Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 DFAT 0.01%
3 BSVO 0.00%
4 DFAS 0.00%
5 DFUV 0.00%
6 DFAC 0.00%
7 DFSV 0.00%
8 DFUS 0.00%
9 DFSU 0.00%
10 DCOR 0.00%
11 VTI 0.00%
12 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Juniper Investment Co, LLC 535.20K (9.83%) 0.00
Increased by 0.00%
Mar 31, 26
2 Dimensional Fund Advisors, Inc. 435.24K (7.99%) -29.24K
Decreased by -6.72%
Mar 31, 26
3 Mink Brook Asset Management LLC 380.96K (7.00%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard Group Inc 365.87K (6.72%) 13.73K
Increased by +3.75%
Dec 31, 25
5 Vanguard Capital Management, LLC 324.99K (5.97%) 324.99K
Increased by +100.00%
Mar 31, 26
6 Punch & Associates Inv Mgmt Inc 250.90K (4.61%) -50.53K
Decreased by -20.14%
Jun 30, 25
7 Royce & Associates, LP 143.23K (2.63%) -157.74K
Decreased by -110.13%
Mar 31, 26
8 Grace & White Inc 142.11K (2.61%) 0.00
Increased by 0.00%
Mar 31, 26
9 Diamond Hill Capital Management Inc 134.37K (2.47%) -6.37K
Decreased by -4.74%
Dec 31, 25
10 Peapod Lane Capital LLC 130.98K (2.41%) 9.60K
Increased by +7.33%
Mar 31, 26
11 Acuitas Investments, LLC 127.06K (2.33%) 25.82K
Increased by +20.32%
Sep 30, 24
12 Diamond Hill Capital Management, LLC 119.70K (2.20%) -14.67K
Decreased by -12.25%
Mar 31, 26
13 Renaissance Technologies Corp 113.94K (2.09%) 10.19K
Increased by +8.94%
Mar 31, 26
14 Geode Capital Management, LLC 82.52K (1.52%) 1.85K
Increased by +2.25%
Mar 31, 26
15 BlackRock Inc 76.07K (1.40%) 1.46K
Increased by +1.91%
Mar 31, 26
16 Northern Trust Corp 57.33K (1.05%) -2.31K
Decreased by -4.03%
Mar 31, 26
17 Vanguard Fiduciary Trust Co 47.21K (0.87%) 47.21K
Increased by +100.00%
Mar 31, 26
18 MML Investors Services Inc 39.19K (0.72%) 0.00
Increased by 0.00%
Mar 31, 26
19 Bridgeway Capital Management, LLC 35.31K (0.65%) 0.00
Increased by 0.00%
Mar 31, 26
20 Neuberger Berman Group LLC 33.12K (0.61%) 0.00
Increased by 0.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 251.31K (4.62%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 244.37K (4.49%) 0.00
Increased by 0.00%
Apr 30, 26
3 DFA US Small Cap Value I 161.98K (2.98%) 0.00
Increased by 0.00%
Apr 30, 26
4 Royce Micro Cap Trust 115.86K (2.13%) 0.00
Increased by 0.00%
Jun 30, 25
5 Royce Micro-Cap Trust Inc 115.86K (2.13%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 86.44K (1.59%) 5.82K
Increased by +6.74%
Apr 30, 26
7 Royce Micro-Cap Trust 83.80K (1.54%) -32.06K
Decreased by -38.25%
Mar 31, 26
8 North Star Micro Cap I 83.00K (1.52%) 0.00
Increased by 0.00%
Oct 31, 24
9 Royce Pennsylvania Mutual Invmt 81.67K (1.50%) 0.00
Increased by 0.00%
Dec 31, 23
10 Royce Small-Cap Fund Invmt 81.67K (1.50%) 0.00
Increased by 0.00%
Dec 31, 24
11 DFA US Micro Cap I 56.86K (1.04%) -2.26K
Decreased by -3.98%
Apr 30, 26
12 Royce Micro-Cap Invmt 45.10K (0.83%) -95.84K
Decreased by -212.52%
Mar 31, 26
13 Acuitas US Microcap Institutional 42.31K (0.78%) -2.87K
Decreased by -6.79%
Mar 31, 26
14 Fidelity Extended Market Index 38.75K (0.71%) -142.00
Decreased by -0.37%
Apr 30, 26
15 DFA US Small Cap I 35.68K (0.66%) -1.04K
Decreased by -2.91%
Apr 30, 26
16 Fidelity® Extended Market Index 32.97K (0.61%) 0.00
Increased by 0.00%
Oct 31, 23
17 Bridgeway Ultra-Small Company Market 30.04K (0.55%) 0.00
Increased by 0.00%
Mar 31, 26
18 Dimensional US Small Cap ETF 23.51K (0.43%) 0.00
Increased by 0.00%
May 29, 26
19 Avantis US Small Cap Value ETF 22.13K (0.41%) 0.00
Increased by 0.00%
May 30, 26
20 RBC Microcap Value I 17.70K (0.33%) 0.00
Increased by 0.00%
Jun 30, 25