Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SIXS 1.48%
2 JSML 1.43%
3 DEEP 1.05%
4 DVP 1.04%
5 FDM 0.90%
6 CNTR 0.75%
7 JSMD 0.64%
8 RZG 0.43%
9 SQLV 0.41%
10 BFOR 0.32%
11 PZI 0.27%
12 ISMD 0.26%
13 PXSG 0.19%
14 BSVO 0.17%
15 IWC 0.16%
16 SSLY 0.10%
17 PSCF 0.10%
18 QSML 0.10%
19 EES 0.10%
20 PSC 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Prescott General Partners LLC 1.87M (80.06%) -162.71K
Decreased by -8.68%
Mar 31, 25
2 Prescott Investors Inc 1.87M (80.06%) -162.71K
Decreased by -8.68%
Mar 31, 25
3 BlackRock Inc 572.63K (24.45%) -1.85K
Decreased by -0.32%
Mar 31, 25
4 Vanguard Group Inc 349.24K (14.91%) 7.43K
Increased by +2.13%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 259.02K (11.06%) -14.36K
Decreased by -5.55%
Mar 31, 25
6 State Street Corporation 144.71K (6.18%) 3.89K
Increased by +2.69%
Mar 31, 24
7 State Street Corp 135.54K (5.79%) -7.88K
Decreased by -5.82%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 95.88K (4.09%) -672.00
Decreased by -0.70%
Mar 31, 25
9 UBS Group AG 83.87K (3.58%) 53.83K
Increased by +64.19%
Dec 31, 24
10 Geode Capital Management, LLC 79.98K (3.42%) 681.00
Increased by +0.85%
Mar 31, 25
11 Smith Thomas W 77.65K (3.32%) 0.00
Increased by 0.00%
Sep 30, 23
12 Northern Trust Corp 63.05K (2.69%) -1.54K
Decreased by -2.44%
Mar 31, 25
13 American Century Companies Inc 62.02K (2.65%) 9.01K
Increased by +14.52%
Mar 31, 25
14 Ingalls & Snyder LLC 52.68K (2.25%) -470.00
Decreased by -0.89%
Mar 31, 25
15 GAMMA Investing LLC 46.70K (1.99%) 46.64K
Increased by +99.88%
Mar 31, 25
16 Renaissance Technologies Corp 43.83K (1.87%) 9.43K
Increased by +21.51%
Mar 31, 25
17 Bridgeway Capital Management, LLC 43.52K (1.86%) 925.00
Increased by +2.13%
Mar 31, 25
18 Charles Schwab Investment Management Inc 41.64K (1.78%) -2.33K
Decreased by -5.59%
Mar 31, 25
19 Empowered Funds, LLC 37.84K (1.62%) 25.03K
Increased by +66.16%
Mar 31, 24
20 D. E. Shaw & Co LP 37.46K (1.60%) 3.83K
Increased by +10.22%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 196.62K (8.40%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 101.53K (4.34%) 9.40K
Increased by +9.26%
May 31, 25
3 Vanguard US Total Market Shares ETF 94.36K (4.03%) 0.00
Increased by 0.00%
Sep 30, 24
4 Sosin Partners, LP 93.30K (3.98%) -158.47K
Decreased by -169.85%
Sep 30, 24
5 iShares Russell 2000 ETF 88.70K (3.79%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 80.29K (3.43%) 1.41K
Increased by +1.76%
May 31, 25
7 DFA US Micro Cap I 55.74K (2.38%) 0.00
Increased by 0.00%
Apr 30, 25
8 Avantis US Small Cap Value ETF 54.36K (2.32%) 187.00
Increased by +0.34%
May 31, 25
9 Vanguard Small Cap Value Index Inv 51.23K (2.19%) -68.00
Decreased by -0.13%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 50.50K (2.16%) 559.00
Increased by +1.11%
May 31, 25
11 Fidelity® Small Cap Index 40.77K (1.74%) 2.58K
Increased by +6.34%
Oct 31, 23
12 Schwab Fundamental US Small Company ETF 39.56K (1.69%) 0.00
Increased by 0.00%
Apr 30, 24
13 DFA US Small Cap I 37.94K (1.62%) 0.00
Increased by 0.00%
Apr 30, 25
14 iShares Russell 2000 Value ETF 35.55K (1.52%) 0.00
Increased by 0.00%
Apr 30, 24
15 Fidelity Small Cap Index 33.62K (1.44%) -827.00
Decreased by -2.46%
Mar 31, 25
16 iShares S&P Small-Cap 600 Growth ETF 31.75K (1.36%) 0.00
Increased by 0.00%
Nov 30, 24
17 iShares S&P Small-Cap 600 Value ETF 31.50K (1.35%) 0.00
Increased by 0.00%
May 31, 25
18 Schwab Fundamental U.S. Small CompanyETF 29.96K (1.28%) -30.00
Decreased by -0.10%
Jun 29, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 29.14K (1.24%) 0.00
Increased by 0.00%
Apr 30, 24
20 iShares Russell 2000 Growth ETF 27.98K (1.19%) 0.00
Increased by 0.00%
May 31, 25