Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFAC 0.00%
3 DFAS 0.00%
4 DFAT 0.00%
5 DFSV 0.00%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 M3F, Inc. 354.23K (6.17%) 0.00
Increased by 0.00%
Dec 31, 25
2 CALDWELL SUTTER CAPITAL INC 349.31K (6.09%) 50.00
Increased by +0.01%
Sep 30, 25
3 Vanguard Group Inc 256.85K (4.47%) -10.87K
Decreased by -4.23%
Dec 31, 25
4 Banc Funds Co LLC 193.23K (3.37%) -129.88K
Decreased by -67.22%
Dec 31, 25
5 AllianceBernstein L.P. 94.51K (1.65%) 94.51K
Increased by +100.00%
Sep 30, 25
6 SALZHAUER MICHAEL 92.50K (1.61%) 0.00
Increased by 0.00%
Dec 31, 25
7 Mccormack Advisors International 91.63K (1.60%) 0.00
Increased by 0.00%
Sep 30, 25
8 Traverso Chambers Private Wealth Management, LLC 88.06K (1.53%) 0.00
Increased by 0.00%
Dec 31, 23
9 Dimensional Fund Advisors, Inc. 69.62K (1.21%) -6.17K
Decreased by -8.87%
Dec 31, 25
10 Geode Capital Management, LLC 52.92K (0.92%) -2.45K
Decreased by -4.63%
Sep 30, 25
11 Benedetti & Gucer, Inc. 45.32K (0.79%) -3.09K
Decreased by -6.82%
Mar 31, 24
12 Bridgeway Capital Management, LLC 28.82K (0.50%) 0.00
Increased by 0.00%
Dec 31, 25
13 Citadel Advisors Llc 21.17K (0.37%) 2.23K
Increased by +10.52%
Jun 30, 25
14 Bank of New York Mellon Corp 17.37K (0.30%) 464.00
Increased by +2.67%
Sep 30, 23
15 Stifel Financial Corp 16.22K (0.28%) 16.22K
Increased by +100.00%
Sep 30, 25
16 State Street Corp 14.01K (0.24%) 0.00
Increased by 0.00%
Sep 30, 25
17 Susquehanna International Group, LLP 13.97K (0.24%) 13.97K
Increased by +100.00%
Sep 30, 25
18 Creative Planning Inc 13.75K (0.24%) 0.00
Increased by 0.00%
Sep 30, 25
19 Northern Trust Corp 13.31K (0.23%) -1.95K
Decreased by -14.68%
Sep 30, 25
20 BlackRock Inc 12.99K (0.23%) -2.73K
Decreased by -21.04%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 181.48K (3.16%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 178.01K (3.10%) 900.00
Increased by +0.51%
Jan 31, 26
3 Vanguard Institutional Extnd Mkt Idx Tr 50.19K (0.87%) 0.00
Increased by 0.00%
Jan 31, 26
4 Fidelity® Extended Market Index 25.59K (0.45%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Extended Market Index 23.07K (0.40%) 5.65K
Increased by +24.51%
Dec 31, 25
6 EA Bridgeway Omni Small-Cap Value ETF 21.39K (0.37%) 9.00
Increased by +0.04%
Jan 31, 24
7 Bridgeway Omni Small-Cap Value 21.00K (0.37%) 0.00
Increased by 0.00%
Dec 31, 25
8 Bridgeway Omni Small-Cap Value N 21.00K (0.37%) 0.00
Increased by 0.00%
Dec 31, 25
9 DFA US Core Equity 2 I 14.81K (0.26%) 0.00
Increased by 0.00%
Dec 31, 25
10 iShares Micro-Cap ETF 12.60K (0.22%) 995.00
Increased by +7.90%
Feb 25, 26
11 DFA US Targeted Value I 10.47K (0.18%) 0.00
Increased by 0.00%
Jul 31, 25
12 DFA US Small Cap Value I 10.20K (0.18%) 0.00
Increased by 0.00%
Dec 31, 25
13 WisdomTree US Total Dividend ETF 9.86K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity® Total Market Index 8.82K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Total Market Index 8.62K (0.15%) 0.00
Increased by 0.00%
Dec 31, 25
16 DFA US Core Equity 1 I 8.37K (0.15%) 0.00
Increased by 0.00%
Dec 31, 25
17 Dimensional US Core Equity 2 ETF 8.12K (0.14%) 0.00
Increased by 0.00%
Feb 26, 26
18 Bridgeway Ultra-Small Company Market 7.82K (0.14%) 0.00
Increased by 0.00%
Dec 31, 25
19 Fidelity Series Total Market Index 6.77K (0.12%) 0.00
Increased by 0.00%
Dec 31, 25
20 Spartan Extended Market Index Pool F 6.69K (0.12%) 34.00
Increased by +0.51%
Dec 31, 25