Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Awm Investment Company Inc 1.96M (14.49%) 288.00K
Increased by +14.67%
Mar 31, 25
2 Ameriprise Financial Inc 1.25M (9.26%) 138.96K
Increased by +11.08%
Mar 31, 25
3 Nantahala Capital Management, LLC 914.62K (6.75%) -411.00
Decreased by -0.04%
Mar 31, 25
4 S Squared Technology, LLC 723.30K (5.34%) 95.00K
Increased by +13.13%
Mar 31, 25
5 Vanguard Group Inc 640.32K (4.73%) 293.00
Increased by +0.05%
Mar 31, 25
6 Peapod Lane Capital LLC 617.16K (4.56%) -7.27K
Decreased by -1.18%
Mar 31, 25
7 Acuitas Investments, LLC 523.10K (3.86%) 24.15K
Increased by +4.62%
Sep 30, 24
8 Dimensional Fund Advisors, Inc. 433.89K (3.20%) 26.98K
Increased by +6.22%
Mar 31, 25
9 BlackRock Inc 307.49K (2.27%) 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 190.00K (1.40%) 15.00K
Increased by +7.89%
Mar 31, 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 (1.07%) 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 (0.91%) 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 65.76K (0.49%) 9.48K
Increased by +14.42%
Mar 31, 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 A 1.10M (8.15%) 37.30K
Increased by +3.38%
May 31, 25
2 Columbia Small Cap Value I 864.95K (6.38%) 130.20K
Increased by +15.05%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 448.00K (3.31%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 441.90K (3.26%) 0.00
Increased by 0.00%
May 31, 25
5 Columbia VP Small Cap Value 1 296.98K (2.19%) 10.85K
Increased by +3.65%
May 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 223.82K (1.65%) 0.00
Increased by 0.00%
May 31, 25
7 DFA US Targeted Value I 122.64K (0.91%) 0.00
Increased by 0.00%
Apr 30, 25
8 Fidelity Extended Market Index 95.57K (0.71%) -914.00
Decreased by -0.96%
Apr 30, 25
9 Dimensional US Targeted Value ETF 85.52K (0.63%) 0.00
Increased by 0.00%
May 30, 25
10 Fidelity® Extended Market Index 85.02K (0.63%) 0.00
Increased by 0.00%
Nov 30, 23
11 Bridgeway Omni Small-Cap Value 77.00K (0.57%) 0.00
Increased by 0.00%
Mar 31, 25
12 Bridgeway Omni Small-Cap Value N 77.00K (0.57%) 0.00
Increased by 0.00%
Mar 31, 25
13 DFA US Micro Cap I 49.65K (0.37%) 0.00
Increased by 0.00%
Apr 30, 25
14 Schwab Small-Cap Equity 44.50K (0.33%) 0.00
Increased by 0.00%
Mar 31, 25
15 Bridgeway Ultra-Small Company Market 43.40K (0.32%) 0.00
Increased by 0.00%
Mar 31, 25
16 BlackRock Extended Mkt Composite 36.29K (0.27%) 0.00
Increased by 0.00%
Sep 30, 23
17 BlackRock Extended Equity Market K 31.63K (0.23%) -13.00
Decreased by -0.04%
Sep 30, 24
18 Extended Equity Market Fund K 31.30K (0.23%) 96.00
Increased by +0.31%
Mar 31, 25
19 Fidelity Total Market Index 30.06K (0.22%) 0.00
Increased by 0.00%
Apr 30, 25
20 Nationwide Bailard Cogntv Val M 29.71K (0.22%) 29.71K
Increased by +100.00%
Apr 30, 25