Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SIXS 1.39%
2 JSML 1.37%
3 DEEP 1.26%
4 DVP 1.26%
5 FDM 0.92%
6 CNTR 0.75%
7 JSMD 0.57%
8 RZG 0.43%
9 BFOR 0.30%
10 PZI 0.27%
11 SQLV 0.26%
12 ISMD 0.25%
13 PXSG 0.19%
14 BSVO 0.17%
15 IWC 0.14%
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 (76.92%) -162.71K
Decreased by -8.68%
Mar 31, 25
2 Prescott Investors Inc 1.87M (76.92%) -162.71K
Decreased by -8.68%
Mar 31, 25
3 BlackRock Inc 572.63K (23.49%) -1.85K
Decreased by -0.32%
Mar 31, 25
4 Vanguard Group Inc 349.24K (14.33%) 7.43K
Increased by +2.13%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 259.02K (10.63%) -14.36K
Decreased by -5.55%
Mar 31, 25
6 State Street Corporation 144.71K (5.94%) 3.89K
Increased by +2.69%
Mar 31, 24
7 State Street Corp 135.54K (5.56%) -7.88K
Decreased by -5.82%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 95.88K (3.93%) -672.00
Decreased by -0.70%
Mar 31, 25
9 UBS Group AG 83.87K (3.44%) 53.83K
Increased by +64.19%
Dec 31, 24
10 Geode Capital Management, LLC 79.98K (3.28%) 681.00
Increased by +0.85%
Mar 31, 25
11 Smith Thomas W 77.65K (3.19%) 0.00
Increased by 0.00%
Sep 30, 23
12 Northern Trust Corp 64.58K (2.65%) 7.62K
Increased by +11.80%
Dec 31, 24
13 American Century Companies Inc 62.02K (2.54%) 9.01K
Increased by +14.52%
Mar 31, 25
14 Ingalls & Snyder LLC 53.15K (2.18%) -6.19K
Decreased by -11.65%
Dec 31, 24
15 GAMMA Investing LLC 46.70K (1.92%) 46.64K
Increased by +99.88%
Mar 31, 25
16 Renaissance Technologies Corp 43.83K (1.80%) 9.43K
Increased by +21.51%
Mar 31, 25
17 Bridgeway Capital Management, LLC 43.52K (1.79%) 925.00
Increased by +2.13%
Mar 31, 25
18 Charles Schwab Investment Management Inc 41.64K (1.71%) -2.33K
Decreased by -5.59%
Mar 31, 25
19 Empowered Funds, LLC 37.84K (1.55%) 25.03K
Increased by +66.16%
Mar 31, 24
20 Goldman Sachs Group Inc 35.91K (1.47%) -19.27K
Decreased by -53.66%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 199.97K (8.20%) -216.00
Decreased by -0.11%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 94.36K (3.87%) 0.00
Increased by 0.00%
Sep 30, 24
3 Sosin Partners, LP 93.30K (3.83%) -158.47K
Decreased by -169.85%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 92.13K (3.78%) 0.00
Increased by 0.00%
Apr 30, 25
5 iShares Russell 2000 ETF 87.56K (3.59%) 15.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 78.88K (3.24%) 90.00
Increased by +0.11%
Apr 30, 25
7 DFA US Micro Cap I 55.74K (2.29%) -2.34K
Decreased by -4.20%
Mar 31, 25
8 Avantis US Small Cap Value ETF 51.38K (2.11%) 0.00
Increased by 0.00%
Apr 30, 25
9 Vanguard Small Cap Value Index Inv 51.30K (2.10%) 146.00
Increased by +0.28%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 49.94K (2.05%) 143.00
Increased by +0.29%
Apr 30, 25
11 Fidelity® Small Cap Index 40.77K (1.67%) 2.58K
Increased by +6.34%
Oct 31, 23
12 Schwab Fundamental US Small Company ETF 39.56K (1.62%) 0.00
Increased by 0.00%
Apr 30, 24
13 DFA US Small Cap I 37.94K (1.56%) -2.20K
Decreased by -5.80%
Mar 31, 25
14 iShares Russell 2000 Value ETF 35.55K (1.46%) 0.00
Increased by 0.00%
Apr 30, 24
15 Fidelity Small Cap Index 34.45K (1.41%) 0.00
Increased by 0.00%
Feb 28, 25
16 iShares S&P Small-Cap 600 Value ETF 31.88K (1.31%) 32.00
Increased by +0.10%
Apr 30, 25
17 iShares S&P Small-Cap 600 Growth ETF 31.75K (1.30%) 0.00
Increased by 0.00%
Nov 30, 24
18 Schwab Fundamental U.S. Small CompanyETF 29.96K (1.23%) -30.00
Decreased by -0.10%
Jun 29, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 29.14K (1.20%) 0.00
Increased by 0.00%
Apr 30, 24
20 iShares Russell 2000 Growth ETF 28.86K (1.18%) 0.00
Increased by 0.00%
Apr 30, 25