Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFAC 0.00%
3 VTI 0.00%
4 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 SymBiosis Capital Partners, LLC 2.56M (14.16%) 2.56M
Increased by +100.00%
Dec 31, 25
2 Bard Associates Inc 1.60M (8.87%) -23.00K
Decreased by -1.44%
Dec 31, 25
3 AIGH Capital Management, LLC 905.45K (5.02%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard Group Inc 768.05K (4.26%) 462.58K
Increased by +60.23%
Dec 31, 25
5 Creek Drive Management Group LLC 400.00K (2.22%) 400.00K
Increased by +100.00%
Dec 31, 25
6 Morgan Stanley - Brokerage Accounts 215.24K (1.19%) -62.97K
Decreased by -29.25%
Sep 30, 25
7 Geode Capital Management, LLC 194.62K (1.08%) 7.87K
Increased by +4.05%
Dec 31, 25
8 Integrated Wealth Concepts LLC 193.20K (1.07%) 193.20K
Increased by +100.00%
Sep 30, 25
9 The Informed Momentum Company (formerly EAM Investors) 174.68K (0.97%) 0.00
Increased by 0.00%
Dec 31, 25
10 Corsair Capital Management LLC 171.72K (0.95%) 71.72K
Increased by +41.77%
Dec 31, 25
11 Renaissance Technologies Corp 158.20K (0.88%) 158.20K
Increased by +100.00%
Dec 31, 25
12 GSA Capital Partners LLP 154.55K (0.86%) 154.55K
Increased by +100.00%
Dec 31, 25
13 Jane Street Group LLC 140.19K (0.78%) 98.94K
Increased by +70.58%
Dec 31, 25
14 Two Sigma Investments LLC 115.81K (0.64%) 85.28K
Increased by +73.64%
Dec 31, 25
15 BlackRock Inc 91.34K (0.51%) 49.22K
Increased by +53.88%
Sep 30, 25
16 State Street Corp 89.17K (0.49%) 60.97K
Increased by +68.37%
Sep 30, 25
17 Essex Investment Management Company, LLC 87.84K (0.49%) 18.52K
Increased by +21.09%
Dec 31, 25
18 Dimensional Fund Advisors, Inc. 83.95K (0.47%) 20.90K
Increased by +24.89%
Dec 31, 25
19 Appleseed Capital 80.80K (0.45%) 8.50K
Increased by +10.52%
Dec 31, 25
20 Evernest Financial Advisors LLC 74.00K (0.41%) 74.00K
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 512.74K (2.84%) 0.00
Increased by 0.00%
Feb 28, 26
2 Vanguard Institutional Extnd Mkt Idx Tr 181.98K (1.01%) 0.00
Increased by 0.00%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 153.42K (0.85%) -16.04K
Decreased by -10.46%
Sep 30, 24
4 Pleiades Small Cap Equity A 106.64K (0.59%) 0.00
Increased by 0.00%
Dec 31, 25
5 Fidelity Extended Market Index 93.64K (0.52%) -388.00
Decreased by -0.41%
Jan 31, 26
6 Fidelity® Total Market Index 58.20K (0.32%) 0.00
Increased by 0.00%
Nov 30, 23
7 Dimensional US Small Cap ETF 52.57K (0.29%) 6.32K
Increased by +12.01%
Feb 27, 26
8 iShares Micro-Cap ETF 47.89K (0.27%) 33.57K
Increased by +70.10%
Feb 28, 26
9 Blackrock Extended Mkt Fund CF 47.04K (0.26%) 0.00
Increased by 0.00%
Feb 28, 26
10 Fidelity® Extended Market Index 42.16K (0.23%) 0.00
Increased by 0.00%
Nov 30, 23
11 Extended Equity Market Fund K 40.35K (0.22%) 26.00
Increased by +0.06%
Dec 31, 25
12 Fidelity Total Market Index 32.77K (0.18%) 0.00
Increased by 0.00%
Jan 31, 26
13 NT Ext Equity Mkt Idx Fd - L 25.97K (0.14%) 6.02K
Increased by +23.20%
Dec 31, 25
14 Fidelity Series Total Market Index 25.64K (0.14%) 2.03K
Increased by +7.92%
Jan 31, 26
15 DFA US Small Cap I 22.75K (0.13%) 0.00
Increased by 0.00%
Jan 31, 26
16 Spartan Extended Market Index Pool F 21.60K (0.12%) 388.00
Increased by +1.80%
Jan 31, 26
17 Essex Inv Mgt Micro Cap Growth 20.68K (0.11%) 4.38K
Increased by +21.17%
Dec 31, 25
18 Northern Trust Extended Eq Market Idx 19.95K (0.11%) 0.00
Increased by 0.00%
Sep 30, 25
19 NT Ext Equity Mkt Idx Fd - NL 19.92K (0.11%) 0.00
Increased by 0.00%
Dec 31, 25
20 Spartan Extended Market Index Pool E 17.81K (0.10%) 10.95K
Increased by +61.51%
Mar 31, 25