Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 DFAT 0.00%
3 DFAC 0.00%
4 VTI 0.00%
5 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cannell Capital LLC 716.59K (4.36%) -372.85K
Decreased by -52.03%
Dec 31, 24
2 Royce & Associates, LP 580.66K (3.53%) -59.66K
Decreased by -10.28%
Mar 31, 24
3 Vanguard Group Inc 452.69K (2.75%) -5.90K
Decreased by -1.30%
Dec 31, 24
4 Skylands Capital, LLC 192.24K (1.17%) 43.38K
Increased by +22.57%
Dec 31, 23
5 Sovereign’s Capital Management, LLC 185.44K (1.13%) 185.44K
Increased by +100.00%
Dec 31, 24
6 Geode Capital Management, LLC 132.58K (0.81%) 15.76K
Increased by +11.89%
Dec 31, 24
7 Connective Capital Management LLC 122.67K (0.75%) 41.38K
Increased by +33.73%
Jun 30, 24
8 G2 Investment Partners Management LLC 93.03K (0.57%) 8.54K
Increased by +9.17%
Sep 30, 23
9 Manatuck Hill Partners LLC 90.00K (0.55%) 45.00K
Increased by +50.00%
Jun 30, 24
10 BlackRock Inc 86.47K (0.53%) 1.57K
Increased by +1.81%
Dec 31, 24
11 Jb Capital Partners LP 69.88K (0.42%) 0.00
Increased by 0.00%
Dec 31, 24
12 AMG National Trust Bank 68.82K (0.42%) 20.00K
Increased by +29.06%
Dec 31, 24
13 Renaissance Technologies Corp 57.30K (0.35%) 2.60K
Increased by +4.54%
Dec 31, 24
14 Northern Trust Corp 57.00K (0.35%) 21.33K
Increased by +37.42%
Dec 31, 24
15 Citadel Advisors Llc 54.60K (0.33%) 10.28K
Increased by +18.82%
Dec 31, 24
16 Jacobs Levy Equity Management, Inc. 51.97K (0.32%) 51.97K
Increased by +100.00%
Mar 31, 24
17 Beacon Pointe Advisors, LLC 50.00K (0.30%) 0.00
Increased by 0.00%
Dec 31, 24
18 Susquehanna International Group, LLP 42.52K (0.26%) 42.52K
Increased by +100.00%
Dec 31, 24
19 Requisite Capital Management, LLC 38.61K (0.23%) 0.00
Increased by 0.00%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 35.21K (0.21%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Royce Small-Cap Opportunity Invmt 360.68K (2.19%) -41.68K
Decreased by -11.56%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 347.91K (2.12%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 347.91K (2.12%) 0.00
Increased by 0.00%
Sep 30, 24
4 FTGF RY US SmCp Opp A USD Dis(A) 211.83K (1.29%) -10.64K
Decreased by -5.02%
Mar 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 102.91K (0.63%) 0.00
Increased by 0.00%
Mar 31, 25
6 Fidelity Extended Market Index 73.66K (0.45%) -2.13K
Decreased by -2.90%
Mar 31, 25
7 Fidelity® Extended Market Index 44.74K (0.27%) 0.00
Increased by 0.00%
Nov 30, 23
8 iShares Micro-Cap ETF 29.06K (0.18%) 0.00
Increased by 0.00%
Apr 30, 25
9 PGIM Quantitative Solutions US Micro Cap 23.30K (0.14%) 14.20K
Increased by +60.94%
Mar 31, 25
10 Fidelity Series Total Market Index 18.24K (0.11%) 2.78K
Increased by +15.24%
Mar 31, 25
11 BlackRock Extended Mkt Composite 18.13K (0.11%) 0.00
Increased by 0.00%
Sep 30, 23
12 BlackRock Extended Equity Market K 15.80K (0.10%) -7.00
Decreased by -0.04%
Sep 30, 24
13 Extended Equity Market Fund K 15.64K (0.10%) 48.00
Increased by +0.31%
Mar 31, 25
14 Fidelity Total Market Index 14.91K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
15 Ayalon Global Stocks 14.62K (0.09%) 14.62K
Increased by +100.00%
Jan 31, 24
16 Spartan Extended Market Index Pool E 13.04K (0.08%) 660.00
Increased by +5.06%
Mar 31, 25
17 Dimensional US Core Equity 2 ETF 12.83K (0.08%) 0.00
Increased by 0.00%
Dec 29, 23
18 Spartan Extended Market Index Pool F 12.38K (0.08%) 483.00
Increased by +3.90%
Feb 28, 25
19 Fidelity® Total Market Index 11.34K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity® Series Total Market Index 10.85K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23