Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 2.42%
2 IWC 0.04%
3 CCSO 0.02%
4 IWN 0.01%
5 VTWO 0.01%
6 VTWV 0.01%
7 RSSL 0.01%
8 IWM 0.01%
9 UWM 0.00%
10 URTY 0.00%
11 IWO 0.00%
12 DFAS 0.00%
13 HDG 0.00%
14 DCOR 0.00%
15 AVSC 0.00%
16 DFUS 0.00%
17 DFAC 0.00%
18 DFAT 0.00%
19 VTI 0.00%
20 VTWG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.18M (6.89%) 87.96K
Increased by +7.45%
Jun 30, 25
2 Vanguard Group Inc 914.61K (5.34%) 29.22K
Increased by +3.19%
Jun 30, 25
3 Prescott Group Capital Management LLC 777.14K (4.54%) 0.00
Increased by 0.00%
Jun 30, 25
4 Heartland Advisors Inc 481.15K (2.81%) 25.75K
Increased by +5.35%
Jun 30, 25
5 Geode Capital Management, LLC 421.96K (2.46%) 28.78K
Increased by +6.82%
Jun 30, 25
6 Awm Investment Company Inc 400.00K (2.34%) 400.00K
Increased by +100.00%
Dec 31, 24
7 Diamond Hill Capital Management Inc 394.42K (2.30%) -22.25K
Decreased by -5.64%
Jun 30, 25
8 Potomac Capital Management, Inc. 298.98K (1.75%) 2.51K
Increased by +0.84%
Dec 31, 23
9 State Street Corp 288.48K (1.68%) 96.21K
Increased by +33.35%
Jun 30, 25
10 Essex Investment Management Company, LLC 189.72K (1.11%) -1.37K
Decreased by -0.72%
Jun 30, 25
11 Ancora Advisors LLC 180.79K (1.06%) 22.94K
Increased by +12.69%
Jun 30, 25
12 Perritt Capital Management Inc. 176.70K (1.03%) -11.00K
Decreased by -6.23%
Jun 30, 25
13 Polar Asset Management Partners 175.00K (1.02%) 175.00K
Increased by +100.00%
Dec 31, 24
14 Van Eck Associates Corporation 172.80K (1.01%) -47.22K
Decreased by -27.32%
Jun 30, 25
15 MYDA Advisors LLC 169.21K (0.99%) -30.79K
Decreased by -18.20%
Jun 30, 25
16 Meros Investment Management, LP 168.20K (0.98%) 168.20K
Increased by +100.00%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 152.38K (0.89%) 28.41K
Increased by +18.65%
Jun 30, 25
18 Alyeska Investment Group, L.P. 147.42K (0.86%) -552.58K
Decreased by -374.84%
Mar 31, 25
19 Northern Trust Corp 133.81K (0.78%) -5.40K
Decreased by -4.03%
Jun 30, 25
20 Citadel Advisors Llc 112.90K (0.66%) 112.64K
Increased by +99.77%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 526.32K (3.07%) -11.61K
Decreased by -2.21%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 442.12K (2.58%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 410.23K (2.40%) 0.00
Increased by 0.00%
Aug 31, 25
4 Heartland Value Investor 400.00K (2.34%) 0.00
Increased by 0.00%
Jul 31, 25
5 Diamond Hill Small Cap Equity 208.75K (1.22%) -409.00
Decreased by -0.20%
Aug 31, 25
6 VanEck Environmental Svcs ETF 187.04K (1.09%) 2.31K
Increased by +1.23%
Aug 30, 25
7 Diamond Hill Small Cap Inv 186.24K (1.09%) 0.00
Increased by 0.00%
Aug 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 177.51K (1.04%) -64.31K
Decreased by -36.23%
Jul 31, 25
9 Fidelity Small Cap Index 172.85K (1.01%) 730.00
Increased by +0.42%
Jun 30, 25
10 Perritt MicroCap Opportunities Investor 153.00K (0.89%) -10.00K
Decreased by -6.54%
Jun 30, 25
11 iShares Russell 2000 Growth ETF 141.04K (0.82%) 0.00
Increased by 0.00%
May 31, 25
12 Ancora Micro Cap 133.75K (0.78%) 19.68K
Increased by +14.72%
Jun 30, 25
13 iShares Russell 2000 Value ETF 126.90K (0.74%) 0.00
Increased by 0.00%
Aug 31, 25
14 Fidelity Extended Market Index 91.53K (0.53%) -753.00
Decreased by -0.82%
Jul 31, 25
15 Vanguard Russell 2000 ETF 82.86K (0.48%) -5.71K
Decreased by -6.90%
Jul 31, 25
16 Fidelity® Extended Market Index 66.98K (0.39%) 2.49K
Increased by +3.72%
Nov 30, 23
17 State St Russell Sm/Mid Cp® Indx SL Cl I 65.91K (0.38%) 0.00
Increased by 0.00%
Jul 31, 25
18 Ancora MicroCap I 59.16K (0.35%) 7.64K
Increased by +12.91%
Jun 30, 25
19 State St Russell Sm Cap® Indx SL Cl I 58.20K (0.34%) 0.00
Increased by 0.00%
Aug 31, 25
20 Acuitas US Microcap Institutional 46.98K (0.27%) 11.17K
Increased by +23.78%
Jun 30, 25