Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 IWC 0.06%
2 AVSC 0%
3 DFAC 0%
4 DFAU 0%
5 VTI 0%
6 VXF 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Whetstone Capital Advisors, LLC 3.38M (7.16%) -46.46K
Decreased by -1.38%
Dec 31, 23
2 Ameriprise Financial Inc 2.74M (5.82%) 30.07K
Increased by +1.1%
Dec 31, 23
3 CAZ Investments LP 1.68M (3.56%) 210K
Increased by +12.53%
Dec 31, 23
4 Vanguard Group Inc 1.24M (2.63%) 0
Increased by 0%
Dec 31, 23
5 BlackRock Inc 768.67K (1.63%) 2.19K
Increased by +0.29%
Dec 31, 23
6 Geode Capital Management, LLC 372.99K (0.79%) 21.32K
Increased by +5.72%
Dec 31, 23
7 AMG National Trust Bank 360.16K (0.76%) -140K
Decreased by -38.87%
Sep 30, 23
8 Circumference Group LLC 355.85K (0.75%) 355.85K
Increased by +100%
Dec 31, 23
9 Horrell Capital Management, Inc. 355.85K (0.75%) 0
Increased by 0%
Dec 31, 23
10 Ancora Advisors LLC 291.53K (0.62%) 291.53K
Increased by +100%
Dec 31, 23
11 Renaissance Technologies Corp 286.21K (0.61%) 10.31K
Increased by +3.6%
Dec 31, 23
12 Acadian Asset Management LLC 256.53K (0.54%) 0
Increased by 0%
Dec 31, 23
13 Verition Fund Managegment, LLC 170K (0.36%) -13.36K
Decreased by -7.86%
Dec 31, 23
14 Miramar Capital, LLC 166.85K (0.35%) 0
Increased by 0%
Dec 31, 23
15 State Street Corporation 162.88K (0.35%) 0
Increased by 0%
Dec 31, 23
16 Qube Research & Technologies 160.87K (0.34%) 148.77K
Increased by +92.48%
Dec 31, 23
17 Millennium Management LLC 129.63K (0.27%) -285.14K
Decreased by -219.96%
Dec 31, 23
18 Raymond James & Associates 127K (0.27%) 0
Increased by 0%
Dec 31, 23
19 Teton Advisors Inc 100K (0.21%) 15K
Increased by +15%
Dec 31, 23
20 Williams Jones Wealth Management, LLC 98.43K (0.21%) 0
Increased by 0%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Small Cap Value I A 1.8M (3.81%) 12.3K
Increased by +0.69%
Jan 31, 24
2 Columbia Small Cap Value I 1.78M (3.78%) 20.5K
Increased by +1.15%
Dec 31, 23
3 Vanguard Total Stock Mkt Idx Inv 854.05K (1.81%) 199.95K
Increased by +23.41%
Jan 31, 24
4 Columbia VP Small Cap Value 1 711.01K (1.51%) -4.8K
Decreased by -0.68%
Jan 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 569.8K (1.21%) 0
Increased by 0%
Jan 31, 24
6 EAM Ultra Micro Cap 242.12K (0.51%) 242.12K
Increased by +100%
Jan 31, 24
7 Fidelity Extended Market Index 200.09K (0.42%) 0
Increased by 0%
Jan 31, 24
8 Fidelity® Extended Market Index 179.22K (0.38%) 0
Increased by 0%
Nov 30, 23
9 iShares Micro-Cap ETF 153.98K (0.33%) 0
Increased by 0%
Feb 29, 24
10 Ancora/Thelen Small Cap Core 116.75K (0.25%) 116.75K
Increased by +100%
Dec 31, 23
11 BlackRock Extended Mkt Composite 100.69K (0.21%) 0
Increased by 0%
Sep 30, 23
12 BlackRock Extended Equity Market K 87.84K (0.19%) -177
Decreased by -0.2%
Dec 31, 23
13 TETON Westwood Mighty Mites AAA 85K (0.18%) 55K
Increased by +64.71%
Sep 30, 23
14 Bridgeway Ultra-Small Company 78.87K (0.17%) 78.87K
Increased by +100%
Sep 30, 23
15 Bailard Micrcap Value 65.24K (0.14%) 65.24K
Increased by +100%
Sep 30, 23
16 Nationwide Bailard Cogntv Val M 65.24K (0.14%) 65.24K
Increased by +100%
Sep 30, 23
17 Fidelity Total Market Index 57.51K (0.12%) 0
Increased by 0%
Jan 31, 24
18 Fidelity® Total Market Index 57.51K (0.12%) 0
Increased by 0%
Nov 30, 23
19 Russell Inv Small Cap Fund B 54.55K (0.12%) 54.55K
Increased by +100%
Jan 31, 24
20 EA Bridgeway Omni Small-Cap Value ETF 50.79K (0.11%) 110
Increased by +0.22%
Feb 29, 24