Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 1000.00%
2 IWN 1000.00%
3 IWM 1000.00%
4 IWC 1000.00%
5 ITOT 1000.00%
6 DWAS 0.36%
7 AVSC 0.03%
8 AVUV 0.03%
9 GSSC 0.02%
10 VTWV 0.02%
11 DFSV 0.02%
12 DFAT 0.01%
13 RTLA 0.01%
14 SMD 0.01%
15 VTWO 0.01%
16 UWM 0.01%
17 DFAS 0.01%
18 URTY 0.01%
19 VXF 0.00%
20 DFAC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Brandes Investment Partners & Co 3.01M (10.73%) -325.75K
Decreased by -10.82%
Mar 31, 24
2 Dimensional Fund Advisors, Inc. 1.84M (6.55%) -15.50K
Decreased by -0.84%
Mar 31, 24
3 Royce & Associates, LP 1.61M (5.75%) -213.11K
Decreased by -13.22%
Mar 31, 24
4 Vanguard Group Inc 1.44M (5.14%) -29.23K
Decreased by -2.03%
Mar 31, 24
5 AMH Equity Ltd 1.36M (4.83%) -498.53K
Decreased by -36.75%
Mar 31, 24
6 Grace & White Inc 1.15M (4.11%) -205.19K
Decreased by -17.79%
Mar 31, 24
7 Amvescap Plc. 1.12M (3.98%) 431.33K
Increased by +38.61%
Mar 31, 24
8 RBF LLC 889.86K (3.17%) 0.00
Increased by 0.00%
Mar 31, 24
9 Gendell Jeffrey L 819.57K (2.92%) 164.75K
Increased by +20.10%
Mar 31, 24
10 Acadian Asset Management LLC 688.13K (2.45%) -73.02K
Decreased by -10.61%
Mar 31, 24
11 Acuitas Investments, LLC 645.19K (2.30%) -60.00
Decreased by -0.01%
Mar 31, 24
12 BlackRock Inc 601.18K (2.14%) 3.64K
Increased by +0.61%
Mar 31, 24
13 Millennium Management LLC 558.46K (1.99%) 418.76K
Increased by +74.99%
Mar 31, 24
14 Empowered Funds, LLC 440.38K (1.57%) 236.82K
Increased by +53.78%
Mar 31, 24
15 EAM Investors, LLC 430.13K (1.53%) 430.13K
Increased by +100.00%
Sep 30, 23
16 G2 Investment Partners Management LLC 417.60K (1.49%) -64.37K
Decreased by -15.42%
Mar 31, 24
17 Bridgeway Capital Management, LLC 403.51K (1.44%) 16.63K
Increased by +4.12%
Mar 31, 24
18 Essex Investment Management Company, LLC 368.98K (1.32%) 84.66K
Increased by +22.94%
Dec 31, 23
19 Ancora Advisors LLC 344.79K (1.23%) -5.22K
Decreased by -1.52%
Dec 31, 23
20 Arnhold & S. Bleichroeder Advisers, LLC 298.15K (1.06%) -149.98K
Decreased by -50.30%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Royce Small-Cap Opportunity Invmt 941.00K (3.35%) -60.61K
Decreased by -6.44%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 940.87K (3.35%) 0.00
Increased by 0.00%
Jun 30, 24
3 iShares Russell 2000 ETF 723.86K (2.58%) 723.86K
Increased by +100.00%
Jun 28, 24
4 Invesco Small Cap Value A 685.80K (2.44%) 0.00
Increased by 0.00%
May 31, 24
5 Brandes Global Small Cap Equity Cl F 658.12K (2.35%) 0.00
Increased by 0.00%
Jun 30, 24
6 FTGF RY US SmCp Opp A USD Dis(A) 573.98K (2.05%) -40.33K
Decreased by -7.03%
Jun 30, 24
7 Invesco Dorsey Wright SmallCap Momt ETF 460.43K (1.64%) 0.00
Increased by 0.00%
Jun 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 457.44K (1.63%) 0.00
Increased by 0.00%
Jun 30, 24
9 DFA US Small Cap Value I 386.87K (1.38%) 0.00
Increased by 0.00%
May 31, 24
10 Avantis US Small Cap Value ETF 340.13K (1.21%) 3.25K
Increased by +0.95%
Jun 29, 24
11 VT De Lisle America B USD 326.24K (1.16%) 20.00K
Increased by +6.13%
Jun 30, 24
12 EAM Ultra Micro Cap 316.68K (1.13%) -113.45K
Decreased by -35.83%
Nov 30, 23
13 DFA US Targeted Value I 265.09K (0.94%) 0.00
Increased by 0.00%
May 31, 24
14 Kennedy Micro Cap 249.43K (0.89%) 1.20K
Increased by +0.48%
Jun 30, 24
15 iShares Russell 2000 Value ETF 243.39K (0.87%) 243.39K
Increased by +100.00%
Jun 28, 24
16 EA Bridgeway Omni Small-Cap Value ETF 237.01K (0.84%) 0.00
Increased by 0.00%
Jun 28, 24
17 First Eagle Small Cap Opportunity I 236.85K (0.84%) -23.22K
Decreased by -9.80%
Jun 30, 24
18 First Eagle US Small Cap Strategy 236.85K (0.84%) -41.75K
Decreased by -17.63%
Jun 30, 24
19 Russell Inv US Small Cap Equity E 220.20K (0.78%) -44.52K
Decreased by -20.22%
Mar 31, 24
20 Ancora Micro Cap 218.75K (0.78%) -41.23K
Decreased by -18.85%
Dec 31, 23