Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFUV 0.00%
3 DFAT 0.00%
4 DFAS 0.00%
5 DFAC 0.00%
6 VXF 0.00%
7 ITOT 0.00%
8 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Millennium Management LLC 775.98K (8.89%) -33.92K
Decreased by -4.37%
Jun 30, 25
2 Ikarian Capital, LLC 595.93K (6.82%) -144.07K
Decreased by -24.18%
Jun 30, 25
3 Renaissance Technologies Corp 494.96K (5.67%) -8.40K
Decreased by -1.70%
Jun 30, 25
4 Vanguard Group Inc 411.79K (4.72%) -4.78K
Decreased by -1.16%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 252.89K (2.90%) 700.00
Increased by +0.28%
Jun 30, 25
6 J. Goldman & Co LP 220.71K (2.53%) -20.77K
Decreased by -9.41%
Jun 30, 25
7 Bridgeway Capital Management, LLC 188.35K (2.16%) 4.20K
Increased by +2.23%
Jun 30, 25
8 BOOTHBAY FUND MANAGEMENT, LLC 180.23K (2.06%) -43.57K
Decreased by -24.17%
Jun 30, 25
9 Berkshire Asset Management Inc 153.81K (1.76%) 153.81K
Increased by +100.00%
Mar 31, 25
10 Adage Capital Partners Gp LLC 150.00K (1.72%) 150.00K
Increased by +100.00%
Mar 31, 25
11 Geode Capital Management, LLC 100.24K (1.15%) 1.15K
Increased by +1.14%
Jun 30, 25
12 Citadel Advisors Llc 74.41K (0.85%) 48.59K
Increased by +65.31%
Jun 30, 25
13 Bank of New York Mellon Corp 72.51K (0.83%) 0.00
Increased by 0.00%
Jun 30, 25
14 The Informed Momentum Company (formerly EAM Investors) 71.78K (0.82%) 71.78K
Increased by +100.00%
Mar 31, 25
15 Walleye Trading Advisors, LLC 70.42K (0.81%) 70.42K
Increased by +100.00%
Mar 31, 25
16 BlackRock Inc 51.17K (0.59%) 18.51K
Increased by +36.17%
Jun 30, 25
17 Acadian Asset Management LLC 49.14K (0.56%) 49.14K
Increased by +100.00%
Mar 31, 25
18 State Street Corp 33.70K (0.39%) 0.00
Increased by 0.00%
Jun 30, 25
19 State Street Corporation 33.70K (0.39%) -6.09K
Decreased by -18.07%
Mar 31, 24
20 Heron Bay Capital Management 33.25K (0.38%) 33.25K
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 280.82K (3.22%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 274.81K (3.15%) -6.01K
Decreased by -2.19%
Jul 31, 25
3 Bridgeway Ultra-Small Company 137.27K (1.57%) 4.20K
Increased by +3.06%
Jun 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 86.94K (1.00%) -39.62K
Decreased by -45.57%
Jul 31, 25
5 IMC US Ultra Micro Cap 79.25K (0.91%) 0.00
Increased by 0.00%
May 31, 25
6 DFA US Targeted Value I 65.60K (0.75%) 2.30K
Increased by +3.50%
Jul 31, 25
7 Bridgeway Ultra-Small Company Market 49.89K (0.57%) 0.00
Increased by 0.00%
Jun 30, 25
8 DFA US Micro Cap I 47.77K (0.55%) 0.00
Increased by 0.00%
Jul 31, 25
9 Fidelity Extended Market Index 44.18K (0.51%) 1.02K
Increased by +2.31%
Jul 31, 25
10 Fidelity® Extended Market Index 42.54K (0.49%) 0.00
Increased by 0.00%
Nov 30, 23
11 Pleiades Small Cap Equity A 39.62K (0.45%) 39.62K
Increased by +100.00%
Mar 31, 25
12 Dimensional US Targeted Value ETF 39.28K (0.45%) 0.00
Increased by 0.00%
Aug 29, 25
13 Fidelity® Series Total Market Index 22.08K (0.25%) 0.00
Increased by 0.00%
Nov 30, 23
14 Dimensional US Small Cap ETF 18.70K (0.21%) 0.00
Increased by 0.00%
Aug 29, 25
15 Fidelity Total Market Index 17.99K (0.21%) -38.00
Decreased by -0.21%
Jul 31, 25
16 iShares Micro-Cap ETF 16.89K (0.19%) 0.00
Increased by 0.00%
Aug 31, 25
17 Dimensional US Marketwide Value ETF 15.18K (0.17%) 0.00
Increased by 0.00%
Aug 29, 25
18 Dimensional Global Trgtd Value USD Acc 14.55K (0.17%) -24.00
Decreased by -0.16%
Jul 31, 25
19 Fidelity Series Total Market Index 11.41K (0.13%) 0.00
Increased by 0.00%
Jul 31, 25
20 Fidelity Nasdaq Composite Index 11.33K (0.13%) 0.00
Increased by 0.00%
Jul 31, 25