Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTLA 0.01%
2 IWC 0.01%
3 DFAT 0.00%
4 DFSV 0.00%
5 DFAS 0.00%
6 DFAC 0.00%
7 IWN 0.00%
8 DFUS 0.00%
9 IWMW 0.00%
10 IWM 0.00%
11 AVUV 0.00%
12 ITDJ 0.00%
13 SMMD 0.00%
14 VTHR 0.00%
15 VTI 0.00%
16 VTWO 0.00%
17 VTWV 0.00%
18 VXF 0.00%
19 DCOR 0.00%
20 IRTR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Awm Investment Company Inc 1.25M (7.51%) 0.00
Increased by 0.00%
Mar 31, 26
2 BlackRock Inc 1.08M (6.48%) -12.56K
Decreased by -1.16%
Mar 31, 26
3 Ameriprise Financial Inc 928.33K (5.57%) 11.52K
Increased by +1.24%
Mar 31, 26
4 Nantahala Capital Management, LLC 914.62K (5.49%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard Group Inc 847.01K (5.08%) 11.07K
Increased by +1.31%
Dec 31, 25
6 S Squared Technology, LLC 723.30K (4.34%) 0.00
Increased by 0.00%
Mar 31, 26
7 Peapod Lane Capital LLC 630.79K (3.78%) -45.00
Decreased by -0.01%
Mar 31, 26
8 Vanguard Capital Management, LLC 624.01K (3.74%) 624.01K
Increased by +100.00%
Mar 31, 26
9 Acuitas Investments, LLC 523.10K (3.14%) 24.15K
Increased by +4.62%
Sep 30, 24
10 Geode Capital Management, LLC 439.42K (2.64%) 30.34K
Increased by +6.90%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 422.62K (2.54%) -16.46K
Decreased by -3.89%
Mar 31, 26
12 State Street Corp 182.55K (1.10%) 2.26K
Increased by +1.24%
Mar 31, 26
13 P.a.w. Capital Corp 150.00K (0.90%) 0.00
Increased by 0.00%
Mar 31, 26
14 Mariner Wealth Advisors, LLC 144.88K (0.87%) 0.00
Increased by 0.00%
Jun 30, 24
15 Northern Trust Corp 130.32K (0.78%) 3.79K
Increased by +2.91%
Mar 31, 26
16 Renaissance Technologies Corp 120.96K (0.73%) -7.30K
Decreased by -6.04%
Mar 31, 26
17 Vanguard Fiduciary Trust Co 114.50K (0.69%) 114.50K
Increased by +100.00%
Mar 31, 26
18 Vanguard Portfolio Management, LLC 96.71K (0.58%) 96.71K
Increased by +100.00%
Mar 31, 26
19 Marquette Asset Management Inc. 90.16K (0.54%) 90.16K
Increased by +100.00%
Jun 30, 26
20 Susquehanna International Group, LLP 88.30K (0.53%) 12.92K
Increased by +14.63%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Small Cap Value Discv A 705.45K (4.23%) 15.70K
Increased by +2.23%
May 31, 26
2 Columbia Small Cap Value Discovery Fund 689.75K (4.14%) 32.40K
Increased by +4.70%
Mar 31, 26
3 Columbia Small Cap Value I 641.75K (3.85%) -223.20K
Decreased by -34.78%
Jun 30, 25
4 Columbia Small Cap Value I A 641.75K (3.85%) 0.00
Increased by 0.00%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 448.00K (2.69%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 431.32K (2.59%) 0.00
Increased by 0.00%
Jun 30, 26
7 iShares Russell 2000 ETF 331.41K (1.99%) 3.07K
Increased by +0.93%
May 29, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 199.11K (1.19%) 0.00
Increased by 0.00%
Jun 30, 26
9 Fidelity Small Cap Index 165.59K (0.99%) -232.00
Decreased by -0.14%
Apr 30, 26
10 iShares Russell 2000 Value ETF 142.76K (0.86%) 0.00
Increased by 0.00%
May 29, 26
11 Columbia VP Small Cap Value 1 137.23K (0.82%) 0.00
Increased by 0.00%
Mar 31, 26
12 Columbia VP Small Cap Value Discovery 1 135.93K (0.82%) 0.00
Increased by 0.00%
May 31, 26
13 Fidelity Extended Market Index 116.30K (0.70%) -3.52K
Decreased by -3.02%
May 31, 26
14 Russell 2000 Equity Index Fund B 93.87K (0.56%) 95.00
Increased by +0.10%
Mar 31, 26
15 Russell 2000 Index Non-Lendable Fund 93.87K (0.56%) 93.87K
Increased by +100.00%
Mar 31, 26
16 Fidelity® Extended Market Index 85.02K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Russell 2000 ETF 83.98K (0.50%) 1.72K
Increased by +2.05%
Apr 30, 26
18 DFA US Targeted Value I 75.26K (0.45%) -14.87K
Decreased by -19.76%
May 31, 26
19 State St Russell Sm Cap® Idx SL Cl I 61.80K (0.37%) 0.00
Increased by 0.00%
May 31, 26
20 State St Russell Sm Cap® Indx SL Cl I 61.80K (0.37%) 0.00
Increased by 0.00%
Apr 30, 26