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%
Jun 30, 25
2 Dimensional Fund Advisors, Inc. 494.95K (9.28%) -9.02K
Decreased by -1.82%
Jun 30, 25
3 Mink Brook Asset Management LLC 379.36K (7.11%) 3.96K
Increased by +1.04%
Jun 30, 25
4 Vanguard Group Inc 342.60K (6.42%) -6.47K
Decreased by -1.89%
Jun 30, 25
5 Royce & Associates, LP 342.43K (6.42%) 0.00
Increased by 0.00%
Jun 30, 25
6 Punch & Associates Inv Mgmt Inc 250.90K (4.70%) -50.53K
Decreased by -20.14%
Jun 30, 25
7 Grace & White Inc 142.81K (2.68%) 0.00
Increased by 0.00%
Jun 30, 25
8 Diamond Hill Capital Management Inc 127.75K (2.39%) 31.68K
Increased by +24.80%
Jun 30, 25
9 Acuitas Investments, LLC 127.06K (2.38%) 25.82K
Increased by +20.32%
Sep 30, 24
10 Peapod Lane Capital LLC 122.84K (2.30%) -5.53K
Decreased by -4.50%
Jun 30, 25
11 Renaissance Technologies Corp 101.84K (1.91%) 700.00
Increased by +0.69%
Jun 30, 25
12 BlackRock Inc 74.32K (1.39%) 701.00
Increased by +0.94%
Jun 30, 25
13 Geode Capital Management, LLC 74.14K (1.39%) 1.04K
Increased by +1.40%
Jun 30, 25
14 Northern Trust Corp 63.28K (1.19%) -702.00
Decreased by -1.11%
Jun 30, 25
15 MML Investors Services Inc 43.19K (0.81%) 0.00
Increased by 0.00%
Jun 30, 25
16 Bridgeway Capital Management, LLC 35.77K (0.67%) 0.00
Increased by 0.00%
Jun 30, 25
17 Susquehanna International Group, LLP 34.25K (0.64%) 762.00
Increased by +2.22%
Mar 31, 25
18 Neuberger Berman Group LLC 33.12K (0.62%) 0.00
Increased by 0.00%
Jun 30, 25
19 Qube Research & Technologies 21.63K (0.41%) 9.90K
Increased by +45.78%
Dec 31, 24
20 State Street Corp 20.68K (0.39%) 0.00
Increased by 0.00%
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 244.96K (4.59%) -5.35K
Decreased by -2.19%
Jul 31, 25
3 DFA US Small Cap Value I 164.83K (3.09%) -3.07K
Decreased by -1.86%
Jul 31, 25
4 Royce Micro-Cap Invmt 157.97K (2.96%) 0.00
Increased by 0.00%
Jun 30, 25
5 Royce Micro Cap Trust 115.86K (2.17%) 0.00
Increased by 0.00%
Jun 30, 25
6 Royce Micro-Cap Trust Inc 115.86K (2.17%) 0.00
Increased by 0.00%
Mar 31, 25
7 North Star Micro Cap I 83.00K (1.56%) 0.00
Increased by 0.00%
Oct 31, 24
8 Royce Pennsylvania Mutual Invmt 81.67K (1.53%) 0.00
Increased by 0.00%
Dec 31, 23
9 Royce Small-Cap Fund Invmt 81.67K (1.53%) 0.00
Increased by 0.00%
Dec 31, 24
10 Royce Capital Micro-Cap Inv 68.60K (1.29%) 0.00
Increased by 0.00%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 67.01K (1.26%) -20.79K
Decreased by -31.02%
Jul 31, 25
12 DFA US Targeted Value I 66.62K (1.25%) 0.00
Increased by 0.00%
Jul 31, 25
13 DFA US Micro Cap I 59.13K (1.11%) 0.00
Increased by 0.00%
Jul 31, 25
14 Dimensional US Targeted Value ETF 40.40K (0.76%) 0.00
Increased by 0.00%
Aug 29, 25
15 DFA US Small Cap I 37.79K (0.71%) 0.00
Increased by 0.00%
Jul 31, 25
16 Fidelity Extended Market Index 36.29K (0.68%) -299.00
Decreased by -0.82%
Jul 31, 25
17 Acuitas US Microcap Institutional 34.05K (0.64%) 13.58K
Increased by +39.90%
Jun 30, 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 30.50K (0.57%) 0.00
Increased by 0.00%
Jun 30, 25
20 RBC Microcap Value I 17.70K (0.33%) 0.00
Increased by 0.00%
Jun 30, 25