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 (15.37%) 0.00
Increased by 0.00%
Jun 30, 25
2 B. Riley Financial Inc 935.14K (14.21%) 0.00
Increased by 0.00%
Dec 31, 24
3 Harbert Fund Advisors Inc 640.17K (9.73%) 0.00
Increased by 0.00%
Mar 31, 25
4 Silverberg Bernstein Capital Management LLC 414.97K (6.30%) 11.64K
Increased by +2.81%
Mar 31, 25
5 Vanguard Group Inc 410.44K (6.24%) 0.00
Increased by 0.00%
Jun 30, 25
6 Cowen Prime Advisors LLC 399.44K (6.07%) 0.00
Increased by 0.00%
Jun 30, 23
7 Dimensional Fund Advisors, Inc. 359.03K (5.46%) 2.99K
Increased by +0.83%
Jun 30, 25
8 Renaissance Technologies Corp 285.74K (4.34%) -12.50K
Decreased by -4.37%
Mar 31, 25
9 BlackRock Inc 231.60K (3.52%) -420.00
Decreased by -0.18%
Mar 31, 25
10 Gamco Investors, Inc. Et Al 145.00K (2.20%) 0.00
Increased by 0.00%
Mar 31, 25
11 Bard Associates Inc 120.58K (1.83%) -15.47K
Decreased by -12.83%
Jun 30, 25
12 Geode Capital Management, LLC 102.33K (1.55%) 9.42K
Increased by +9.20%
Mar 31, 25
13 Quinn Opportunity Partners LLC 64.29K (0.98%) 26.08K
Increased by +40.57%
Jun 30, 25
14 Legal Advantage Investments Inc 62.36K (0.95%) -10.90K
Decreased by -17.48%
Sep 30, 23
15 Connors Investor Services 52.17K (0.79%) 0.00
Increased by 0.00%
Jun 30, 25
16 Northern Trust Corp 50.01K (0.76%) -2.95K
Decreased by -5.89%
Mar 31, 25
17 BBR Partners, LLC 46.00K (0.70%) 0.00
Increased by 0.00%
Jun 30, 24
18 Essex Investment Management Company, LLC 43.33K (0.66%) -508.00
Decreased by -1.17%
Jun 30, 25
19 Aristides Capital LLC 42.02K (0.64%) 0.00
Increased by 0.00%
Sep 30, 23
20 Cannell Capital LLC 39.84K (0.61%) -57.69K
Decreased by -144.79%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 269.35K (4.09%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 265.64K (4.04%) -5.81K
Decreased by -2.19%
Jul 31, 25
3 1290 VT GAMCO Small Company Value IB 145.00K (2.20%) 0.00
Increased by 0.00%
Jun 30, 25
4 DFA US Small Cap Value I 111.69K (1.70%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 84.73K (1.29%) -38.61K
Decreased by -45.57%
Jul 31, 25
6 Fidelity® Extended Market Index 51.93K (0.79%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Extended Market Index 47.61K (0.72%) -124.00
Decreased by -0.26%
Jun 30, 25
8 DFA US Small Cap I 42.00K (0.64%) 0.00
Increased by 0.00%
Jun 30, 25
9 DFA US Micro Cap I 39.74K (0.60%) 0.00
Increased by 0.00%
Jun 30, 25
10 DFA US Targeted Value I 35.78K (0.54%) 0.00
Increased by 0.00%
Jun 30, 25
11 Bridgeway Ultra-Small Company Market 34.84K (0.53%) -33.16K
Decreased by -95.15%
Mar 31, 25
12 TETON Westwood Mighty Mites AAA 32.50K (0.49%) 0.00
Increased by 0.00%
Mar 31, 25
13 BlackRock Extended Mkt Composite 27.89K (0.42%) 0.00
Increased by 0.00%
Sep 30, 23
14 Gabelli Small Cap Growth AAA 25.00K (0.38%) 0.00
Increased by 0.00%
Mar 31, 25
15 Dimensional US Targeted Value ETF 24.48K (0.37%) 0.00
Increased by 0.00%
Jul 31, 25
16 BlackRock Extended Equity Market K 24.30K (0.37%) -10.00
Decreased by -0.04%
Sep 30, 24
17 Extended Equity Market Fund K 23.58K (0.36%) -471.00
Decreased by -2.00%
Jun 30, 25
18 Dimensional US Small Cap ETF 22.74K (0.35%) 0.00
Increased by 0.00%
Jul 31, 25
19 Fidelity Total Market Index 22.16K (0.34%) 0.00
Increased by 0.00%
Jun 30, 25
20 iShares Micro-Cap ETF 20.16K (0.31%) 0.00
Increased by 0.00%
Jul 31, 25