Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 DFSV 0.00%
3 DFAT 0.00%
4 AVUV 0.00%
5 DFAS 0.00%
6 DFAC 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 AllianceBernstein L.P. 476.03K (7.23%) 23.41K
Increased by +4.92%
Dec 31, 23
2 Renaissance Technologies Corp 460.69K (6.99%) -10.78K
Decreased by -2.34%
Dec 31, 23
3 Dimensional Fund Advisors, Inc. 443.94K (6.74%) -10.38K
Decreased by -2.34%
Dec 31, 23
4 Ameriprise Financial Inc 395.42K (6.00%) 62.39K
Increased by +15.78%
Dec 31, 23
5 Vanguard Group Inc 369.08K (5.60%) 5.20K
Increased by +1.41%
Dec 31, 23
6 Hotchkis & Wiley Capital Management LLC 199.68K (3.03%) -7.60K
Decreased by -3.81%
Dec 31, 23
7 Brandywine Global Investment Mgmt LLC 145.67K (2.21%) 58.76K
Increased by +40.34%
Dec 31, 23
8 Fourthstone LLC 113.22K (1.72%) 113.22K
Increased by +100.00%
Sep 30, 23
9 Royce & Associates, LP 82.96K (1.26%) -98.03K
Decreased by -118.16%
Dec 31, 23
10 Geode Capital Management, LLC 82.14K (1.25%) 3.99K
Increased by +4.86%
Dec 31, 23
11 Maltese Capital Management LLC 80.00K (1.21%) -5.00K
Decreased by -6.25%
Sep 30, 23
12 Acadian Asset Management LLC 76.54K (1.16%) 0.00
Increased by 0.00%
Dec 31, 23
13 Wellington Management Company LLP 62.49K (0.95%) 0.00
Increased by 0.00%
Dec 31, 23
14 Bridgeway Capital Management, LLC 61.61K (0.94%) 0.00
Increased by 0.00%
Dec 31, 23
15 Millennium Management LLC 54.96K (0.83%) 3.25K
Increased by +5.92%
Sep 30, 23
16 BlackRock Inc 52.70K (0.80%) 1.21K
Increased by +2.30%
Dec 31, 23
17 White Pine Capital LLC 50.72K (0.77%) 19.25K
Increased by +37.94%
Dec 31, 23
18 Jacobs Levy Equity Management, Inc. 41.85K (0.64%) 41.85K
Increased by +100.00%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 39.52K (0.60%) 18.34K
Increased by +46.41%
Dec 31, 23
20 American Century Companies Inc 38.85K (0.59%) -351.00
Decreased by -0.90%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Small Cap Value I 249.08K (3.78%) 299.00
Increased by +0.12%
Mar 31, 24
2 Columbia Small Cap Value I A 249.08K (3.78%) 829.00
Increased by +0.33%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 226.15K (3.43%) 0.00
Increased by 0.00%
Mar 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 133.23K (2.02%) 0.00
Increased by 0.00%
Mar 31, 24
5 DFA US Small Cap Value I 104.90K (1.59%) 0.00
Increased by 0.00%
Mar 31, 24
6 Columbia VP Small Cap Value 1 95.94K (1.46%) -3.40K
Decreased by -3.54%
Mar 31, 24
7 DFA US Targeted Value I 61.58K (0.93%) -1.15K
Decreased by -1.87%
Mar 31, 24
8 Hotchkis & Wiley Sm Cp Divers Val I 54.35K (0.82%) 0.00
Increased by 0.00%
Mar 31, 24
9 Fidelity Extended Market Index 46.22K (0.70%) 0.00
Increased by 0.00%
Mar 31, 24
10 Fidelity® Extended Market Index 42.56K (0.65%) 0.00
Increased by 0.00%
Nov 30, 23
11 Principal SmallCap Value II Instl 41.97K (0.64%) 0.00
Increased by 0.00%
Mar 31, 24
12 Avantis US Small Cap Value ETF 37.96K (0.58%) 0.00
Increased by 0.00%
Apr 30, 24
13 DFA US Small Cap I 35.05K (0.53%) 0.00
Increased by 0.00%
Mar 31, 24
14 Royce Micro-Cap Invmt 34.53K (0.52%) -23.14K
Decreased by -67.02%
Mar 31, 24
15 DFA US Micro Cap I 33.23K (0.50%) -1.31K
Decreased by -3.94%
Mar 31, 24
16 Bridgeway Ultra-Small Company Market 30.31K (0.46%) 0.00
Increased by 0.00%
Dec 31, 23
17 Bridgeway Omni Small-Cap Value 30.00K (0.46%) 0.00
Increased by 0.00%
Dec 31, 23
18 Bridgeway Omni Small-Cap Value N 30.00K (0.46%) 0.00
Increased by 0.00%
Dec 31, 23
19 Dimensional US Targeted Value ETF 26.58K (0.40%) 0.00
Increased by 0.00%
Apr 30, 24
20 Royce Capital Micro-Cap Inv 25.30K (0.38%) -29.97K
Decreased by -118.46%
Dec 31, 23