Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFLR 0.02%
2 IWC 0.00%
3 UWM 0.00%
4 URTY 0.00%
5 DFAT 0.00%
6 HDG 0.00%
7 IWN 0.00%
8 AVSC 0.00%
9 DFSV 0.00%
10 DFAS 0.00%
11 VTI 0.00%
12 VTWO 0.00%
13 VTWV 0.00%
14 IWM 0.00%
15 VXF 0.00%
16 RYLD 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Zazove Associates LLC 431.82K (23.27%) -29.70K
Decreased by -6.88%
Dec 31, 25
2 Bank of America Corp 264.57K (14.26%) 1.41K
Increased by +0.53%
Sep 30, 25
3 Goldman Sachs Group Inc 233.35K (12.58%) 233.35K
Increased by +100.00%
Jun 30, 24
4 Atlas Merchant Capital LLC 200.00K (10.78%) 9.76K
Increased by +4.88%
Jun 30, 24
5 Dimensional Fund Advisors, Inc. 191.29K (10.31%) 0.00
Increased by 0.00%
Dec 31, 25
6 Vanguard Group Inc 160.96K (8.67%) 0.00
Increased by 0.00%
Dec 31, 25
7 State Street Corporation 143.41K (7.73%) -9.32K
Decreased by -6.50%
Mar 31, 24
8 Boundary Creek Advisors LP 104.76K (5.65%) 0.00
Increased by 0.00%
Jun 30, 24
9 Geode Capital Management, LLC 88.56K (4.77%) 3.29K
Increased by +3.72%
Dec 31, 25
10 Barclays PLC 70.31K (3.79%) 31.00
Increased by +0.04%
Sep 30, 25
11 Renaissance Technologies Corp 48.60K (2.62%) 600.00
Increased by +1.23%
Dec 31, 25
12 Millennium Management LLC 45.21K (2.44%) -5.87K
Decreased by -12.98%
Dec 31, 25
13 BlackRock Inc 44.55K (2.40%) 5.07K
Increased by +11.37%
Sep 30, 25
14 UBS Group AG 35.59K (1.92%) 8.35K
Increased by +23.47%
Sep 30, 25
15 JANE STREET GROUP, LLC 33.95K (1.83%) 33.95K
Increased by +100.00%
Jun 30, 24
16 Jane Street Group LLC 33.95K (1.83%) 33.95K
Increased by +100.00%
Jun 30, 24
17 Susquehanna International Group, LLP 29.46K (1.59%) 29.46K
Increased by +100.00%
Dec 31, 25
18 Amvescap Plc. 28.11K (1.51%) -6.68K
Decreased by -23.77%
Mar 31, 24
19 STRS OHIO 27.10K (1.46%) -1.70K
Decreased by -6.27%
Mar 31, 24
20 Northern Trust Corp 24.93K (1.34%) -1.78K
Decreased by -7.15%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 199.97K (10.78%) 96.00
Increased by +0.05%
Mar 28, 24
2 Fidelity Small Cap Index 130.62K (7.04%) 10.25K
Increased by +7.84%
Jun 30, 24
3 Fidelity® Small Cap Index 124.41K (6.70%) 1.21K
Increased by +0.97%
Oct 31, 23
4 iShares Russell 2000 Value ETF 89.61K (4.83%) -57.00
Decreased by -0.06%
Mar 28, 24
5 State St Russell Sm/Mid Cp® Indx NL Cl C 52.98K (2.85%) 0.00
Increased by 0.00%
Mar 31, 24
6 Vanguard US Total Market Shares ETF 41.16K (2.22%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Russell 2000 ETF 33.71K (1.82%) 1.06K
Increased by +3.14%
Mar 31, 24
8 NT R2000 Value Index Fund - NL 32.97K (1.78%) 5.87K
Increased by +17.80%
Dec 31, 23
9 Fidelity® Extended Market Index 29.04K (1.56%) 0.00
Increased by 0.00%
Nov 30, 23
10 SPDR® Russell 2000 US Small Cap ETF 27.28K (1.47%) -348.00
Decreased by -1.28%
Jun 30, 24
11 Schwab Small Cap Index 24.44K (1.32%) 0.00
Increased by 0.00%
Mar 31, 24
12 State St Russell Sm Cap® Indx SL Cl I 22.70K (1.22%) 0.00
Increased by 0.00%
Mar 31, 24
13 Dimensional US Targeted Value ETF 21.94K (1.18%) 0.00
Increased by 0.00%
Aug 29, 25
14 Invesco Russell 2000® Dynamic Mltfct ETF 20.48K (1.10%) 0.00
Increased by 0.00%
Mar 31, 24
15 NT R2000 Index Fund - NL 19.47K (1.05%) -466.00
Decreased by -2.39%
Jun 30, 24
16 NT R2000 Value Index Fund - L 19.11K (1.03%) 466.00
Increased by +2.44%
Jun 30, 24
17 Northern Trust Russell 2000 Value Index 19.11K (1.03%) 466.00
Increased by +2.44%
Jun 30, 24
18 NT R2000 Index Fund - DC - NL - 2 15.41K (0.83%) -425.00
Decreased by -2.76%
Jun 30, 24
19 Spartan Extended Market Index Pool E 14.18K (0.76%) 448.00
Increased by +3.16%
Mar 31, 25
20 U.S. Equity Market Fund 13.14K (0.71%) 0.00
Increased by 0.00%
Dec 31, 25