Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 DFAS 0.00%
3 DFAC 0.00%
4 DFAT 0.00%
5 DFUS 0.00%
6 DFAU 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 WEALTHTRUST AXIOM LLC 793.11K (7.17%) 24.35K
Increased by +3.07%
Sep 30, 23
2 Vanguard Group Inc 620.34K (5.61%) 0.00
Increased by 0.00%
Sep 30, 23
3 Renaissance Technologies Corp 417.01K (3.77%) 8.50K
Increased by +2.04%
Sep 30, 23
4 Dimensional Fund Advisors, Inc. 408.80K (3.69%) -3.27K
Decreased by -0.80%
Sep 30, 23
5 BlackRock Inc 381.77K (3.45%) 8.39K
Increased by +2.20%
Sep 30, 23
6 ISTHMUS Partners LLC 128.87K (1.16%) 128.87K
Increased by +100.00%
Sep 30, 23
7 Geode Capital Management, LLC 120.99K (1.09%) -23.26K
Decreased by -19.22%
Sep 30, 23
8 Gamco Investors, Inc. Et Al 120.85K (1.09%) 0.00
Increased by 0.00%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 119.91K (1.08%) 35.99K
Increased by +30.01%
Sep 30, 23
10 Teton Advisors Inc 104.20K (0.94%) -1.30K
Decreased by -1.25%
Sep 30, 23
11 Bridgeway Capital Management, LLC 92.20K (0.83%) 0.00
Increased by 0.00%
Sep 30, 23
12 Royce & Associates, LP 78.83K (0.71%) 0.00
Increased by 0.00%
Sep 30, 23
13 HighTower Advisors, LLC 46.89K (0.42%) 0.00
Increased by 0.00%
Sep 30, 23
14 Gabelli Funds LLC 44.00K (0.40%) 0.00
Increased by 0.00%
Sep 30, 23
15 Punch & Associates Inv Mgmt Inc 42.98K (0.39%) 42.98K
Increased by +100.00%
Sep 30, 23
16 State Street Corporation 42.09K (0.38%) 0.00
Increased by 0.00%
Sep 30, 23
17 TOWNSQUARE CAPITAL LLC 28.21K (0.25%) -4.07K
Decreased by -14.43%
Sep 30, 23
18 Citadel Advisors Llc 24.22K (0.22%) -2.54K
Decreased by -10.48%
Sep 30, 23
19 Northern Trust Corp 21.42K (0.19%) -5.20K
Decreased by -24.29%
Sep 30, 23
20 Wharton Business Group, LLC 19.39K (0.18%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 353.30K (3.19%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 245.29K (2.22%) 0.00
Increased by 0.00%
Nov 30, 23
3 Berenberg International Micro Cap M A 193.84K (1.75%) -14.65K
Decreased by -7.56%
May 31, 23
4 DFA US Micro Cap I 137.61K (1.24%) 0.00
Increased by 0.00%
Oct 31, 23
5 1290 VT GAMCO Small Company Value IB 120.85K (1.09%) 0.00
Increased by 0.00%
Oct 31, 23
6 Isthmus Small Cap Core Equity 117.68K (1.06%) 7.76K
Increased by +6.59%
Oct 31, 23
7 TETON Westwood Mighty Mites AAA 104.20K (0.94%) -1.30K
Decreased by -1.25%
Sep 30, 23
8 DFA US Small Cap I 88.76K (0.80%) 0.00
Increased by 0.00%
Oct 31, 23
9 Bridgeway Ultra-Small Company Market 80.40K (0.73%) 0.00
Increased by 0.00%
Sep 30, 23
10 Royce Micro Cap Trust 78.83K (0.71%) 0.00
Increased by 0.00%
Sep 30, 23
11 Fidelity® Extended Market Index 54.54K (0.49%) 0.00
Increased by 0.00%
Oct 31, 23
12 BlackRock Extended Mkt Composite 47.69K (0.43%) 0.00
Increased by 0.00%
Sep 30, 23
13 BlackRock Extended Equity Market K 41.69K (0.38%) -92.00
Decreased by -0.22%
Sep 30, 23
14 Gabelli Small Cap Growth AAA 40.00K (0.36%) 0.00
Increased by 0.00%
Sep 30, 23
15 DFA US Core Equity 2 I 32.52K (0.29%) 0.00
Increased by 0.00%
Oct 31, 23
16 Dimensional US Small Cap ETF 28.95K (0.26%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity® Total Market Index 27.73K (0.25%) 0.00
Increased by 0.00%
Oct 31, 23
18 iShares Micro-Cap ETF 24.16K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity® Series Total Market Index 19.52K (0.18%) 0.00
Increased by 0.00%
Oct 31, 23
20 BlackRock U.S. Equity Market F 18.86K (0.17%) 169.00
Increased by +0.90%
Sep 30, 23