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 1.72M (8.86%) 98.67K
Increased by +5.75%
Sep 30, 24
2 AIGH Capital Management, LLC 991.70K (5.12%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 982.78K (5.08%) 0.00
Increased by 0.00%
Sep 30, 24
4 Quinn Opportunity Partners LLC 492.60K (2.54%) 0.00
Increased by 0.00%
Sep 30, 24
5 BlackRock Inc 362.95K (1.87%) 141.00
Increased by +0.04%
Jun 30, 24
6 Acadian Asset Management LLC 360.81K (1.86%) 360.81K
Increased by +100.00%
Jun 30, 24
7 Dimensional Fund Advisors, Inc. 355.42K (1.84%) 25.83K
Increased by +7.27%
Sep 30, 24
8 Worth Venture Partners, LLC 247.70K (1.28%) 0.00
Increased by 0.00%
Sep 30, 23
9 Geode Capital Management, LLC 214.80K (1.11%) 6.70K
Increased by +3.12%
Jun 30, 24
10 Boston Partners Global Investors, Inc 181.36K (0.94%) 96.37K
Increased by +53.14%
Jun 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 (0.78%) 31.79K
Increased by +21.18%
Sep 30, 24
13 U.S. Bancorp 143.13K (0.74%) 0.00
Increased by 0.00%
Jun 30, 24
14 Renaissance Technologies Corp 131.88K (0.68%) 48.08K
Increased by +36.46%
Sep 30, 24
15 Perritt Capital Management Inc. 124.00K (0.64%) -26.00K
Decreased by -20.97%
Sep 30, 24
16 Millennium Management LLC 82.39K (0.43%) 24.08K
Increased by +29.23%
Jun 30, 24
17 Essex Investment Management Company, LLC 67.81K (0.35%) 0.00
Increased by 0.00%
Sep 30, 24
18 State Street Corp 64.67K (0.33%) 0.00
Increased by 0.00%
Jun 30, 24
19 State Street Corporation 64.67K (0.33%) 0.00
Increased by 0.00%
Mar 31, 24
20 Goldman Sachs Group Inc 63.58K (0.33%) 63.58K
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 689.28K (3.56%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 275.64K (1.42%) 0.00
Increased by 0.00%
Sep 30, 24
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%
Sep 30, 24
5 Fidelity Extended Market Index 119.69K (0.62%) 2.36K
Increased by +1.97%
Sep 30, 24
6 Fidelity® Extended Market Index 99.04K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
7 Dunham Small Cap Value N 97.77K (0.50%) -3.81K
Decreased by -3.89%
Sep 30, 24
8 WPG Partners Micro Cap Opportunities 86.38K (0.45%) 945.00
Increased by +1.09%
Sep 30, 24
9 Perritt MicroCap Opportunities Investor 85.00K (0.44%) -65.00K
Decreased by -76.47%
Sep 30, 24
10 EA Bridgeway Omni Small-Cap Value ETF 82.14K (0.42%) 0.00
Increased by 0.00%
Oct 31, 24
11 DFA US Targeted Value I 66.95K (0.35%) 10.67K
Increased by +15.94%
Sep 30, 24
12 Dimensional US Targeted Value ETF 64.05K (0.33%) 0.00
Increased by 0.00%
Oct 31, 24
13 DFA US Small Cap Value I 52.41K (0.27%) 0.00
Increased by 0.00%
Sep 30, 24
14 RBC Microcap Value I 45.40K (0.23%) 0.00
Increased by 0.00%
Sep 30, 24
15 Ayalon Global Stocks 45.35K (0.23%) 6.52K
Increased by +14.38%
Aug 31, 24
16 iShares Micro-Cap ETF 44.43K (0.23%) 0.00
Increased by 0.00%
Oct 31, 24
17 BlackRock Extended Mkt Composite 43.68K (0.23%) 0.00
Increased by 0.00%
Sep 30, 23
18 Russell Inv Small Cap Fund B 41.44K (0.21%) 0.00
Increased by 0.00%
Sep 30, 24
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