Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MOON 2.16%
2 XTL 0.54%
3 QQQS 0.49%
4 FESM 0.31%
5 SCDS 0.25%
6 IWC 0.11%
7 CLMA 0.10%
8 SEIS 0.10%
9 SMLF 0.08%
10 KOMP 0.08%
11 QSML 0.08%
12 PSM 0.07%
13 VFVA 0.06%
14 EES 0.04%
15 DFSV 0.03%
16 PRFZ 0.03%
17 VOX 0.03%
18 DFAT 0.03%
19 RFLR 0.03%
20 TMFX 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.89M (10.89%) -61.49K
Decreased by -2.13%
Mar 31, 25
2 Vanguard Group Inc 1.79M (6.72%) 16.67K
Increased by +0.93%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 1.36M (5.11%) 109.01K
Increased by +8.03%
Mar 31, 25
4 Acadian Asset Management LLC 760.82K (2.86%) 696.39K
Increased by +91.53%
Mar 31, 25
5 Renaissance Technologies Corp 703.10K (2.65%) 51.80K
Increased by +7.37%
Mar 31, 25
6 Connor Clark & Lunn Inv Mgmt Ltd 611.88K (2.30%) 87.29K
Increased by +14.27%
Mar 31, 25
7 Nuveen, LLC 604.29K (2.28%) 604.29K
Increased by +100.00%
Mar 31, 25
8 State Street Corp 602.88K (2.27%) 8.64K
Increased by +1.43%
Mar 31, 25
9 Geode Capital Management, LLC 596.00K (2.24%) 25.09K
Increased by +4.21%
Mar 31, 25
10 Nuveen Asset Management, LLC 594.28K (2.24%) -18.30K
Decreased by -3.08%
Dec 31, 24
11 Bank of New York Mellon Corp 584.09K (2.20%) -52.30K
Decreased by -8.95%
Mar 31, 24
12 State Street Corporation 522.45K (1.97%) 28.80K
Increased by +5.51%
Mar 31, 24
13 Goldman Sachs Group Inc 519.95K (1.96%) -9.55K
Decreased by -1.84%
Mar 31, 25
14 Ameriprise Financial Inc 512.42K (1.93%) 24.07K
Increased by +4.70%
Mar 31, 25
15 Jacobs Levy Equity Management, Inc. 508.56K (1.91%) -10.05K
Decreased by -1.98%
Mar 31, 25
16 Citadel Advisors Llc 496.45K (1.87%) -62.19K
Decreased by -12.53%
Sep 30, 23
17 Smith Graham & Co Inv Adv, L.P.** 485.04K (1.83%) -2.88K
Decreased by -0.59%
Dec 31, 23
18 D. E. Shaw & Co LP 478.97K (1.80%) 37.25K
Increased by +7.78%
Mar 31, 25
19 JPMorgan Chase & Co 473.56K (1.78%) -334.83K
Decreased by -70.70%
Dec 31, 24
20 Dana Investment Advisors Inc 460.08K (1.73%) 10.22K
Increased by +2.22%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 809.21K (3.05%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 752.36K (2.83%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 649.14K (2.44%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 424.21K (1.60%) 3.98K
Increased by +0.94%
May 31, 25
5 BNY Mellon Sm/Md Cp Gr I 311.27K (1.17%) -15.16K
Decreased by -4.87%
Mar 31, 24
6 Nuveen Quant Small Cap Equity R6 293.26K (1.10%) -7.29K
Decreased by -2.49%
Apr 30, 25
7 TIAA-CREF Quant Small-Cap Equity Instl 288.62K (1.09%) 0.00
Increased by 0.00%
Dec 31, 23
8 CREF Stock R1 271.24K (1.02%) 5.16K
Increased by +1.90%
Feb 28, 25
9 DFA US Small Cap Value I 266.14K (1.00%) 8.37K
Increased by +3.15%
Apr 30, 25
10 Fidelity Small Cap Index 249.97K (0.94%) 3.61K
Increased by +1.44%
Mar 31, 25
11 BlackRock Advantage Small Cap Core Instl 244.53K (0.92%) 0.00
Increased by 0.00%
May 31, 25
12 BlackRock Global Equity Mkt Netrl Instl 234.43K (0.88%) 0.00
Increased by 0.00%
May 31, 25
13 Fidelity® Small Cap Index 224.45K (0.85%) 4.12K
Increased by +1.84%
Oct 31, 23
14 Columbia Small Cap Value I 222.60K (0.84%) 13.00K
Increased by +5.84%
Mar 31, 25
15 Columbia Small Cap Value I A 221.22K (0.83%) -1.38K
Decreased by -0.62%
May 31, 25
16 CREF Stock R3 218.30K (0.82%) -52.94K
Decreased by -24.25%
Mar 31, 25
17 Herald Ord 210.00K (0.79%) 0.00
Increased by 0.00%
Dec 31, 24
18 DFA US Targeted Value I 200.13K (0.75%) 4.76K
Increased by +2.38%
Apr 30, 25
19 Fidelity Enhanced Small Cap ETF 198.83K (0.75%) 0.00
Increased by 0.00%
May 30, 25
20 iShares Russell 2000 Growth ETF 189.53K (0.71%) 0.00
Increased by 0.00%
May 31, 25