Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 1000.00%
2 IWV 1000.00%
3 IWC 1000.00%
4 IWM 1000.00%
5 IWN 1000.00%
6 FDM 0.66%
7 DES 0.07%
8 GSSC 0.05%
9 DHS 0.03%
10 AVSC 0.03%
11 DFAT 0.02%
12 VTWV 0.02%
13 RTLA 0.02%
14 EES 0.02%
15 DFAS 0.01%
16 AVUV 0.01%
17 UWM 0.01%
18 VTWO 0.01%
19 URTY 0.01%
20 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Markel Group Inc 213.30K (15.67%) 0.00
Increased by 0.00%
Jun 30, 24
2 BlackRock Inc 115.34K (8.47%) 12.92K
Increased by +11.20%
Jun 30, 24
3 Dimensional Fund Advisors, Inc. 91.98K (6.76%) 145.00
Increased by +0.16%
Jun 30, 24
4 Vanguard Group Inc 70.14K (5.15%) 2.40K
Increased by +3.42%
Jun 30, 24
5 Third Avenue Management LLC 39.20K (2.88%) 33.00
Increased by +0.08%
Jun 30, 24
6 Geode Capital Management, LLC 32.47K (2.38%) 3.08K
Increased by +9.49%
Jun 30, 24
7 State Street Corp 25.52K (1.87%) 1.51K
Increased by +5.90%
Jun 30, 24
8 State Street Corporation 24.01K (1.76%) 336.00
Increased by +1.40%
Mar 31, 24
9 Renaissance Technologies Corp 20.80K (1.53%) -100.00
Decreased by -0.48%
Jun 30, 24
10 Aristides Capital LLC 20.20K (1.48%) 10.10K
Increased by +50.00%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 13.65K (1.00%) -687.00
Decreased by -5.03%
Mar 31, 24
12 Bank of New York Mellon Corp 12.61K (0.93%) 710.00
Increased by +5.63%
Jun 30, 24
13 Northern Trust Corp 12.48K (0.92%) -369.00
Decreased by -2.96%
Jun 30, 24
14 Franklin Resources Inc 10.72K (0.79%) 0.00
Increased by 0.00%
Mar 31, 24
15 Bridgeway Capital Management, LLC 9.88K (0.73%) 83.00
Increased by +0.84%
Jun 30, 24
16 Oppenheimer & Co Inc 9.76K (0.72%) -35.00
Decreased by -0.36%
Mar 31, 24
17 Empowered Funds, LLC 8.60K (0.63%) 4.48K
Increased by +52.03%
Mar 31, 24
18 Goldman Sachs Group Inc 8.40K (0.62%) 198.00
Increased by +2.36%
Jun 30, 24
19 Wallace Capital Management, INC. 6.92K (0.51%) -205.00
Decreased by -2.96%
Jun 30, 24
20 BB&T Corp. 6.51K (0.48%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 45.47K (3.34%) 287.00
Increased by +0.63%
Aug 30, 24
2 Third Avenue Small Cap Value Composite 39.06K (2.87%) 0.00
Increased by 0.00%
Jun 30, 24
3 Third Avenue Small Cap Value Instl 39.06K (2.87%) 0.00
Increased by 0.00%
Jun 30, 24
4 Vanguard Total Stock Mkt Idx Inv 38.89K (2.86%) 0.00
Increased by 0.00%
Jul 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 21.25K (1.56%) 0.00
Increased by 0.00%
Jul 31, 24
6 DFA US Micro Cap I 20.94K (1.54%) 0.00
Increased by 0.00%
Jul 31, 24
7 DFA US Small Cap I 14.35K (1.05%) 0.00
Increased by 0.00%
Jul 31, 24
8 DFA US Targeted Value I 13.44K (0.99%) 0.00
Increased by 0.00%
Jul 31, 24
9 Fidelity Small Cap Index 12.44K (0.91%) 461.00
Increased by +3.71%
Jun 30, 24
10 Fidelity® Small Cap Index 11.61K (0.85%) 564.00
Increased by +4.86%
Oct 31, 23
11 iShares Russell 2000 Value ETF 11.34K (0.83%) -40.00
Decreased by -0.35%
Aug 30, 24
12 Franklin MicroCap Value A 10.67K (0.78%) 0.00
Increased by 0.00%
Mar 31, 24
13 Dimensional US Targeted Value ETF 8.93K (0.66%) 0.00
Increased by 0.00%
Aug 30, 24
14 Fidelity Extended Market Index 8.40K (0.62%) 127.00
Increased by +1.51%
Jul 31, 24
15 Fidelity® Extended Market Index 7.78K (0.57%) 175.00
Increased by +2.25%
Nov 30, 23
16 State St Russell Sm/Mid Cp® Indx NL Cl C 6.58K (0.48%) 0.00
Increased by 0.00%
Jul 31, 24
17 Avantis US Small Cap Value ETF 6.27K (0.46%) 0.00
Increased by 0.00%
Aug 31, 24
18 WisdomTree US SmallCap Dividend ETF 5.72K (0.42%) 0.00
Increased by 0.00%
Aug 30, 24
19 Vanguard Russell 2000 ETF 5.53K (0.41%) 244.00
Increased by +4.41%
Jul 31, 24
20 Bridgeway Omni Small-Cap Value 5.49K (0.40%) 0.00
Increased by 0.00%
Jun 30, 24