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 1.98M (10.20%) 265.34K
Increased by +13.40%
Dec 31, 24
2 AIGH Capital Management, LLC 991.70K (5.11%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 968.47K (4.99%) -14.32K
Decreased by -1.48%
Dec 31, 24
4 Quinn Opportunity Partners LLC 492.60K (2.54%) 0.00
Increased by 0.00%
Dec 31, 24
5 BlackRock Inc 364.73K (1.88%) -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 (1.31%) -101.69K
Decreased by -40.08%
Dec 31, 24
8 Worth Venture Partners, LLC 247.70K (1.28%) 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 GSA Capital Partners LLP 150.08K (0.77%) 31.79K
Increased by +21.18%
Sep 30, 24
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 (0.47%) 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 (0.36%) -31.03K
Decreased by -44.97%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 674.96K (3.48%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 275.64K (1.42%) 0.00
Increased by 0.00%
Feb 28, 25
3 Auer Growth 207.00K (1.07%) 0.00
Increased by 0.00%
Jan 31, 24
4 Russell Inv US Small Cap Equity E 133.19K (0.69%) 0.00
Increased by 0.00%
Oct 31, 24
5 Perritt MicroCap Opportunities Investor 120.00K (0.62%) 35.00K
Increased by +29.17%
Dec 31, 24
6 Fidelity Extended Market Index 113.64K (0.59%) -1.73K
Decreased by -1.52%
Jan 31, 25
7 Fidelity® Extended Market Index 99.04K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
8 Dunham Small Cap Value N 97.77K (0.50%) -3.81K
Decreased by -3.89%
Sep 30, 24
9 EA Bridgeway Omni Small-Cap Value ETF 92.21K (0.48%) 0.00
Increased by 0.00%
Feb 28, 25
10 WPG Partners Micro Cap Opportunities 86.38K (0.45%) 945.00
Increased by +1.09%
Sep 30, 24
11 DFA US Targeted Value I 53.88K (0.28%) 0.00
Increased by 0.00%
Jan 31, 25
12 Dimensional US Targeted Value ETF 51.95K (0.27%) 0.00
Increased by 0.00%
Feb 28, 25
13 RBC Microcap Value I 45.40K (0.23%) 0.00
Increased by 0.00%
Dec 31, 24
14 Ayalon Global Stocks 45.35K (0.23%) 0.00
Increased by 0.00%
Oct 31, 24
15 iShares Micro-Cap ETF 44.13K (0.23%) 0.00
Increased by 0.00%
Feb 28, 25
16 BlackRock Extended Mkt Composite 43.68K (0.23%) 0.00
Increased by 0.00%
Sep 30, 23
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%
Jan 31, 25
19 BlackRock Extended Equity Market K 38.07K (0.20%) -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