Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EBIT 0.02%
2 IWC 0.01%
3 IWO 0.00%
4 DFAS 0.00%
5 IWM 0.00%
6 RSSL 0.00%
7 RYLD 0.00%
8 UWM 0.00%
9 URTY 0.00%
10 DFAC 0.00%
11 HDG 0.00%
12 DFUS 0.00%
13 VTWO 0.00%
14 VTWV 0.00%
15 VXF 0.00%
16 VTWG 0.00%
17 RTLA 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Group LLC 123.45K (15.90%) -5.15K
Decreased by -4.17%
Dec 31, 24
2 Dimensional Fund Advisors, Inc. 82.55K (10.63%) -9.38K
Decreased by -11.37%
Dec 31, 24
3 BlackRock Inc 81.64K (10.51%) 1.01K
Increased by +1.24%
Dec 31, 24
4 Gabelli Funds LLC 46.31K (5.96%) 0.00
Increased by 0.00%
Dec 31, 24
5 Wells Fargo & Co 32.53K (4.19%) 125.00
Increased by +0.38%
Dec 31, 24
6 Teton Advisors Inc 31.30K (4.03%) -500.00
Decreased by -1.60%
Dec 31, 24
7 Geode Capital Management, LLC 22.64K (2.92%) 152.00
Increased by +0.67%
Dec 31, 24
8 Royce & Associates, LP 18.57K (2.39%) 0.00
Increased by 0.00%
Dec 31, 24
9 Bank of New York Mellon Corp 17.95K (2.31%) 264.00
Increased by +1.47%
Sep 30, 23
10 Vanguard Group Inc 16.80K (2.16%) -12.00
Decreased by -0.07%
Dec 31, 24
11 North Star Investment Management Corp 16.10K (2.07%) 0.00
Increased by 0.00%
Dec 31, 24
12 State Street Corp 13.82K (1.78%) 200.00
Increased by +1.45%
Dec 31, 24
13 State Street Corporation 13.62K (1.75%) -431.00
Decreased by -3.16%
Mar 31, 24
14 Capital Investment Counsel, Inc. 11.27K (1.45%) 0.00
Increased by 0.00%
Dec 31, 24
15 Citadel Advisors Llc 11.14K (1.43%) 3.64K
Increased by +32.68%
Dec 31, 24
16 Renaissance Technologies Corp 10.70K (1.38%) 200.00
Increased by +1.87%
Dec 31, 24
17 Northern Trust Corp 10.62K (1.37%) 1.73K
Increased by +16.32%
Dec 31, 24
18 STRS OHIO 7.20K (0.93%) 0.00
Increased by 0.00%
Sep 30, 24
19 Valmark Advisers, Inc. 6.50K (0.84%) 0.00
Increased by 0.00%
Dec 31, 24
20 Arrowstreet Capital Limited Partnership 5.90K (0.76%) 5.90K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Gabelli Small Cap Growth AAA 34.31K (4.42%) 0.00
Increased by 0.00%
Dec 31, 24
2 TETON Westwood Mighty Mites AAA 31.30K (4.03%) -500.00
Decreased by -1.60%
Dec 31, 24
3 DFA US Micro Cap I 29.08K (3.74%) -1.47K
Decreased by -5.06%
Feb 28, 25
4 iShares Russell 2000 ETF 22.88K (2.95%) -220.00
Decreased by -0.96%
Mar 31, 25
5 DFA US Small Cap I 19.73K (2.54%) 0.00
Increased by 0.00%
Feb 28, 25
6 Royce Micro Cap Trust 18.57K (2.39%) 0.00
Increased by 0.00%
Dec 31, 24
7 North Star Dividend I 16.10K (2.07%) 0.00
Increased by 0.00%
Feb 28, 25
8 DFA US Core Equity 2 I 11.06K (1.42%) 0.00
Increased by 0.00%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 10.72K (1.38%) 0.00
Increased by 0.00%
Feb 28, 25
10 Gabelli Asset AAA 9.00K (1.16%) 0.00
Increased by 0.00%
Dec 31, 24
11 Fidelity® Small Cap Index 8.02K (1.03%) 162.00
Increased by +2.02%
Oct 31, 23
12 Fidelity Small Cap Index 7.43K (0.96%) -139.00
Decreased by -1.87%
Jan 31, 25
13 iShares Russell 2000 Growth ETF 6.93K (0.89%) -32.00
Decreased by -0.46%
Mar 31, 25
14 DFA US Core Equity 1 I 6.62K (0.85%) 0.00
Increased by 0.00%
Feb 28, 25
15 Fidelity Nasdaq Composite Index 6.08K (0.78%) 0.00
Increased by 0.00%
Feb 28, 25
16 BlackRock Extended Mkt Composite 5.46K (0.70%) 15.00
Increased by +0.27%
Sep 30, 23
17 BlackRock Extended Equity Market K 4.73K (0.61%) -2.00
Decreased by -0.04%
Sep 30, 24
18 Extended Equity Market Fund K 4.68K (0.60%) 14.00
Increased by +0.30%
Mar 31, 25
19 Fidelity® Extended Market Index 4.48K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity Extended Market Index 4.13K (0.53%) -26.00
Decreased by -0.63%
Feb 28, 25