Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 VTWV 0.01%
3 RTLA 0.01%
4 IWN 0.01%
5 DFAT 0.00%
6 IWM 0.00%
7 DFSV 0.00%
8 DFAS 0.00%
9 DFAC 0.00%
10 DFUS 0.00%
11 AVUV 0.00%
12 VTI 0.00%
13 VTWO 0.00%
14 DCOR 0.00%
15 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Awm Investment Company Inc 1.96M (14.42%) 288.00K
Increased by +14.67%
Mar 31, 25
2 Ameriprise Financial Inc 1.25M (9.21%) 138.96K
Increased by +11.08%
Mar 31, 25
3 Nantahala Capital Management, LLC 914.62K (6.72%) -411.00
Decreased by -0.04%
Mar 31, 25
4 Vanguard Group Inc 784.33K (5.76%) 144.01K
Increased by +18.36%
Jun 30, 25
5 S Squared Technology, LLC 723.30K (5.31%) 0.00
Increased by 0.00%
Jun 30, 25
6 Peapod Lane Capital LLC 619.22K (4.55%) 2.05K
Increased by +0.33%
Jun 30, 25
7 Acuitas Investments, LLC 523.10K (3.84%) 24.15K
Increased by +4.62%
Sep 30, 24
8 Dimensional Fund Advisors, Inc. 443.82K (3.26%) 9.93K
Increased by +2.24%
Jun 30, 25
9 BlackRock Inc 307.49K (2.26%) 2.30K
Increased by +0.75%
Mar 31, 25
10 Geode Capital Management, LLC 190.19K (1.40%) 11.44K
Increased by +6.02%
Mar 31, 25
11 P.a.w. Capital Corp 175.00K (1.29%) -15.00K
Decreased by -8.57%
Jun 30, 25
12 Renaissance Technologies Corp 172.60K (1.27%) -17.90K
Decreased by -10.37%
Mar 31, 25
13 Mariner Wealth Advisors, LLC 144.88K (1.06%) 0.00
Increased by 0.00%
Jun 30, 24
14 Mariner Wealth Advisors LLC 143.88K (1.06%) 0.00
Increased by 0.00%
Mar 31, 25
15 Bridgeway Capital Management, LLC 123.00K (0.90%) 1.50K
Increased by +1.22%
Mar 31, 25
16 Marquette Asset Management Inc. 89.71K (0.66%) 0.00
Increased by 0.00%
Dec 31, 24
17 Susquehanna International Group, LLP 88.30K (0.65%) 12.92K
Increased by +14.63%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 87.97K (0.65%) -5.35K
Decreased by -6.09%
Jun 30, 24
19 Huntleigh Advisors Inc 69.46K (0.51%) 3.70K
Increased by +5.32%
Jun 30, 25
20 State Street Corp 55.83K (0.41%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Small Cap Value I 641.75K (4.71%) -223.20K
Decreased by -34.78%
Jun 30, 25
2 Columbia Small Cap Value I A 641.75K (4.71%) 0.00
Increased by 0.00%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 448.00K (3.29%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 432.45K (3.18%) -9.45K
Decreased by -2.19%
Jul 31, 25
5 iShares Russell 2000 ETF 243.72K (1.79%) -4.62K
Decreased by -1.90%
Jul 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 180.30K (1.32%) -43.53K
Decreased by -24.14%
Jul 31, 25
7 Columbia VP Small Cap Value 1 169.25K (1.24%) -4.60K
Decreased by -2.72%
Jul 31, 25
8 iShares Russell 2000 Value ETF 146.91K (1.08%) 109.00
Increased by +0.07%
Jul 31, 25
9 DFA US Targeted Value I 122.64K (0.90%) 0.00
Increased by 0.00%
Jun 30, 25
10 Fidelity Extended Market Index 95.81K (0.70%) -250.00
Decreased by -0.26%
Jun 30, 25
11 Dimensional US Targeted Value ETF 85.52K (0.63%) 0.00
Increased by 0.00%
Jul 31, 25
12 Fidelity® Extended Market Index 85.02K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vanguard Russell 2000 ETF 80.22K (0.59%) -6.53K
Decreased by -8.13%
Jul 31, 25
14 Bridgeway Omni Small-Cap Value 77.00K (0.57%) 0.00
Increased by 0.00%
Jun 30, 25
15 Bridgeway Omni Small-Cap Value N 77.00K (0.57%) 0.00
Increased by 0.00%
Mar 31, 25
16 State St Russell Sm Cap® Indx SL Cl I 59.70K (0.44%) 0.00
Increased by 0.00%
Jul 31, 25
17 DFA US Micro Cap I 50.15K (0.37%) 0.00
Increased by 0.00%
Jun 30, 25
18 Schwab Small-Cap Equity 44.50K (0.33%) 0.00
Increased by 0.00%
Mar 31, 25
19 Bridgeway Ultra-Small Company Market 43.40K (0.32%) 0.00
Increased by 0.00%
Mar 31, 25
20 Schwab Small Cap Index 42.55K (0.31%) 0.00
Increased by 0.00%
Jul 31, 25