Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 DFAT 0.01%
3 DFAS 0%
4 DFUV 0%
5 DFAC 0%
6 DFSV 0%
7 DFUS 0%
8 VTI 0%
9 VXF 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Juniper Investment Co, LLC 535.2K (9.28%) 0
Increased by 0%
Sep 30, 23
2 Dimensional Fund Advisors, Inc. 516.98K (8.96%) 0
Increased by 0%
Dec 31, 23
3 Punch & Associates Inv Mgmt Inc 496.19K (8.6%) -61
Decreased by -0.01%
Sep 30, 23
4 Royce & Associates, LP 483.47K (8.38%) -7.2K
Decreased by -1.49%
Sep 30, 23
5 Vanguard Group Inc 346.4K (6%) 13.11K
Increased by +3.78%
Sep 30, 23
6 Grace & White Inc 142.81K (2.48%) 0
Increased by 0%
Dec 31, 23
7 Renaissance Technologies Corp 109.69K (1.9%) 2.23K
Increased by +2.03%
Dec 31, 23
8 North Star Investment Management Corp 89.2K (1.55%) 0
Increased by 0%
Sep 30, 23
9 Acuitas Investments, LLC 88.8K (1.54%) 72
Increased by +0.08%
Sep 30, 23
10 BlackRock Inc 73.5K (1.27%) -1.29K
Decreased by -1.75%
Sep 30, 23
11 Geode Capital Management, LLC 55.66K (0.96%) -1.63K
Decreased by -2.93%
Sep 30, 23
12 Diamond Hill Capital Management Inc 55K (0.95%) 0
Increased by 0%
Dec 31, 23
13 MML Investors Services Inc 49.65K (0.86%) 0
Increased by 0%
Sep 30, 23
14 Northern Trust Corp 48.92K (0.85%) 383
Increased by +0.78%
Sep 30, 23
15 Bridgeway Capital Management, LLC 36.7K (0.64%) -30.5K
Decreased by -83.11%
Sep 30, 23
16 Acadian Asset Management LLC 21.64K (0.38%) 21.64K
Increased by +100%
Sep 30, 23
17 State Street Corporation 21.41K (0.37%) 0
Increased by 0%
Sep 30, 23
18 Marquette Asset Management Inc. 18.93K (0.33%) 0
Increased by 0%
Sep 30, 23
19 Royal Bank of Canada 14.41K (0.25%) 2.39K
Increased by +16.58%
Sep 30, 23
20 FMR Inc 2.92K (0.05%) 0
Increased by 0%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 251.02K (4.35%) 0
Increased by 0%
Feb 29, 24
2 Royce Micro-Cap Invmt 198.05K (3.43%) 0
Increased by 0%
Dec 31, 23
3 DFA US Small Cap Value I 176.78K (3.06%) -1.31K
Decreased by -0.74%
Jan 31, 24
4 Royce Micro Cap Trust 115.86K (2.01%) 0
Increased by 0%
Dec 31, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 87.28K (1.51%) 2.7K
Increased by +3.09%
Feb 29, 24
6 North Star Micro Cap I 83K (1.44%) 0
Increased by 0%
Feb 29, 24
7 Royce Pennsylvania Mutual Invmt 81.67K (1.42%) 0
Increased by 0%
Dec 31, 23
8 Royce Capital Micro-Cap Inv 81.52K (1.41%) -6.37K
Decreased by -7.81%
Dec 31, 23
9 DFA US Targeted Value I 70.87K (1.23%) 0
Increased by 0%
Jan 31, 24
10 DFA US Micro Cap I 59.13K (1.02%) 0
Increased by 0%
Jan 31, 24
11 DFA US Small Cap I 44.16K (0.77%) 0
Increased by 0%
Jan 31, 24
12 Fidelity Extended Market Index 36.29K (0.63%) 0
Increased by 0%
Jan 31, 24
13 Bridgeway Ultra-Small Company Market 35.5K (0.62%) 0
Increased by 0%
Dec 31, 23
14 Dimensional US Targeted Value ETF 35.29K (0.61%) 0
Increased by 0%
Feb 29, 24
15 Fidelity® Extended Market Index 32.97K (0.57%) 0
Increased by 0%
Oct 31, 23
16 DFA US Core Equity 2 I 16.66K (0.29%) 0
Increased by 0%
Jan 31, 24
17 iShares Micro-Cap ETF 14.52K (0.25%) 0
Increased by 0%
Feb 29, 24
18 RBC Microcap Value I 14.4K (0.25%) 0
Increased by 0%
Dec 31, 23
19 Northern Small Cap Core K 14.37K (0.25%) 0
Increased by 0%
Dec 31, 23
20 BlackRock Extended Mkt Composite 13.07K (0.23%) 0
Increased by 0%
Sep 30, 23