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 (9.20%) 0.00
Increased by 0.00%
Dec 31, 24
2 Dimensional Fund Advisors, Inc. 501.75K (8.63%) -6.51K
Decreased by -1.30%
Dec 31, 24
3 Punch & Associates Inv Mgmt Inc 483.81K (8.32%) -4.72K
Decreased by -0.98%
Dec 31, 24
4 Royce & Associates, LP 427.90K (7.36%) -6.30K
Decreased by -1.47%
Dec 31, 24
5 Mink Brook Asset Management LLC 375.26K (6.45%) 375.26K
Increased by +100.00%
Dec 31, 24
6 Vanguard Group Inc 349.07K (6.00%) -1.00K
Decreased by -0.29%
Dec 31, 24
7 Grace & White Inc 142.81K (2.46%) 0.00
Increased by 0.00%
Dec 31, 24
8 Peapod Lane Capital LLC 127.92K (2.20%) 127.92K
Increased by +100.00%
Dec 31, 24
9 Acuitas Investments, LLC 127.06K (2.18%) 25.82K
Increased by +20.32%
Sep 30, 24
10 Renaissance Technologies Corp 106.44K (1.83%) -6.04K
Decreased by -5.67%
Dec 31, 24
11 North Star Investment Management Corp 89.20K (1.53%) 0.00
Increased by 0.00%
Sep 30, 24
12 Diamond Hill Capital Management Inc 83.54K (1.44%) 15.54K
Increased by +18.61%
Dec 31, 24
13 BlackRock Inc 78.16K (1.34%) 2.88K
Increased by +3.68%
Dec 31, 24
14 Geode Capital Management, LLC 70.53K (1.21%) 1.23K
Increased by +1.74%
Dec 31, 24
15 Northern Trust Corp 65.36K (1.12%) 8.31K
Increased by +12.72%
Dec 31, 24
16 MML Investors Services Inc 43.19K (0.74%) 0.00
Increased by 0.00%
Dec 31, 24
17 Bridgeway Capital Management, LLC 39.27K (0.68%) 2.57K
Increased by +6.55%
Dec 31, 24
18 Susquehanna International Group, LLP 33.49K (0.58%) 8.59K
Increased by +25.65%
Dec 31, 24
19 Neuberger Berman Group LLC 33.12K (0.57%) 0.00
Increased by 0.00%
Dec 31, 24
20 Qube Research & Technologies 21.63K (0.37%) 9.90K
Increased by +45.78%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 251.31K (4.32%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 250.31K (4.30%) 0.00
Increased by 0.00%
Feb 28, 25
3 DFA US Small Cap Value I 170.15K (2.93%) 0.00
Increased by 0.00%
Feb 28, 25
4 Royce Micro-Cap Invmt 160.27K (2.76%) -4.64K
Decreased by -2.89%
Dec 31, 24
5 Royce Micro Cap Trust 115.86K (1.99%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 87.80K (1.51%) 0.00
Increased by 0.00%
Feb 28, 25
7 North Star Micro Cap I 83.00K (1.43%) 0.00
Increased by 0.00%
Oct 31, 24
8 Royce Pennsylvania Mutual Invmt 81.67K (1.40%) 0.00
Increased by 0.00%
Dec 31, 23
9 Royce Small-Cap Fund Invmt 81.67K (1.40%) 0.00
Increased by 0.00%
Dec 31, 24
10 Royce Capital Micro-Cap Inv 70.10K (1.21%) -1.66K
Decreased by -2.37%
Dec 31, 24
11 DFA US Targeted Value I 66.62K (1.15%) 0.00
Increased by 0.00%
Feb 28, 25
12 DFA US Micro Cap I 59.13K (1.02%) 0.00
Increased by 0.00%
Feb 28, 25
13 Dimensional US Targeted Value ETF 40.40K (0.69%) 0.00
Increased by 0.00%
Mar 31, 25
14 DFA US Small Cap I 40.01K (0.69%) 0.00
Increased by 0.00%
Feb 28, 25
15 Fidelity Extended Market Index 35.79K (0.62%) -228.00
Decreased by -0.64%
Feb 28, 25
16 Bridgeway Ultra-Small Company Market 35.50K (0.61%) 0.00
Increased by 0.00%
Dec 31, 24
17 Fidelity® Extended Market Index 32.97K (0.57%) 0.00
Increased by 0.00%
Oct 31, 23
18 RBC Microcap Value I 17.70K (0.30%) 0.00
Increased by 0.00%
Dec 31, 24
19 DFA US Core Equity 2 I 16.66K (0.29%) 0.00
Increased by 0.00%
Feb 28, 25
20 Acuitas US Microcap Institutional 15.54K (0.27%) 15.54K
Increased by +100.00%
Dec 31, 24