Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.05%
2 BSVO 0.04%
3 DFSV 0.01%
4 DFAT 0.01%
5 DFAS 0.00%
6 AVSC 0.00%
7 DFSU 0.00%
8 DFUV 0.00%
9 AVUV 0.00%
10 DFAC 0.00%
11 DCOR 0.00%
12 DFUS 0.00%
13 VTI 0.00%
14 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Gamco Investors, Inc. Et Al 694.28K (18.20%) -26.50K
Decreased by -3.82%
Mar 31, 25
2 Gate City Capital Management, LLC 250.26K (6.56%) -77.80K
Decreased by -31.09%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 237.13K (6.22%) 2.88K
Increased by +1.21%
Mar 31, 25
4 Vanguard Group Inc 207.37K (5.44%) -847.00
Decreased by -0.41%
Mar 31, 25
5 Pacific Ridge Capital Partners, LLC 180.95K (4.74%) -9.13K
Decreased by -5.05%
Mar 31, 25
6 T. Rowe Price Investment Management,Inc. 153.67K (4.03%) -146.89K
Decreased by -95.59%
Jun 30, 24
7 Truffle Hound Capital, LLC 100.00K (2.62%) -25.00K
Decreased by -25.00%
Mar 31, 25
8 Renaissance Technologies Corp 98.71K (2.59%) -2.20K
Decreased by -2.23%
Mar 31, 25
9 Acuitas Investments, LLC 79.91K (2.09%) 42.89K
Increased by +53.68%
Sep 30, 24
10 BlackRock Inc 75.46K (1.98%) -2.18K
Decreased by -2.89%
Mar 31, 25
11 Lido Advisors, LLC 73.45K (1.93%) 73.45K
Increased by +100.00%
Mar 31, 25
12 Peapod Lane Capital LLC 71.21K (1.87%) 71.21K
Increased by +100.00%
Dec 31, 24
13 O'Shaughnessy Asset Management LLC 54.27K (1.42%) 30.98K
Increased by +57.09%
Mar 31, 25
14 Allspring Global Investments Holdings, LLC 54.20K (1.42%) 7.73K
Increased by +14.25%
Mar 31, 25
15 American Century Companies Inc 43.09K (1.13%) 29.50K
Increased by +68.46%
Mar 31, 25
16 Geode Capital Management, LLC 43.00K (1.13%) 1.36K
Increased by +3.16%
Mar 31, 25
17 Susquehanna International Group, LLP 42.84K (1.12%) 42.84K
Increased by +100.00%
Dec 31, 24
18 Bridgeway Capital Management, LLC 41.03K (1.08%) 1.05K
Increased by +2.57%
Mar 31, 25
19 Acadian Asset Management LLC 33.21K (0.87%) 0.00
Increased by 0.00%
Mar 31, 24
20 Gabelli Funds LLC 31.90K (0.84%) 1.00K
Increased by +3.13%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Gabelli Small Cap Growth AAA 253.00K (6.63%) 0.00
Increased by 0.00%
Dec 31, 24
2 1290 VT GAMCO Small Company Value IB 233.50K (6.12%) -500.00
Decreased by -0.21%
Mar 31, 25
3 Pacific Ridge Capital Ptnrs Micro Cp Val 175.19K (4.59%) -10.18K
Decreased by -5.81%
Mar 31, 24
4 Vanguard Total Stock Mkt Idx Inv 145.12K (3.80%) 0.00
Increased by 0.00%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 145.12K (3.80%) 0.00
Increased by 0.00%
Sep 30, 24
6 TETON Westwood Mighty Mites AAA 93.66K (2.45%) -6.40K
Decreased by -6.83%
Dec 31, 24
7 T. Rowe Price Small-Cap Value 78.27K (2.05%) -91.25K
Decreased by -116.58%
Jun 30, 24
8 Adara Smaller Companies 72.13K (1.89%) 0.00
Increased by 0.00%
Apr 30, 25
9 T. Rowe Price U.S. SC Value Eq Tr-Z 69.86K (1.83%) -52.81K
Decreased by -75.59%
Jun 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 56.61K (1.48%) 0.00
Increased by 0.00%
Apr 30, 25
11 DFA US Small Cap Value I 56.29K (1.48%) 0.00
Increased by 0.00%
Mar 31, 25
12 GAMCO SMID Cap Value 49.50K (1.30%) -500.00
Decreased by -1.01%
Mar 31, 25
13 Acuitas US Microcap Strategy 46.05K (1.21%) -350.00
Decreased by -0.76%
Mar 31, 24
14 VT De Lisle America B USD 44.49K (1.17%) 4.71K
Increased by +10.59%
Apr 30, 25
15 Avantis US Small Cap Value ETF 42.32K (1.11%) 0.00
Increased by 0.00%
Apr 30, 25
16 1290 GAMCO Small/Mid Cap Value I 42.30K (1.11%) 0.00
Increased by 0.00%
Mar 31, 25
17 Allspring Small Company Val 32.49K (0.85%) -12.13K
Decreased by -37.34%
Apr 30, 25
18 DFA US Targeted Value I 30.16K (0.79%) 967.00
Increased by +3.21%
Mar 31, 25
19 Allspring Small Company Value Admin 29.54K (0.77%) -11.22K
Decreased by -38.00%
Apr 30, 25
20 Gabelli Equity Trust 27.60K (0.72%) 1.20K
Increased by +4.35%
Dec 31, 24