Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AND 2.70%
2 PACA 0.04%
3 DFEM 0.00%
4 DFSE 0.00%
5 VEU 0.00%
6 VWO 0.00%
7 VXUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Truffle Hound Capital, LLC 1.40M (0.65%) -300.00K
Decreased by -21.43%
Mar 31, 26
2 Renaissance Technologies Corp 895.77K (0.42%) 50.91K
Increased by +5.68%
Mar 31, 26
3 Appleseed Capital 493.85K (0.23%) 106.45K
Increased by +21.56%
Mar 31, 26
4 STOKES FAMILY OFFICE, LLC 209.19K (0.10%) 121.87K
Increased by +58.26%
Mar 31, 26
5 Mariner Wealth Advisors LLC 194.84K (0.09%) 34.28K
Increased by +17.59%
Jun 30, 24
6 Mariner Wealth Advisors, LLC 194.84K (0.09%) 34.28K
Increased by +17.59%
Jun 30, 24
7 Marshall Wace Asset Management Ltd 137.33K (0.06%) -137.82K
Decreased by -100.36%
Mar 31, 26
8 Banco BTG Pactual S.A. 135.32K (0.06%) 135.32K
Increased by +100.00%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 132.62K (0.06%) 8.69K
Increased by +6.55%
Mar 31, 26
10 BlackRock Inc 106.90K (0.05%) 5.85K
Increased by +5.47%
Mar 31, 26
11 Millennium Management LLC 89.68K (0.04%) -106.66K
Decreased by -118.94%
Mar 31, 26
12 AQR Capital Management LLC 86.69K (0.04%) -906.00
Decreased by -1.05%
Mar 31, 26
13 FLOW TRADERS U.S. LLC 86.11K (0.04%) 86.11K
Increased by +100.00%
Mar 31, 25
14 First Affirmative Financial Network 75.48K (0.04%) 2.51K
Increased by +3.32%
Mar 31, 26
15 Kerrisdale Advisers, LLC 75.00K (0.03%) 0.00
Increased by 0.00%
Mar 31, 26
16 Connor Clark & Lunn Inv Mgmt Ltd 72.61K (0.03%) 28.20K
Increased by +38.84%
Mar 31, 26
17 Citadel Advisors Llc 71.74K (0.03%) -1.56K
Decreased by -2.17%
Dec 31, 25
18 J. Safra Sarasin Holding AG 70.30K (0.03%) 0.00
Increased by 0.00%
Jun 30, 25
19 Sage Investment Counsel LLC 60.95K (0.03%) 26.95K
Increased by +44.22%
Mar 31, 26
20 Dauntless Investment Group, LLC 58.89K (0.03%) 58.89K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Instl Ttl Intl Stck Mkt Idx Tr 39.09K (0.02%) 0.00
Increased by 0.00%
Jan 31, 24
2 Dimensional Emerging Markets Cr Eq 2 ETF 34.49K (0.02%) 0.00
Increased by 0.00%
May 29, 26
3 Vanguard FTSE Emerg Markets ETF $Dis 27.03K (0.01%) 0.00
Increased by 0.00%
Jan 31, 24
4 Dimensional EM Core Equity Acc 26.68K (0.01%) 0.00
Increased by 0.00%
Apr 30, 26
5 Inspire Select Equity Portfolio 25.38K (0.01%) -6.83K
Decreased by -26.92%
Mar 31, 26
6 Vanguard FTSE All-Wld ex-US ETF 21.90K (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
7 Financial Trust Intl ValueMomentum 20.25K (0.01%) 20.25K
Increased by +100.00%
Apr 30, 26
8 Dimensional World ex US Core Eq 2 ETF 18.68K (0.01%) 0.00
Increased by 0.00%
May 29, 26
9 DFA Emerging Markets Core Equity I 16.75K (0.01%) 0.00
Increased by 0.00%
Feb 28, 25
10 DFA International Core Equity Class F 12.96K (0.01%) 0.00
Increased by 0.00%
Mar 31, 26
11 DFA Emerging Markets Core Equity 2 I 11.71K (0.01%) 0.00
Increased by 0.00%
Mar 31, 26
12 National Security Emerging Mkts Idx ETF 8.71K (0.00%) 0.00
Increased by 0.00%
May 29, 26
13 Dimensional Em Mkts ex China Cr Eq ETF 7.70K (0.00%) 0.00
Increased by 0.00%
May 29, 26
14 Inspire Select Moderate Portfolio 6.06K (0.00%) -610.00
Decreased by -10.06%
Mar 31, 26
15 Financial Trust Latin Value Momentum 6.01K (0.00%) 6.01K
Increased by +100.00%
Apr 30, 26
16 Vanguard Emerging Mkts Stock Idx Inv 5.74K (0.00%) -250.57K
Decreased by -4.36 K%
Mar 31, 24
17 Comerica Foreign Equity CIT - Inst Class 5.06K (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
18 FT Tactical International ValueMomentum 4.75K (0.00%) 4.75K
Increased by +100.00%
Apr 30, 26
19 DFA Em Mkts Sustnby Cor 1 Instl 4.35K (0.00%) 0.00
Increased by 0.00%
Jul 31, 25
20 DFA Emerging Markets Small Cap I 4.19K (0.00%) 0.00
Increased by 0.00%
Jul 31, 25