Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 7.79%
2 JPST 0.06%
3 PFF 0.05%
4 IWC 0.03%
5 ROGS 0.01%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 359.65K (5.51%) 1.67K
Increased by +0.46%
Mar 31, 25
2 Nokomis Capital LLC 264.60K (4.05%) 2.89K
Increased by +1.09%
Dec 31, 24
3 Acadian Asset Management LLC 156.45K (2.40%) 156.45K
Increased by +100.00%
Mar 31, 25
4 Susquehanna International Group, LLP 127.33K (1.95%) 127.33K
Increased by +100.00%
Mar 31, 25
5 BlackRock Inc 86.11K (1.32%) 807.00
Increased by +0.94%
Mar 31, 25
6 Millennium Management LLC 82.78K (1.27%) 82.78K
Increased by +100.00%
Mar 31, 25
7 GRATIA CAPITAL, LLC 76.68K (1.17%) -24.63K
Decreased by -32.12%
Mar 31, 25
8 Benefit Street Partners L.L.C. 76.16K (1.17%) 0.00
Increased by 0.00%
Sep 30, 23
9 O'Shaughnessy Asset Management LLC 65.52K (1.00%) 3.76K
Increased by +5.74%
Mar 31, 25
10 Geode Capital Management, LLC 61.31K (0.94%) 1.03K
Increased by +1.69%
Mar 31, 25
11 Raymond James Finl Svs Advisors, Inc. 48.32K (0.74%) 48.32K
Increased by +100.00%
Sep 30, 24
12 JPMorgan Chase & Co 48.26K (0.74%) -1.17K
Decreased by -2.43%
Sep 30, 24
13 Janney Montgomery Scott LLC 45.33K (0.69%) -180.00
Decreased by -0.40%
Mar 31, 25
14 Jane Street Group LLC 38.43K (0.59%) 25.22K
Increased by +65.61%
Mar 31, 25
15 Northern Trust Corp 37.72K (0.58%) -1.95K
Decreased by -5.17%
Mar 31, 25
16 State Street Corp 35.27K (0.54%) 1.40K
Increased by +3.97%
Mar 31, 25
17 Punch & Associates Inv Mgmt Inc 34.30K (0.53%) -233.09K
Decreased by -679.60%
Mar 31, 24
18 The Informed Momentum Company (formerly EAM Investors) 32.17K (0.49%) 32.17K
Increased by +100.00%
Mar 31, 25
19 Arrowstreet Capital Limited Partnership 31.31K (0.48%) -668.00
Decreased by -2.13%
Mar 31, 25
20 State Street Corporation 31.16K (0.48%) -2.10K
Decreased by -6.74%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 245.35K (3.76%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 245.35K (3.76%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 104.02K (1.59%) 0.00
Increased by 0.00%
Apr 30, 25
4 Axonic Strategic Income I 91.09K (1.39%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity® Extended Market Index 37.24K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
6 IMC US Ultra Micro Cap 35.51K (0.54%) 0.00
Increased by 0.00%
Apr 30, 25
7 Fidelity Extended Market Index 31.77K (0.49%) -304.00
Decreased by -0.96%
Apr 30, 25
8 BlackRock Extended Mkt Composite 31.22K (0.48%) 0.00
Increased by 0.00%
Sep 30, 23
9 Pleiades Small Cap Equity A 17.76K (0.27%) 17.76K
Increased by +100.00%
Mar 31, 25
10 Axonic Alternative Income 17.31K (0.27%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity® Total Market Index 14.84K (0.23%) 0.00
Increased by 0.00%
Nov 30, 23
12 BlackRock Extended Equity Market K 14.42K (0.22%) -6.00
Decreased by -0.04%
Sep 30, 24
13 Extended Equity Market Fund K 14.27K (0.22%) 44.00
Increased by +0.31%
Mar 31, 25
14 iShares Micro-Cap ETF 13.24K (0.20%) 0.00
Increased by 0.00%
May 31, 25
15 T. Rowe Price Extended Equity Market Idx 13.14K (0.20%) -3.19K
Decreased by -24.24%
Mar 31, 25
16 Nationwide Bailard Cogntv Val M 11.86K (0.18%) 4.26K
Increased by +35.94%
Apr 30, 25
17 Fidelity Total Market Index 10.49K (0.16%) 0.00
Increased by 0.00%
Apr 30, 25
18 Acadian Global Small-Cap Equity CIT Cl A 10.05K (0.15%) 0.00
Increased by 0.00%
Mar 4, 25
19 Fidelity® Series Total Market Index 9.78K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
20 SEI Tax-Managed Small/Mid Cap F (SIMT) 9.03K (0.14%) 0.00
Increased by 0.00%
May 31, 25