Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Brandes Investment Partners & Co 1.15M (10.10%) 212.24K
Increased by +18.53%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 814.69K (7.18%) -11.48K
Decreased by -1.41%
Mar 31, 25
3 Vanguard Group Inc 687.86K (6.06%) 0.00
Increased by 0.00%
Mar 31, 25
4 Engine Capital Management LP 656.33K (5.79%) 0.00
Increased by 0.00%
Mar 31, 25
5 Royce & Associates, LP 515.75K (4.55%) -52.00K
Decreased by -10.08%
Mar 31, 25
6 Polar Asset Management Partners 429.31K (3.78%) -195.65K
Decreased by -45.57%
Sep 30, 24
7 Susquehanna International Group, LLP 358.72K (3.16%) 274.10K
Increased by +76.41%
Mar 31, 25
8 Renaissance Technologies Corp 326.97K (2.88%) -4.80K
Decreased by -1.47%
Mar 31, 25
9 Gamco Investors, Inc. Et Al 284.43K (2.51%) -1.19K
Decreased by -0.42%
Mar 31, 25
10 BlackRock Inc 263.31K (2.32%) -11.59K
Decreased by -4.40%
Mar 31, 25
11 RBF LLC 230.00K (2.03%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fuller & Thaler Asset Management Inc 227.09K (2.00%) -8.63K
Decreased by -3.80%
Sep 30, 23
13 Millennium Management LLC 193.12K (1.70%) 148.95K
Increased by +77.13%
Mar 31, 25
14 Ancora Advisors LLC 158.40K (1.40%) 8.50K
Increased by +5.37%
Dec 31, 24
15 Acadian Asset Management LLC 157.70K (1.39%) 86.32K
Increased by +54.73%
Mar 31, 25
16 Confluence Investment Management LLC 156.07K (1.38%) -26.42K
Decreased by -16.93%
Jun 30, 25
17 Geode Capital Management, LLC 143.48K (1.26%) 4.59K
Increased by +3.20%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 138.88K (1.22%) 4.49K
Increased by +3.23%
Mar 31, 25
19 Bridgeway Capital Management, LLC 122.21K (1.08%) 5.87K
Increased by +4.81%
Mar 31, 25
20 Diversified Investment Strategies, LLC 117.00K (1.03%) 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 479.17K (4.22%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 477.38K (4.21%) 0.00
Increased by 0.00%
Jun 30, 25
3 Royce Micro Cap Trust 386.63K (3.41%) 224.88K
Increased by +58.16%
Jun 30, 25
4 Brandes Small Cap Value R6 330.75K (2.92%) 13.60K
Increased by +4.11%
Jun 30, 25
5 1290 VT GAMCO Small Company Value IB 251.00K (2.21%) 0.00
Increased by 0.00%
May 31, 25
6 Royce Micro-Cap Invmt 247.35K (2.18%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 197.68K (1.74%) 0.00
Increased by 0.00%
Jun 30, 25
8 DFA US Small Cap Value I 177.43K (1.56%) 0.00
Increased by 0.00%
Jun 30, 25
9 iShares Russell 2000 ETF 171.20K (1.51%) -2.73K
Decreased by -1.59%
Jul 30, 25
10 Fuller & Thaler Behavrl Micro-Cap Core 166.44K (1.47%) -60.65K
Decreased by -36.44%
Nov 30, 23
11 FullerThaler Behavioral Micro-Cap Core 166.44K (1.47%) -60.65K
Decreased by -36.44%
Nov 30, 23
12 Royce Micro-Cap Trust Inc 161.75K (1.43%) 0.00
Increased by 0.00%
Mar 31, 25
13 TETON Westwood Mighty Mites AAA 116.50K (1.03%) -43.00K
Decreased by -36.91%
Mar 31, 25
14 DFA US Targeted Value I 114.68K (1.01%) 0.00
Increased by 0.00%
Jun 30, 25
15 Confluence Small Cap Value 111.48K (0.98%) -12.09K
Decreased by -10.85%
Jun 30, 25
16 Royce Capital Micro-Cap Inv 106.65K (0.94%) 0.00
Increased by 0.00%
Jun 30, 25
17 iShares Russell 2000 Value ETF 105.84K (0.93%) 0.00
Increased by 0.00%
Jul 30, 25
18 DFA US Small Cap I 89.00K (0.78%) 0.00
Increased by 0.00%
Jun 30, 25
19 Dimensional US Targeted Value ETF 82.41K (0.73%) 354.00
Increased by +0.43%
Jul 31, 25
20 Avantis US Small Cap Value ETF 75.81K (0.67%) 0.00
Increased by 0.00%
Jul 30, 25