Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GINX 0.99%
2 ETHO 0.58%
3 PFI 0.44%
4 CSML 0.13%
5 IWC 0.08%
6 GSSC 0.05%
7 IAK 0.05%
8 RTLA 0.04%
9 FNDA 0.03%
10 IWN 0.03%
11 VTWV 0.02%
12 IWM 0.01%
13 PKW 0.01%
14 RSSL 0.01%
15 VFH 0.01%
16 VTWO 0.01%
17 UWM 0.01%
18 SCHA 0.01%
19 URTY 0.01%
20 AVIE 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kahn Brothers & CO Inc /DE/ 5.57M (13.76%) 393.65K
Increased by +7.07%
Jun 30, 24
2 BlackRock Inc 3.47M (8.58%) -10.94K
Decreased by -0.31%
Mar 31, 25
3 Wolf Hill Capital Management, LP 3.32M (8.21%) 443.79K
Increased by +13.35%
Mar 31, 25
4 Vanguard Group Inc 2.42M (5.97%) 25.77K
Increased by +1.07%
Mar 31, 25
5 Valueworks LLC 2.21M (5.45%) 22.91K
Increased by +1.04%
Mar 31, 25
6 Newtyn Management LLC 1.88M (4.63%) 0.00
Increased by 0.00%
Sep 30, 24
7 Hosking Partners LLP 1.58M (3.91%) -14.90K
Decreased by -0.94%
Mar 31, 25
8 London Company of Virginia 1.52M (3.75%) 17.75K
Increased by +1.17%
Mar 31, 24
9 Philadelphia Financial Mgmt Of San Franc 1.12M (2.77%) 848.50K
Increased by +75.72%
Dec 31, 24
10 State Street Corp 1.05M (2.60%) 8.84K
Increased by +0.84%
Mar 31, 25
11 Geode Capital Management, LLC 1.03M (2.54%) 29.05K
Increased by +2.82%
Mar 31, 25
12 Shay Capital LLC 1.02M (2.53%) -155.35K
Decreased by -15.16%
Sep 30, 24
13 HPM Partners LLC 1.02M (2.53%) -861.27K
Decreased by -84.14%
Jun 30, 24
14 State Street Corporation 965.73K (2.39%) -9.70K
Decreased by -1.00%
Mar 31, 24
15 UBS Group AG 924.45K (2.28%) 712.09K
Increased by +77.03%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 902.80K (2.23%) -524.93K
Decreased by -58.14%
Dec 31, 23
17 TCW Group Inc 796.56K (1.97%) 90.00K
Increased by +11.30%
Mar 31, 25
18 Millennium Management LLC 545.94K (1.35%) 90.13K
Increased by +16.51%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 517.10K (1.28%) 102.94K
Increased by +19.91%
Mar 31, 25
20 Envestnet Asset Management Inc 430.96K (1.06%) 430.96K
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.47M (3.62%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 1.38M (3.42%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 1.11M (2.75%) -17.93K
Decreased by -1.61%
Jul 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 702.23K (1.73%) 0.00
Increased by 0.00%
Jun 30, 25
5 Fidelity® Small Cap Index 464.55K (1.15%) 14.41K
Increased by +3.10%
Oct 31, 23
6 Fidelity Small Cap Index 450.94K (1.11%) 0.00
Increased by 0.00%
May 31, 25
7 iShares Russell 2000 Value ETF 409.67K (1.01%) 0.00
Increased by 0.00%
Jul 30, 25
8 Schwab Fundamental US Small Company ETF 330.92K (0.82%) 351.00
Increased by +0.11%
Jan 31, 24
9 State St Russell Sm/Mid Cp® Indx NL Cl C 292.63K (0.72%) 0.00
Increased by 0.00%
Apr 30, 25
10 State St Russell Sm/Mid Cp® Indx SL Cl I 292.63K (0.72%) 0.00
Increased by 0.00%
Jun 30, 25
11 ART Lifecycle Balanced Sup 277.48K (0.69%) 277.48K
Increased by +100.00%
Jun 30, 24
12 Fidelity® Extended Market Index 247.00K (0.61%) 16.63K
Increased by +6.73%
Nov 30, 23
13 Vanguard Russell 2000 ETF 234.63K (0.58%) 11.36K
Increased by +4.84%
Jun 30, 25
14 Fidelity Extended Market Index 232.01K (0.57%) -606.00
Decreased by -0.26%
Jun 30, 25
15 Chou Associates 199.53K (0.49%) 0.00
Increased by 0.00%
Mar 31, 23
16 Schwab US Small-Cap ETF™ 199.04K (0.49%) -42.00
Decreased by -0.02%
Jul 30, 25
17 DFA US Core Equity 1 I 174.68K (0.43%) -4.73K
Decreased by -2.71%
Dec 31, 23
18 State St Russell Sm Cap® Indx SL Cl I 171.47K (0.42%) 0.00
Increased by 0.00%
Jun 30, 25
19 Jupiter Merian Glb Eq AbsRet I USD Acc 169.65K (0.42%) 37.60K
Increased by +22.16%
Dec 31, 23
20 Etho Climate Leadership US ETF 163.51K (0.40%) 0.00
Increased by 0.00%
Mar 28, 24