Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
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 752.42K (6.08%) 1.75K
Increased by +0.23%
Dec 31, 24
2 Vanguard Group Inc 513.19K (4.15%) -26.82K
Decreased by -5.23%
Dec 31, 24
3 Renaissance Technologies Corp 480.66K (3.89%) 75.10K
Increased by +15.62%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 432.03K (3.49%) 10.06K
Increased by +2.33%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 428.67K (3.47%) 302.85K
Increased by +70.65%
Dec 31, 24
6 BlackRock Inc 359.35K (2.90%) 16.42K
Increased by +4.57%
Dec 31, 24
7 UBS Group AG 258.07K (2.09%) 209.77K
Increased by +81.29%
Dec 31, 24
8 ISTHMUS Partners LLC 190.46K (1.54%) 28.88K
Increased by +15.16%
Dec 31, 24
9 Marshall Wace Asset Management Ltd 150.21K (1.21%) 150.21K
Increased by +100.00%
Dec 31, 24
10 Geode Capital Management, LLC 125.59K (1.02%) 3.83K
Increased by +3.05%
Dec 31, 24
11 Punch & Associates Inv Mgmt Inc 125.00K (1.01%) 0.00
Increased by 0.00%
Dec 31, 24
12 Gamco Investors, Inc. Et Al 123.00K (0.99%) -6.00K
Decreased by -4.88%
Dec 31, 24
13 Mesirow Fin Investmt Mgmt Intl Equity 119.88K (0.97%) 59.94K
Increased by +50.00%
Dec 31, 24
14 Teton Advisors Inc 92.00K (0.74%) -4.50K
Decreased by -4.89%
Dec 31, 24
15 Bridgeway Capital Management, LLC 81.90K (0.66%) -3.90K
Decreased by -4.76%
Dec 31, 24
16 Royce & Associates, LP 78.83K (0.64%) 0.00
Increased by 0.00%
Sep 30, 24
17 Citadel Advisors Llc 71.43K (0.58%) 71.43K
Increased by +100.00%
Dec 31, 24
18 Appleseed Capital 69.03K (0.56%) -2.50K
Decreased by -3.62%
Dec 31, 24
19 Gabelli Funds LLC 62.59K (0.51%) 0.00
Increased by 0.00%
Dec 31, 24
20 Susquehanna International Group, LLP 59.33K (0.48%) 40.44K
Increased by +68.15%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 362.58K (2.93%) 0.00
Increased by 0.00%
Feb 28, 25
2 Berenberg International Micro Cap M A 193.84K (1.57%) -14.65K
Decreased by -7.56%
May 31, 23
3 Isthmus Small Cap Core Equity 175.29K (1.42%) 24.53K
Increased by +13.99%
Dec 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 150.17K (1.21%) 4.70K
Increased by +3.13%
Feb 28, 25
5 1290 VT GAMCO Small Company Value IB 123.00K (0.99%) 0.00
Increased by 0.00%
Jan 31, 25
6 DFA US Micro Cap I 106.35K (0.86%) -26.31K
Decreased by -24.74%
Feb 28, 25
7 TETON Westwood Mighty Mites AAA 92.00K (0.74%) -4.50K
Decreased by -4.89%
Dec 31, 24
8 Bridgeway Ultra-Small Company Market 80.40K (0.65%) 0.00
Increased by 0.00%
Dec 31, 24
9 Royce Micro Cap Trust 78.83K (0.64%) 0.00
Increased by 0.00%
Sep 30, 24
10 DFA US Small Cap I 65.25K (0.53%) 1.24K
Increased by +1.90%
Feb 28, 25
11 Gabelli Small Cap Growth AAA 58.59K (0.47%) 0.00
Increased by 0.00%
Dec 31, 24
12 Fidelity Extended Market Index 58.44K (0.47%) -372.00
Decreased by -0.64%
Feb 28, 25
13 Fidelity® Extended Market Index 54.54K (0.44%) 0.00
Increased by 0.00%
Oct 31, 23
14 BlackRock Extended Mkt Composite 47.69K (0.39%) 0.00
Increased by 0.00%
Sep 30, 23
15 Dimensional US Small Cap ETF 41.58K (0.34%) 0.00
Increased by 0.00%
Mar 31, 25
16 iShares Micro-Cap ETF 32.67K (0.26%) 0.00
Increased by 0.00%
Mar 31, 25
17 DFA US Core Equity 2 I 29.32K (0.24%) 0.00
Increased by 0.00%
Feb 28, 25
18 Fidelity® Total Market Index 27.73K (0.22%) 0.00
Increased by 0.00%
Oct 31, 23
19 Dimensional US Core Equity 2 ETF 24.86K (0.20%) 0.00
Increased by 0.00%
Mar 31, 25
20 DP Selección B FI 24.81K (0.20%) 24.81K
Increased by +100.00%
Dec 31, 23