Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.05%
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. 476.52K (6.68%) -4.30K
Decreased by -0.90%
Jun 30, 25
2 Vanguard Group Inc 335.04K (4.70%) 5.70K
Increased by +1.70%
Jun 30, 25
3 Wedbush Morgan Securities Inc 279.26K (3.92%) -86.45K
Decreased by -30.96%
Jun 30, 25
4 CALDWELL SUTTER CAPITAL INC 241.15K (3.38%) 15.06K
Increased by +6.24%
Jun 30, 25
5 Renaissance Technologies Corp 187.99K (2.64%) -8.00K
Decreased by -4.26%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 131.53K (1.84%) 240.00
Increased by +0.18%
Mar 31, 25
7 Cannell Capital LLC 110.10K (1.54%) -9.10K
Decreased by -8.27%
Mar 31, 25
8 Geode Capital Management, LLC 84.76K (1.19%) 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 (0.87%) -39.86K
Decreased by -64.60%
Mar 31, 25
13 American Century Companies Inc 57.47K (0.81%) 0.00
Increased by 0.00%
Jun 30, 25
14 Ellsworth Advisors, LLC 46.72K (0.66%) 46.72K
Increased by +100.00%
Mar 31, 25
15 BlackRock Inc 41.23K (0.58%) -28.00
Decreased by -0.07%
Mar 31, 25
16 Susquehanna International Group, LLP 37.87K (0.53%) -3.34K
Decreased by -8.83%
Mar 31, 25
17 Northern Trust Corp 36.73K (0.51%) 1.44K
Increased by +3.93%
Mar 31, 25
18 The Informed Momentum Company (formerly EAM Investors) 35.00K (0.49%) -12.34K
Decreased by -35.24%
Jun 30, 25
19 State Street Corp 29.47K (0.41%) 0.00
Increased by 0.00%
Mar 31, 25
20 O'Shaughnessy Asset Management LLC 29.35K (0.41%) 19.20K
Increased by +65.42%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 215.85K (3.03%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 211.19K (2.96%) -4.66K
Decreased by -2.21%
Jul 31, 25
3 DFA US Small Cap Value I 154.34K (2.16%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 80.57K (1.13%) -25.62K
Decreased by -31.80%
Jul 31, 25
5 Avantis US Small Cap Value ETF 63.67K (0.89%) 472.00
Increased by +0.74%
Jul 31, 25
6 DFA US Targeted Value I 57.07K (0.80%) 0.00
Increased by 0.00%
Jun 30, 25
7 Dimensional US Targeted Value ETF 51.48K (0.72%) 168.00
Increased by +0.33%
Jul 31, 25
8 EAM Ultra Micro Cap 49.89K (0.70%) 0.00
Increased by 0.00%
Nov 30, 24
9 DFA US Micro Cap I 45.83K (0.64%) -1.79K
Decreased by -3.91%
Jun 30, 25
10 Fidelity Extended Market Index 41.20K (0.58%) -108.00
Decreased by -0.26%
Jun 30, 25
11 Fidelity® Extended Market Index 39.68K (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
12 IMC US Ultra Micro Cap 37.36K (0.52%) 37.36K
Increased by +100.00%
Jun 30, 25
13 DFA US Small Cap I 32.81K (0.46%) 0.00
Increased by 0.00%
Jun 30, 25
14 Bridgeway Ultra-Small Company Market 27.61K (0.39%) -41.49K
Decreased by -150.27%
Mar 31, 25
15 EA Bridgeway Omni Small-Cap Value ETF 22.61K (0.32%) 0.00
Increased by 0.00%
Jul 31, 25
16 Pleiades Small Cap Equity A 18.68K (0.26%) -7.45K
Decreased by -39.90%
Jun 30, 25
17 DFA US Core Equity 2 I 16.93K (0.24%) 0.00
Increased by 0.00%
Jun 30, 25
18 iShares Micro-Cap ETF 16.58K (0.23%) 0.00
Increased by 0.00%
Jul 31, 25
19 Dimensional US Small Cap Value ETF 16.31K (0.23%) 0.00
Increased by 0.00%
Jul 31, 25
20 Ayalon Global Stocks 14.09K (0.20%) 0.00
Increased by 0.00%
Oct 31, 24