Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 DFAT 0.00%
3 DFUV 0.00%
4 DFAS 0.00%
5 DFSU 0.00%
6 DFSV 0.00%
7 DFUS 0.00%
8 VXF 0.00%
9 DFAC 0.00%
10 ITOT 0.00%
11 VTI 0.00%
12 DCOR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Gendell Jeffrey L 415.34K (7.26%) 133.51K
Increased by +32.14%
Dec 31, 25
2 Dimensional Fund Advisors, Inc. 268.93K (4.70%) 4.50K
Increased by +1.67%
Dec 31, 25
3 Vanguard Group Inc 251.08K (4.39%) 15.06K
Increased by +6.00%
Dec 31, 25
4 Wilbanks, Smith & Thomas Asset Mgmt, LLC 123.68K (2.16%) 0.00
Increased by 0.00%
Mar 31, 24
5 Royal Bank of Canada 122.48K (2.14%) -2.29K
Decreased by -1.87%
Jun 30, 25
6 Renaissance Technologies Corp 101.00K (1.77%) -5.30K
Decreased by -5.25%
Dec 31, 25
7 Geode Capital Management, LLC 64.56K (1.13%) -3.05K
Decreased by -4.73%
Dec 31, 25
8 Two Sigma Investments LLC 49.99K (0.87%) -10.04K
Decreased by -20.08%
Dec 31, 25
9 Bridgeway Capital Management, LLC 48.27K (0.84%) 15.26K
Increased by +31.60%
Dec 31, 25
10 Jane Street Group LLC 47.09K (0.82%) 47.09K
Increased by +100.00%
Dec 31, 25
11 Legacy Financial Advisors, Inc. 43.39K (0.76%) -213.14K
Decreased by -491.19%
Dec 31, 25
12 RBF LLC 40.00K (0.70%) 7.50K
Increased by +18.76%
Dec 31, 25
13 BlackRock Inc 37.35K (0.65%) 34.26K
Increased by +91.73%
Sep 30, 25
14 Susquehanna International Group, LLP 32.65K (0.57%) 32.65K
Increased by +100.00%
Dec 31, 25
15 Round Rock Advisors, LLC 31.27K (0.55%) 31.27K
Increased by +100.00%
Dec 31, 25
16 State Street Corp 26.77K (0.47%) -4.30K
Decreased by -16.06%
Sep 30, 25
17 Prime Capital Investment Advisors, LLC 25.53K (0.45%) 25.53K
Increased by +100.00%
Mar 31, 25
18 Shikiar Asset Management Inc 24.60K (0.43%) 9.50K
Increased by +38.62%
Dec 31, 25
19 Marshall Wace Asset Management Ltd 20.70K (0.36%) -30.59K
Decreased by -147.79%
Dec 31, 25
20 GSA Capital Partners LLP 20.16K (0.35%) 20.16K
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 142.35K (2.49%) 0.00
Increased by 0.00%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 122.06K (2.13%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 63.97K (1.12%) 0.00
Increased by 0.00%
Feb 28, 26
4 DFA US Small Cap Value I 55.86K (0.98%) -7.09K
Decreased by -12.69%
Jan 31, 26
5 Bridgeway Ultra-Small Company 35.67K (0.62%) 15.26K
Increased by +42.77%
Dec 31, 25
6 Blackrock Extended Mkt Fund CF 34.26K (0.60%) 0.00
Increased by 0.00%
Feb 28, 26
7 Fidelity Extended Market Index 32.50K (0.57%) -112.00
Decreased by -0.34%
Jan 31, 26
8 Extended Equity Market Fund K 29.38K (0.51%) 19.00
Increased by +0.06%
Dec 31, 25
9 DFA US Targeted Value I 28.98K (0.51%) -28.80K
Decreased by -99.36%
Jan 31, 26
10 DFA US Micro Cap I 27.97K (0.49%) 0.00
Increased by 0.00%
Jan 31, 26
11 DFA US Small Cap I 24.38K (0.43%) 0.00
Increased by 0.00%
Jan 31, 26
12 Dimensional US Targeted Value ETF 18.59K (0.33%) 0.00
Increased by 0.00%
Aug 29, 25
13 Bridgeway Ultra-Small Company Market 12.60K (0.22%) 0.00
Increased by 0.00%
Dec 31, 25
14 iShares Micro-Cap ETF 12.02K (0.21%) -168.00
Decreased by -1.40%
May 30, 24
15 Fidelity Total Market Index 11.56K (0.20%) 0.00
Increased by 0.00%
Jan 31, 26
16 Dimensional US Small Cap ETF 11.23K (0.20%) 0.00
Increased by 0.00%
Feb 27, 26
17 Fidelity® Extended Market Index 10.84K (0.19%) 0.00
Increased by 0.00%
Nov 30, 23
18 Dimensional US Marketwide Value ETF 10.47K (0.18%) 0.00
Increased by 0.00%
Feb 27, 26
19 Fidelity Series Total Market Index 8.59K (0.15%) 1.04K
Increased by +12.12%
Jan 31, 26
20 Spartan Extended Market Index Pool F 8.30K (0.15%) 112.00
Increased by +1.35%
Jan 31, 26