Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWIN 1.10%
2 IWC 0.05%
3 DES 0.03%
4 EBIT 0.03%
5 BSVO 0.03%
6 VTWV 0.02%
7 IWN 0.02%
8 PRFZ 0.01%
9 DFSV 0.01%
10 VTWO 0.01%
11 DFAT 0.01%
12 AVIE 0.01%
13 IWM 0.01%
14 RSSL 0.01%
15 DFAS 0.01%
16 UWM 0.01%
17 AVSC 0.00%
18 URTY 0.00%
19 RYLD 0.00%
20 DFAC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Gate City Capital Management, LLC 1.30M (22.17%) 39.50K
Increased by +3.04%
Dec 31, 25
2 BlackRock Inc 387.50K (6.62%) -19.45K
Decreased by -5.02%
Sep 30, 25
3 Dimensional Fund Advisors, Inc. 320.12K (5.47%) -33.07K
Decreased by -10.33%
Dec 31, 25
4 Vanguard Group Inc 293.81K (5.02%) 34.15K
Increased by +11.62%
Dec 31, 25
5 Pacific Ridge Capital Partners, LLC 284.47K (4.86%) -8.45K
Decreased by -2.97%
Dec 31, 25
6 JCP Investment Management, LLC 217.09K (3.71%) 30.00K
Increased by +13.82%
Dec 31, 24
7 CM Management, LLC 200.00K (3.42%) -15.00K
Decreased by -7.50%
Dec 31, 25
8 Geode Capital Management, LLC 138.61K (2.37%) 4.71K
Increased by +3.40%
Dec 31, 25
9 Morgan Stanley - Brokerage Accounts 137.26K (2.34%) 4.88K
Increased by +3.55%
Sep 30, 25
10 State Street Corp 134.23K (2.29%) -2.33K
Decreased by -1.74%
Sep 30, 25
11 Peapod Lane Capital LLC 133.70K (2.28%) 983.00
Increased by +0.74%
Dec 31, 25
12 Acuitas Investments, LLC 128.08K (2.19%) 39.56K
Increased by +30.89%
Sep 30, 24
13 Rodgers Brothers Inc. 112.35K (1.92%) -749.00
Decreased by -0.67%
Dec 31, 25
14 CWA Asset Management Group, LLC 108.33K (1.85%) 108.33K
Increased by +100.00%
Mar 31, 25
15 State Street Corporation 108.32K (1.85%) 11.63K
Increased by +10.74%
Mar 31, 24
16 Towerview LLC 104.25K (1.78%) -17.75K
Decreased by -17.03%
Dec 31, 25
17 Franklin Resources Inc 103.31K (1.76%) 0.00
Increased by 0.00%
Mar 31, 24
18 BOOTHBAY FUND MANAGEMENT, LLC 94.75K (1.62%) -25.53K
Decreased by -26.95%
Sep 30, 24
19 OAK FAMILY ADVISORS, LLC 57.66K (0.98%) 6.24K
Increased by +10.82%
Dec 31, 25
20 Northern Trust Corp 56.73K (0.97%) -407.00
Decreased by -0.72%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacific Ridge Capital Ptnrs Micro Cp Val 179.92K (3.07%) -10.45K
Decreased by -5.81%
Mar 31, 24
2 CWA Institutional Global Opportunity 168.13K (2.87%) 168.13K
Increased by +100.00%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 159.91K (2.73%) 5.22K
Increased by +3.26%
Feb 28, 26
4 iShares Russell 2000 ETF 131.80K (2.25%) -5.00
Decreased by -0.00%
Feb 28, 26
5 Adara Smaller Companies 111.46K (1.90%) 0.00
Increased by 0.00%
Feb 28, 26
6 Franklin MicroCap Value A 103.31K (1.76%) 0.00
Increased by 0.00%
Mar 31, 24
7 Acuitas US Microcap Strategy 95.70K (1.63%) 48.41K
Increased by +50.58%
Sep 30, 25
8 Vanguard US Total Market Shares ETF 71.69K (1.22%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 66.06K (1.13%) 0.00
Increased by 0.00%
Feb 28, 26
10 Fidelity® Small Cap Index 65.90K (1.13%) 0.00
Increased by 0.00%
Oct 31, 23
11 DFA US Micro Cap I 54.01K (0.92%) 0.00
Increased by 0.00%
Jan 31, 26
12 Fidelity Small Cap Index 52.55K (0.90%) 1.90K
Increased by +3.62%
Dec 31, 25
13 iShares Russell 2000 Value ETF 47.94K (0.82%) -13.13K
Decreased by -27.39%
Feb 28, 26
14 AVENTOS Global Real Estate Secur. Fd S 43.18K (0.74%) 43.18K
Increased by +100.00%
Dec 31, 25
15 WisdomTree US SmallCap Dividend ETF 38.98K (0.67%) 0.00
Increased by 0.00%
Feb 27, 26
16 DFA US Targeted Value I 35.28K (0.60%) -4.21K
Decreased by -11.92%
Jan 31, 26
17 DFA US Small Cap Value I 35.08K (0.60%) -11.43K
Decreased by -32.58%
Jul 31, 25
18 DFA US Small Cap I 33.31K (0.57%) 0.00
Increased by 0.00%
Jan 31, 26
19 Dimensional US Targeted Value ETF 31.52K (0.54%) -482.00
Decreased by -1.53%
Feb 27, 26
20 Fidelity Extended Market Index 31.25K (0.53%) -129.00
Decreased by -0.41%
Jan 31, 26