Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 2.22%
2 IWC 0.05%
3 CCSO 0.02%
4 IWN 0.01%
5 VTWO 0.01%
6 VTWV 0.01%
7 IWM 0.01%
8 RSSL 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 1.09M (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 (4.53%) 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 (2.33%) 400.00K
Increased by +100.00%
Dec 31, 24
7 Geode Capital Management, LLC 393.18K (2.29%) 66.06K
Increased by +16.80%
Mar 31, 25
8 Potomac Capital Management, Inc. 298.98K (1.74%) 2.51K
Increased by +0.84%
Dec 31, 23
9 Van Eck Associates Corporation 220.01K (1.28%) 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 State Street Corp 192.27K (1.12%) 9.12K
Increased by +4.75%
Mar 31, 25
12 Essex Investment Management Company, LLC 191.09K (1.12%) -1.25K
Decreased by -0.65%
Mar 31, 25
13 Perritt Capital Management Inc. 187.70K (1.10%) -4.75K
Decreased by -2.53%
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 Northern Trust Corp 139.20K (0.81%) 18.45K
Increased by +13.25%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 123.96K (0.72%) 12.34K
Increased by +9.96%
Mar 31, 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 537.92K (3.14%) 0.00
Increased by 0.00%
Jun 30, 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 409.06K (2.39%) -6.64K
Decreased by -1.62%
Jul 30, 25
4 Heartland Value Investor 400.00K (2.33%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 241.83K (1.41%) 0.00
Increased by 0.00%
Jun 30, 25
6 Diamond Hill Small Cap Equity 222.53K (1.30%) -6.70K
Decreased by -3.01%
Jun 30, 25
7 Diamond Hill Small Cap Inv 198.34K (1.16%) -6.70K
Decreased by -3.38%
Jun 30, 25
8 VanEck Environmental Svcs ETF 181.48K (1.06%) 0.00
Increased by 0.00%
Jul 31, 25
9 Fidelity Small Cap Index 172.12K (1.00%) -2.27K
Decreased by -1.32%
May 31, 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 126.06K (0.74%) 0.00
Increased by 0.00%
Jul 30, 25
14 Fidelity Extended Market Index 92.28K (0.54%) -241.00
Decreased by -0.26%
Jun 30, 25
15 Vanguard Russell 2000 ETF 88.58K (0.52%) 4.16K
Increased by +4.70%
Jun 30, 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%
Jun 30, 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%
Jun 30, 25
20 Schwab Small Cap Index 43.98K (0.26%) 3.15K
Increased by +7.15%
Jun 30, 25