Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTLA 0.04%
2 IWC 0.04%
3 ITOT 0.00%
4 VTI 0.00%
5 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 253.82K (3.40%) 37.84K
Increased by +14.91%
Jun 30, 25
2 B Group, Inc 189.35K (2.54%) -10.65K
Decreased by -5.62%
Jun 30, 25
3 Renaissance Technologies Corp 107.52K (1.44%) -5.79K
Decreased by -5.38%
Jun 30, 25
4 BlackRock Inc 89.67K (1.20%) 10.68K
Increased by +11.91%
Jun 30, 25
5 Franklin Resources Inc 65.39K (0.88%) 0.00
Increased by 0.00%
Dec 31, 23
6 Peapod Lane Capital LLC 62.97K (0.84%) 62.97K
Increased by +100.00%
Dec 31, 24
7 Acuitas Investments, LLC 62.31K (0.84%) 12.32K
Increased by +19.77%
Sep 30, 24
8 Geode Capital Management, LLC 51.02K (0.68%) 3.31K
Increased by +6.49%
Jun 30, 25
9 MONIMUS CAPITAL MANAGEMENT, LP 42.07K (0.56%) 0.00
Increased by 0.00%
Jun 30, 25
10 Millennium Management LLC 37.55K (0.50%) -85.91K
Decreased by -228.76%
Sep 30, 24
11 Citadel Advisors Llc 35.73K (0.48%) 23.47K
Increased by +65.69%
Jun 30, 25
12 HRT FINANCIAL LLC 30.52K (0.41%) 30.52K
Increased by +100.00%
Dec 31, 23
13 Northern Trust Corp 28.07K (0.38%) -248.00
Decreased by -0.88%
Jun 30, 25
14 Federated Hermes Inc 25.39K (0.34%) 0.00
Increased by 0.00%
Jun 30, 25
15 XTX Topco Ltd 25.24K (0.34%) 25.24K
Increased by +100.00%
Sep 30, 23
16 Armistice Capital, LLC 23.86K (0.32%) -144.22K
Decreased by -604.48%
Mar 31, 25
17 Acadian Asset Management LLC 23.03K (0.31%) 23.03K
Increased by +100.00%
Mar 31, 25
18 Squarepoint Ops LLC 18.98K (0.25%) 18.98K
Increased by +100.00%
Mar 31, 25
19 Palumbo Wealth Management LLC 18.67K (0.25%) 681.00
Increased by +3.65%
Jun 30, 25
20 Marshall Wace Asset Management Ltd 18.04K (0.24%) 3.22K
Increased by +17.83%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 461.58K (6.19%) 0.00
Increased by 0.00%
Nov 30, 23
2 Franklin Biotechnology Discv A(acc)USD 166.20K (2.23%) 166.20K
Increased by +100.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 127.52K (1.71%) -2.79K
Decreased by -2.19%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 114.78K (1.54%) 0.00
Increased by 0.00%
Sep 30, 24
5 Fidelity® Total Market Index 104.28K (1.40%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Small Cap Enhanced Index 88.17K (1.18%) 0.00
Increased by 0.00%
Jan 31, 24
7 BlackRock Extended Mkt Composite 69.17K (0.93%) 0.00
Increased by 0.00%
Sep 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 68.61K (0.92%) -32.59K
Decreased by -47.51%
Jul 31, 25
9 Vanguard VIF Small Co Gr 63.31K (0.85%) 0.00
Increased by 0.00%
Sep 30, 23
10 Franklin U.S. Small Cap Equity I 62.29K (0.84%) 0.00
Increased by 0.00%
Dec 31, 23
11 Fidelity® Series Total Market Index 53.53K (0.72%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity® VIP Disciplined Small Cap Init 48.17K (0.65%) 0.00
Increased by 0.00%
Oct 31, 23
13 Schwab Total Stock Market Index 32.45K (0.44%) 0.00
Increased by 0.00%
Jan 31, 24
14 Fidelity Extended Market Index 27.00K (0.36%) 4.20K
Increased by +15.56%
Jul 31, 25
15 Federated Hermes MDT SCG Institutional 25.39K (0.34%) 0.00
Increased by 0.00%
Jun 30, 25
16 Federated Hermes MDT Small Cap Growth IS 25.39K (0.34%) 0.00
Increased by 0.00%
Jun 30, 25
17 Vanguard Strategic Small-Cap Equity Inv 17.72K (0.24%) 0.00
Increased by 0.00%
Jun 30, 25
18 Bridgeway Ultra-Small Company Market 13.75K (0.18%) 0.00
Increased by 0.00%
Jun 30, 25
19 Extended Equity Market Fund K 13.08K (0.18%) 8.11K
Increased by +62.00%
Jun 30, 25
20 SSgA U.S. Extended Market Index Class I 12.33K (0.17%) 0.00
Increased by 0.00%
Dec 31, 23