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 (14.14%) 0.00
Increased by 0.00%
Mar 31, 26
2 B. Riley Financial Inc 935.14K (13.07%) 0.00
Increased by 0.00%
Dec 31, 24
3 Silverberg Bernstein Capital Management LLC 591.18K (8.26%) 10.16K
Increased by +1.72%
Mar 31, 26
4 BRC Group Holdings Inc 545.81K (7.63%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard Group Inc 408.56K (5.71%) 3.58K
Increased by +0.88%
Dec 31, 25
6 Cowen Prime Advisors LLC 399.44K (5.58%) 0.00
Increased by 0.00%
Jun 30, 23
7 Renaissance Technologies Corp 396.23K (5.54%) -21.21K
Decreased by -5.35%
Mar 31, 26
8 Vanguard Capital Management, LLC 355.31K (4.96%) 355.31K
Increased by +100.00%
Mar 31, 26
9 BlackRock Inc 235.18K (3.29%) 2.04K
Increased by +0.87%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 228.70K (3.20%) -47.19K
Decreased by -20.63%
Mar 31, 26
11 Gamco Investors, Inc. Et Al 150.00K (2.10%) 5.00K
Increased by +3.33%
Mar 31, 26
12 Geode Capital Management, LLC 114.05K (1.59%) -1.50K
Decreased by -1.32%
Mar 31, 26
13 Bard Associates Inc 100.02K (1.40%) -8.45K
Decreased by -8.45%
Mar 31, 26
14 Harbert Fund Advisors Inc 92.93K (1.30%) -25.59K
Decreased by -27.53%
Mar 31, 26
15 Goss Wealth Management LLC 88.78K (1.24%) 35.32K
Increased by +39.79%
Dec 31, 25
16 Quinn Opportunity Partners LLC 64.29K (0.90%) 0.00
Increased by 0.00%
Mar 31, 26
17 Legal Advantage Investments Inc 62.36K (0.87%) -10.90K
Decreased by -17.48%
Sep 30, 23
18 Citadel Advisors Llc 59.59K (0.83%) 35.96K
Increased by +60.34%
Mar 31, 26
19 Heron Bay Capital Management 59.02K (0.82%) 59.02K
Increased by +100.00%
Dec 31, 25
20 Acadian Asset Management LLC 55.11K (0.77%) 55.11K
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 269.35K (3.76%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 265.64K (3.71%) 0.00
Increased by 0.00%
Apr 30, 26
3 1290 VT GAMCO Small Company Value IB 150.00K (2.10%) 0.00
Increased by 0.00%
Apr 30, 26
4 Vanguard Institutional Extnd Mkt Idx Tr 96.45K (1.35%) 6.78K
Increased by +7.03%
Apr 30, 26
5 DFA US Small Cap Value I 81.18K (1.13%) -3.86K
Decreased by -4.76%
Apr 30, 26
6 Fidelity® Extended Market Index 51.93K (0.73%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Extended Market Index 50.55K (0.71%) -185.00
Decreased by -0.37%
Apr 30, 26
8 DFA US Targeted Value I 35.78K (0.50%) 0.00
Increased by 0.00%
Jul 31, 25
9 DFA US Micro Cap I 35.25K (0.49%) 0.00
Increased by 0.00%
Apr 30, 26
10 TETON Westwood Mighty Mites AAA 32.50K (0.45%) 0.00
Increased by 0.00%
Mar 31, 26
11 BlackRock Extended Mkt Composite 27.89K (0.39%) 0.00
Increased by 0.00%
Sep 30, 23
12 Blackrock Extended Mkt Fund CF 27.89K (0.39%) 0.00
Increased by 0.00%
Apr 30, 26
13 Extended Equity Market Fund B 27.89K (0.39%) 0.00
Increased by 0.00%
Dec 31, 25
14 Extended Equity Market Fund E 27.89K (0.39%) 0.00
Increased by 0.00%
Dec 31, 25
15 Bridgeway Ultra-Small Company Market 26.29K (0.37%) -8.56K
Decreased by -32.55%
Mar 31, 26
16 Dimensional US Small Cap ETF 25.34K (0.35%) 0.00
Increased by 0.00%
May 29, 26
17 Gabelli Small Cap Growth AAA 25.00K (0.35%) 0.00
Increased by 0.00%
Mar 31, 26
18 Dimensional US Targeted Value ETF 24.48K (0.34%) 0.00
Increased by 0.00%
Aug 29, 25
19 BlackRock Extended Equity Market K 24.30K (0.34%) -10.00
Decreased by -0.04%
Sep 30, 24
20 iShares Micro-Cap ETF 23.77K (0.33%) 0.00
Increased by 0.00%
May 29, 26