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 1.15M (10.05%) 212.24K
Increased by +18.53%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 814.69K (7.15%) -11.48K
Decreased by -1.41%
Mar 31, 25
3 Vanguard Group Inc 687.86K (6.04%) 0.00
Increased by 0.00%
Mar 31, 25
4 Engine Capital Management LP 656.33K (5.76%) 0.00
Increased by 0.00%
Mar 31, 25
5 Royce & Associates, LP 515.75K (4.53%) -52.00K
Decreased by -10.08%
Mar 31, 25
6 Polar Asset Management Partners 429.31K (3.77%) -195.65K
Decreased by -45.57%
Sep 30, 24
7 Renaissance Technologies Corp 326.97K (2.87%) -4.80K
Decreased by -1.47%
Mar 31, 25
8 Gamco Investors, Inc. Et Al 284.43K (2.50%) -1.19K
Decreased by -0.42%
Mar 31, 25
9 BlackRock Inc 263.31K (2.31%) -11.59K
Decreased by -4.40%
Mar 31, 25
10 RBF LLC 230.00K (2.02%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fuller & Thaler Asset Management Inc 227.09K (1.99%) -8.63K
Decreased by -3.80%
Sep 30, 23
12 Confluence Investment Management LLC 182.50K (1.60%) -8.90K
Decreased by -4.88%
Mar 31, 25
13 Ancora Advisors LLC 158.40K (1.39%) 8.50K
Increased by +5.37%
Dec 31, 24
14 Geode Capital Management, LLC 143.48K (1.26%) 4.59K
Increased by +3.20%
Mar 31, 25
15 Arrowstreet Capital Limited Partnership 138.88K (1.22%) 4.49K
Increased by +3.23%
Mar 31, 25
16 Bridgeway Capital Management, LLC 122.21K (1.07%) 5.87K
Increased by +4.81%
Mar 31, 25
17 Diversified Investment Strategies, LLC 117.00K (1.03%) -500.00
Decreased by -0.43%
Mar 31, 25
18 Teton Advisors Inc 116.50K (1.02%) -43.00K
Decreased by -36.91%
Mar 31, 25
19 American Century Companies Inc 105.84K (0.93%) 79.87K
Increased by +75.46%
Mar 31, 25
20 Caption Management, LLC 95.18K (0.84%) 95.18K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 479.17K (4.20%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 477.38K (4.19%) 0.00
Increased by 0.00%
Apr 30, 25
3 Brandes Small Cap Value R6 308.97K (2.71%) 81.23K
Increased by +26.29%
Mar 31, 25
4 1290 VT GAMCO Small Company Value IB 251.00K (2.20%) -500.00
Decreased by -0.20%
Mar 31, 25
5 Royce Micro-Cap Invmt 247.35K (2.17%) -34.87K
Decreased by -14.10%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 197.68K (1.73%) 0.00
Increased by 0.00%
Apr 30, 25
7 DFA US Small Cap Value I 177.43K (1.56%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fuller & Thaler Behavrl Micro-Cap Core 166.44K (1.46%) -60.65K
Decreased by -36.44%
Nov 30, 23
9 FullerThaler Behavioral Micro-Cap Core 166.44K (1.46%) -60.65K
Decreased by -36.44%
Nov 30, 23
10 Royce Micro Cap Trust 161.75K (1.42%) 0.00
Increased by 0.00%
Mar 31, 25
11 Royce Micro-Cap Trust Inc 161.75K (1.42%) 0.00
Increased by 0.00%
Mar 31, 25
12 TETON Westwood Mighty Mites AAA 159.50K (1.40%) -16.10K
Decreased by -10.09%
Dec 31, 24
13 Confluence Small Cap Value 123.57K (1.08%) 13.91K
Increased by +11.25%
Mar 31, 25
14 DFA US Targeted Value I 114.68K (1.01%) 0.00
Increased by 0.00%
Mar 31, 25
15 Royce Capital Micro-Cap Inv 106.65K (0.94%) -17.13K
Decreased by -16.06%
Mar 31, 25
16 DFA US Small Cap I 94.25K (0.83%) 0.00
Increased by 0.00%
Mar 31, 25
17 Avantis US Small Cap Value ETF 86.23K (0.76%) 0.00
Increased by 0.00%
Apr 30, 25
18 Dimensional US Targeted Value ETF 79.98K (0.70%) 0.00
Increased by 0.00%
Apr 30, 25
19 IMC US Ultra Micro Cap 73.61K (0.65%) 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