Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMD 0.03%
2 RTLA 0.03%
3 IWC 0.02%
4 DMRS 0.02%
5 BSVO 0.01%
6 PRFZ 0.01%
7 DFAT 0.00%
8 AVSC 0.00%
9 DFAS 0.00%
10 AVUV 0.00%
11 DFUV 0.00%
12 DFSV 0.00%
13 DFAC 0.00%
14 AVUS 0.00%
15 DCOR 0.00%
16 THRK 0.00%
17 VTI 0.00%
18 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Pinnacle Associates Inc 1.00M (6.81%) 46.40K
Increased by +4.62%
Mar 31, 25
2 Minerva Advisors LLC 907.77K (6.16%) 52.53K
Increased by +5.79%
Mar 31, 25
3 22NW, LP 731.53K (4.96%) 497.76K
Increased by +68.04%
Mar 31, 25
4 Vanguard Group Inc 725.79K (4.92%) 0.00
Increased by 0.00%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 715.21K (4.85%) 12.06K
Increased by +1.69%
Mar 31, 25
6 Azarias Capital Management, L.P. 671.99K (4.56%) -271.38K
Decreased by -40.38%
Jun 30, 25
7 Peapod Lane Capital LLC 564.36K (3.83%) 52.01K
Increased by +9.22%
Jun 30, 25
8 Invenomic Capital Management, LP 500.83K (3.40%) -12.18K
Decreased by -2.43%
Mar 31, 25
9 Parkwood LLC 467.71K (3.17%) 467.71K
Increased by +100.00%
Mar 31, 24
10 Acuitas Investments, LLC 448.41K (3.04%) 44.05K
Increased by +9.82%
Sep 30, 24
11 Putnam Investments LLC 447.27K (3.03%) 54.52K
Increased by +12.19%
Dec 31, 23
12 Putnam Investments, LLC., a Franklin Templeton company 447.27K (3.03%) 54.52K
Increased by +12.19%
Dec 31, 23
13 BlackRock Inc 435.30K (2.95%) -15.55K
Decreased by -3.57%
Mar 31, 25
14 Franklin Resources Inc 380.57K (2.58%) -14.10K
Decreased by -3.70%
Mar 31, 25
15 Inclusive Capital Partners LP 345.05K (2.34%) -1.57M
Decreased by -455.58%
Dec 31, 23
16 Boston Partners Global Investors, Inc 322.50K (2.19%) -7.64K
Decreased by -2.37%
Mar 31, 25
17 Arnhold & S. Bleichroeder Advisers, LLC 266.13K (1.81%) -370.12K
Decreased by -139.07%
Jun 30, 24
18 Neuberger Berman Group LLC 263.82K (1.79%) -22.84K
Decreased by -8.66%
Mar 31, 25
19 Geode Capital Management, LLC 163.07K (1.11%) 3.97K
Increased by +2.44%
Mar 31, 25
20 JPMorgan Chase & Co 148.44K (1.01%) 85.75K
Increased by +57.76%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 487.93K (3.31%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 483.22K (3.28%) 0.00
Increased by 0.00%
Jun 30, 25
3 Pinnacle Value 361.24K (2.45%) 45.06K
Increased by +12.47%
Mar 31, 25
4 Boston Partners Small Cap Value II Inv 260.73K (1.77%) 0.00
Increased by 0.00%
Apr 30, 25
5 Invenomic Institutional 252.31K (1.71%) 0.00
Increased by 0.00%
Apr 30, 25
6 First Eagle US Small Cap Strategy 243.50K (1.65%) -342.96K
Decreased by -140.85%
Jun 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 211.84K (1.44%) 0.00
Increased by 0.00%
Jun 30, 25
8 Putnam Small Cap Value A 209.11K (1.42%) -10.30K
Decreased by -4.93%
Jun 30, 25
9 Putnam Small Cap Value Managed Account 209.11K (1.42%) -61.53K
Decreased by -29.43%
Jun 30, 25
10 Putnam U.S. Small Cap Value Equity 209.11K (1.42%) -61.53K
Decreased by -29.43%
Jun 30, 25
11 DFA US Targeted Value I 136.66K (0.93%) 0.00
Increased by 0.00%
Jun 30, 25
12 First Eagle Small Cap Opportunity I 113.19K (0.77%) -132.64K
Decreased by -117.18%
Jul 31, 24
13 Dimensional US Targeted Value ETF 110.65K (0.75%) 0.00
Increased by 0.00%
Jul 31, 25
14 Azarias Focused Small Cap Value 94.77K (0.64%) 0.00
Increased by 0.00%
Jun 30, 25
15 Putnam VT Small Cap Value IA 86.84K (0.59%) -5.60K
Decreased by -6.45%
Jun 30, 25
16 Fidelity Extended Market Index 84.70K (0.57%) -221.00
Decreased by -0.26%
Jun 30, 25
17 Fidelity® Extended Market Index 82.90K (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
18 DFA US Small Cap I 76.30K (0.52%) 0.00
Increased by 0.00%
Jun 30, 25
19 DFA US Core Equity 2 I 71.70K (0.49%) -6.52K
Decreased by -9.09%
Mar 31, 24
20 DFA US Micro Cap I 69.12K (0.47%) 0.00
Increased by 0.00%
Jun 30, 25