Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 44.40K (4.73%) -2.90K
Decreased by -6.53%
Dec 31, 25
2 Chevy Chase Trust Holdings, Inc. 15.83K (1.69%) 0.00
Increased by 0.00%
Dec 31, 25
3 Vanguard Group Inc 14.06K (1.50%) -200.00
Decreased by -1.42%
Dec 31, 25
4 UBS Group AG 13.55K (1.44%) 85.00
Increased by +0.63%
Sep 30, 25
5 Dimensional Fund Advisors, Inc. 11.87K (1.26%) -7.46K
Decreased by -62.87%
Dec 31, 25
6 Tower Research Capital LLC 818.00 (0.09%) 334.00
Increased by +40.83%
Dec 31, 25
7 Garton & Associates Financial Advisors LLC 500.00 (0.05%) 500.00
Increased by +100.00%
Dec 31, 25
8 Larson Financial Group, LLC 241.00 (0.03%) 0.00
Increased by 0.00%
Dec 31, 25
9 FMR Inc 95.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 25
10 Bank of America Corp 8.00 (0.00%) -1.00
Decreased by -12.50%
Sep 30, 25
11 Barclays PLC 5.00 (0.00%) 5.00
Increased by +100.00%
Sep 30, 25
12 American National Bank (Wichita Falls) 0.00 (0.00%) -100.00
Decreased by N/A%
Dec 31, 25
13 BlackRock Inc 0.00 (0.00%) -2.39K
Decreased by N/A%
Jun 30, 25
14 Innealta Capital, LLC 0.00 (0.00%) -7.00
Decreased by N/A%
Sep 30, 24
15 JPMorgan Chase & Co 0.00 (0.00%) -2.00
Decreased by N/A%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 0.00 (0.00%) -460.00
Decreased by N/A%
Sep 30, 24
17 Royal Bank of Canada 0.00 (0.00%) -25.80K
Decreased by N/A%
Sep 30, 25
18 Susquehanna International Group, LLP 0.00 (0.00%) -11.41K
Decreased by N/A%
Sep 30, 24
19 Wells Fargo & Co 0.00 (0.00%) -7.00
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 RBC Microcap Value I 12.90K (1.37%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 9.28K (0.99%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 9.18K (0.98%) 0.00
Increased by 0.00%
Feb 28, 26
4 Fidelity Extended Market Index 6.15K (0.65%) -21.00
Decreased by -0.34%
Jan 31, 26
5 Fidelity® Extended Market Index 5.29K (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
6 DFA US Targeted Value I 5.18K (0.55%) 0.00
Increased by 0.00%
Jul 31, 25
7 Bailard Micrcap Value 4.40K (0.47%) 4.40K
Increased by +100.00%
Sep 30, 24
8 Bailard Small Cap Value 4.40K (0.47%) 4.40K
Increased by +100.00%
Sep 30, 24
9 Nationwide Bailard Cogntv Val M 4.40K (0.47%) 0.00
Increased by 0.00%
Oct 31, 24
10 Dimensional US Targeted Value ETF 3.97K (0.42%) 0.00
Increased by 0.00%
Aug 29, 25
11 DFA US Social Core Equity 2 Portfolio 3.55K (0.38%) 0.00
Increased by 0.00%
Jan 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 3.36K (0.36%) 0.00
Increased by 0.00%
Feb 28, 26
13 DFA US Vector Equity Class F 2.49K (0.27%) 0.00
Increased by 0.00%
Dec 31, 25
14 iShares Micro-Cap ETF 1.97K (0.21%) 0.00
Increased by 0.00%
May 31, 25
15 NT Ext Equity Mkt Idx Fd - L 1.66K (0.18%) 0.00
Increased by 0.00%
Dec 31, 25
16 Northern Trust Extended Eq Market Idx 1.66K (0.18%) 0.00
Increased by 0.00%
Sep 30, 25
17 Fidelity® Series Total Market Index 1.33K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity Series Total Market Index 1.11K (0.12%) 0.00
Increased by 0.00%
Jan 31, 26
19 DFA US Core Equity 1 I 1.10K (0.12%) 0.00
Increased by 0.00%
Jan 31, 26
20 DFA US Vector Equity I 1.04K (0.11%) 0.00
Increased by 0.00%
Dec 31, 25