Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFSV 0.00%
3 DFAS 0.00%
4 DFAT 0.00%
5 DFAC 0.00%
6 DFUS 0.00%
7 DFSU 0.00%
8 VTI 0.00%
9 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 325 Capital LLC 1.01M (12.72%) 0.00
Increased by 0.00%
Jun 30, 25
2 B. Riley Financial Inc 935.14K (11.76%) 0.00
Increased by 0.00%
Dec 31, 24
3 Harbert Fund Advisors Inc 640.17K (8.05%) 0.00
Increased by 0.00%
Jun 30, 25
4 Silverberg Bernstein Capital Management LLC 544.26K (6.84%) 129.29K
Increased by +23.76%
Jun 30, 25
5 Vanguard Group Inc 410.44K (5.16%) 0.00
Increased by 0.00%
Jun 30, 25
6 Cowen Prime Advisors LLC 399.44K (5.02%) 0.00
Increased by 0.00%
Jun 30, 23
7 Dimensional Fund Advisors, Inc. 359.03K (4.51%) 2.99K
Increased by +0.83%
Jun 30, 25
8 Renaissance Technologies Corp 285.74K (3.59%) 0.00
Increased by 0.00%
Jun 30, 25
9 BlackRock Inc 231.56K (2.91%) -32.00
Decreased by -0.01%
Jun 30, 25
10 Gamco Investors, Inc. Et Al 145.00K (1.82%) 0.00
Increased by 0.00%
Jun 30, 25
11 Bard Associates Inc 120.58K (1.52%) -15.47K
Decreased by -12.83%
Jun 30, 25
12 Geode Capital Management, LLC 102.09K (1.28%) -235.00
Decreased by -0.23%
Jun 30, 25
13 Quinn Opportunity Partners LLC 64.29K (0.81%) 26.08K
Increased by +40.57%
Jun 30, 25
14 Legal Advantage Investments Inc 62.36K (0.78%) -10.90K
Decreased by -17.48%
Sep 30, 23
15 Connors Investor Services 52.17K (0.66%) 0.00
Increased by 0.00%
Jun 30, 25
16 Northern Trust Corp 49.79K (0.63%) -221.00
Decreased by -0.44%
Jun 30, 25
17 BBR Partners, LLC 46.00K (0.58%) 0.00
Increased by 0.00%
Jun 30, 24
18 Essex Investment Management Company, LLC 43.33K (0.54%) -508.00
Decreased by -1.17%
Jun 30, 25
19 Aristides Capital LLC 42.02K (0.53%) 0.00
Increased by 0.00%
Sep 30, 23
20 Cannell Capital LLC 39.84K (0.50%) -57.69K
Decreased by -144.79%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 269.35K (3.39%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 265.64K (3.34%) -5.81K
Decreased by -2.19%
Jul 31, 25
3 1290 VT GAMCO Small Company Value IB 145.00K (1.82%) 0.00
Increased by 0.00%
Jul 31, 25
4 DFA US Small Cap Value I 111.69K (1.40%) 0.00
Increased by 0.00%
Jul 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 84.73K (1.07%) -38.61K
Decreased by -45.57%
Jul 31, 25
6 Fidelity® Extended Market Index 51.93K (0.65%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Extended Market Index 47.22K (0.59%) -389.00
Decreased by -0.82%
Jul 31, 25
8 DFA US Small Cap I 42.00K (0.53%) 0.00
Increased by 0.00%
Jul 31, 25
9 DFA US Micro Cap I 39.74K (0.50%) 0.00
Increased by 0.00%
Jul 31, 25
10 DFA US Targeted Value I 35.78K (0.45%) 0.00
Increased by 0.00%
Jul 31, 25
11 Bridgeway Ultra-Small Company Market 34.84K (0.44%) 0.00
Increased by 0.00%
Jun 30, 25
12 TETON Westwood Mighty Mites AAA 32.59K (0.41%) 89.00
Increased by +0.27%
Jun 30, 25
13 BlackRock Extended Mkt Composite 27.89K (0.35%) 0.00
Increased by 0.00%
Sep 30, 23
14 Gabelli Small Cap Growth AAA 25.07K (0.32%) 68.00
Increased by +0.27%
Jun 30, 25
15 Dimensional US Targeted Value ETF 24.48K (0.31%) 0.00
Increased by 0.00%
Aug 29, 25
16 BlackRock Extended Equity Market K 24.30K (0.31%) -10.00
Decreased by -0.04%
Sep 30, 24
17 Extended Equity Market Fund K 23.58K (0.30%) -471.00
Decreased by -2.00%
Jun 30, 25
18 Dimensional US Small Cap ETF 22.74K (0.29%) 0.00
Increased by 0.00%
Aug 29, 25
19 Fidelity Total Market Index 22.12K (0.28%) -47.00
Decreased by -0.21%
Jul 31, 25
20 Perritt Ultra MicroCap 20.00K (0.25%) 0.00
Increased by 0.00%
Jun 30, 24