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 0.07%
6 GSSC 0.05%
7 IAK 0.05%
8 RTLA 0.04%
9 VTWV 0.03%
10 FNDA 0.03%
11 IWN 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 (12.69%) 393.65K
Increased by +7.07%
Jun 30, 24
2 BlackRock Inc 3.35M (7.63%) -122.36K
Decreased by -3.65%
Jun 30, 25
3 Vanguard Group Inc 2.53M (5.75%) 109.88K
Increased by +4.35%
Jun 30, 25
4 Wolf Hill Capital Management, LP 2.47M (5.63%) -854.49K
Decreased by -34.60%
Jun 30, 25
5 Valueworks LLC 2.23M (5.07%) 21.38K
Increased by +0.96%
Jun 30, 25
6 Newtyn Management LLC 1.88M (4.27%) 0.00
Increased by 0.00%
Sep 30, 24
7 Hosking Partners LLP 1.56M (3.56%) -19.37K
Decreased by -1.24%
Jun 30, 25
8 London Company of Virginia 1.52M (3.46%) 17.75K
Increased by +1.17%
Mar 31, 24
9 Philadelphia Financial Mgmt Of San Franc 1.12M (2.55%) 848.50K
Increased by +75.72%
Dec 31, 24
10 Geode Capital Management, LLC 1.04M (2.38%) 14.34K
Increased by +1.37%
Jun 30, 25
11 TCW Group Inc 1.03M (2.34%) 231.40K
Increased by +22.51%
Jun 30, 25
12 Shay Capital LLC 1.02M (2.33%) -155.35K
Decreased by -15.16%
Sep 30, 24
13 State Street Corp 1.02M (2.33%) -27.12K
Decreased by -2.65%
Jun 30, 25
14 HPM Partners LLC 1.02M (2.33%) -861.27K
Decreased by -84.14%
Jun 30, 24
15 State Street Corporation 965.73K (2.20%) -9.70K
Decreased by -1.00%
Mar 31, 24
16 Dimensional Fund Advisors, Inc. 902.80K (2.06%) -524.93K
Decreased by -58.14%
Dec 31, 23
17 UBS Group AG 593.50K (1.35%) -330.95K
Decreased by -55.76%
Jun 30, 25
18 Millennium Management LLC 545.94K (1.24%) 90.13K
Increased by +16.51%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 459.65K (1.05%) -57.45K
Decreased by -12.50%
Jun 30, 25
20 Envestnet Asset Management Inc 430.96K (0.98%) 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 1.44M (3.27%) -31.63K
Decreased by -2.20%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.38M (3.15%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 1.12M (2.54%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 482.41K (1.10%) -219.82K
Decreased by -45.57%
Jul 31, 25
5 Fidelity® Small Cap Index 464.55K (1.06%) 14.41K
Increased by +3.10%
Oct 31, 23
6 Fidelity Small Cap Index 453.81K (1.03%) 2.87K
Increased by +0.63%
Jun 30, 25
7 iShares Russell 2000 Value ETF 412.40K (0.94%) 0.00
Increased by 0.00%
Aug 31, 25
8 Schwab Fundamental US Small Company ETF 330.92K (0.75%) 351.00
Increased by +0.11%
Jan 31, 24
9 State St Russell Sm/Mid Cp® Indx NL Cl C 292.63K (0.67%) 0.00
Increased by 0.00%
Apr 30, 25
10 State St Russell Sm/Mid Cp® Indx SL Cl I 292.63K (0.67%) 0.00
Increased by 0.00%
Jul 31, 25
11 ART Lifecycle Balanced Sup 277.48K (0.63%) 277.48K
Increased by +100.00%
Jun 30, 24
12 Fidelity® Extended Market Index 247.00K (0.56%) 16.63K
Increased by +6.73%
Nov 30, 23
13 Fidelity Extended Market Index 230.11K (0.52%) -1.89K
Decreased by -0.82%
Jul 31, 25
14 Vanguard Russell 2000 ETF 217.56K (0.50%) -17.08K
Decreased by -7.85%
Jul 31, 25
15 Chou Associates 199.53K (0.45%) 0.00
Increased by 0.00%
Mar 31, 23
16 Schwab US Small-Cap ETF™ 199.46K (0.45%) 490.00
Increased by +0.25%
Aug 30, 25
17 DFA US Core Equity 1 I 174.68K (0.40%) -4.73K
Decreased by -2.71%
Dec 31, 23
18 State St Russell Sm Cap® Indx SL Cl I 171.47K (0.39%) 0.00
Increased by 0.00%
Aug 31, 25
19 Jupiter Merian Glb Eq AbsRet I USD Acc 169.65K (0.39%) 37.60K
Increased by +22.16%
Dec 31, 23
20 Etho Climate Leadership US ETF 163.51K (0.37%) 0.00
Increased by 0.00%
Mar 28, 24