Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 DFAT 0.00%
3 BSVO 0.00%
4 DFAS 0.00%
5 VTI 0.00%
6 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 351.27K (8.71%) -722.00
Decreased by -0.21%
Jun 30, 25
2 BIGLARI, SARDAR 188.39K (4.67%) 0.00
Increased by 0.00%
Jun 30, 25
3 Bridgeway Capital Management, LLC 170.35K (4.22%) -4.02K
Decreased by -2.36%
Jun 30, 25
4 Vanguard Group Inc 95.13K (2.36%) -2.15K
Decreased by -2.26%
Jun 30, 25
5 Foster Victor Wealth Advisors, LLC 44.00K (1.09%) 0.00
Increased by 0.00%
Jun 30, 25
6 Geode Capital Management, LLC 40.62K (1.01%) -844.00
Decreased by -2.08%
Jun 30, 25
7 Renaissance Technologies Corp 33.40K (0.83%) 300.00
Increased by +0.90%
Jun 30, 25
8 Northern Trust Corp 27.95K (0.69%) -413.00
Decreased by -1.48%
Jun 30, 25
9 BlackRock Inc 26.26K (0.65%) -1.10K
Decreased by -4.20%
Jun 30, 25
10 Teton Advisors Inc 19.00K (0.47%) -200.00
Decreased by -1.05%
Jun 30, 25
11 Gratus Capital LLC 18.34K (0.45%) 0.00
Increased by 0.00%
Jun 30, 24
12 The Colony Group LLC 18.34K (0.45%) 0.00
Increased by 0.00%
Jun 30, 25
13 Investors Asset Management Of Georgia Inc 18.00K (0.45%) 0.00
Increased by 0.00%
Jun 30, 25
14 UBS Group AG 15.67K (0.39%) 15.67K
Increased by +100.00%
Jun 30, 25
15 HB Wealth Management, LLC 10.00K (0.25%) 0.00
Increased by 0.00%
Jun 30, 25
16 Tower Research Capital LLC 2.02K (0.05%) -798.00
Decreased by -39.56%
Jun 30, 25
17 Proequities Inc 332.00 (0.01%) 332.00
Increased by +100.00%
Jun 30, 24
18 Royal Bank of Canada 262.00 (0.01%) 262.00
Increased by +100.00%
Jun 30, 24
19 Bank of America Corp 58.00 (0.00%) 24.00
Increased by +41.38%
Jun 30, 25
20 SBI Securities Co Ltd 15.00 (0.00%) -2.67K
Decreased by -17.80 K%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 DFA US Small Cap Value I 196.32K (4.87%) 0.00
Increased by 0.00%
Jul 31, 25
2 Bridgeway Ultra-Small Company Market 100.26K (2.49%) 0.00
Increased by 0.00%
Jun 30, 25
3 Bridgeway Ultra-Small Company 67.99K (1.69%) -4.02K
Decreased by -5.92%
Jun 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 60.83K (1.51%) -27.72K
Decreased by -45.57%
Jul 31, 25
5 Fidelity® Extended Market Index 38.23K (0.95%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Extended Market Index 21.55K (0.53%) -152.00
Decreased by -0.71%
Jul 31, 25
7 TETON Westwood Mighty Mites AAA 19.09K (0.47%) -111.00
Decreased by -0.58%
Jun 30, 25
8 DFA US Core Equity 2 I 17.56K (0.44%) 0.00
Increased by 0.00%
Jul 31, 25
9 Vanguard Total Stock Mkt Idx Inv 14.41K (0.36%) -4.20K
Decreased by -29.17%
Jun 30, 24
10 Blackrock US Eq Mkt Fund CF 14.21K (0.35%) 0.00
Increased by 0.00%
Jul 31, 25
11 DFA US Small Cap I 13.76K (0.34%) 0.00
Increased by 0.00%
Jul 31, 25
12 BlackRock U.S. Equity Market F 12.33K (0.31%) -1.00
Decreased by -0.01%
Sep 30, 24
13 U.S. Equity Market Fund F 12.24K (0.30%) -68.00
Decreased by -0.56%
Jun 30, 25
14 Dimensional US Targeted Value ETF 9.61K (0.24%) 0.00
Increased by 0.00%
Aug 29, 25
15 Fidelity Nasdaq Composite Index 8.81K (0.22%) 0.00
Increased by 0.00%
Jul 31, 25
16 iShares Micro-Cap ETF 8.73K (0.22%) 0.00
Increased by 0.00%
Aug 31, 25
17 DFA US Micro Cap I 7.13K (0.18%) 0.00
Increased by 0.00%
Jul 31, 25
18 Fidelity® Series Total Market Index 6.71K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard U.S. Eq Idx £ Acc 6.59K (0.16%) 0.00
Increased by 0.00%
Jul 31, 25
20 Northern Small Cap Core K 6.58K (0.16%) 0.00
Increased by 0.00%
Mar 31, 24