Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 DFAS 0.00%
3 DFAC 0.00%
4 DFAT 0.00%
5 DFUS 0.00%
6 DFAU 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 WEALTHTRUST AXIOM LLC 788.99K (8.18%) -4.11K
Decreased by -0.52%
Dec 31, 23
2 Vanguard Group Inc 629.50K (6.53%) 9.16K
Increased by +1.46%
Dec 31, 23
3 Renaissance Technologies Corp 409.41K (4.25%) -7.60K
Decreased by -1.86%
Dec 31, 23
4 Dimensional Fund Advisors, Inc. 406.62K (4.22%) -2.17K
Decreased by -0.53%
Dec 31, 23
5 BlackRock Inc 381.46K (3.96%) -312.00
Decreased by -0.08%
Dec 31, 23
6 ISTHMUS Partners LLC 134.51K (1.40%) 5.64K
Increased by +4.19%
Dec 31, 23
7 Gamco Investors, Inc. Et Al 120.85K (1.25%) 0.00
Increased by 0.00%
Dec 31, 23
8 Geode Capital Management, LLC 120.19K (1.25%) -802.00
Decreased by -0.67%
Dec 31, 23
9 Morgan Stanley - Brokerage Accounts 117.69K (1.22%) -2.22K
Decreased by -1.88%
Dec 31, 23
10 Teton Advisors Inc 100.00K (1.04%) -4.20K
Decreased by -4.20%
Dec 31, 23
11 Bridgeway Capital Management, LLC 92.20K (0.96%) 0.00
Increased by 0.00%
Dec 31, 23
12 Royce & Associates, LP 78.83K (0.82%) 0.00
Increased by 0.00%
Dec 31, 23
13 Mesirow Fin Investmt Mgmt Intl Equity 60.12K (0.62%) 60.12K
Increased by +100.00%
Dec 31, 23
14 HighTower Advisors, LLC 46.89K (0.49%) 0.00
Increased by 0.00%
Dec 31, 23
15 Gabelli Funds LLC 44.00K (0.46%) 0.00
Increased by 0.00%
Dec 31, 23
16 Punch & Associates Inv Mgmt Inc 44.00K (0.46%) 1.02K
Increased by +2.32%
Dec 31, 23
17 State Street Corporation 41.69K (0.43%) -400.00
Decreased by -0.96%
Dec 31, 23
18 Northern Trust Corp 34.01K (0.35%) 12.59K
Increased by +37.02%
Dec 31, 23
19 UBS Group AG 30.90K (0.32%) 19.06K
Increased by +61.68%
Dec 31, 23
20 683 Capital Management LLC 28.41K (0.29%) 28.41K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 365.55K (3.79%) 12.25K
Increased by +3.35%
Mar 31, 24
2 Berenberg International Micro Cap M A 193.84K (2.01%) -14.65K
Decreased by -7.56%
May 31, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 189.87K (1.97%) -64.58K
Decreased by -34.02%
Mar 31, 24
4 Isthmus Small Cap Core Equity 185.72K (1.93%) 63.37K
Increased by +34.12%
Mar 31, 24
5 DFA US Micro Cap I 137.61K (1.43%) 0.00
Increased by 0.00%
Mar 31, 24
6 1290 VT GAMCO Small Company Value IB 120.85K (1.25%) 0.00
Increased by 0.00%
Mar 31, 24
7 TETON Westwood Mighty Mites AAA 100.00K (1.04%) -4.20K
Decreased by -4.20%
Dec 31, 23
8 DFA US Small Cap I 88.76K (0.92%) 0.00
Increased by 0.00%
Mar 31, 24
9 Bridgeway Ultra-Small Company Market 80.40K (0.83%) 0.00
Increased by 0.00%
Dec 31, 23
10 Royce Micro Cap Trust 78.83K (0.82%) 0.00
Increased by 0.00%
Mar 31, 24
11 Fidelity Extended Market Index 55.59K (0.58%) 0.00
Increased by 0.00%
Mar 31, 24
12 Fidelity® Extended Market Index 54.54K (0.57%) 0.00
Increased by 0.00%
Oct 31, 23
13 BlackRock Extended Mkt Composite 47.69K (0.49%) 0.00
Increased by 0.00%
Sep 30, 23
14 Gabelli Small Cap Growth AAA 40.00K (0.41%) 0.00
Increased by 0.00%
Dec 31, 23
15 DFA US Core Equity 2 I 32.52K (0.34%) 0.00
Increased by 0.00%
Mar 31, 24
16 iShares Micro-Cap ETF 31.04K (0.32%) -211.00
Decreased by -0.68%
Apr 30, 24
17 Dimensional US Small Cap ETF 30.65K (0.32%) 0.00
Increased by 0.00%
Apr 30, 24
18 Fidelity® Total Market Index 27.73K (0.29%) 0.00
Increased by 0.00%
Oct 31, 23
19 Fidelity Total Market Index 25.99K (0.27%) -1.74K
Decreased by -6.70%
Mar 31, 24
20 DP Selección B FI 24.81K (0.26%) 24.81K
Increased by +100.00%
Dec 31, 23