management, LLC 48.27K (0.83%) 15.26K
Increased by +31.60%
Dec 31, 25
10 Jane Street Group LLC 47.09K (0.81%) 47.09K
Increased by +100.00%
Dec 31, 25
11 Legacy Financial Advisors, Inc. 43.39K (0.74%) -213.14K
Decreased by -491.19%
Dec 31, 25
12 BlackRock Inc 37.74K (0.65%) 396.00
Increased by +1.05%
Dec 31, 25
13 State Street Corp 36.77K (0.63%) 10.00K
Increased by +27.19%
Dec 31, 25
14 GSA Capital Partners LLP 32.73K (0.56%) 12.56K
Increased by +38.39%
Mar 31, 26
15 Susquehanna International Group, LLP 32.65K (0.56%) 32.65K
Increased by +100.00%
Dec 31, 25
16 Round Rock Advisors, LLC 31.27K (0.54%) 31.27K
Increased by +100.00%
Dec 31, 25
17 Shikiar Asset Management Inc 28.15K (0.48%) 3.55K
Increased by +12.61%
Mar 31, 26
18 Prime Capital Investment Advisors, LLC 25.53K (0.44%) 25.53K
Increased by +100.00%
Mar 31, 25
19 UBS Group AG 22.45K (0.38%) 13.62K
Increased by +60.68%
Mar 31, 26
20 Marshall Wace Asset Management Ltd 20.70K (0.35%) -30.59K
Decreased by -147.79%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 142.35K (2.44%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 122.06K (2.09%) 0.00
Increased by 0.00%
Sep 30, 24
3 IMC US Ultra Micro Cap 91.36K (1.56%) 91.36K
Increased by +100.00%
Mar 31, 26
4 Vanguard Institutional Extnd Mkt Idx Tr 63.97K (1.09%) 0.00
Increased by 0.00%
Mar 31, 26
5 Pleiades Small Cap Equity A 45.68K (0.78%) 45.68K
Increased by +100.00%
Mar 31, 26
6 DFA US Small Cap I 42.08K (0.72%) 6.80K
Increased by +16.16%
Mar 31, 26
7 Bridgeway Ultra-Small Company 35.67K (0.61%) 15.26K
Increased by +42.77%
Dec 31, 25
8 Blackrock Extended Mkt Fund CF 34.26K (0.59%) 0.00
Increased by 0.00%
Mar 31, 26
9 Extended Equity Market Fund B 34.26K (0.59%) 0.00
Increased by 0.00%
Dec 31, 25
10 Extended Equity Market Fund E 34.26K (0.59%) 0.00
Increased by 0.00%
Dec 31, 25
11 Fidelity Extended Market Index 33.36K (0.57%) 982.00
Increased by +2.94%
Mar 31, 26
12 BlackRock Extended Equity Market Fund K 29.17K (0.50%) -214.00
Decreased by -0.73%
Mar 31, 26
13 Extended Equity Market Fund K 29.17K (0.50%) -214.00
Decreased by -0.73%
Mar 31, 26
14 DFA US Micro Cap I 27.97K (0.48%) 0.00
Increased by 0.00%
Mar 31, 26
15 Dimensional US Small Cap ETF 22.73K (0.39%) 0.00
Increased by 0.00%
Apr 30, 26
16 Dimensional US Targeted Value ETF 18.59K (0.32%) 0.00
Increased by 0.00%
Aug 29, 25
17 Bridgeway Ultra-Small Company Market 12.60K (0.22%) 0.00
Increased by 0.00%
Dec 31, 25
18 iShares Micro-Cap ETF 12.02K (0.21%) -168.00
Decreased by -1.40%
May 30, 24
19 Fidelity Total Market Index 11.56K (0.20%) 0.00
Increased by 0.00%
Mar 31, 26
20 DFA US Small Cap Value I 11.54K (0.20%) -31.09K
Decreased by -269.29%
Mar 31, 26