Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 7.79%
2 JPST 0.06%
3 PFF 0.05%
4 IWC 0.03%
5 ROGS 0.01%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 359.65K (5.10%) 1.67K
Increased by +0.46%
Mar 31, 25
2 Nokomis Capital LLC 264.60K (3.75%) 2.89K
Increased by +1.09%
Dec 31, 24
3 Acadian Asset Management LLC 105.42K (1.49%) 16.99K
Increased by +16.11%
Mar 31, 24
4 BlackRock Inc 86.11K (1.22%) 807.00
Increased by +0.94%
Mar 31, 25
5 GRATIA CAPITAL, LLC 76.68K (1.09%) -24.63K
Decreased by -32.12%
Mar 31, 25
6 Benefit Street Partners L.L.C. 76.16K (1.08%) 0.00
Increased by 0.00%
Sep 30, 23
7 O'Shaughnessy Asset Management LLC 65.52K (0.93%) 3.76K
Increased by +5.74%
Mar 31, 25
8 Geode Capital Management, LLC 61.31K (0.87%) 1.03K
Increased by +1.69%
Mar 31, 25
9 Raymond James Finl Svs Advisors, Inc. 48.32K (0.69%) 48.32K
Increased by +100.00%
Sep 30, 24
10 JPMorgan Chase & Co 48.26K (0.68%) -1.17K
Decreased by -2.43%
Sep 30, 24
11 Janney Montgomery Scott LLC 45.33K (0.64%) -180.00
Decreased by -0.40%
Mar 31, 25
12 Northern Trust Corp 39.67K (0.56%) 9.74K
Increased by +24.55%
Dec 31, 24
13 State Street Corp 35.27K (0.50%) 1.40K
Increased by +3.97%
Mar 31, 25
14 Punch & Associates Inv Mgmt Inc 34.30K (0.49%) -233.09K
Decreased by -679.60%
Mar 31, 24
15 The Informed Momentum Company (formerly EAM Investors) 32.17K (0.46%) 32.17K
Increased by +100.00%
Mar 31, 25
16 Arrowstreet Capital Limited Partnership 31.31K (0.44%) -668.00
Decreased by -2.13%
Mar 31, 25
17 State Street Corporation 31.16K (0.44%) -2.10K
Decreased by -6.74%
Mar 31, 24
18 Comprehensive Portfolio Management, LLC 30.27K (0.43%) 4.36K
Increased by +14.40%
Mar 31, 25
19 Advisor Group Holdings, Inc. 28.78K (0.41%) 83.00
Increased by +0.29%
Mar 31, 24
20 Millennium Management LLC 27.52K (0.39%) 27.52K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 245.35K (3.48%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 245.35K (3.48%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 104.02K (1.47%) 0.00
Increased by 0.00%
Apr 30, 25
4 Axonic Strategic Income I 91.09K (1.29%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity® Extended Market Index 37.24K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
6 IMC US Ultra Micro Cap 35.51K (0.50%) 0.00
Increased by 0.00%
Apr 30, 25
7 Fidelity Extended Market Index 32.07K (0.45%) 251.00
Increased by +0.78%
Mar 31, 25
8 BlackRock Extended Mkt Composite 31.22K (0.44%) 0.00
Increased by 0.00%
Sep 30, 23
9 Pleiades Small Cap Equity A 17.76K (0.25%) 17.76K
Increased by +100.00%
Mar 31, 25
10 Axonic Alternative Income 17.31K (0.25%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity® Total Market Index 14.84K (0.21%) 0.00
Increased by 0.00%
Nov 30, 23
12 BlackRock Extended Equity Market K 14.42K (0.20%) -6.00
Decreased by -0.04%
Sep 30, 24
13 Extended Equity Market Fund K 14.27K (0.20%) 44.00
Increased by +0.31%
Mar 31, 25
14 iShares Micro-Cap ETF 14.06K (0.20%) 0.00
Increased by 0.00%
Apr 30, 25
15 T. Rowe Price Extended Equity Market Idx 13.14K (0.19%) -3.19K
Decreased by -24.24%
Mar 31, 25
16 Nationwide Bailard Cogntv Val M 11.86K (0.17%) 4.26K
Increased by +35.94%
Apr 30, 25
17 Fidelity Total Market Index 10.49K (0.15%) 0.00
Increased by 0.00%
Mar 31, 25
18 Acadian Global Small-Cap Equity CIT Cl A 10.05K (0.14%) 0.00
Increased by 0.00%
Mar 4, 25
19 Fidelity® Series Total Market Index 9.78K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
20 SEI Tax-Managed Small/Mid Cap F (SIMT) 9.03K (0.13%) 0.00
Increased by 0.00%
Apr 30, 25