Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 0.79%
2 FYC 0.48%
3 BSVO 0.33%
4 EES 0.25%
5 IWC 0.14%
6 EBIT 0.13%
7 DES 0.10%
8 VFMO 0.09%
9 DFAT 0.07%
10 VFVA 0.05%
11 AVSC 0.05%
12 VTWV 0.04%
13 IWN 0.04%
14 DFSV 0.03%
15 DFAS 0.03%
16 RSSL 0.02%
17 VFMF 0.02%
18 VTWO 0.02%
19 IWM 0.02%
20 UWM 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 555.93K (24.51%) 26.88K
Increased by +4.83%
Jun 30, 25
2 M3F, Inc. 534.26K (23.55%) 30.03K
Increased by +5.62%
Mar 31, 25
3 Renaissance Technologies Corp 237.50K (10.47%) -400.00
Decreased by -0.17%
Mar 31, 25
4 BlackRock Inc 199.58K (8.80%) 1.23K
Increased by +0.62%
Mar 31, 25
5 Vanguard Group Inc 186.66K (8.23%) 34.12K
Increased by +18.28%
Jun 30, 25
6 Ophir Asset Management Pty Ltd 141.42K (6.23%) -27.25K
Decreased by -19.27%
Mar 31, 25
7 RBF LLC 107.71K (4.75%) 100.00
Increased by +0.09%
Mar 31, 25
8 Four Tree Island Advisory LLC 96.90K (4.27%) 18.52K
Increased by +19.11%
Mar 31, 25
9 Geode Capital Management, LLC 70.86K (3.12%) 3.70K
Increased by +5.23%
Mar 31, 25
10 Bridgeway Capital Management, LLC 65.41K (2.88%) -8.16K
Decreased by -12.48%
Mar 31, 25
11 State Street Corp 59.06K (2.60%) 1.81K
Increased by +3.06%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 54.55K (2.40%) 9.33K
Increased by +17.11%
Mar 31, 25
13 Bank of America Corp 40.43K (1.78%) -1.17K
Decreased by -2.89%
Mar 31, 25
14 Appleseed Capital 39.84K (1.76%) 7.20K
Increased by +18.06%
Jun 30, 25
15 Phase 2 Partners, LLC 37.45K (1.65%) -14.97K
Decreased by -39.98%
Dec 31, 24
16 Capitolis Liquid Global Markets LLC 36.50K (1.61%) 36.50K
Increased by +100.00%
Jun 30, 25
17 Jacobs Asset Management, LLC 34.86K (1.54%) -483.00
Decreased by -1.39%
Dec 31, 23
18 State Street Corporation 31.05K (1.37%) -75.00
Decreased by -0.24%
Mar 31, 24
19 Northern Trust Corp 29.30K (1.29%) -822.00
Decreased by -2.81%
Mar 31, 25
20 Empowered Funds, LLC 27.56K (1.22%) -3.40K
Decreased by -12.33%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 DFA US Small Cap Value I 232.07K (10.23%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 99.82K (4.40%) 26.50K
Increased by +26.55%
Jun 30, 25
3 iShares Russell 2000 ETF 84.05K (3.70%) -1.57K
Decreased by -1.87%
Jul 31, 25
4 DFA US Micro Cap I 74.92K (3.30%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 69.35K (3.06%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 45.34K (2.00%) 195.00
Increased by +0.43%
Jun 30, 25
7 DFA US Targeted Value I 42.44K (1.87%) 5.02K
Increased by +11.83%
Jun 30, 25
8 Dimensional US Targeted Value ETF 38.97K (1.72%) 102.00
Increased by +0.26%
Jul 31, 25
9 Bridgeway Omni Small-Cap Value 34.39K (1.52%) 0.00
Increased by 0.00%
Jun 30, 25
10 Bridgeway Omni Small-Cap Value N 34.39K (1.52%) -1.01K
Decreased by -2.93%
Mar 31, 25
11 DFA US Small Cap I 32.31K (1.42%) 0.00
Increased by 0.00%
Jun 30, 25
12 Fidelity Small Cap Index 28.80K (1.27%) 255.00
Increased by +0.89%
May 31, 25
13 Fidelity® Small Cap Index 28.31K (1.25%) 4.17K
Increased by +14.73%
Sep 30, 23
14 iShares Russell 2000 Value ETF 27.82K (1.23%) 21.00
Increased by +0.08%
Jul 31, 25
15 EA Bridgeway Omni Small-Cap Value ETF 27.56K (1.22%) 0.00
Increased by 0.00%
Jul 31, 25
16 Dimensional US Small Cap ETF 24.39K (1.08%) 0.00
Increased by 0.00%
Jul 31, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 20.08K (0.89%) 3.10K
Increased by +15.44%
Jul 31, 25
18 Vanguard Russell 2000 ETF 18.20K (0.80%) 3.91K
Increased by +21.51%
Jun 30, 25
19 Dimensional US Core Equity 2 ETF 17.10K (0.75%) 0.00
Increased by 0.00%
Jul 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 16.98K (0.75%) 77.00
Increased by +0.45%
Apr 30, 25