Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFSV 0.00%
3 DFAS 0.00%
4 DFAT 0.00%
5 DFAC 0.00%
6 DFUS 0.00%
7 DFSU 0.00%
8 VTI 0.00%
9 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 325 Capital LLC 1.01M (15.36%) 0.00
Increased by 0.00%
Sep 30, 24
2 B. Riley Financial Inc 935.14K (14.20%) 0.00
Increased by 0.00%
Sep 30, 24
3 Harbert Fund Advisors Inc 640.17K (9.72%) 0.00
Increased by 0.00%
Sep 30, 24
4 Silverberg Bernstein Capital Management LLC 424.09K (6.44%) 11.70K
Increased by +2.76%
Sep 30, 24
5 Vanguard Group Inc 408.34K (6.20%) 0.00
Increased by 0.00%
Sep 30, 24
6 Cowen Prime Advisors LLC 399.44K (6.06%) 0.00
Increased by 0.00%
Jun 30, 23
7 Dimensional Fund Advisors, Inc. 342.51K (5.20%) -18.37K
Decreased by -5.36%
Sep 30, 24
8 Renaissance Technologies Corp 305.54K (4.64%) -10.80K
Decreased by -3.53%
Sep 30, 24
9 BlackRock Inc 230.78K (3.50%) 820.00
Increased by +0.36%
Jun 30, 24
10 Bard Associates Inc 155.57K (2.36%) 3.44K
Increased by +2.21%
Sep 30, 24
11 Gamco Investors, Inc. Et Al 140.00K (2.13%) 0.00
Increased by 0.00%
Sep 30, 24
12 Geode Capital Management, LLC 92.41K (1.40%) -2.97K
Decreased by -3.22%
Sep 30, 24
13 Bridgeway Capital Management, LLC 68.00K (1.03%) 0.00
Increased by 0.00%
Sep 30, 24
14 Legal Advantage Investments Inc 62.36K (0.95%) -10.90K
Decreased by -17.48%
Sep 30, 23
15 Connors Investor Services 51.86K (0.79%) 24.16K
Increased by +46.59%
Sep 30, 24
16 BBR Partners, LLC 46.00K (0.70%) 0.00
Increased by 0.00%
Jun 30, 24
17 Aristides Capital LLC 42.02K (0.64%) 0.00
Increased by 0.00%
Sep 30, 23
18 Cannell Capital LLC 39.84K (0.60%) -57.69K
Decreased by -144.79%
Sep 30, 24
19 Northern Trust Corp 39.57K (0.60%) -301.00
Decreased by -0.76%
Sep 30, 24
20 Quinn Opportunity Partners LLC 38.20K (0.58%) 38.20K
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 269.35K (4.09%) 0.00
Increased by 0.00%
Oct 31, 24
2 1290 VT GAMCO Small Company Value IB 140.00K (2.13%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 123.34K (1.87%) 0.00
Increased by 0.00%
Oct 31, 24
4 DFA US Small Cap Value I 95.04K (1.44%) 2.54K
Increased by +2.67%
Sep 30, 24
5 Bridgeway Ultra-Small Company Market 68.00K (1.03%) 0.00
Increased by 0.00%
Sep 30, 24
6 Fidelity® Extended Market Index 51.93K (0.79%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Extended Market Index 50.06K (0.76%) -4.49K
Decreased by -8.97%
Sep 30, 24
8 DFA US Micro Cap I 45.40K (0.69%) -6.22K
Decreased by -13.71%
Sep 30, 24
9 DFA US Small Cap I 42.00K (0.64%) 4.90K
Increased by +11.67%
Sep 30, 24
10 DFA US Targeted Value I 35.78K (0.54%) 0.00
Increased by 0.00%
Sep 30, 24
11 TETON Westwood Mighty Mites AAA 32.50K (0.49%) 0.00
Increased by 0.00%
Jun 30, 24
12 BlackRock Extended Mkt Composite 27.89K (0.42%) 0.00
Increased by 0.00%
Sep 30, 23
13 Gabelli Small Cap Growth AAA 25.00K (0.38%) 0.00
Increased by 0.00%
Jun 30, 24
14 Dimensional US Targeted Value ETF 24.48K (0.37%) 0.00
Increased by 0.00%
Nov 28, 24
15 BlackRock Extended Equity Market K 24.30K (0.37%) -10.00
Decreased by -0.04%
Sep 30, 24
16 Dimensional US Small Cap ETF 22.74K (0.35%) 0.00
Increased by 0.00%
Nov 28, 24
17 iShares Micro-Cap ETF 20.33K (0.31%) 0.00
Increased by 0.00%
Nov 27, 24
18 Perritt Ultra MicroCap 20.00K (0.30%) 0.00
Increased by 0.00%
Jun 30, 24
19 DFA US Core Equity 2 I 17.13K (0.26%) 0.00
Increased by 0.00%
May 31, 24
20 BlackRock U.S. Equity Market F 15.54K (0.24%) -2.00
Decreased by -0.01%
Sep 30, 24