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 (3.17%) -372.85K
Decreased by -52.03%
Dec 31, 24
2 Royce & Associates, LP 580.66K (2.57%) -59.66K
Decreased by -10.28%
Mar 31, 24
3 Vanguard Group Inc 452.69K (2.00%) 0.00
Increased by 0.00%
Jun 30, 25
4 AMG National Trust Bank 207.59K (0.92%) 0.00
Increased by 0.00%
Jun 30, 25
5 Skylands Capital, LLC 192.24K (0.85%) 43.38K
Increased by +22.57%
Dec 31, 23
6 Sovereign’s Capital Management, LLC 185.44K (0.82%) 185.44K
Increased by +100.00%
Dec 31, 24
7 Geode Capital Management, LLC 129.54K (0.57%) -4.09K
Decreased by -3.16%
Jun 30, 25
8 Connective Capital Management LLC 122.67K (0.54%) 41.38K
Increased by +33.73%
Jun 30, 24
9 Renaissance Technologies Corp 109.50K (0.48%) 5.48K
Increased by +5.00%
Jun 30, 25
10 G2 Investment Partners Management LLC 93.03K (0.41%) 8.54K
Increased by +9.17%
Sep 30, 23
11 Manatuck Hill Partners LLC 90.00K (0.40%) 45.00K
Increased by +50.00%
Jun 30, 24
12 Beacon Pointe Advisors, LLC 72.90K (0.32%) 22.90K
Increased by +31.41%
Mar 31, 25
13 Jb Capital Partners LP 69.88K (0.31%) 0.00
Increased by 0.00%
Jun 30, 25
14 Citadel Advisors Llc 63.88K (0.28%) 9.27K
Increased by +14.52%
Mar 31, 25
15 BlackRock Inc 52.20K (0.23%) -33.63K
Decreased by -64.43%
Jun 30, 25
16 Jacobs Levy Equity Management, Inc. 51.97K (0.23%) 51.97K
Increased by +100.00%
Mar 31, 24
17 Requisite Capital Management, LLC 38.61K (0.17%) 0.00
Increased by 0.00%
Jun 30, 25
18 Dimensional Fund Advisors, Inc. 35.21K (0.16%) 0.00
Increased by 0.00%
Dec 31, 23
19 Millennium Management LLC 33.91K (0.15%) 11.95K
Increased by +35.24%
Dec 31, 24
20 Goldman Sachs Group Inc 32.42K (0.14%) 32.42K
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Royce Small-Cap Opportunity Invmt 360.68K (1.60%) -41.68K
Decreased by -11.56%
Mar 31, 24
2 Vanguard US Total Market Shares ETF 347.91K (1.54%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 340.47K (1.51%) -7.44K
Decreased by -2.19%
Jul 31, 25
4 FTGF RY US SmCp Opp A USD Dis(A) 211.83K (0.94%) -10.64K
Decreased by -5.02%
Mar 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 109.72K (0.49%) 6.81K
Increased by +6.21%
Jul 31, 25
6 Fidelity Extended Market Index 76.56K (0.34%) 4.11K
Increased by +5.37%
Jul 31, 25
7 Fidelity® Extended Market Index 44.74K (0.20%) 0.00
Increased by 0.00%
Nov 30, 23
8 iShares Micro-Cap ETF 27.38K (0.12%) 0.00
Increased by 0.00%
May 31, 25
9 PGIM Quantitative Solutions US Micro Cap 27.00K (0.12%) 3.70K
Increased by +13.70%
Jun 30, 25
10 Fidelity Series Total Market Index 24.00K (0.11%) 5.76K
Increased by +23.99%
Jul 31, 25
11 BlackRock Extended Mkt Composite 18.13K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
12 BlackRock Extended Equity Market K 15.80K (0.07%) -7.00
Decreased by -0.04%
Sep 30, 24
13 Extended Equity Market Fund K 15.33K (0.07%) -306.00
Decreased by -2.00%
Jun 30, 25
14 Fidelity Total Market Index 14.91K (0.07%) 0.00
Increased by 0.00%
Jul 31, 25
15 Ayalon Global Stocks 14.62K (0.06%) 14.62K
Increased by +100.00%
Jan 31, 24
16 Spartan Extended Market Index Pool F 14.52K (0.06%) 630.00
Increased by +4.34%
Jul 31, 25
17 Spartan Extended Market Index Pool E 13.04K (0.06%) 660.00
Increased by +5.06%
Mar 31, 25
18 Dimensional US Core Equity 2 ETF 12.83K (0.06%) 0.00
Increased by 0.00%
Dec 29, 23
19 Fidelity® Total Market Index 11.34K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity® Series Total Market Index 10.85K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23