Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.01%
2 UWM 0.00%
3 URTY 0.00%
4 DFAT 0.00%
5 DFSV 0.00%
6 DFAS 0.00%
7 HDG 0.00%
8 DFAC 0.00%
9 IWN 0.00%
10 IWM 0.00%
11 AVSC 0.00%
12 DFUS 0.00%
13 IWC 0.00%
14 VTWO 0.00%
15 VTWV 0.00%
16 VXF 0.00%
17 VTI 0.00%
18 RYLD 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Zazove Associates LLC 4.90M (26.50%) 196.93K
Increased by +4.02%
Jun 30, 25
2 Barclays PLC 1.00M (5.41%) 148.96K
Increased by +14.89%
Jun 30, 25
3 Vanguard Group Inc 739.97K (4.00%) 0.00
Increased by 0.00%
Jun 30, 25
4 Dimensional Fund Advisors, Inc. 560.53K (3.03%) -132.24K
Decreased by -23.59%
Jun 30, 25
5 BlackRock Inc 486.31K (2.63%) -26.36K
Decreased by -5.42%
Jun 30, 25
6 Boundary Creek Advisors LP 276.96K (1.50%) -586.86K
Decreased by -211.89%
Mar 31, 25
7 Renaissance Technologies Corp 260.20K (1.41%) 13.10K
Increased by +5.03%
Jun 30, 25
8 State Street Corporation 219.30K (1.19%) -3.20K
Decreased by -1.46%
Dec 31, 23
9 Atlas Merchant Capital LLC 200.00K (1.08%) 0.00
Increased by 0.00%
Mar 31, 25
10 Geode Capital Management, LLC 171.77K (0.93%) 2.25K
Increased by +1.31%
Jun 30, 25
11 Bridgeway Capital Management, LLC 150.60K (0.81%) -3.65K
Decreased by -2.42%
Jun 30, 25
12 Empowered Funds, LLC 150.60K (0.81%) -3.65K
Decreased by -2.42%
Jun 30, 25
13 Goldman Sachs Group Inc 148.99K (0.81%) 148.99K
Increased by +100.00%
Jun 30, 24
14 Millennium Management LLC 109.93K (0.59%) -6.23K
Decreased by -5.67%
Jun 30, 25
15 State Street Corp 77.47K (0.42%) 0.00
Increased by 0.00%
Jun 30, 25
16 Panagora Asset Management Inc 72.55K (0.39%) -11.99K
Decreased by -16.53%
Dec 31, 23
17 JANE STREET GROUP, LLC 59.45K (0.32%) 59.45K
Increased by +100.00%
Jun 30, 24
18 Jane Street Group LLC 59.45K (0.32%) 59.45K
Increased by +100.00%
Jun 30, 24
19 Y-Intercept (Hong Kong) Ltd 50.37K (0.27%) 50.37K
Increased by +100.00%
Jun 30, 24
20 Amvescap Plc. 41.37K (0.22%) 41.37K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 872.04K (4.72%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 693.52K (3.75%) -15.16K
Decreased by -2.19%
Jul 31, 25
3 iShares Russell 2000 ETF 226.04K (1.22%) 108.00
Increased by +0.05%
Mar 28, 24
4 Bridgeway Omni Small-Cap Value 151.80K (0.82%) 0.00
Increased by 0.00%
Dec 31, 23
5 Bridgeway Omni Small-Cap Value N 151.80K (0.82%) 0.00
Increased by 0.00%
Dec 31, 23
6 EA Bridgeway Omni Small-Cap Value ETF 151.61K (0.82%) 0.00
Increased by 0.00%
Aug 29, 25
7 DFA US Small Cap Value I 102.17K (0.55%) 0.00
Increased by 0.00%
Jul 31, 25
8 Fidelity® Extended Market Index 99.83K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
9 DFA US Targeted Value I 93.20K (0.50%) 0.00
Increased by 0.00%
Jul 31, 25
10 iShares Russell 2000 Value ETF 86.41K (0.47%) -55.00
Decreased by -0.06%
Mar 28, 24
11 Fidelity Extended Market Index 73.99K (0.40%) -521.00
Decreased by -0.70%
Jul 31, 25
12 Fidelity Small Cap Index 73.43K (0.40%) 0.00
Increased by 0.00%
Jun 30, 24
13 State St Russell Sm/Mid Cp® Indx NL Cl C 66.67K (0.36%) 0.00
Increased by 0.00%
Mar 31, 24
14 Fidelity® Small Cap Index 60.89K (0.33%) 938.00
Increased by +1.54%
Oct 31, 23
15 DFA US Micro Cap I 57.96K (0.31%) 0.00
Increased by 0.00%
Jul 31, 25
16 BlackRock Extended Mkt Composite 57.15K (0.31%) 186.00
Increased by +0.33%
Sep 30, 23
17 BlackRock Extended Equity Market K 49.57K (0.27%) -100.00
Decreased by -0.20%
Dec 31, 23
18 DFA US Small Cap I 48.08K (0.26%) 0.00
Increased by 0.00%
Jul 31, 25
19 Vanguard Russell 2000 ETF 42.25K (0.23%) 1.36K
Increased by +3.22%
Mar 31, 24
20 State St Russell Sm Cap® Indx SL Cl I 41.80K (0.23%) 0.00
Increased by 0.00%
Dec 31, 23