Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
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 (10.03%) 0.00
Increased by 0.00%
Dec 31, 25
2 Dimensional Fund Advisors, Inc. 464.48K (8.71%) -21.07K
Decreased by -4.54%
Dec 31, 25
3 Mink Brook Asset Management LLC 380.96K (7.14%) 104.00
Increased by +0.03%
Dec 31, 25
4 Vanguard Group Inc 365.87K (6.86%) 13.73K
Increased by +3.75%
Dec 31, 25
5 Royce & Associates, LP 300.97K (5.64%) -39.73K
Decreased by -13.20%
Dec 31, 25
6 Punch & Associates Inv Mgmt Inc 250.90K (4.70%) -50.53K
Decreased by -20.14%
Jun 30, 25
7 Grace & White Inc 142.11K (2.66%) 0.00
Increased by 0.00%
Dec 31, 25
8 Diamond Hill Capital Management Inc 134.37K (2.52%) -6.37K
Decreased by -4.74%
Dec 31, 25
9 Acuitas Investments, LLC 127.06K (2.38%) 25.82K
Increased by +20.32%
Sep 30, 24
10 Peapod Lane Capital LLC 121.38K (2.28%) -8.98K
Decreased by -7.40%
Dec 31, 25
11 Renaissance Technologies Corp 103.75K (1.94%) 1.21K
Increased by +1.16%
Dec 31, 25
12 Geode Capital Management, LLC 78.48K (1.47%) 4.35K
Increased by +5.54%
Sep 30, 25
13 BlackRock Inc 74.20K (1.39%) -114.00
Decreased by -0.15%
Sep 30, 25
14 Northern Trust Corp 57.73K (1.08%) -5.55K
Decreased by -9.61%
Sep 30, 25
15 MML Investors Services Inc 43.19K (0.81%) 0.00
Increased by 0.00%
Sep 30, 25
16 Bridgeway Capital Management, LLC 35.31K (0.66%) 0.00
Increased by 0.00%
Dec 31, 25
17 Neuberger Berman Group LLC 33.12K (0.62%) 0.00
Increased by 0.00%
Sep 30, 25
18 Qube Research & Technologies 21.63K (0.41%) 9.90K
Increased by +45.78%
Dec 31, 24
19 State Street Corp 20.68K (0.39%) 0.00
Increased by 0.00%
Sep 30, 25
20 Royal Bank of Canada 20.00K (0.37%) 2.30K
Increased by +11.50%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 251.31K (4.71%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 244.37K (4.58%) 0.00
Increased by 0.00%
Jan 31, 26
3 DFA US Small Cap Value I 163.43K (3.06%) 0.00
Increased by 0.00%
Dec 31, 25
4 Royce Micro-Cap Invmt 140.94K (2.64%) -17.02K
Decreased by -12.08%
Dec 31, 25
5 Royce Micro Cap Trust 115.86K (2.17%) 0.00
Increased by 0.00%
Jun 30, 25
6 Royce Micro-Cap Trust 115.86K (2.17%) 0.00
Increased by 0.00%
Dec 31, 25
7 Royce Micro-Cap Trust Inc 115.86K (2.17%) 0.00
Increased by 0.00%
Mar 31, 25
8 North Star Micro Cap I 83.00K (1.56%) 0.00
Increased by 0.00%
Oct 31, 24
9 Royce Pennsylvania Mutual Invmt 81.67K (1.53%) 0.00
Increased by 0.00%
Dec 31, 23
10 Royce Small-Cap Fund Invmt 81.67K (1.53%) 0.00
Increased by 0.00%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 80.61K (1.51%) 0.00
Increased by 0.00%
Jan 31, 26
12 DFA US Micro Cap I 59.13K (1.11%) 0.00
Increased by 0.00%
Dec 31, 25
13 DFA US Targeted Value I 55.06K (1.03%) -7.61K
Decreased by -13.81%
Dec 31, 25
14 Acuitas US Microcap Institutional 45.19K (0.85%) 11.14K
Increased by +24.65%
Sep 30, 25
15 Royce Capital Micro-Cap Inv 44.16K (0.83%) -22.71K
Decreased by -51.42%
Dec 31, 25
16 Fidelity Extended Market Index 40.58K (0.76%) 793.00
Increased by +1.95%
Dec 31, 25
17 DFA US Small Cap I 37.78K (0.71%) -9.00
Decreased by -0.02%
Dec 31, 25
18 Fidelity® Extended Market Index 32.97K (0.62%) 0.00
Increased by 0.00%
Oct 31, 23
19 Bridgeway Ultra-Small Company Market 30.04K (0.56%) 0.00
Increased by 0.00%
Dec 31, 25
20 Dimensional US Targeted Value ETF 26.18K (0.49%) 0.00
Increased by 0.00%
Feb 26, 26