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 2.00M (9.92%) -33.06K
Decreased by -1.66%
Mar 31, 26
2 Vanguard Group Inc 1.00M (4.99%) -1.56K
Decreased by -0.16%
Dec 31, 25
3 AIGH Capital Management, LLC 991.70K (4.92%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Capital Management, LLC 877.00K (4.36%) 877.00K
Increased by +100.00%
Mar 31, 26
5 Quinn Opportunity Partners LLC 471.86K (2.34%) -30.14K
Decreased by -6.39%
Mar 31, 26
6 Arrowstreet Capital Limited Partnership 434.86K (2.16%) 263.82K
Increased by +60.67%
Mar 31, 26
7 BlackRock Inc 365.85K (1.82%) -2.48K
Decreased by -0.68%
Mar 31, 26
8 AMH Equity Ltd 323.38K (1.61%) 0.00
Increased by 0.00%
Sep 30, 25
9 Marshall Wace Asset Management Ltd 297.45K (1.48%) 16.11K
Increased by +5.42%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 291.80K (1.45%) 26.55K
Increased by +9.10%
Mar 31, 26
11 Geode Capital Management, LLC 251.03K (1.25%) 11.08K
Increased by +4.41%
Mar 31, 26
12 Worth Venture Partners, LLC 247.70K (1.23%) 0.00
Increased by 0.00%
Sep 30, 23
13 Renaissance Technologies Corp 193.86K (0.96%) -10.07K
Decreased by -5.20%
Mar 31, 26
14 Bridgeway Capital Management, LLC 186.72K (0.93%) 63.55K
Increased by +34.04%
Mar 31, 26
15 Boston Partners Global Investors, Inc 184.15K (0.91%) 2.79K
Increased by +1.51%
Sep 30, 24
16 U.S. Bancorp 160.13K (0.80%) 0.00
Increased by 0.00%
Mar 31, 26
17 MATHER GROUP, INC. 151.00K (0.75%) 151.00K
Increased by +100.00%
Jun 30, 24
18 Aristides Capital LLC 144.93K (0.72%) 16.80K
Increased by +11.59%
Mar 31, 26
19 Empowered Funds, LLC 127.73K (0.63%) 9.56K
Increased by +7.49%
Mar 31, 26
20 Acadian Asset Management LLC 120.59K (0.60%) 120.59K
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 689.28K (3.42%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 660.52K (3.28%) 0.00
Increased by 0.00%
Apr 30, 26
3 Vanguard Institutional Extnd Mkt Idx Tr 216.47K (1.08%) 0.00
Increased by 0.00%
Apr 30, 26
4 Auer Growth 207.00K (1.03%) 0.00
Increased by 0.00%
Jan 31, 24
5 IMC US Ultra Micro Cap 195.60K (0.97%) 195.60K
Increased by +100.00%
Jan 31, 26
6 Russell Inv US Small Cap Equity E 133.19K (0.66%) 0.00
Increased by 0.00%
Oct 31, 24
7 EA Bridgeway Omni Small-Cap Value ETF 132.23K (0.66%) 2.08K
Increased by +1.57%
Apr 30, 26
8 Vanguard Balanced Index Inv 125.17K (0.62%) 0.00
Increased by 0.00%
Jul 31, 25
9 Fidelity Extended Market Index 118.05K (0.59%) -431.00
Decreased by -0.37%
Apr 30, 26
10 Fidelity® Extended Market Index 99.04K (0.49%) 0.00
Increased by 0.00%
Nov 30, 23
11 Dunham Small Cap Value N 97.77K (0.49%) -3.81K
Decreased by -3.89%
Sep 30, 24
12 Perritt MicroCap Opportunities Investor 90.00K (0.45%) -30.00K
Decreased by -33.33%
Jun 30, 25
13 WPG Partners Micro Cap Opportunities 86.38K (0.43%) 945.00
Increased by +1.09%
Sep 30, 24
14 Arrowstreet US Equity CIT Class H 69.56K (0.35%) 69.56K
Increased by +100.00%
Dec 31, 25
15 Bridgeway Ultra-Small Company 53.99K (0.27%) 53.99K
Increased by +100.00%
Mar 31, 26
16 DFA US Small Cap Value I 53.24K (0.26%) 0.00
Increased by 0.00%
Apr 30, 26
17 iShares Micro-Cap ETF 46.79K (0.23%) 0.00
Increased by 0.00%
May 29, 26
18 RBC Microcap Value I 45.40K (0.23%) 0.00
Increased by 0.00%
Jun 30, 25
19 Ayalon Global Stocks 45.35K (0.23%) 0.00
Increased by 0.00%
Oct 31, 24
20 DFA US Small Cap I 44.56K (0.22%) 0.00
Increased by 0.00%
Apr 30, 26