Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 IWO 1000.00%
3 IWN 1000.00%
4 IWM 1000.00%
5 ITOT 1000.00%
6 GSSC 0.03%
7 DFSV 0.02%
8 AVSC 0.01%
9 DFAT 0.01%
10 DFAS 0.01%
11 HDG 0.00%
12 DFAC 0.00%
13 DFUS 0.00%
14 DFAU 0.00%
15 VTI 0.00%
16 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Brandes Investment Partners & Co 3.53M (12.95%) 125.78K
Increased by +3.56%
Sep 30, 23
2 Royce & Associates, LP 1.94M (7.10%) 17.78K
Increased by +0.92%
Sep 30, 23
3 AMH Equity Ltd 1.86M (6.81%) 1.56M
Increased by +83.84%
Sep 30, 23
4 Dimensional Fund Advisors, Inc. 1.73M (6.33%) -56.82K
Decreased by -3.29%
Sep 30, 23
5 Vanguard Group Inc 1.47M (5.40%) 0.00
Increased by 0.00%
Sep 30, 23
6 Grace & White Inc 1.38M (5.06%) -171.89K
Decreased by -12.46%
Sep 30, 23
7 RBF LLC 935.95K (3.43%) 0.00
Increased by 0.00%
Sep 30, 23
8 Acadian Asset Management LLC 834.47K (3.06%) 330.29K
Increased by +39.58%
Sep 30, 23
9 Amvescap Plc. 679.80K (2.49%) 679.80K
Increased by +100.00%
Sep 30, 23
10 Gendell Jeffrey L 654.81K (2.40%) 364.68K
Increased by +55.69%
Sep 30, 23
11 BlackRock Inc 565.35K (2.07%) -28.93K
Decreased by -5.12%
Sep 30, 23
12 Arnhold & S. Bleichroeder Advisers, LLC 553.55K (2.03%) -15.73K
Decreased by -2.84%
Sep 30, 23
13 EAM Investors, LLC 430.13K (1.58%) 430.13K
Increased by +100.00%
Sep 30, 23
14 Bridgeway Capital Management, LLC 392.51K (1.44%) 15.17K
Increased by +3.86%
Sep 30, 23
15 Ancora Advisors LLC 350.01K (1.28%) -43.31K
Decreased by -12.37%
Sep 30, 23
16 Acuitas Investments, LLC 347.72K (1.28%) 347.72K
Increased by +100.00%
Sep 30, 23
17 Essex Investment Management Company, LLC 284.32K (1.04%) -8.63K
Decreased by -3.03%
Sep 30, 23
18 Geode Capital Management, LLC 280.80K (1.03%) 7.05K
Increased by +2.51%
Sep 30, 23
19 Renaissance Technologies Corp 263.90K (0.97%) -3.24K
Decreased by -1.23%
Sep 30, 23
20 Kennedy Capital Management Inc 258.55K (0.95%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Royce Small-Cap Opportunity Invmt 1.25M (4.60%) 31.40K
Increased by +2.51%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 939.45K (3.45%) 0.00
Increased by 0.00%
Nov 30, 23
3 Brandes Global Small Cap Equity Cl F 879.63K (3.23%) 0.00
Increased by 0.00%
Dec 31, 23
4 Invesco Small Cap Value A 679.80K (2.49%) 0.00
Increased by 0.00%
Nov 30, 23
5 FTGF RY US SmCp Opp A USD Dis(A) 638.32K (2.34%) 3.60K
Increased by +0.56%
Sep 30, 23
6 First Eagle US Small Cap Strategy 516.40K (1.89%) 2.47K
Increased by +0.48%
Sep 30, 23
7 First Eagle Small Cap Opportunity I 473.51K (1.74%) -23.82K
Decreased by -5.03%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 457.44K (1.68%) 0.00
Increased by 0.00%
Nov 30, 23
9 DFA US Small Cap Value I 371.29K (1.36%) 10.29K
Increased by +2.77%
Nov 30, 23
10 Brandes Global Small Cap Eq 334.70K (1.23%) 0.00
Increased by 0.00%
Dec 31, 23
11 EAM Ultra Micro Cap 316.68K (1.16%) -113.45K
Decreased by -35.83%
Nov 30, 23
12 VT De Lisle America B USD 280.38K (1.03%) 51.18K
Increased by +18.25%
Dec 31, 23
13 DFA US Targeted Value I 265.09K (0.97%) 4.03K
Increased by +1.52%
Nov 30, 23
14 Ancora Micro Cap 259.98K (0.95%) -32.38K
Decreased by -12.46%
Sep 30, 23
15 Kennedy Micro Cap 254.11K (0.93%) -4.44K
Decreased by -1.75%
Dec 31, 23
16 Russell Inv US Small Cap Equity E 237.28K (0.87%) 72.98K
Increased by +30.76%
Nov 30, 23
17 EA Bridgeway Omni Small-Cap Value ETF 203.19K (0.75%) 855.00
Increased by +0.42%
Dec 29, 23
18 Brandes Global Opportunities F 199.14K (0.73%) 0.00
Increased by 0.00%
Dec 31, 23
19 DFA US Micro Cap I 177.53K (0.65%) 0.00
Increased by 0.00%
Nov 30, 23
20 WPG Partners Micro Cap Opportunities 159.90K (0.59%) -9.93K
Decreased by -6.21%
Sep 30, 23