Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 0.27%
2 IWC 0.05%
3 DES 0.04%
4 DGRS 0.02%
5 DFSV 0.02%
6 AVSC 0.01%
7 DFAT 0.01%
8 BSVO 0.01%
9 EES 0.01%
10 DFAS 0.01%
11 DFUV 0.00%
12 DFAC 0.00%
13 DFSU 0.00%
14 AVUV 0.00%
15 DFUS 0.00%
16 DCOR 0.00%
17 VTI 0.00%
18 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Private Capital Management, LLC 1.01M (14.03%) 4.09K
Increased by +0.41%
Dec 31, 24
2 Royce & Associates, LP 851.98K (11.87%) 121.76K
Increased by +14.29%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 555.76K (7.74%) -13.18K
Decreased by -2.37%
Dec 31, 24
4 Renaissance Technologies Corp 434.00K (6.05%) -61.20K
Decreased by -14.10%
Dec 31, 24
5 Vanguard Group Inc 406.45K (5.66%) -4.35K
Decreased by -1.07%
Dec 31, 24
6 Pacific Ridge Capital Partners, LLC 286.97K (4.00%) -3.38K
Decreased by -1.18%
Dec 31, 24
7 North Star Investment Management Corp 166.18K (2.31%) 3.00
Increased by +0.00%
Dec 31, 24
8 Crawford Investment Counsel, Inc 164.50K (2.29%) 15.03K
Increased by +9.14%
Dec 31, 24
9 Ancora Advisors LLC 149.49K (2.08%) 79.15K
Increased by +52.94%
Dec 31, 24
10 BlackRock Inc 146.20K (2.04%) 5.80K
Increased by +3.97%
Dec 31, 24
11 Guggenheim Capital LLC 125.39K (1.75%) -1.20K
Decreased by -0.96%
Sep 30, 24
12 Susquehanna International Group, LLP 98.42K (1.37%) 71.22K
Increased by +72.37%
Dec 31, 24
13 Peapod Lane Capital LLC 78.96K (1.10%) 78.96K
Increased by +100.00%
Dec 31, 24
14 Acuitas Investments, LLC 78.10K (1.09%) 15.71K
Increased by +20.12%
Sep 30, 24
15 Geode Capital Management, LLC 74.05K (1.03%) -227.00
Decreased by -0.31%
Dec 31, 24
16 Expect Equity LLC 70.78K (0.99%) 70.78K
Increased by +100.00%
Dec 31, 24
17 HighTower Advisors, LLC 55.09K (0.77%) 3.95K
Increased by +7.18%
Mar 31, 24
18 Perritt Capital Management Inc. 49.00K (0.68%) 0.00
Increased by 0.00%
Dec 31, 24
19 CapTrust Financial Advisors 46.99K (0.65%) -1.64K
Decreased by -3.49%
Dec 31, 24
20 Bank of New York Mellon Corp 46.00K (0.64%) 2.93K
Increased by +6.37%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacific Ridge Capital Ptnrs Micro Cp Val 467.57K (6.51%) -27.02K
Decreased by -5.78%
Mar 31, 24
2 Royce Small-Cap Opportunity Invmt 428.56K (5.97%) 4.70K
Increased by +1.10%
Dec 31, 24
3 FTGF RY US SmCp Opp A USD Dis(A) 370.53K (5.16%) 5.60K
Increased by +1.51%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 278.39K (3.88%) 0.00
Increased by 0.00%
Feb 28, 25
5 Private Capital Management Value Focus 191.68K (2.67%) 0.00
Increased by 0.00%
Dec 31, 24
6 First Eagle Small Cap Opportunity I 154.79K (2.16%) 50.24K
Increased by +32.46%
Feb 28, 25
7 North Star Micro Cap I 149.00K (2.08%) 0.00
Increased by 0.00%
Feb 28, 25
8 Crawford Small Cap Dividend 132.14K (1.84%) 0.00
Increased by 0.00%
Feb 28, 25
9 DFA US Small Cap Value I 129.93K (1.81%) 0.00
Increased by 0.00%
Feb 28, 25
10 Crawford Small Cap Equity 125.64K (1.75%) 11.33K
Increased by +9.02%
Dec 31, 24
11 Acuitas US Microcap Strategy 122.90K (1.71%) -880.00
Decreased by -0.72%
Mar 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 119.18K (1.66%) 0.00
Increased by 0.00%
Feb 28, 25
13 Adara Smaller Companies 108.88K (1.52%) 0.00
Increased by 0.00%
Feb 28, 25
14 Ancora/Thelen Small-Mid Cap I 89.78K (1.25%) 57.20K
Increased by +63.71%
Mar 31, 25
15 Guggenheim SMid Cap Value A 82.22K (1.15%) 0.00
Increased by 0.00%
Jun 30, 24
16 Guggenheim Small-Mid Cap Value 82.22K (1.15%) 0.00
Increased by 0.00%
Mar 31, 23
17 NAA SMid Cap Value A 82.22K (1.15%) 0.00
Increased by 0.00%
Sep 30, 24
18 Ancora/Thelen Small Mid Cap Core 75.78K (1.06%) 75.78K
Increased by +100.00%
Dec 31, 24
19 Private Capital Management Value I 73.26K (1.02%) 0.00
Increased by 0.00%
Dec 31, 24
20 Private Capital Value Equity 73.26K (1.02%) -26.73K
Decreased by -36.48%
Dec 31, 24