Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWN 1000.00%
2 IWC 1000.00%
3 ITOT 1000.00%
4 IWV 1000.00%
5 IWM 1000.00%
6 QABA 0.25%
7 GSSC 0.03%
8 AVSC 0.03%
9 VTWV 0.02%
10 AVUV 0.02%
11 PRFZ 0.01%
12 RYLD 0.01%
13 DFAS 0.01%
14 VXF 0.01%
15 VTWO 0.01%
16 DFAT 0.01%
17 UWM 0.01%
18 URTY 0.01%
19 FNCL 0.00%
20 HDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 123.39K (8.52%) -3.47K
Decreased by -2.81%
Sep 30, 23
2 Port Capital LLC 110.59K (7.64%) -100.00
Decreased by -0.09%
Sep 30, 23
3 Vanguard Group Inc 104.87K (7.24%) 9.31K
Increased by +8.88%
Sep 30, 23
4 Royce & Associates, LP 104.44K (7.21%) 51.97K
Increased by +49.76%
Sep 30, 23
5 Dimensional Fund Advisors, Inc. 66.16K (4.57%) 97.00
Increased by +0.15%
Sep 30, 23
6 Schwartz Investment Counsel Inc 62.09K (4.29%) 0.00
Increased by 0.00%
Sep 30, 23
7 Geode Capital Management, LLC 33.83K (2.34%) 3.70K
Increased by +10.94%
Sep 30, 23
8 State Street Corporation 32.54K (2.25%) 238.00
Increased by +0.73%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 24.08K (1.66%) -237.00
Decreased by -0.98%
Sep 30, 23
10 Aristides Capital LLC 18.00K (1.24%) 0.00
Increased by 0.00%
Sep 30, 23
11 Aptus Capital Advisors, LLC 16.96K (1.17%) -3.47K
Decreased by -20.47%
Sep 30, 23
12 Renaissance Technologies Corp 16.69K (1.15%) -4.10K
Decreased by -24.57%
Sep 30, 23
13 Grandeur Peak Global Advisors, LLC 15.93K (1.10%) 0.00
Increased by 0.00%
Sep 30, 23
14 Citadel Advisors Llc 14.40K (0.99%) -7.79K
Decreased by -54.12%
Sep 30, 23
15 Northern Trust Corp 13.80K (0.95%) -1.18K
Decreased by -8.53%
Sep 30, 23
16 Annandale Capital, LLC 12.00K (0.83%) 0.00
Increased by 0.00%
Sep 30, 23
17 Millennium Management LLC 11.07K (0.76%) -14.89K
Decreased by -134.47%
Sep 30, 23
18 Clean Yield Group Inc 9.23K (0.64%) -664.00
Decreased by -7.19%
Sep 30, 23
19 American Century Companies Inc 9.21K (0.64%) 566.00
Increased by +6.14%
Sep 30, 23
20 Bank of New York Mellon Corp 9.15K (0.63%) 199.00
Increased by +2.17%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Ave Maria Value 77.09K (5.32%) 15.00K
Increased by +19.46%
Oct 31, 23
2 Royce Small-Cap Quality Value Composite 75.49K (5.21%) 35.75K
Increased by +47.35%
Sep 30, 23
3 Royce Small-Cap Total Return Invmt 75.49K (5.21%) 35.75K
Increased by +47.35%
Sep 30, 23
4 Port Capital Small Cap Equity 55.81K (3.85%) -1.72K
Decreased by -3.07%
Mar 31, 23
5 Vanguard Total Stock Mkt Idx Inv 53.65K (3.71%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Russell 2000 ETF 42.15K (2.91%) -105.00
Decreased by -0.25%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 29.78K (2.06%) 76.00
Increased by +0.26%
Nov 30, 23
8 ODIN USA A NOK 19.98K (1.38%) -17.58K
Decreased by -88.03%
Oct 31, 23
9 Opus Small Cap Value Plus ETF 16.52K (1.14%) 0.00
Increased by 0.00%
Nov 30, 23
10 Royce Pennsylvania Mutual Invmt 15.32K (1.06%) 4.29K
Increased by +28.00%
Sep 30, 23
11 DFA US Micro Cap I 14.87K (1.03%) 0.00
Increased by 0.00%
Oct 31, 23
12 iShares Russell 2000 Value ETF 14.07K (0.97%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity® Small Cap Index 13.98K (0.97%) 295.00
Increased by +2.11%
Sep 30, 23
14 Royce Value Trust 13.01K (0.90%) 11.62K
Increased by +89.30%
Sep 30, 23
15 Grandeur Peak Global Opportunities Instl 11.35K (0.78%) 1.83K
Increased by +16.15%
Jul 31, 23
16 State St Russell Sm/Mid Cp® Indx NL Cl C 10.02K (0.69%) 900.00
Increased by +8.98%
Nov 30, 23
17 DFA US Small Cap I 10.01K (0.69%) 0.00
Increased by 0.00%
Oct 31, 23
18 Fidelity® Extended Market Index 9.86K (0.68%) 526.00
Increased by +5.33%
Oct 31, 23
19 Vanguard Dividend Appreciation ETF 9.76K (0.67%) 0.00
Increased by 0.00%
Nov 30, 23
20 Russell Inv Tax-Managed US Mid&Sm Cap S 8.99K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23