Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.04%
2 DFAS 0.00%
3 DFSU 0.00%
4 DCOR 0.00%
5 DFAT 0.00%
6 DFAC 0.00%
7 DFUS 0.00%
8 DFAU 0.00%
9 VTI 0.00%
10 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 WEALTHTRUST AXIOM LLC 750.67K (7.59%) -11.43K
Decreased by -1.52%
Sep 30, 24
2 Vanguard Group Inc 540.01K (5.46%) 0.00
Increased by 0.00%
Sep 30, 24
3 Dimensional Fund Advisors, Inc. 421.97K (4.27%) 3.85K
Increased by +0.91%
Sep 30, 24
4 Renaissance Technologies Corp 405.56K (4.10%) -2.92K
Decreased by -0.72%
Sep 30, 24
5 BlackRock Inc 341.02K (3.45%) -33.88K
Decreased by -9.94%
Jun 30, 24
6 ISTHMUS Partners LLC 161.58K (1.63%) -39.32K
Decreased by -24.34%
Sep 30, 24
7 Gamco Investors, Inc. Et Al 129.00K (1.31%) 2.15K
Increased by +1.66%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 125.81K (1.27%) -127.63K
Decreased by -101.44%
Sep 30, 24
9 Punch & Associates Inv Mgmt Inc 125.00K (1.26%) 0.00
Increased by 0.00%
Sep 30, 24
10 Geode Capital Management, LLC 121.76K (1.23%) -909.00
Decreased by -0.75%
Sep 30, 24
11 Teton Advisors Inc 96.50K (0.98%) 0.00
Increased by 0.00%
Sep 30, 24
12 Bridgeway Capital Management, LLC 85.80K (0.87%) 0.00
Increased by 0.00%
Sep 30, 24
13 Royce & Associates, LP 78.83K (0.80%) 0.00
Increased by 0.00%
Sep 30, 24
14 Appleseed Capital 71.53K (0.72%) 71.53K
Increased by +100.00%
Sep 30, 24
15 Gabelli Funds LLC 62.59K (0.63%) 0.00
Increased by 0.00%
Sep 30, 24
16 Mesirow Fin Investmt Mgmt Intl Equity 59.94K (0.61%) 0.00
Increased by 0.00%
Sep 30, 24
17 Millennium Management LLC 55.77K (0.56%) 55.77K
Increased by +100.00%
Mar 31, 24
18 UBS Group AG 48.30K (0.49%) 33.81K
Increased by +70.00%
Sep 30, 24
19 HighTower Advisors, LLC 46.89K (0.47%) 0.00
Increased by 0.00%
Sep 30, 24
20 Susquehanna International Group, LLP 44.08K (0.45%) -93.46K
Decreased by -212.02%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 362.58K (3.67%) -13.90K
Decreased by -3.83%
Nov 30, 24
2 Berenberg International Micro Cap M A 193.84K (1.96%) -14.65K
Decreased by -7.56%
May 31, 23
3 Isthmus Small Cap Core Equity 150.76K (1.53%) -39.04K
Decreased by -25.89%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 145.47K (1.47%) 0.00
Increased by 0.00%
Nov 30, 24
5 DFA US Micro Cap I 137.61K (1.39%) 0.00
Increased by 0.00%
Oct 31, 24
6 1290 VT GAMCO Small Company Value IB 123.00K (1.24%) 0.00
Increased by 0.00%
Oct 31, 24
7 TETON Westwood Mighty Mites AAA 96.50K (0.98%) 0.00
Increased by 0.00%
Sep 30, 24
8 Bridgeway Ultra-Small Company Market 80.40K (0.81%) 0.00
Increased by 0.00%
Sep 30, 24
9 Royce Micro Cap Trust 78.83K (0.80%) 0.00
Increased by 0.00%
Sep 30, 24
10 DFA US Small Cap I 64.02K (0.65%) 0.00
Increased by 0.00%
Oct 31, 24
11 Fidelity Extended Market Index 60.59K (0.61%) -1.36K
Decreased by -2.24%
Oct 31, 24
12 Gabelli Small Cap Growth AAA 58.59K (0.59%) 0.00
Increased by 0.00%
Sep 30, 24
13 Fidelity® Extended Market Index 54.54K (0.55%) 0.00
Increased by 0.00%
Oct 31, 23
14 BlackRock Extended Mkt Composite 47.69K (0.48%) 0.00
Increased by 0.00%
Sep 30, 23
15 Dimensional US Small Cap ETF 41.58K (0.42%) 0.00
Increased by 0.00%
Nov 29, 24
16 iShares Micro-Cap ETF 32.90K (0.33%) 0.00
Increased by 0.00%
Nov 30, 24
17 DFA US Core Equity 2 I 32.52K (0.33%) 0.00
Increased by 0.00%
Oct 31, 24
18 Fidelity® Total Market Index 27.73K (0.28%) 0.00
Increased by 0.00%
Oct 31, 23
19 DP Selección B FI 24.81K (0.25%) 24.81K
Increased by +100.00%
Dec 31, 23
20 Sigma Investment House Selección B FI 24.67K (0.25%) -134.00
Decreased by -0.54%
Sep 30, 24