Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.04%
2 EES 0.03%
3 BSVO 0.02%
4 DFSV 0.01%
5 PRFZ 0.01%
6 DFAT 0.01%
7 DFAS 0.01%
8 AVUV 0.00%
9 AVSC 0.00%
10 DFAC 0.00%
11 DFUV 0.00%
12 DFUS 0.00%
13 DCOR 0.00%
14 VTI 0.00%
15 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Brandes Investment Partners & Co 933.45K (8.15%) 105.95K
Increased by +11.35%
Dec 31, 24
2 Dimensional Fund Advisors, Inc. 826.17K (7.21%) -10.02K
Decreased by -1.21%
Dec 31, 24
3 Vanguard Group Inc 687.86K (6.01%) -15.34K
Decreased by -2.23%
Dec 31, 24
4 Engine Capital Management LP 656.33K (5.73%) 0.00
Increased by 0.00%
Dec 31, 24
5 Royce & Associates, LP 567.75K (4.96%) 161.75K
Increased by +28.49%
Dec 31, 24
6 Polar Asset Management Partners 429.31K (3.75%) -195.65K
Decreased by -45.57%
Sep 30, 24
7 Renaissance Technologies Corp 331.77K (2.90%) 60.60K
Increased by +18.27%
Dec 31, 24
8 Gamco Investors, Inc. Et Al 285.61K (2.49%) -5.00K
Decreased by -1.75%
Dec 31, 24
9 BlackRock Inc 274.90K (2.40%) 18.64K
Increased by +6.78%
Dec 31, 24
10 RBF LLC 230.00K (2.01%) -69.50K
Decreased by -30.22%
Dec 31, 24
11 Fuller & Thaler Asset Management Inc 227.09K (1.98%) -8.63K
Decreased by -3.80%
Sep 30, 23
12 Confluence Investment Management LLC 182.50K (1.59%) -8.90K
Decreased by -4.88%
Mar 31, 25
13 Teton Advisors Inc 159.50K (1.39%) -16.10K
Decreased by -10.09%
Dec 31, 24
14 Ancora Advisors LLC 158.40K (1.38%) 8.50K
Increased by +5.37%
Dec 31, 24
15 Geode Capital Management, LLC 138.89K (1.21%) 558.00
Increased by +0.40%
Dec 31, 24
16 Arrowstreet Capital Limited Partnership 134.40K (1.17%) 59.36K
Increased by +44.17%
Dec 31, 24
17 Diversified Investment Strategies, LLC 117.50K (1.03%) 21.50K
Increased by +18.30%
Dec 31, 24
18 Bridgeway Capital Management, LLC 116.33K (1.02%) 979.00
Increased by +0.84%
Dec 31, 24
19 D. E. Shaw & Co LP 87.20K (0.76%) -45.45K
Decreased by -52.11%
Jun 30, 24
20 Susquehanna International Group, LLP 84.62K (0.74%) 54.50K
Increased by +64.40%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 479.17K (4.18%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 477.38K (4.17%) 0.00
Increased by 0.00%
Mar 31, 25
3 Royce Micro-Cap Invmt 282.22K (2.46%) 0.00
Increased by 0.00%
Dec 31, 24
4 1290 VT GAMCO Small Company Value IB 251.50K (2.20%) -500.00
Decreased by -0.20%
Feb 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 197.68K (1.73%) 0.00
Increased by 0.00%
Mar 31, 25
6 Brandes Small Cap Value R6 192.97K (1.69%) 0.00
Increased by 0.00%
Dec 31, 24
7 DFA US Small Cap Value I 177.43K (1.55%) 0.00
Increased by 0.00%
Feb 28, 25
8 Fuller & Thaler Behavrl Micro-Cap Core 166.44K (1.45%) -60.65K
Decreased by -36.44%
Nov 30, 23
9 FullerThaler Behavioral Micro-Cap Core 166.44K (1.45%) -60.65K
Decreased by -36.44%
Nov 30, 23
10 Royce Micro Cap Trust 161.75K (1.41%) 161.75K
Increased by +100.00%
Dec 31, 24
11 Royce Micro-Cap Trust Inc 161.75K (1.41%) 0.00
Increased by 0.00%
Mar 31, 25
12 TETON Westwood Mighty Mites AAA 159.50K (1.39%) -16.10K
Decreased by -10.09%
Dec 31, 24
13 Royce Capital Micro-Cap Inv 123.78K (1.08%) 0.00
Increased by 0.00%
Dec 31, 24
14 Confluence Small Cap Value 123.57K (1.08%) 13.91K
Increased by +11.25%
Mar 31, 25
15 DFA US Targeted Value I 114.68K (1.00%) 0.00
Increased by 0.00%
Feb 28, 25
16 DFA US Small Cap I 94.25K (0.82%) -7.34K
Decreased by -7.79%
Feb 28, 25
17 Avantis US Small Cap Value ETF 86.99K (0.76%) -182.00
Decreased by -0.21%
Mar 29, 25
18 Dimensional US Targeted Value ETF 78.63K (0.69%) 0.00
Increased by 0.00%
Mar 31, 25
19 IMC US Ultra Micro Cap 73.61K (0.64%) 73.61K
Increased by +100.00%
Dec 31, 24
20 Ancora/Thelen Small Cap Core 71.10K (0.62%) 0.00
Increased by 0.00%
Dec 31, 24