Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.04%
2 BSVO 0.02%
3 DFAT 0.01%
4 DFSV 0.00%
5 AVSC 0.00%
6 DFUV 0.00%
7 AVUV 0.00%
8 DFAS 0.00%
9 DFAC 0.00%
10 DFSU 0.00%
11 DFUS 0.00%
12 DCOR 0.00%
13 VTI 0.00%
14 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 480.82K (6.70%) 17.69K
Increased by +3.68%
Mar 31, 25
2 Wedbush Morgan Securities Inc 365.71K (5.10%) -11.24K
Decreased by -3.07%
Mar 31, 25
3 Vanguard Group Inc 329.34K (4.59%) 427.00
Increased by +0.13%
Mar 31, 25
4 CALDWELL SUTTER CAPITAL INC 226.10K (3.15%) -1.50K
Decreased by -0.66%
Mar 31, 25
5 Renaissance Technologies Corp 187.99K (2.62%) -8.00K
Decreased by -4.26%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 131.53K (1.83%) 240.00
Increased by +0.18%
Mar 31, 25
7 Cannell Capital LLC 110.10K (1.53%) -9.10K
Decreased by -8.27%
Mar 31, 25
8 Geode Capital Management, LLC 84.76K (1.18%) 2.74K
Increased by +3.24%
Mar 31, 25
9 IMS Capital Management, Inc. 80.10K (1.12%) 0.00
Increased by 0.00%
Dec 31, 23
10 Arrowstreet Capital Limited Partnership 73.09K (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
11 Shufro Rose & CO LLC 70.00K (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
12 Bridgeway Capital Management, LLC 61.71K (0.86%) -39.86K
Decreased by -64.60%
Mar 31, 25
13 American Century Companies Inc 57.47K (0.80%) 25.76K
Increased by +44.83%
Mar 31, 25
14 The Informed Momentum Company (formerly EAM Investors) 47.33K (0.66%) 0.00
Increased by 0.00%
Mar 31, 25
15 Ellsworth Advisors, LLC 46.72K (0.65%) 46.72K
Increased by +100.00%
Mar 31, 25
16 BlackRock Inc 41.23K (0.57%) -28.00
Decreased by -0.07%
Mar 31, 25
17 Susquehanna International Group, LLP 37.87K (0.53%) -3.34K
Decreased by -8.83%
Mar 31, 25
18 Northern Trust Corp 36.73K (0.51%) 1.44K
Increased by +3.93%
Mar 31, 25
19 Marshall Wace Asset Management Ltd 32.66K (0.46%) 32.66K
Increased by +100.00%
Dec 31, 24
20 F.L.Putnam Investment Management 30.05K (0.42%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 215.85K (3.01%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 215.85K (3.01%) 0.00
Increased by 0.00%
Sep 30, 24
3 DFA US Small Cap Value I 154.34K (2.15%) -2.29K
Decreased by -1.49%
Apr 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 106.19K (1.48%) 8.59K
Increased by +8.09%
Apr 30, 25
5 DFA US Targeted Value I 55.88K (0.78%) 2.23K
Increased by +4.00%
Apr 30, 25
6 IMC US Ultra Micro Cap 52.27K (0.73%) 4.94K
Increased by +9.44%
Mar 31, 25
7 Avantis US Small Cap Value ETF 51.55K (0.72%) 0.00
Increased by 0.00%
May 31, 25
8 Dimensional US Targeted Value ETF 51.28K (0.71%) 0.00
Increased by 0.00%
May 30, 25
9 DFA US Micro Cap I 50.69K (0.71%) 0.00
Increased by 0.00%
Apr 30, 25
10 EAM Ultra Micro Cap 49.89K (0.70%) 0.00
Increased by 0.00%
Nov 30, 24
11 Fidelity Extended Market Index 41.49K (0.58%) -397.00
Decreased by -0.96%
Apr 30, 25
12 Fidelity® Extended Market Index 39.68K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
13 DFA US Small Cap I 32.81K (0.46%) 0.00
Increased by 0.00%
Apr 30, 25
14 Bridgeway Ultra-Small Company Market 27.61K (0.38%) -41.49K
Decreased by -150.27%
Mar 31, 25
15 Pleiades Small Cap Equity A 26.14K (0.36%) 0.00
Increased by 0.00%
Mar 31, 25
16 EA Bridgeway Omni Small-Cap Value ETF 21.05K (0.29%) -7.00
Decreased by -0.03%
May 30, 25
17 DFA US Core Equity 2 I 16.93K (0.24%) 0.00
Increased by 0.00%
Apr 30, 25
18 Dimensional US Small Cap Value ETF 16.15K (0.23%) 0.00
Increased by 0.00%
May 30, 25
19 iShares Micro-Cap ETF 15.96K (0.22%) 0.00
Increased by 0.00%
May 31, 25
20 Ayalon Global Stocks 14.09K (0.20%) 0.00
Increased by 0.00%
Oct 31, 24