Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWN 1000.00%
2 IWM 1000.00%
3 IWC 1000.00%
4 ITOT 1000.00%
5 VRAI 1.21%
6 IWIN 1.09%
7 DES 0.06%
8 VTWV 0.02%
9 DFAT 0.02%
10 DFSV 0.02%
11 PRFZ 0.02%
12 VTWO 0.01%
13 RYLD 0.01%
14 DFAS 0.01%
15 UWM 0.01%
16 AVSC 0.00%
17 URTY 0.00%
18 DFAC 0.00%
19 HDG 0.00%
20 AVSU 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 476.96K (8.75%) -350.00
Decreased by -0.07%
Sep 30, 23
2 Dimensional Fund Advisors, Inc. 399.71K (7.34%) -28.11K
Decreased by -7.03%
Sep 30, 23
3 Pacific Ridge Capital Partners, LLC 215.50K (3.96%) 8.97K
Increased by +4.16%
Sep 30, 23
4 CM Management, LLC 215.00K (3.95%) 0.00
Increased by 0.00%
Sep 30, 23
5 Towerview LLC 199.32K (3.66%) 19.82K
Increased by +9.94%
Sep 30, 23
6 OAK FAMILY ADVISORS, LLC 142.70K (2.62%) 11.03K
Increased by +7.73%
Sep 30, 23
7 Geode Capital Management, LLC 125.69K (2.31%) 784.00
Increased by +0.62%
Sep 30, 23
8 Franklin Resources Inc 108.96K (2.00%) -35.77K
Decreased by -32.82%
Sep 30, 23
9 BOOTHBAY FUND MANAGEMENT, LLC 108.41K (1.99%) 15.00K
Increased by +13.84%
Sep 30, 23
10 Vanguard Group Inc 94.26K (1.73%) -153.20K
Decreased by -162.54%
Sep 30, 23
11 State Street Corporation 92.11K (1.69%) 1.75K
Increased by +1.90%
Sep 30, 23
12 Northern Trust Corp 82.43K (1.51%) -253.00
Decreased by -0.31%
Sep 30, 23
13 Bank of New York Mellon Corp 71.14K (1.31%) 604.00
Increased by +0.85%
Sep 30, 23
14 Acuitas Investments, LLC 66.19K (1.21%) -3.00
Decreased by -0.00%
Sep 30, 23
15 NAPLES GLOBAL ADVISORS, LLC 64.56K (1.19%) -11.09K
Decreased by -17.17%
Sep 30, 23
16 Allen Investment Management LLC 40.39K (0.74%) 0.00
Increased by 0.00%
Sep 30, 23
17 Monaco Asset Management 39.84K (0.73%) 0.00
Increased by 0.00%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 37.67K (0.69%) -15.48K
Decreased by -41.11%
Sep 30, 23
19 Bridgeway Capital Management, LLC 36.96K (0.68%) 948.00
Increased by +2.56%
Sep 30, 23
20 Rodgers Brothers Inc. 30.39K (0.56%) 1.00
Increased by +0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 190.56K (3.50%) 1.20K
Increased by +0.63%
Dec 29, 23
2 Pacific Ridge Capital Ptnrs Micro Cp Val 124.49K (2.28%) 24.73K
Increased by +19.87%
Sep 30, 23
3 Franklin MicroCap Value A 103.31K (1.90%) 0.00
Increased by 0.00%
Nov 30, 23
4 Adara Smaller Companies 68.79K (1.26%) 0.00
Increased by 0.00%
Nov 30, 23
5 iShares Russell 2000 Value ETF 68.40K (1.26%) 126.00
Increased by +0.18%
Dec 29, 23
6 DFA US Micro Cap I 68.29K (1.25%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Small Cap Index 65.90K (1.21%) 0.00
Increased by 0.00%
Oct 31, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 60.81K (1.12%) 1.55K
Increased by +2.55%
Nov 30, 23
9 Dimensional US Targeted Value ETF 58.08K (1.07%) 0.00
Increased by 0.00%
Dec 29, 23
10 DFA US Targeted Value I 56.17K (1.03%) 1.09K
Increased by +1.94%
Nov 30, 23
11 Acuitas US Microcap Strategy 47.98K (0.88%) 3.33K
Increased by +6.94%
Sep 30, 23
12 WisdomTree US SmallCap Dividend ETF 38.82K (0.71%) 0.00
Increased by 0.00%
Dec 29, 23
13 DFA US Small Cap I 31.39K (0.58%) 482.00
Increased by +1.54%
Nov 30, 23
14 State St Russell Sm Cap® Indx SL Cl I 27.10K (0.50%) 0.00
Increased by 0.00%
Dec 31, 23
15 DFA US Small Cap Value I 26.10K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity® Extended Market Index 24.85K (0.46%) 0.00
Increased by 0.00%
Nov 30, 23
17 Bridgeway Ultra-Small Company Market 24.55K (0.45%) 0.00
Increased by 0.00%
Sep 30, 23
18 Vanguard Russell 2000 ETF 22.29K (0.41%) 844.00
Increased by +3.79%
Nov 30, 23
19 iShares Core S&P Total US Stock Mkt ETF 21.21K (0.39%) 34.00
Increased by +0.16%
Dec 29, 23
20 DFA US Core Equity 1 I 21.19K (0.39%) 0.00
Increased by 0.00%
Nov 30, 23