Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFUS 0.00%
3 DFAT 0.00%
4 DFAC 0.00%
5 AVSC 0.00%
6 VXF 0.00%
7 DCOR 0.00%
8 DFSU 0.00%
9 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Touchstone Capital, Inc. 436.94K (10.88%) -76.99K
Decreased by -17.62%
Sep 30, 24
2 Tocqueville Asset Management L.P. 322.96K (8.04%) -75.08K
Decreased by -23.25%
Mar 31, 25
3 Vanguard Group Inc 297.83K (7.42%) 0.00
Increased by 0.00%
Mar 31, 25
4 Rice Hall James & Associates, LLC 284.20K (7.08%) -14.06K
Decreased by -4.95%
Mar 31, 25
5 Perritt Capital Management Inc. 81.15K (2.02%) -750.00
Decreased by -0.92%
Dec 31, 24
6 Advisor Group Holdings, Inc. 67.00K (1.67%) 66.80K
Increased by +99.70%
Mar 31, 25
7 Geode Capital Management, LLC 66.31K (1.65%) 6.89K
Increased by +10.39%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 60.00K (1.49%) 0.00
Increased by 0.00%
Mar 31, 25
9 RBF LLC 55.26K (1.38%) -831.00
Decreased by -1.50%
Mar 31, 25
10 BlackRock Inc 53.72K (1.34%) -715.00
Decreased by -1.33%
Mar 31, 25
11 Acuitas Investments, LLC 52.92K (1.32%) 52.92K
Increased by +100.00%
Sep 30, 23
12 Citadel Advisors Llc 50.80K (1.27%) 24.08K
Increased by +47.41%
Dec 31, 24
13 Federated Hermes Inc 43.31K (1.08%) 0.00
Increased by 0.00%
Mar 31, 25
14 Northern Trust Corp 38.83K (0.97%) 13.44K
Increased by +34.61%
Dec 31, 24
15 State Street Corp 31.90K (0.79%) 0.00
Increased by 0.00%
Mar 31, 25
16 Worth Venture Partners, LLC 26.95K (0.67%) 26.95K
Increased by +100.00%
Sep 30, 23
17 Susquehanna International Group, LLP 24.68K (0.61%) -38.00K
Decreased by -153.99%
Dec 31, 24
18 Essex Investment Management Company, LLC 14.60K (0.36%) 0.00
Increased by 0.00%
Mar 31, 25
19 Wealthquest Corporation 14.60K (0.36%) 0.00
Increased by 0.00%
Mar 31, 25
20 O'Shaughnessy Asset Management LLC 13.76K (0.34%) -1.91K
Decreased by -13.84%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 222.69K (5.55%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 220.72K (5.50%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 75.66K (1.88%) 0.00
Increased by 0.00%
Apr 30, 25
4 Perritt MicroCap Opportunities Investor 55.00K (1.37%) -5.00K
Decreased by -9.09%
Mar 31, 25
5 Federated Hermes MDT SCG Institutional 43.31K (1.08%) 0.00
Increased by 0.00%
Mar 31, 25
6 Federated Hermes MDT Small Cap Growth IS 43.31K (1.08%) 0.00
Increased by 0.00%
Mar 31, 25
7 Pinnacle Value 42.44K (1.06%) -4.60K
Decreased by -10.84%
Dec 31, 24
8 Fidelity Extended Market Index 32.25K (0.80%) 1.74K
Increased by +5.39%
Mar 31, 25
9 Fidelity® Extended Market Index 31.17K (0.78%) 0.00
Increased by 0.00%
Nov 30, 23
10 DFA US Core Equity 2 I 22.45K (0.56%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity Total Market Index 13.36K (0.33%) 4.24K
Increased by +31.75%
Mar 31, 25
12 RBC Microcap Value I 11.80K (0.29%) 0.00
Increased by 0.00%
Mar 31, 25
13 DFA US Core Equity 1 I 10.23K (0.25%) 0.00
Increased by 0.00%
Mar 31, 25
14 DFA US Small Cap I 9.96K (0.25%) 0.00
Increased by 0.00%
Jan 31, 24
15 iShares Micro-Cap ETF 9.03K (0.22%) 0.00
Increased by 0.00%
Apr 30, 25
16 Fidelity Series Total Market Index 7.93K (0.20%) 289.00
Increased by +3.65%
Mar 31, 25
17 Fidelity® Total Market Index 7.03K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity® Series Total Market Index 7.01K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
19 BlackRock Extended Mkt Composite 6.90K (0.17%) 0.00
Increased by 0.00%
Sep 30, 23
20 NT Ext Equity Mkt Idx Fd - L 6.73K (0.17%) 0.00
Increased by 0.00%
Mar 31, 25