Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWN 1000.00%
2 IWM 1000.00%
3 IWC 1000.00%
4 PRFZ 0.03%
5 VTWV 0.02%
6 DFSV 0.02%
7 AVSC 0.01%
8 DFAT 0.01%
9 VTWO 0.01%
10 DFAS 0.01%
11 UWM 0.01%
12 RYLD 0.00%
13 URTY 0.00%
14 DFAC 0.00%
15 DFUV 0.00%
16 AVUS 0.00%
17 DFUS 0.00%
18 HDG 0.00%
19 DFAU 0.00%
20 AVSU 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fund 1 Investments LLC 6.39M (54.48%) 28.32K
Increased by +0.44%
Sep 30, 23
2 Shay Capital LLC 1.92M (16.40%) -6.40K
Decreased by -0.33%
Sep 30, 23
3 Long Focus Capital Management, LLC 1.83M (15.62%) 0.00
Increased by 0.00%
Sep 30, 23
4 Divisar Capital Management, LLC 1.61M (13.72%) -196.24K
Decreased by -12.20%
Sep 30, 23
5 BlackRock Inc 1.45M (12.39%) -4.04K
Decreased by -0.28%
Sep 30, 23
6 Dimensional Fund Advisors, Inc. 1.39M (11.84%) -25.45K
Decreased by -1.83%
Sep 30, 23
7 Vanguard Group Inc 1.27M (10.80%) 2.38K
Increased by +0.19%
Sep 30, 23
8 Renaissance Technologies Corp 940.61K (8.02%) -38.00K
Decreased by -4.04%
Sep 30, 23
9 Newtyn Management LLC 662.25K (5.65%) -137.75K
Decreased by -20.80%
Sep 30, 23
10 Pacific Ridge Capital Partners, LLC 641.79K (5.47%) 32.38K
Increased by +5.05%
Sep 30, 23
11 Geode Capital Management, LLC 452.59K (3.86%) 23.74K
Increased by +5.25%
Sep 30, 23
12 State Street Corporation 414.12K (3.53%) 2.50K
Increased by +0.60%
Sep 30, 23
13 Bridgeway Capital Management, LLC 394.34K (3.36%) 9.80K
Increased by +2.48%
Sep 30, 23
14 J. Goldman & Co LP 367.62K (3.14%) 367.62K
Increased by +100.00%
Sep 30, 23
15 Arnhold & S. Bleichroeder Advisers, LLC 350.15K (2.99%) -11.13K
Decreased by -3.18%
Sep 30, 23
16 Western Standard LLC 238.63K (2.04%) 178.63K
Increased by +74.86%
Sep 30, 23
17 Northern Trust Corp 180.31K (1.54%) 3.29K
Increased by +1.83%
Sep 30, 23
18 Jacobs Levy Equity Management, Inc. 154.08K (1.31%) -2.06K
Decreased by -1.34%
Sep 30, 23
19 BOOTHBAY FUND MANAGEMENT, LLC 150.74K (1.29%) 3.65K
Increased by +2.42%
Sep 30, 23
20 American Century Companies Inc 147.11K (1.25%) -13.19K
Decreased by -8.97%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 737.52K (6.29%) 0.00
Increased by 0.00%
Nov 30, 23
2 iShares Russell 2000 ETF 548.10K (4.67%) 3.48K
Increased by +0.64%
Dec 29, 23
3 Pacific Ridge Capital Ptnrs Micro Cp Val 370.77K (3.16%) 227.33K
Increased by +61.31%
Sep 30, 23
4 DFA US Small Cap Value I 339.77K (2.90%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 331.46K (2.83%) 0.00
Increased by 0.00%
Nov 30, 23
6 First Eagle US Small Cap Strategy 327.22K (2.79%) 1.12K
Increased by +0.34%
Sep 30, 23
7 First Eagle Small Cap Opportunity I 315.35K (2.69%) -2.16K
Decreased by -0.69%
Nov 30, 23
8 DFA US Targeted Value I 211.34K (1.80%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity® Small Cap Index 210.12K (1.79%) 2.52K
Increased by +1.20%
Oct 31, 23
10 iShares Russell 2000 Value ETF 205.30K (1.75%) 381.00
Increased by +0.19%
Dec 29, 23
11 Adara Smaller Companies 204.87K (1.75%) 0.00
Increased by 0.00%
Nov 30, 23
12 Bridgeway Omni Small-Cap Value 151.60K (1.29%) 0.00
Increased by 0.00%
Sep 30, 23
13 Bridgeway Omni Small-Cap Value N 151.60K (1.29%) 0.00
Increased by 0.00%
Sep 30, 23
14 Acuitas US Microcap Strategy 142.89K (1.22%) 10.86K
Increased by +7.60%
Sep 30, 23
15 Dimensional US Targeted Value ETF 138.25K (1.18%) 0.00
Increased by 0.00%
Dec 29, 23
16 EA Bridgeway Omni Small-Cap Value ETF 131.22K (1.12%) 549.00
Increased by +0.42%
Dec 29, 23
17 Fidelity® Extended Market Index 116.07K (0.99%) 0.00
Increased by 0.00%
Nov 30, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 115.50K (0.99%) 0.00
Increased by 0.00%
Dec 31, 23
19 DFA US Micro Cap I 100.41K (0.86%) 0.00
Increased by 0.00%
Nov 30, 23
20 Invesco FTSE RAFI US 1500 Small-Mid ETF 94.60K (0.81%) 0.00
Increased by 0.00%
Dec 29, 23