Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.01%
2 IWC 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 (10.92%) 144.99K
Increased by +6.82%
Mar 31, 25
2 AIGH Capital Management, LLC 991.70K (5.10%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 968.47K (4.98%) -14.32K
Decreased by -1.48%
Dec 31, 24
4 Quinn Opportunity Partners LLC 492.60K (2.53%) 0.00
Increased by 0.00%
Dec 31, 24
5 BlackRock Inc 364.73K (1.87%) -63.00
Decreased by -0.02%
Dec 31, 24
6 Acadian Asset Management LLC 359.10K (1.85%) -1.71K
Decreased by -0.48%
Sep 30, 24
7 Dimensional Fund Advisors, Inc. 253.73K (1.30%) -101.69K
Decreased by -40.08%
Dec 31, 24
8 Worth Venture Partners, LLC 247.70K (1.27%) 0.00
Increased by 0.00%
Sep 30, 23
9 Geode Capital Management, LLC 232.77K (1.20%) 5.03K
Increased by +2.16%
Dec 31, 24
10 Boston Partners Global Investors, Inc 184.15K (0.95%) 2.79K
Increased by +1.51%
Sep 30, 24
11 MATHER GROUP, INC. 151.00K (0.78%) 151.00K
Increased by +100.00%
Jun 30, 24
12 AMH Equity Ltd 144.00K (0.74%) 144.00K
Increased by +100.00%
Mar 31, 25
13 U.S. Bancorp 143.13K (0.74%) 0.00
Increased by 0.00%
Dec 31, 24
14 Renaissance Technologies Corp 109.30K (0.56%) -22.58K
Decreased by -20.66%
Dec 31, 24
15 Perritt Capital Management Inc. 105.59K (0.54%) -18.41K
Decreased by -17.44%
Dec 31, 24
16 Bridgeway Capital Management, LLC 90.39K (0.46%) 9.18K
Increased by +10.15%
Dec 31, 24
17 Empowered Funds, LLC 85.39K (0.44%) 4.18K
Increased by +4.89%
Dec 31, 24
18 Millennium Management LLC 82.39K (0.42%) 24.08K
Increased by +29.23%
Jun 30, 24
19 State Street Corp 74.47K (0.38%) 9.80K
Increased by +13.16%
Dec 31, 24
20 O'Shaughnessy Asset Management LLC 69.00K (0.35%) -31.03K
Decreased by -44.97%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 689.28K (3.54%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 674.96K (3.47%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 275.64K (1.42%) 0.00
Increased by 0.00%
Mar 31, 25
4 Auer Growth 207.00K (1.06%) 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 (0.62%) 0.00
Increased by 0.00%
Mar 31, 25
7 Fidelity Extended Market Index 117.70K (0.60%) 4.78K
Increased by +4.06%
Mar 31, 25
8 Fidelity® Extended Market Index 99.04K (0.51%) 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 90.93K (0.47%) 0.00
Increased by 0.00%
Apr 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 iShares Micro-Cap ETF 42.29K (0.22%) 0.00
Increased by 0.00%
Apr 30, 25
16 Russell Inv Small Cap Fund B 41.44K (0.21%) 0.00
Increased by 0.00%
Oct 31, 24
17 DFA US Small Cap Value I 39.49K (0.20%) 0.00
Increased by 0.00%
Mar 31, 25
18 BlackRock Extended Equity Market K 38.07K (0.20%) -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