Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 0.70%
2 FYC 0.48%
3 BSVO 0.33%
4 EES 0.25%
5 EBIT 0.13%
6 IWC 0.13%
7 VFMO 0.12%
8 DES 0.10%
9 DFAT 0.07%
10 AVSC 0.05%
11 VTWV 0.04%
12 VFVA 0.04%
13 IWN 0.03%
14 DFSV 0.03%
15 DFAS 0.03%
16 RSSL 0.02%
17 VTWO 0.02%
18 VFMF 0.02%
19 IWM 0.02%
20 UWM 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 M3F, Inc. 534.26K (20.40%) 30.03K
Increased by +5.62%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 529.06K (20.20%) 17.59K
Increased by +3.32%
Mar 31, 25
3 Renaissance Technologies Corp 237.50K (9.07%) -400.00
Decreased by -0.17%
Mar 31, 25
4 BlackRock Inc 199.58K (7.62%) 1.23K
Increased by +0.62%
Mar 31, 25
5 Vanguard Group Inc 152.54K (5.82%) 10.44K
Increased by +6.84%
Mar 31, 25
6 Ophir Asset Management Pty Ltd 141.42K (5.40%) -27.25K
Decreased by -19.27%
Mar 31, 25
7 RBF LLC 107.71K (4.11%) 100.00
Increased by +0.09%
Mar 31, 25
8 Four Tree Island Advisory LLC 96.90K (3.70%) 18.52K
Increased by +19.11%
Mar 31, 25
9 Geode Capital Management, LLC 70.86K (2.71%) 3.70K
Increased by +5.23%
Mar 31, 25
10 Bridgeway Capital Management, LLC 65.41K (2.50%) -8.16K
Decreased by -12.48%
Mar 31, 25
11 State Street Corp 59.06K (2.26%) 1.81K
Increased by +3.06%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 54.55K (2.08%) 9.33K
Increased by +17.11%
Mar 31, 25
13 Bank of America Corp 40.43K (1.54%) -1.17K
Decreased by -2.89%
Mar 31, 25
14 Phase 2 Partners, LLC 37.45K (1.43%) -14.97K
Decreased by -39.98%
Dec 31, 24
15 Jacobs Asset Management, LLC 34.86K (1.33%) -483.00
Decreased by -1.39%
Dec 31, 23
16 Appleseed Capital 32.64K (1.25%) 2.87K
Increased by +8.78%
Mar 31, 25
17 State Street Corporation 31.05K (1.19%) -75.00
Decreased by -0.24%
Mar 31, 24
18 Empowered Funds, LLC 30.96K (1.18%) -3.67K
Decreased by -11.84%
Mar 31, 25
19 Northern Trust Corp 29.30K (1.12%) -822.00
Decreased by -2.81%
Mar 31, 25
20 American Century Companies Inc 24.16K (0.92%) 24.16K
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 DFA US Small Cap Value I 232.07K (8.86%) 0.00
Increased by 0.00%
Apr 30, 25
2 DFA US Micro Cap I 74.92K (2.86%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 73.32K (2.80%) 967.00
Increased by +1.32%
May 31, 25
4 iShares Russell 2000 ETF 72.34K (2.76%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard US Total Market Shares ETF 69.35K (2.65%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 45.14K (1.72%) 400.00
Increased by +0.89%
May 31, 25
7 Dimensional US Targeted Value ETF 38.43K (1.47%) 0.00
Increased by 0.00%
May 30, 25
8 DFA US Targeted Value I 36.85K (1.41%) 2.87K
Increased by +7.80%
Apr 30, 25
9 Bridgeway Omni Small-Cap Value 34.39K (1.31%) -1.01K
Decreased by -2.93%
Mar 31, 25
10 Bridgeway Omni Small-Cap Value N 34.39K (1.31%) -1.01K
Decreased by -2.93%
Mar 31, 25
11 DFA US Small Cap I 32.31K (1.23%) 0.00
Increased by 0.00%
Apr 30, 25
12 Fidelity Small Cap Index 28.44K (1.09%) -83.00
Decreased by -0.29%
Mar 31, 25
13 Fidelity® Small Cap Index 28.31K (1.08%) 4.17K
Increased by +14.73%
Sep 30, 23
14 EA Bridgeway Omni Small-Cap Value ETF 27.56K (1.05%) 0.00
Increased by 0.00%
May 30, 25
15 iShares Russell 2000 Value ETF 25.89K (0.99%) 0.00
Increased by 0.00%
May 31, 25
16 Dimensional US Small Cap ETF 21.81K (0.83%) 0.00
Increased by 0.00%
May 30, 25
17 State St Russell Sm/Mid Cp® Indx NL Cl C 16.98K (0.65%) 77.00
Increased by +0.45%
Apr 30, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 16.98K (0.65%) 0.00
Increased by 0.00%
May 31, 25
19 First Trust Small Cap Gr AlphaDEX® ETF 16.46K (0.63%) 278.00
Increased by +1.69%
May 29, 25
20 Avantis US Small Cap Value ETF 16.42K (0.63%) 0.00
Increased by 0.00%
Oct 31, 24