Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 RTLA 0.01%
3 DFAT 0.00%
4 DFSV 0.00%
5 DFAS 0.00%
6 DFAC 0.00%
7 DFUS 0.00%
8 AVUV 0.00%
9 DCOR 0.00%
10 VTI 0.00%
11 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Awm Investment Company Inc 1.67M (13.07%) -46.71K
Decreased by -2.79%
Dec 31, 24
2 Ameriprise Financial Inc 1.11M (8.70%) 3.12K
Increased by +0.28%
Dec 31, 24
3 Nantahala Capital Management, LLC 915.03K (7.14%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Group Inc 640.03K (4.99%) -6.10K
Decreased by -0.95%
Dec 31, 24
5 S Squared Technology, LLC 628.30K (4.90%) 0.00
Increased by 0.00%
Dec 31, 24
6 Peapod Lane Capital LLC 624.43K (4.87%) 624.43K
Increased by +100.00%
Dec 31, 24
7 Acuitas Investments, LLC 523.10K (4.08%) 24.15K
Increased by +4.62%
Sep 30, 24
8 Dimensional Fund Advisors, Inc. 406.91K (3.18%) 27.29K
Increased by +6.71%
Dec 31, 24
9 BlackRock Inc 305.19K (2.38%) 1.95K
Increased by +0.64%
Dec 31, 24
10 Renaissance Technologies Corp 190.50K (1.49%) 7.46K
Increased by +3.92%
Dec 31, 24
11 Geode Capital Management, LLC 178.75K (1.39%) -303.00
Decreased by -0.17%
Dec 31, 24
12 P.a.w. Capital Corp 175.00K (1.37%) -25.00K
Decreased by -14.29%
Dec 31, 24
13 Mariner Wealth Advisors, LLC 144.88K (1.13%) 0.00
Increased by 0.00%
Jun 30, 24
14 Mariner Wealth Advisors LLC 143.88K (1.12%) -995.00
Decreased by -0.69%
Dec 31, 24
15 Bridgeway Capital Management, LLC 121.50K (0.95%) -1.30K
Decreased by -1.07%
Dec 31, 24
16 Marquette Asset Management Inc. 89.71K (0.70%) 0.00
Increased by 0.00%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 87.97K (0.69%) -5.35K
Decreased by -6.09%
Jun 30, 24
18 Susquehanna International Group, LLP 75.38K (0.59%) 58.36K
Increased by +77.41%
Dec 31, 24
19 State Street Corp 55.83K (0.44%) 4.40K
Increased by +7.88%
Dec 31, 24
20 Charles Schwab Investment Management Inc 54.76K (0.43%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Small Cap Value I A 865.05K (6.75%) 77.50K
Increased by +8.96%
Feb 28, 25
2 Columbia Small Cap Value I 787.54K (6.15%) 52.80K
Increased by +6.70%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 441.90K (3.45%) 0.00
Increased by 0.00%
Feb 28, 25
4 Columbia VP Small Cap Value 1 223.80K (1.75%) 16.11K
Increased by +7.20%
Feb 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 194.79K (1.52%) 198.00
Increased by +0.10%
Feb 28, 25
6 DFA US Targeted Value I 122.64K (0.96%) 0.00
Increased by 0.00%
Jan 31, 25
7 Fidelity Extended Market Index 90.68K (0.71%) -1.38K
Decreased by -1.52%
Jan 31, 25
8 Fidelity® Extended Market Index 85.02K (0.66%) 0.00
Increased by 0.00%
Nov 30, 23
9 Bridgeway Omni Small-Cap Value 77.00K (0.60%) 0.00
Increased by 0.00%
Dec 31, 24
10 Bridgeway Omni Small-Cap Value N 77.00K (0.60%) 0.00
Increased by 0.00%
Dec 31, 24
11 Dimensional US Targeted Value ETF 76.03K (0.59%) 0.00
Increased by 0.00%
Feb 28, 25
12 DFA US Micro Cap I 49.65K (0.39%) 0.00
Increased by 0.00%
Jan 31, 25
13 Schwab Small-Cap Equity 44.50K (0.35%) 0.00
Increased by 0.00%
Dec 31, 24
14 Bridgeway Ultra-Small Company Market 43.40K (0.34%) 0.00
Increased by 0.00%
Dec 31, 24
15 BlackRock Extended Mkt Composite 36.29K (0.28%) 0.00
Increased by 0.00%
Sep 30, 23
16 BlackRock Extended Equity Market K 31.63K (0.25%) -13.00
Decreased by -0.04%
Sep 30, 24
17 Extended Equity Market Fund K 31.20K (0.24%) -430.00
Decreased by -1.38%
Dec 31, 24
18 Fidelity Total Market Index 30.09K (0.23%) -129.00
Decreased by -0.43%
Jan 31, 25
19 iShares Micro-Cap ETF 24.59K (0.19%) 0.00
Increased by 0.00%
Feb 28, 25
20 DFA US Core Equity 2 I 23.80K (0.19%) 0.00
Increased by 0.00%
Mar 31, 24