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 (13.96%) 0.00
Increased by 0.00%
Dec 31, 25
2 B. Riley Financial Inc 935.14K (12.91%) 0.00
Increased by 0.00%
Dec 31, 24
3 Silverberg Bernstein Capital Management LLC 581.02K (8.02%) -7.77K
Decreased by -1.34%
Dec 31, 25
4 Renaissance Technologies Corp 417.44K (5.76%) 18.12K
Increased by +4.34%
Dec 31, 25
5 Vanguard Group Inc 408.56K (5.64%) 3.58K
Increased by +0.88%
Dec 31, 25
6 Cowen Prime Advisors LLC 399.44K (5.51%) 0.00
Increased by 0.00%
Jun 30, 23
7 Dimensional Fund Advisors, Inc. 275.90K (3.81%) -64.97K
Decreased by -23.55%
Dec 31, 25
8 BlackRock Inc 232.19K (3.20%) 628.00
Increased by +0.27%
Sep 30, 25
9 Gamco Investors, Inc. Et Al 145.00K (2.00%) 0.00
Increased by 0.00%
Dec 31, 25
10 Harbert Fund Advisors Inc 118.51K (1.64%) -297.61K
Decreased by -251.12%
Dec 31, 25
11 Geode Capital Management, LLC 115.55K (1.59%) 4.74K
Increased by +4.10%
Dec 31, 25
12 Bard Associates Inc 108.47K (1.50%) -3.00K
Decreased by -2.77%
Dec 31, 25
13 Goss Wealth Management LLC 88.78K (1.23%) 35.32K
Increased by +39.79%
Dec 31, 25
14 Quinn Opportunity Partners LLC 64.29K (0.89%) 0.00
Increased by 0.00%
Dec 31, 25
15 Legal Advantage Investments Inc 62.36K (0.86%) -10.90K
Decreased by -17.48%
Sep 30, 23
16 Heron Bay Capital Management 59.02K (0.81%) 59.02K
Increased by +100.00%
Dec 31, 25
17 Connors Investor Services 52.17K (0.72%) 0.00
Increased by 0.00%
Jun 30, 25
18 BBR Partners, LLC 46.00K (0.63%) 0.00
Increased by 0.00%
Jun 30, 24
19 GlobeFlex Capital, L.P. 44.12K (0.61%) 0.00
Increased by 0.00%
Dec 31, 25
20 Essex Investment Management Company, LLC 43.33K (0.60%) 0.00
Increased by 0.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 269.35K (3.72%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 265.64K (3.67%) 0.00
Increased by 0.00%
Feb 28, 26
3 1290 VT GAMCO Small Company Value IB 150.00K (2.07%) 5.00K
Increased by +3.33%
Jan 31, 26
4 DFA US Small Cap Value I 107.41K (1.48%) 0.00
Increased by 0.00%
Jan 31, 26
5 Vanguard Institutional Extnd Mkt Idx Tr 84.73K (1.17%) 0.00
Increased by 0.00%
Feb 28, 26
6 Fidelity Extended Market Index 56.96K (0.79%) -236.00
Decreased by -0.41%
Jan 31, 26
7 Fidelity® Extended Market Index 51.93K (0.72%) 0.00
Increased by 0.00%
Nov 30, 23
8 DFA US Targeted Value I 35.78K (0.49%) 0.00
Increased by 0.00%
Jul 31, 25
9 DFA US Micro Cap I 35.25K (0.49%) 0.00
Increased by 0.00%
Jan 31, 26
10 Bridgeway Ultra-Small Company Market 34.84K (0.48%) 0.00
Increased by 0.00%
Dec 31, 25
11 TETON Westwood Mighty Mites AAA 32.50K (0.45%) 0.00
Increased by 0.00%
Dec 31, 25
12 Dimensional US Small Cap ETF 30.94K (0.43%) 0.00
Increased by 0.00%
Feb 27, 26
13 BlackRock Extended Mkt Composite 27.89K (0.38%) 0.00
Increased by 0.00%
Sep 30, 23
14 Blackrock Extended Mkt Fund CF 27.89K (0.38%) 0.00
Increased by 0.00%
Feb 28, 26
15 Gabelli Small Cap Growth AAA 25.00K (0.35%) 0.00
Increased by 0.00%
Dec 31, 25
16 Dimensional US Targeted Value ETF 24.48K (0.34%) 0.00
Increased by 0.00%
Aug 29, 25
17 BlackRock Extended Equity Market K 24.30K (0.34%) -10.00
Decreased by -0.04%
Sep 30, 24
18 iShares Micro-Cap ETF 24.08K (0.33%) 4.81K
Increased by +19.97%
Feb 28, 26
19 Extended Equity Market Fund K 23.92K (0.33%) 16.00
Increased by +0.07%
Dec 31, 25
20 Fidelity Total Market Index 21.93K (0.30%) 0.00
Increased by 0.00%
Jan 31, 26