Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 IWO 0.01%
3 PRFZ 0.01%
4 VTWO 0.01%
5 VTWG 0.01%
6 VTWV 0.01%
7 IWN 0.01%
8 AVUV 0.01%
9 RSSL 0.01%
10 IWM 0.00%
11 AVSC 0.00%
12 UWM 0.00%
13 URTY 0.00%
14 DFAS 0.00%
15 RYLD 0.00%
16 HDG 0.00%
17 AVUS 0.00%
18 DFAT 0.00%
19 DFSV 0.00%
20 DFAU 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.21M (6.61%) 3.76K
Increased by +0.17%
Dec 31, 24
2 Vanguard Group Inc 1.76M (5.26%) 5.45K
Increased by +0.31%
Dec 31, 24
3 Private Management Group Inc 1.66M (4.98%) 1.07M
Increased by +64.54%
Dec 31, 24
4 R.P. Boggs & Co 1.56M (4.68%) 193.07K
Increased by +12.35%
Dec 31, 24
5 Wasatch Advisors LP 840.58K (2.52%) 86.33K
Increased by +10.27%
Mar 31, 24
6 Wasatch Advisors Inc. 754.25K (2.26%) -338.63K
Decreased by -44.90%
Dec 31, 23
7 CastleKnight Management LP 745.94K (2.24%) 4.30K
Increased by +0.58%
Dec 31, 24
8 Geode Capital Management, LLC 725.34K (2.17%) -13.22K
Decreased by -1.82%
Dec 31, 24
9 Beach Point Capital Management LP 714.21K (2.14%) 27.50K
Increased by +3.85%
Sep 30, 23
10 State Street Corp 633.50K (1.90%) 23.45K
Increased by +3.70%
Dec 31, 24
11 Gamco Investors, Inc. Et Al 617.63K (1.85%) 2.00K
Increased by +0.32%
Dec 31, 24
12 Renaissance Technologies Corp 612.10K (1.83%) -15.70K
Decreased by -2.56%
Dec 31, 24
13 Gabelli Funds LLC 606.50K (1.82%) 0.00
Increased by 0.00%
Dec 31, 24
14 State Street Corporation 600.39K (1.80%) 6.53K
Increased by +1.09%
Mar 31, 24
15 1060 Capital 565.00K (1.69%) 85.00K
Increased by +15.04%
Dec 31, 24
16 American Century Companies Inc 356.11K (1.07%) 15.52K
Increased by +4.36%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 286.32K (0.86%) 10.77K
Increased by +3.76%
Dec 31, 24
18 Northern Trust Corp 275.36K (0.83%) 14.09K
Increased by +5.12%
Dec 31, 24
19 Curi RMB Capital 260.00K (0.78%) 0.00
Increased by 0.00%
Dec 31, 24
20 RMB Capital Management, LLC 260.00K (0.78%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 TETON Westwood Mighty Mites AAA 1.20M (3.60%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.03M (3.10%) 0.00
Increased by 0.00%
Feb 28, 25
3 Vanguard US Total Market Shares ETF 1.03M (3.10%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 791.35K (2.37%) -6.88K
Decreased by -0.87%
Mar 31, 25
5 1290 VT GAMCO Small Company Value IB 535.00K (1.60%) 0.00
Increased by 0.00%
Feb 28, 25
6 Gabelli Small Cap Growth AAA 533.50K (1.60%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 464.70K (1.39%) 0.00
Increased by 0.00%
Feb 28, 25
8 Avantis US Small Cap Value ETF 417.07K (1.25%) 0.00
Increased by 0.00%
Mar 29, 25
9 Wasatch Micro Cap Value 374.55K (1.12%) 42.28K
Increased by +11.29%
Mar 31, 24
10 Fidelity Small Cap Index 317.06K (0.95%) -5.94K
Decreased by -1.87%
Jan 31, 25
11 Fidelity® Small Cap Index 309.68K (0.93%) 8.07K
Increased by +2.61%
Oct 31, 23
12 iShares Russell 2000 Value ETF 289.76K (0.87%) 0.00
Increased by 0.00%
Mar 31, 25
13 iShares Russell 2000 Growth ETF 250.26K (0.75%) -598.00
Decreased by -0.24%
Apr 30, 24
14 Oberweis Micro-Cap 223.14K (0.67%) 0.00
Increased by 0.00%
Dec 31, 23
15 Oberweis Micro-Cap Growth 223.14K (0.67%) 0.00
Increased by 0.00%
Dec 31, 23
16 Fidelity Extended Market Index 174.07K (0.52%) -1.11K
Decreased by -0.64%
Feb 28, 25
17 Fidelity® Extended Market Index 168.43K (0.50%) 0.00
Increased by 0.00%
Nov 30, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 162.16K (0.49%) 0.00
Increased by 0.00%
Feb 28, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 162.16K (0.49%) 0.00
Increased by 0.00%
Mar 31, 25
20 Vanguard Russell 2000 ETF 150.32K (0.45%) 3.55K
Increased by +2.36%
Feb 28, 25