Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 2.64%
2 IWC 0.04%
3 CCSO 0.02%
4 IWO 0.01%
5 VTWO 0.01%
6 VTWG 0.01%
7 RSSL 0.01%
8 IWM 0.01%
9 UWM 0.00%
10 URTY 0.00%
11 DFAS 0.00%
12 HDG 0.00%
13 DCOR 0.00%
14 AVSC 0.00%
15 DFUS 0.00%
16 DFAC 0.00%
17 DFAT 0.00%
18 VXF 0.00%
19 VTI 0.00%
20 DFAU 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.09M (6.38%) 62.89K
Increased by +5.76%
Mar 31, 25
2 Vanguard Group Inc 885.39K (5.17%) 16.43K
Increased by +1.86%
Mar 31, 25
3 Prescott Group Capital Management LLC 777.14K (4.54%) 30.20K
Increased by +3.89%
Mar 31, 25
4 Heartland Advisors Inc 455.40K (2.66%) 55.40K
Increased by +12.17%
Mar 31, 25
5 Diamond Hill Capital Management Inc 416.66K (2.43%) 101.14K
Increased by +24.28%
Mar 31, 25
6 Awm Investment Company Inc 400.00K (2.34%) 400.00K
Increased by +100.00%
Dec 31, 24
7 Geode Capital Management, LLC 393.18K (2.30%) 66.06K
Increased by +16.80%
Mar 31, 25
8 Potomac Capital Management, Inc. 298.98K (1.75%) 2.51K
Increased by +0.84%
Dec 31, 23
9 Van Eck Associates Corporation 220.01K (1.29%) 82.30K
Increased by +37.41%
Mar 31, 25
10 MYDA Advisors LLC 200.00K (1.17%) -25.00K
Decreased by -12.50%
Mar 31, 25
11 Perritt Capital Management Inc. 192.45K (1.12%) -1.25K
Decreased by -0.65%
Dec 31, 24
12 State Street Corp 192.27K (1.12%) 9.12K
Increased by +4.75%
Mar 31, 25
13 Essex Investment Management Company, LLC 191.09K (1.12%) -1.25K
Decreased by -0.65%
Mar 31, 25
14 Polar Asset Management Partners 175.00K (1.02%) 175.00K
Increased by +100.00%
Dec 31, 24
15 Meros Investment Management, LP 168.20K (0.98%) 168.20K
Increased by +100.00%
Dec 31, 24
16 Ancora Advisors LLC 157.84K (0.92%) 75.97K
Increased by +48.13%
Mar 31, 25
17 Alyeska Investment Group, L.P. 147.42K (0.86%) -552.58K
Decreased by -374.84%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 123.96K (0.72%) 12.34K
Increased by +9.96%
Mar 31, 25
19 Northern Trust Corp 120.76K (0.71%) 8.12K
Increased by +6.72%
Dec 31, 24
20 Thompson, Siegel & Walmsley LLC 104.78K (0.61%) -110.82K
Decreased by -105.77%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 537.92K (3.14%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 442.12K (2.58%) 0.00
Increased by 0.00%
Sep 30, 24
3 Heartland Value Investor 400.00K (2.34%) 0.00
Increased by 0.00%
Apr 30, 25
4 iShares Russell 2000 ETF 386.36K (2.26%) 65.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 237.81K (1.39%) 27.51K
Increased by +11.57%
Apr 30, 25
6 Diamond Hill Small Cap Equity 237.63K (1.39%) 906.00
Increased by +0.38%
Apr 30, 25
7 VanEck Environmental Svcs ETF 216.12K (1.26%) 0.00
Increased by 0.00%
Apr 30, 25
8 Diamond Hill Small Cap Inv 213.44K (1.25%) -10.80K
Decreased by -5.06%
Apr 30, 25
9 Perritt MicroCap Opportunities Investor 163.00K (0.95%) 0.00
Increased by 0.00%
Mar 31, 25
10 iShares Russell 2000 Growth ETF 145.52K (0.85%) 0.00
Increased by 0.00%
Apr 30, 25
11 Fidelity Small Cap Index 143.93K (0.84%) 0.00
Increased by 0.00%
Feb 28, 25
12 Ancora Micro Cap 114.06K (0.67%) 53.35K
Increased by +46.77%
Mar 31, 25
13 Fidelity Extended Market Index 93.82K (0.55%) 14.41K
Increased by +15.36%
Mar 31, 25
14 Vanguard Russell 2000 ETF 83.67K (0.49%) 4.61K
Increased by +5.50%
Apr 30, 25
15 Fidelity® Extended Market Index 66.98K (0.39%) 2.49K
Increased by +3.72%
Nov 30, 23
16 State St Russell Sm Cap® Indx SL Cl I 58.20K (0.34%) 0.00
Increased by 0.00%
Apr 30, 25
17 Ancora MicroCap I 51.52K (0.30%) 24.95K
Increased by +48.42%
Mar 31, 25
18 Acuitas US Microcap Institutional 42.23K (0.25%) 42.23K
Increased by +100.00%
Dec 31, 24
19 1290 Essex Small Cap Growth I 41.62K (0.24%) 0.00
Increased by 0.00%
Mar 31, 25
20 Schwab Small Cap Index 40.83K (0.24%) 0.00
Increased by 0.00%
Apr 30, 25