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 756.76K (9.91%) -40.26K
Decreased by -5.32%
Dec 31, 25
2 BlackRock Inc 493.19K (6.46%) -690.00
Decreased by -0.14%
Sep 30, 25
3 Vanguard Group Inc 434.82K (5.70%) -17.36K
Decreased by -3.99%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 370.19K (4.85%) -67.98K
Decreased by -18.36%
Dec 31, 25
5 Bard Associates Inc 326.95K (4.28%) 154.89K
Increased by +47.37%
Sep 30, 25
6 Renaissance Technologies Corp 295.10K (3.87%) 21.80K
Increased by +7.39%
Dec 31, 25
7 Wells Fargo & Co 216.38K (2.83%) -1.87K
Decreased by -0.87%
Sep 30, 25
8 Geode Capital Management, LLC 175.11K (2.29%) -1.34K
Decreased by -0.77%
Dec 31, 25
9 AMH Equity Ltd 145.02K (1.90%) 0.00
Increased by 0.00%
Sep 30, 25
10 Two Sigma Investments LLC 106.78K (1.40%) 78.37K
Increased by +73.39%
Dec 31, 25
11 State Street Corp 105.27K (1.38%) 11.38K
Increased by +10.81%
Sep 30, 25
12 Expect Equity LLC 103.49K (1.36%) 3.04K
Increased by +2.94%
Dec 31, 25
13 O'Shaughnessy Asset Management LLC 94.19K (1.23%) 5.65K
Increased by +6.00%
Dec 31, 25
14 American Century Companies Inc 92.80K (1.22%) 30.88K
Increased by +33.27%
Dec 31, 25
15 Bridgeway Capital Management, LLC 85.08K (1.11%) -28.50K
Decreased by -33.50%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 82.45K (1.08%) 10.16K
Increased by +12.32%
Sep 30, 25
17 Northern Trust Corp 70.00K (0.92%) -12.26K
Decreased by -17.52%
Sep 30, 25
18 HighTower Advisors, LLC 68.77K (0.90%) -8.08K
Decreased by -11.75%
Dec 31, 25
19 Millennium Management LLC 67.87K (0.89%) 49.31K
Increased by +72.65%
Mar 31, 25
20 The Goldman Sachs Group Inc 67.13K (0.88%) 16.94K
Increased by +25.23%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 270.80K (3.55%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 264.25K (3.46%) 0.00
Increased by 0.00%
Jan 31, 26
3 VT De Lisle America B USD 197.82K (2.59%) 0.00
Increased by 0.00%
Feb 28, 26
4 iShares Russell 2000 ETF 146.67K (1.92%) 146.67K
Increased by +100.00%
Feb 28, 26
5 Avantis US Small Cap Value ETF 138.85K (1.82%) 1.59K
Increased by +1.14%
Feb 28, 26
6 Fidelity Small Cap Index 75.82K (0.99%) 194.00
Increased by +0.26%
Dec 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 71.76K (0.94%) 0.00
Increased by 0.00%
Jan 31, 26
8 iShares Russell 2000 Value ETF 66.55K (0.87%) 66.55K
Increased by +100.00%
Feb 28, 26
9 IMC US Ultra Micro Cap 54.67K (0.72%) 0.00
Increased by 0.00%
May 31, 25
10 DFA US Small Cap Value I 50.49K (0.66%) -2.52K
Decreased by -4.99%
Jan 31, 26
11 DFA US Small Cap I 43.97K (0.58%) 0.00
Increased by 0.00%
Jan 31, 26
12 Bridgeway Ultra-Small Company 43.26K (0.57%) 0.00
Increased by 0.00%
Sep 30, 23
13 Bridgeway Omni Small-Cap Value 39.52K (0.52%) 0.00
Increased by 0.00%
Jun 30, 25
14 Bridgeway Omni Small-Cap Value N 39.52K (0.52%) 0.00
Increased by 0.00%
Jun 30, 25
15 Vanguard Russell 2000 ETF 39.10K (0.51%) -1.36K
Decreased by -3.48%
Jan 31, 26
16 EA Bridgeway Omni Small-Cap Value ETF 35.78K (0.47%) 0.00
Increased by 0.00%
Feb 27, 26
17 DFA US Micro Cap I 35.26K (0.46%) 0.00
Increased by 0.00%
Jan 31, 26
18 Russell Inv US Small Cap Equity Y 32.80K (0.43%) 32.80K
Increased by +100.00%
Feb 28, 26
19 Fidelity Extended Market Index 32.40K (0.42%) -134.00
Decreased by -0.41%
Jan 31, 26
20 Dimensional US Small Cap ETF 31.63K (0.41%) 0.00
Increased by 0.00%
Feb 27, 26