Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.02%
2 PRFZ 0.01%
3 RTLA 0.01%
4 IWC 0.01%
5 PSM 0.01%
6 DFAT 0.00%
7 IWN 0.00%
8 DFSV 0.00%
9 DFAS 0.00%
10 IWM 0.00%
11 UWM 0.00%
12 AVUV 0.00%
13 URTY 0.00%
14 AVSC 0.00%
15 DFAC 0.00%
16 HDG 0.00%
17 RYLD 0.00%
18 DFUS 0.00%
19 VTWO 0.00%
20 VTWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Disciplined Growth Investors Inc 1.48M (14.69%) 452.30K
Increased by +30.59%
Sep 30, 23
2 Madison Asset Management, LLC 762.78K (7.58%) 0.00
Increased by 0.00%
Mar 31, 26
3 Madison Investment Advisors, LLC 762.78K (7.58%) 762.78K
Increased by +100.00%
Dec 31, 24
4 Tieton Capital Management, LLC 747.10K (7.42%) 19.68K
Increased by +2.63%
Mar 31, 26
5 Vanguard Group Inc 741.49K (7.37%) -20.13K
Decreased by -2.72%
Dec 31, 25
6 Vanguard Capital Management, LLC 647.46K (6.43%) 647.46K
Increased by +100.00%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 581.23K (5.77%) -125.48K
Decreased by -21.59%
Mar 31, 26
8 BlackRock Inc 383.64K (3.81%) 2.74K
Increased by +0.71%
Mar 31, 26
9 SEI Investments Co 363.55K (3.61%) 194.30K
Increased by +53.45%
Mar 31, 26
10 Marshall Wace Asset Management Ltd 250.96K (2.49%) 133.83K
Increased by +53.33%
Sep 30, 24
11 Connor Clark & Lunn Inv Mgmt Ltd 239.61K (2.38%) 11.85K
Increased by +4.95%
Mar 31, 26
12 State Street Corporation 233.28K (2.32%) 0.00
Increased by 0.00%
Mar 31, 24
13 Geode Capital Management, LLC 187.21K (1.86%) 15.42K
Increased by +8.23%
Mar 31, 26
14 Bridgeway Capital Management, LLC 155.88K (1.55%) 0.00
Increased by 0.00%
Mar 31, 26
15 Goldman Sachs Group Inc 138.46K (1.38%) 50.85K
Increased by +36.72%
Jun 30, 25
16 Hussman Strategic Advisors Inc 134.00K (1.33%) -20.95K
Decreased by -15.63%
Sep 30, 23
17 D. E. Shaw & Co LP 129.88K (1.29%) -24.96K
Decreased by -19.22%
Jun 30, 24
18 Heartland Advisors Inc 126.39K (1.26%) -173.61K
Decreased by -137.37%
Jun 30, 24
19 North Star Investment Management Corp 115.00K (1.14%) 0.00
Increased by 0.00%
Sep 30, 23
20 Blair William & Co 113.51K (1.13%) 0.00
Increased by 0.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Tieton Small Cap Value 747.10K (7.42%) 19.68K
Increased by +2.63%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 488.31K (4.85%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 477.87K (4.75%) 0.00
Increased by 0.00%
Apr 30, 26
4 iShares Russell 2000 ETF 303.29K (3.01%) -2.40K
Decreased by -0.79%
Apr 30, 24
5 Pleiades Small Cap Equity A 181.77K (1.81%) 12.53K
Increased by +6.90%
Mar 31, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 169.60K (1.68%) 0.00
Increased by 0.00%
Apr 30, 26
7 Dimensional US Targeted Value ETF 155.07K (1.54%) 0.00
Increased by 0.00%
Aug 29, 25
8 Hussman Strategic Growth 129.00K (1.28%) -20.00K
Decreased by -15.50%
Sep 30, 23
9 Fidelity® Small Cap Index 127.00K (1.26%) 4.05K
Increased by +3.19%
Oct 31, 23
10 Heartland Value Investor 126.39K (1.26%) -173.61K
Decreased by -137.37%
Jun 30, 24
11 Fidelity Small Cap Index 124.84K (1.24%) 4.71K
Increased by +3.77%
Jun 30, 24
12 iShares Russell 2000 Value ETF 116.37K (1.16%) 0.00
Increased by 0.00%
Apr 30, 24
13 North Star Micro Cap I 115.00K (1.14%) 0.00
Increased by 0.00%
Jan 31, 24
14 Dimensional US Small Cap ETF 114.17K (1.13%) 0.00
Increased by 0.00%
May 29, 26
15 Fidelity® Extended Market Index 111.37K (1.11%) 0.00
Increased by 0.00%
Nov 30, 23
16 DFA US Small Cap I 107.29K (1.07%) -20.31K
Decreased by -18.93%
Apr 30, 26
17 Bridgeway Omni Small-Cap Value 98.30K (0.98%) 0.00
Increased by 0.00%
Jun 30, 25
18 Bridgeway Omni Small-Cap Value N 98.30K (0.98%) 0.00
Increased by 0.00%
Jun 30, 25
19 Fidelity Extended Market Index 87.40K (0.87%) -319.00
Decreased by -0.36%
Apr 30, 26
20 Blackrock Extended Mkt Fund CF 64.62K (0.64%) 0.00
Increased by 0.00%
Apr 30, 26