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 Minerva Advisors LLC 1.26M (7.97%) 36.21K
Increased by +2.88%
Mar 31, 26
2 Azarias Capital Management, L.P. 875.14K (5.54%) -28.88K
Decreased by -3.30%
Mar 31, 26
3 Pinnacle Associates Inc 855.44K (5.41%) 13.16K
Increased by +1.54%
Mar 31, 26
4 22NW, LP 852.46K (5.39%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard Group Inc 745.91K (4.72%) 15.10K
Increased by +2.02%
Dec 31, 25
6 Vanguard Capital Management, LLC 659.18K (4.17%) 659.18K
Increased by +100.00%
Mar 31, 26
7 Peapod Lane Capital LLC 572.80K (3.63%) 120.29K
Increased by +21.00%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 530.68K (3.36%) -96.71K
Decreased by -18.22%
Mar 31, 26
9 Parkwood LLC 467.71K (2.96%) 467.71K
Increased by +100.00%
Mar 31, 24
10 Acuitas Investments, LLC 448.41K (2.84%) 44.05K
Increased by +9.82%
Sep 30, 24
11 Putnam Investments LLC 447.27K (2.83%) 54.52K
Increased by +12.19%
Dec 31, 23
12 Putnam Investments, LLC., a Franklin Templeton company 447.27K (2.83%) 54.52K
Increased by +12.19%
Dec 31, 23
13 Invenomic Capital Management, LP 400.85K (2.54%) -25.43K
Decreased by -6.35%
Mar 31, 26
14 Inclusive Capital Partners LP 345.05K (2.18%) -1.57M
Decreased by -455.58%
Dec 31, 23
15 BlackRock Inc 333.29K (2.11%) 139.00
Increased by +0.04%
Mar 31, 26
16 Boston Partners Global Investors, Inc 322.50K (2.04%) -7.64K
Decreased by -2.37%
Mar 31, 25
17 Neuberger Berman Group LLC 271.50K (1.72%) 617.00
Increased by +0.23%
Mar 31, 26
18 Arnhold & S. Bleichroeder Advisers, LLC 266.13K (1.68%) -370.12K
Decreased by -139.07%
Jun 30, 24
19 Franklin Resources Inc 219.54K (1.39%) -76.53K
Decreased by -34.86%
Sep 30, 25
20 Geode Capital Management, LLC 181.41K (1.15%) 16.34K
Increased by +9.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 487.93K (3.09%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 471.57K (2.98%) 0.00
Increased by 0.00%
Apr 30, 26
3 Pinnacle Value 389.38K (2.46%) 20.68K
Increased by +5.31%
Mar 31, 26
4 Boston Partners Small Cap Value II Inv 260.73K (1.65%) 0.00
Increased by 0.00%
Apr 30, 25
5 First Eagle US Small Cap Strategy 243.50K (1.54%) -342.96K
Decreased by -140.85%
Jun 30, 24
6 Putnam Small Cap Value A 209.11K (1.32%) 0.00
Increased by 0.00%
Jul 31, 25
7 Putnam Small Cap Value Managed Account 209.11K (1.32%) -61.53K
Decreased by -29.43%
Jun 30, 25
8 Invenomic Institutional 178.37K (1.13%) -23.30K
Decreased by -13.06%
Jan 31, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 166.72K (1.06%) 0.00
Increased by 0.00%
Apr 30, 26
10 Putnam U.S. Small Cap Value Equity 156.21K (0.99%) -52.90K
Decreased by -33.86%
Sep 30, 25
11 First Eagle Small Cap Opportunity I 113.19K (0.72%) -132.64K
Decreased by -117.18%
Jul 31, 24
12 Fidelity Extended Market Index 96.08K (0.61%) -351.00
Decreased by -0.37%
Apr 30, 26
13 Azarias Focused Small Cap Value 94.77K (0.60%) 0.00
Increased by 0.00%
Mar 31, 26
14 Putnam VT Small Cap Value IA 85.94K (0.54%) -900.00
Decreased by -1.05%
Jul 31, 25
15 DFA US Small Cap I 83.88K (0.53%) -2.54K
Decreased by -3.02%
Apr 30, 26
16 Fidelity® Extended Market Index 82.90K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
17 DFA US Core Equity 2 I 71.70K (0.45%) -6.52K
Decreased by -9.09%
Mar 31, 24
18 Dimensional US Small Cap ETF 62.05K (0.39%) 0.00
Increased by 0.00%
May 29, 26
19 JPMorgan Small Cap Sustainable Ldrs R5 58.90K (0.37%) -1.02K
Decreased by -1.74%
Dec 31, 23
20 Invesco FTSE RAFI US 1500 Small-Mid ETF 57.68K (0.37%) 0.00
Increased by 0.00%
Jan 31, 25