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 (10.63%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Group Inc 1.08M (5.41%) 112.99K
Increased by +10.45%
Jun 30, 25
3 AIGH Capital Management, LLC 991.70K (4.96%) 0.00
Increased by 0.00%
Sep 30, 23
4 Quinn Opportunity Partners LLC 502.01K (2.51%) 4.00K
Increased by +0.80%
Jun 30, 25
5 BlackRock Inc 363.64K (1.82%) -171.00
Decreased by -0.05%
Jun 30, 25
6 Acadian Asset Management LLC 359.10K (1.80%) -1.71K
Decreased by -0.48%
Sep 30, 24
7 AMH Equity Ltd 323.38K (1.62%) 179.38K
Increased by +55.47%
Jun 30, 25
8 Worth Venture Partners, LLC 247.70K (1.24%) 0.00
Increased by 0.00%
Sep 30, 23
9 Geode Capital Management, LLC 235.49K (1.18%) -4.99K
Decreased by -2.12%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 215.87K (1.08%) 0.00
Increased by 0.00%
Jun 30, 25
11 Boston Partners Global Investors, Inc 184.15K (0.92%) 2.79K
Increased by +1.51%
Sep 30, 24
12 U.S. Bancorp 160.13K (0.80%) 0.00
Increased by 0.00%
Jun 30, 25
13 MATHER GROUP, INC. 151.00K (0.75%) 151.00K
Increased by +100.00%
Jun 30, 24
14 Bridgeway Capital Management, LLC 102.22K (0.51%) 4.90K
Increased by +4.80%
Jun 30, 25
15 Empowered Funds, LLC 97.22K (0.49%) 4.90K
Increased by +5.04%
Jun 30, 25
16 Essex Investment Management Company, LLC 94.79K (0.47%) 34.01K
Increased by +35.88%
Jun 30, 25
17 Perritt Capital Management Inc. 90.00K (0.45%) -30.00K
Decreased by -33.33%
Jun 30, 25
18 Millennium Management LLC 82.39K (0.41%) 24.08K
Increased by +29.23%
Jun 30, 24
19 State Street Corp 74.47K (0.37%) 0.00
Increased by 0.00%
Jun 30, 25
20 Renaissance Technologies Corp 65.40K (0.33%) 4.20K
Increased by +6.42%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 689.28K (3.45%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 660.52K (3.30%) -14.44K
Decreased by -2.19%
Jul 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 216.47K (1.08%) -59.17K
Decreased by -27.33%
Jul 31, 25
4 Auer Growth 207.00K (1.04%) 0.00
Increased by 0.00%
Jan 31, 24
5 Russell Inv US Small Cap Equity E 133.19K (0.67%) 0.00
Increased by 0.00%
Oct 31, 24
6 Vanguard Balanced Index Inv 125.17K (0.63%) 0.00
Increased by 0.00%
Jul 31, 25
7 Fidelity Extended Market Index 114.82K (0.57%) -944.00
Decreased by -0.82%
Jul 31, 25
8 EA Bridgeway Omni Small-Cap Value ETF 103.77K (0.52%) 50.00
Increased by +0.05%
Aug 29, 25
9 Fidelity® Extended Market Index 99.04K (0.50%) 0.00
Increased by 0.00%
Nov 30, 23
10 Dunham Small Cap Value N 97.77K (0.49%) -3.81K
Decreased by -3.89%
Sep 30, 24
11 Perritt MicroCap Opportunities Investor 90.00K (0.45%) -30.00K
Decreased by -33.33%
Jun 30, 25
12 WPG Partners Micro Cap Opportunities 86.38K (0.43%) 945.00
Increased by +1.09%
Sep 30, 24
13 RBC Microcap Value I 45.40K (0.23%) 0.00
Increased by 0.00%
Jun 30, 25
14 Ayalon Global Stocks 45.35K (0.23%) 0.00
Increased by 0.00%
Oct 31, 24
15 BlackRock Extended Mkt Composite 43.68K (0.22%) 0.00
Increased by 0.00%
Sep 30, 23
16 iShares Micro-Cap ETF 43.61K (0.22%) 0.00
Increased by 0.00%
Aug 31, 25
17 Russell Inv Small Cap Fund B 41.44K (0.21%) 0.00
Increased by 0.00%
Oct 31, 24
18 DFA US Small Cap Value I 39.49K (0.20%) 0.00
Increased by 0.00%
Jul 31, 25
19 BlackRock Extended Equity Market K 38.07K (0.19%) -16.00
Decreased by -0.04%
Sep 30, 24
20 DFA US Core Equity 1 I 37.60K (0.19%) 0.00
Increased by 0.00%
Sep 30, 24