Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 IWN 0.01%
3 IWM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mink Brook Asset Management LLC 800.00K (11.89%) -200.70K
Decreased by -25.09%
Jun 30, 25
2 Vanguard Group Inc 456.06K (6.78%) 61.28K
Increased by +13.44%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 436.33K (6.49%) 14.27K
Increased by +3.27%
Jun 30, 25
4 Wells Fargo & Co 212.45K (3.16%) 5.56K
Increased by +2.62%
Mar 31, 25
5 Bard Associates Inc 172.06K (2.56%) 172.06K
Increased by +100.00%
Jun 30, 25
6 Renaissance Technologies Corp 160.00K (2.38%) 6.50K
Increased by +4.06%
Mar 31, 25
7 BlackRock Inc 150.38K (2.24%) -5.33K
Decreased by -3.54%
Mar 31, 25
8 AMH Equity Ltd 145.02K (2.16%) 25.59K
Increased by +17.65%
Jun 30, 25
9 Bridgeway Capital Management, LLC 114.69K (1.70%) 4.35K
Increased by +3.79%
Jun 30, 25
10 Geode Capital Management, LLC 101.31K (1.51%) 7.99K
Increased by +7.88%
Mar 31, 25
11 HighTower Advisors, LLC 75.77K (1.13%) -1.96K
Decreased by -2.59%
Jun 30, 25
12 Millennium Management LLC 67.87K (1.01%) 49.31K
Increased by +72.65%
Mar 31, 25
13 O'Shaughnessy Asset Management LLC 56.27K (0.84%) 56.27K
Increased by +100.00%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 53.41K (0.79%) -3.16K
Decreased by -5.92%
Mar 31, 25
15 Empowered Funds, LLC 51.97K (0.77%) 4.35K
Increased by +8.36%
Jun 30, 25
16 Goldman Sachs Group Inc 50.19K (0.75%) 32.28K
Increased by +64.31%
Jun 30, 25
17 The Informed Momentum Company (formerly EAM Investors) 49.51K (0.74%) 49.51K
Increased by +100.00%
Mar 31, 25
18 Susquehanna International Group, LLP 48.77K (0.72%) 4.21K
Increased by +8.63%
Mar 31, 25
19 Deltec Asset Management LLC 46.38K (0.69%) 0.00
Increased by 0.00%
Dec 31, 24
20 Evernest Financial Advisors LLC 40.50K (0.60%) 40.50K
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 270.80K (4.03%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 264.97K (3.94%) -5.84K
Decreased by -2.20%
Jul 31, 25
3 VT De Lisle America B USD 197.82K (2.94%) 0.00
Increased by 0.00%
Aug 31, 25
4 iShares Russell 2000 ETF 144.82K (2.15%) -1.64K
Decreased by -1.13%
Aug 29, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 87.98K (1.31%) -40.09K
Decreased by -45.57%
Jul 31, 25
6 Fidelity Small Cap Index 75.99K (1.13%) 75.99K
Increased by +100.00%
Jun 30, 25
7 DFA US Targeted Value I 72.16K (1.07%) 0.00
Increased by 0.00%
Jul 31, 25
8 iShares Russell 2000 Value ETF 68.99K (1.03%) -153.00
Decreased by -0.22%
Aug 29, 25
9 Dimensional US Targeted Value ETF 63.52K (0.94%) 0.00
Increased by 0.00%
Aug 29, 25
10 IMC US Ultra Micro Cap 54.67K (0.81%) 0.00
Increased by 0.00%
May 31, 25
11 EA Bridgeway Omni Small-Cap Value ETF 54.28K (0.81%) 0.00
Increased by 0.00%
Aug 29, 25
12 DFA US Small Cap Value I 53.84K (0.80%) 4.53K
Increased by +8.41%
Jul 31, 25
13 Avantis US Small Cap Value ETF 53.25K (0.79%) 0.00
Increased by 0.00%
Aug 30, 25
14 Fidelity Extended Market Index 46.57K (0.69%) -383.00
Decreased by -0.82%
Jul 31, 25
15 DFA US Small Cap I 43.97K (0.65%) 0.00
Increased by 0.00%
Jul 31, 25
16 Bridgeway Ultra-Small Company 43.26K (0.64%) 0.00
Increased by 0.00%
Sep 30, 23
17 Bridgeway Omni Small-Cap Value 39.52K (0.59%) 0.00
Increased by 0.00%
Jun 30, 25
18 Bridgeway Omni Small-Cap Value N 39.52K (0.59%) 0.00
Increased by 0.00%
Jun 30, 25
19 DFA US Micro Cap I 37.82K (0.56%) -2.40K
Decreased by -6.34%
Jul 31, 25
20 Vanguard Russell 2000 ETF 37.41K (0.56%) -3.04K
Decreased by -8.14%
Jul 31, 25