Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 1.17%
2 DEEP 1.15%
3 FDM 0.33%
4 SQLV 0.25%
5 SMLV 0.05%
6 IWC 0.05%
7 JPSE 0.04%
8 AVUV 0.03%
9 EES 0.02%
10 AVSC 0.02%
11 ROSC 0.02%
12 IWN 0.01%
13 PRFZ 0.01%
14 VTWO 0.01%
15 VTWV 0.01%
16 RTLA 0.01%
17 DFAT 0.01%
18 DFSV 0.01%
19 BSVO 0.01%
20 RSSL 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fosun International Ltd 2.92M (28.51%) 0.00
Increased by 0.00%
Mar 31, 25
2 Wynnefield Capital Inc 2.47M (24.16%) 0.00
Increased by 0.00%
Mar 31, 25
3 Prescott Group Capital Management LLC 1.78M (17.42%) 0.00
Increased by 0.00%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 878.55K (8.58%) 21.85K
Increased by +2.49%
Mar 31, 25
5 BlackRock Inc 805.14K (7.86%) -13.25K
Decreased by -1.65%
Mar 31, 25
6 Paradigm Capital Management, Inc. 768.20K (7.50%) -51.00K
Decreased by -6.64%
Mar 31, 25
7 Vanguard Group Inc 672.70K (6.57%) -891.00
Decreased by -0.13%
Mar 31, 25
8 Renaissance Technologies Corp 538.40K (5.26%) -3.90K
Decreased by -0.72%
Mar 31, 25
9 Acadian Asset Management LLC 468.47K (4.58%) 0.00
Increased by 0.00%
Mar 31, 24
10 Skylands Capital, LLC 431.80K (4.22%) 7.21K
Increased by +1.67%
Mar 31, 25
11 Wasatch Advisors Inc. 429.73K (4.20%) 429.73K
Increased by +100.00%
Dec 31, 23
12 Kennedy Capital Management Inc 429.63K (4.20%) 19.67K
Increased by +4.58%
Mar 31, 25
13 Wasatch Advisors LP 388.50K (3.79%) -90.78K
Decreased by -23.37%
Mar 31, 25
14 American Century Companies Inc 305.00K (2.98%) 571.00
Increased by +0.19%
Mar 31, 25
15 Geode Capital Management, LLC 290.43K (2.84%) 3.39K
Increased by +1.17%
Mar 31, 25
16 State Street Corp 273.02K (2.67%) 10.91K
Increased by +4.00%
Mar 31, 25
17 State Street Corporation 264.71K (2.59%) 14.74K
Increased by +5.57%
Mar 31, 24
18 Pacific Ridge Capital Partners, LLC 228.79K (2.23%) -114.28K
Decreased by -49.95%
Sep 30, 23
19 Hillsdale Investment Management Inc. 215.03K (2.10%) 16.30K
Increased by +7.58%
Mar 31, 24
20 Morgan Stanley - Brokerage Accounts 207.35K (2.03%) 9.70K
Increased by +4.68%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 396.52K (3.87%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 396.52K (3.87%) 0.00
Increased by 0.00%
Sep 30, 24
3 Wasatch Micro Cap 385.57K (3.77%) -55.56K
Decreased by -14.41%
Mar 31, 25
4 Kennedy Micro Cap 353.94K (3.46%) -5.54K
Decreased by -1.57%
Mar 31, 25
5 iShares Russell 2000 ETF 300.45K (2.93%) 51.00
Increased by +0.02%
Apr 30, 25
6 Avantis US Small Cap Value ETF 266.03K (2.60%) 0.00
Increased by 0.00%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 180.59K (1.76%) 0.00
Increased by 0.00%
Apr 30, 25
8 Paradigm Micro-Cap 160.00K (1.56%) 0.00
Increased by 0.00%
Apr 30, 25
9 DFA US Micro Cap I 154.18K (1.51%) -2.29K
Decreased by -1.48%
Mar 31, 25
10 Pacific Ridge Capital Ptnrs Micro Cp Val 132.20K (1.29%) 132.20K
Increased by +100.00%
Sep 30, 23
11 Fidelity® Small Cap Index 127.36K (1.24%) 3.31K
Increased by +2.60%
Oct 31, 23
12 Fidelity Small Cap Index 124.56K (1.22%) 0.00
Increased by 0.00%
Feb 28, 25
13 Boston Partners Small Cap Value II Inv 124.01K (1.21%) -1.12K
Decreased by -0.91%
Jul 31, 24
14 DFA US Targeted Value I 109.85K (1.07%) 8.73K
Increased by +7.95%
Mar 31, 25
15 Wasatch Long/Short Alpha Institutional 102.21K (1.00%) 102.21K
Increased by +100.00%
Sep 30, 24
16 Tieton Small Cap Value 97.38K (0.95%) -3.29K
Decreased by -3.38%
Dec 31, 23
17 iShares Russell 2000 Value ETF 94.86K (0.93%) -320.00
Decreased by -0.34%
Apr 30, 25
18 DFA US Small Cap Value I 88.92K (0.87%) 1.31K
Increased by +1.48%
Mar 31, 25
19 Dimensional US Targeted Value ETF 87.10K (0.85%) 7.67K
Increased by +8.81%
Apr 30, 25
20 EAM Ultra Micro Cap 86.81K (0.85%) 0.00
Increased by 0.00%
Nov 30, 23