Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MGMT 1.77%
2 BSVO 0.03%
3 IWC 0.02%
4 VTWV 0.01%
5 IWN 0.01%
6 DFAT 0.00%
7 AVUV 0.00%
8 DFAS 0.00%
9 DFSV 0.00%
10 IWM 0.00%
11 AVSC 0.00%
12 AVSU 0.00%
13 DFAC 0.00%
14 DFUS 0.00%
15 DFAU 0.00%
16 VTHR 0.00%
17 VTI 0.00%
18 VTWG 0.00%
19 VTWO 0.00%
20 DCOR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Solas Capital Management LLC 3.69M (33.84%) -74.43K
Decreased by -2.01%
Jun 30, 25
2 Palo Duro Investment Partners, LP 1.33M (12.18%) -5.56K
Decreased by -0.42%
Jun 30, 24
3 Vanguard Group Inc 1.19M (10.90%) 228.29K
Increased by +19.18%
Jun 30, 25
4 BlackRock Inc 863.40K (7.91%) 775.31K
Increased by +89.80%
Jun 30, 25
5 Adage Capital Partners Gp LLC 822.04K (7.53%) -203.50K
Decreased by -24.75%
Jun 30, 25
6 Dimensional Fund Advisors, Inc. 778.73K (7.13%) 62.23K
Increased by +7.99%
Jun 30, 25
7 PARAGON Assoc & PARAGON Assoc II JV 650.00K (5.95%) -95.00K
Decreased by -14.62%
Jun 30, 25
8 Geode Capital Management, LLC 486.68K (4.46%) 237.51K
Increased by +48.80%
Jun 30, 25
9 Bridgeway Capital Management, LLC 423.12K (3.88%) 9.72K
Increased by +2.30%
Jun 30, 25
10 Ballast Asset Management, LP 402.90K (3.69%) 0.00
Increased by 0.00%
Jun 30, 25
11 Marshall Wace Asset Management Ltd 388.81K (3.56%) 388.81K
Increased by +100.00%
Jun 30, 25
12 Clayton Partners, LLC 355.26K (3.25%) 0.00
Increased by 0.00%
Jun 30, 25
13 International Assets Investment Management, LLC 288.34K (2.64%) 252.14K
Increased by +87.44%
Sep 30, 24
14 Renaissance Technologies Corp 284.20K (2.60%) 125.20K
Increased by +44.05%
Jun 30, 25
15 Amvescap Plc. 272.28K (2.49%) 0.00
Increased by 0.00%
Dec 31, 23
16 Dalton Investments LLC. 250.00K (2.29%) 0.00
Increased by 0.00%
Jun 30, 25
17 Truffle Hound Capital, LLC 221.63K (2.03%) -18.38K
Decreased by -8.29%
Mar 31, 25
18 State Street Corp 214.19K (1.96%) 141.81K
Increased by +66.21%
Jun 30, 25
19 Punch & Associates Inv Mgmt Inc 211.20K (1.93%) 0.00
Increased by 0.00%
Jun 30, 25
20 Millennium Management LLC 205.10K (1.88%) 205.10K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Azvalor Internacional FI 744.91K (6.82%) 0.00
Increased by 0.00%
Jun 30, 23
2 Vanguard US Total Market Shares ETF 638.08K (5.85%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 624.32K (5.72%) -13.75K
Decreased by -2.20%
Jul 31, 25
4 iShares Russell 2000 ETF 357.94K (3.28%) 0.00
Increased by 0.00%
Aug 31, 25
5 Ballast SMidCap 315.78K (2.89%) 0.00
Increased by 0.00%
Jun 30, 25
6 Azvalor Global Value PP 305.49K (2.80%) 0.00
Increased by 0.00%
Jun 30, 25
7 Ballast Small/Mid Cap ETF 295.68K (2.71%) 0.00
Increased by 0.00%
Aug 29, 25
8 Invesco EQV Intl Small Company A 272.28K (2.49%) 0.00
Increased by 0.00%
Dec 31, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 255.98K (2.34%) -116.64K
Decreased by -45.57%
Jul 31, 25
10 Bridgeway Ultra-Small Company 225.40K (2.06%) 0.00
Increased by 0.00%
Jun 30, 25
11 Fidelity Small Cap Index 192.66K (1.76%) 192.66K
Increased by +100.00%
Jun 30, 25
12 PV BUYBACK USA Classe B USD 183.50K (1.68%) 0.00
Increased by 0.00%
Mar 31, 25
13 iShares Russell 2000 Value ETF 152.94K (1.40%) 0.00
Increased by 0.00%
Aug 31, 25
14 VT De Lisle America B USD 146.41K (1.34%) 0.00
Increased by 0.00%
Aug 31, 25
15 Pleiades Small Cap Equity A 129.55K (1.19%) 28.15K
Increased by +21.73%
Jun 30, 25
16 Fidelity Extended Market Index 119.13K (1.09%) -980.00
Decreased by -0.82%
Jul 31, 25
17 Fidelity® Extended Market Index 118.14K (1.08%) 0.00
Increased by 0.00%
Nov 30, 23
18 EA Bridgeway Omni Small-Cap Value ETF 107.57K (0.99%) 0.00
Increased by 0.00%
Jun 30, 25
19 DFA US Small Cap Value I 105.28K (0.96%) 2.17K
Increased by +2.07%
Jul 31, 25
20 Dimensional US Targeted Value ETF 96.11K (0.88%) 0.00
Increased by 0.00%
Aug 29, 25