Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DES 0.05%
2 IWC 0.05%
3 EES 0.02%
4 IWN 0.02%
5 GSSC 0.01%
6 VTWO 0.01%
7 RTLA 0.01%
8 VTWV 0.01%
9 IWM 0.01%
10 RSSL 0.01%
11 UWM 0.00%
12 DFAS 0.00%
13 URTY 0.00%
14 RYLD 0.00%
15 DCOR 0.00%
16 HDG 0.00%
17 IWO 0.00%
18 AVSC 0.00%
19 DFAC 0.00%
20 DFUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 446.27K (5.42%) 1.24K
Increased by +0.28%
Dec 31, 24
2 BlackRock Inc 436.62K (5.30%) 4.15K
Increased by +0.95%
Dec 31, 24
3 Gamco Investors, Inc. Et Al 405.70K (4.93%) 12.30K
Increased by +3.03%
Dec 31, 24
4 Ameriprise Financial Inc 386.99K (4.70%) 500.00
Increased by +0.13%
Dec 31, 24
5 Gabelli Funds LLC 229.00K (2.78%) 794.00
Increased by +0.35%
Dec 31, 24
6 Geode Capital Management, LLC 194.48K (2.36%) -1.72K
Decreased by -0.89%
Dec 31, 24
7 Acadian Asset Management LLC 179.85K (2.18%) -11.66K
Decreased by -6.48%
Dec 31, 24
8 Ancora Advisors LLC 167.27K (2.03%) -18.00
Decreased by -0.01%
Dec 31, 24
9 Cutter & CO Brokerage, Inc. 137.00K (1.66%) -951.00
Decreased by -0.69%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 120.40K (1.46%) 3.68K
Increased by +3.06%
Dec 31, 24
11 State Street Corp 105.22K (1.28%) 287.00
Increased by +0.27%
Dec 31, 24
12 State Street Corporation 104.26K (1.27%) 13.34K
Increased by +12.80%
Mar 31, 24
13 Teton Advisors Inc 95.13K (1.16%) 800.00
Increased by +0.84%
Dec 31, 24
14 North Star Investment Management Corp 92.00K (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
15 UBS Group AG 86.02K (1.04%) 990.00
Increased by +1.15%
Dec 31, 24
16 Northern Trust Corp 72.65K (0.88%) 2.92K
Increased by +4.02%
Dec 31, 24
17 Bank of New York Mellon Corp 72.16K (0.88%) -6.34K
Decreased by -8.79%
Dec 31, 24
18 TRUST CO OF VIRGINIA 50.15K (0.61%) 0.00
Increased by 0.00%
Mar 31, 25
19 Renaissance Technologies Corp 45.03K (0.55%) -700.00
Decreased by -1.55%
Dec 31, 24
20 FCA Corp 43.41K (0.53%) -93.00
Decreased by -0.21%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 1290 VT GAMCO Small Company Value IB 379.00K (4.60%) 0.00
Increased by 0.00%
Feb 28, 25
2 Columbia Small Cap Value I 274.45K (3.33%) 16.20K
Increased by +5.90%
Mar 31, 25
3 Columbia Small Cap Value I A 274.45K (3.33%) -2.40K
Decreased by -0.87%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 256.98K (3.12%) 385.00
Increased by +0.15%
Mar 31, 25
5 Vanguard US Total Market Shares ETF 255.38K (3.10%) 0.00
Increased by 0.00%
Sep 30, 24
6 iShares Russell 2000 ETF 168.46K (2.05%) -1.34K
Decreased by -0.80%
Apr 29, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 137.28K (1.67%) 10.23K
Increased by +7.45%
Mar 31, 25
8 Gabelli Utilities AAA 115.00K (1.40%) 0.00
Increased by 0.00%
Dec 31, 24
9 Russell Inv Small/Mid Cap Managed Acct 114.66K (1.39%) 0.00
Increased by 0.00%
Mar 31, 25
10 Russell Personalized Small/Mid Cap SMA 114.66K (1.39%) 0.00
Increased by 0.00%
Mar 31, 25
11 Ancora/Thelen Small Mid Cap Core 102.62K (1.25%) 650.00
Increased by +0.63%
Mar 31, 25
12 TETON Westwood Mighty Mites AAA 95.13K (1.16%) 800.00
Increased by +0.84%
Dec 31, 24
13 North Star Dividend I 90.00K (1.09%) 0.00
Increased by 0.00%
Mar 31, 25
14 Fidelity Small Cap Index 86.53K (1.05%) 0.00
Increased by 0.00%
Feb 28, 25
15 Russell Personalized Core Equity SMA 84.72K (1.03%) -3.84K
Decreased by -4.53%
Mar 31, 25
16 Fidelity® Small Cap Index 77.48K (0.94%) 2.06K
Increased by +2.65%
Oct 31, 23
17 iShares Russell 2000 Value ETF 76.87K (0.93%) -260.00
Decreased by -0.34%
Apr 30, 25
18 Columbia VP Small Cap Value 1 72.14K (0.88%) 0.00
Increased by 0.00%
Mar 31, 25
19 Russell Personalized 70/30 Core Alloc 69.74K (0.85%) 69.74K
Increased by +100.00%
Feb 29, 24
20 Gabelli Utility Trust 55.00K (0.67%) 0.00
Increased by 0.00%
Dec 31, 24