Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 BSVO 0.01%
3 CCSO 0.00%
4 DFAT 0.00%
5 DFSV 0.00%
6 DFAS 0.00%
7 DFAC 0.00%
8 AVSC 0.00%
9 AVUV 0.00%
10 VTI 0.00%
11 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Grace & White Inc 2.13M (10.81%) 144.99K
Increased by +6.82%
Mar 31, 25
2 AIGH Capital Management, LLC 991.70K (5.04%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 968.47K (4.93%) 0.00
Increased by 0.00%
Mar 31, 25
4 Quinn Opportunity Partners LLC 498.01K (2.53%) 5.41K
Increased by +1.09%
Mar 31, 25
5 BlackRock Inc 363.81K (1.85%) -918.00
Decreased by -0.25%
Mar 31, 25
6 Acadian Asset Management LLC 359.10K (1.83%) -1.71K
Decreased by -0.48%
Sep 30, 24
7 Worth Venture Partners, LLC 247.70K (1.26%) 0.00
Increased by 0.00%
Sep 30, 23
8 Geode Capital Management, LLC 240.48K (1.22%) 7.71K
Increased by +3.21%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 215.87K (1.10%) -37.87K
Decreased by -17.54%
Mar 31, 25
10 Boston Partners Global Investors, Inc 184.15K (0.94%) 2.79K
Increased by +1.51%
Sep 30, 24
11 U.S. Bancorp 160.13K (0.81%) 17.00K
Increased by +10.62%
Mar 31, 25
12 MATHER GROUP, INC. 151.00K (0.77%) 151.00K
Increased by +100.00%
Jun 30, 24
13 AMH Equity Ltd 144.00K (0.73%) 144.00K
Increased by +100.00%
Mar 31, 25
14 Perritt Capital Management Inc. 120.00K (0.61%) 14.41K
Increased by +12.01%
Mar 31, 25
15 Bridgeway Capital Management, LLC 97.32K (0.49%) 6.93K
Increased by +7.12%
Mar 31, 25
16 Empowered Funds, LLC 92.32K (0.47%) 6.93K
Increased by +7.51%
Mar 31, 25
17 Millennium Management LLC 82.39K (0.42%) 24.08K
Increased by +29.23%
Jun 30, 24
18 State Street Corp 74.47K (0.38%) 0.00
Increased by 0.00%
Mar 31, 25
19 GSA Capital Partners LLP 68.86K (0.35%) 68.86K
Increased by +100.00%
Mar 31, 25
20 State Street Corporation 64.67K (0.33%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 689.28K (3.51%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 674.96K (3.43%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 275.64K (1.40%) 0.00
Increased by 0.00%
May 31, 25
4 Auer Growth 207.00K (1.05%) 0.00
Increased by 0.00%
Jan 31, 24
5 Russell Inv US Small Cap Equity E 133.19K (0.68%) 0.00
Increased by 0.00%
Oct 31, 24
6 Perritt MicroCap Opportunities Investor 120.00K (0.61%) 0.00
Increased by 0.00%
Mar 31, 25
7 Fidelity Extended Market Index 116.58K (0.59%) -1.11K
Decreased by -0.96%
Apr 30, 25
8 Fidelity® Extended Market Index 99.04K (0.50%) 0.00
Increased by 0.00%
Nov 30, 23
9 Dunham Small Cap Value N 97.77K (0.50%) -3.81K
Decreased by -3.89%
Sep 30, 24
10 EA Bridgeway Omni Small-Cap Value ETF 93.60K (0.48%) -28.00
Decreased by -0.03%
May 30, 25
11 WPG Partners Micro Cap Opportunities 86.38K (0.44%) 945.00
Increased by +1.09%
Sep 30, 24
12 RBC Microcap Value I 45.40K (0.23%) 0.00
Increased by 0.00%
Mar 31, 25
13 Ayalon Global Stocks 45.35K (0.23%) 0.00
Increased by 0.00%
Oct 31, 24
14 BlackRock Extended Mkt Composite 43.68K (0.22%) 0.00
Increased by 0.00%
Sep 30, 23
15 Russell Inv Small Cap Fund B 41.44K (0.21%) 0.00
Increased by 0.00%
Oct 31, 24
16 iShares Micro-Cap ETF 39.84K (0.20%) 0.00
Increased by 0.00%
May 31, 25
17 DFA US Small Cap Value I 39.49K (0.20%) 0.00
Increased by 0.00%
Apr 30, 25
18 BlackRock Extended Equity Market K 38.07K (0.19%) -16.00
Decreased by -0.04%
Sep 30, 24
19 Extended Equity Market Fund K 37.67K (0.19%) 115.00
Increased by +0.31%
Mar 31, 25
20 DFA US Core Equity 1 I 37.60K (0.19%) 0.00
Increased by 0.00%
Sep 30, 24