Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 617.02K (4.64%) 34.87K
Increased by +5.65%
Dec 31, 25
2 Polar Asset Management Partners 330.90K (2.49%) 330.90K
Increased by +100.00%
Dec 31, 25
3 MYDA Advisors LLC 280.00K (2.11%) 280.00K
Increased by +100.00%
Dec 31, 25
4 Renaissance Technologies Corp 248.96K (1.87%) 29.10K
Increased by +11.69%
Mar 31, 26
5 Atlantic Trust Group, LLC 221.02K (1.66%) 0.00
Increased by 0.00%
Dec 31, 25
6 Perkins Capital Management Inc 200.59K (1.51%) -1.50K
Decreased by -0.75%
Mar 31, 26
7 Round Rock Advisors, LLC 191.32K (1.44%) 145.41K
Increased by +76.00%
Dec 31, 25
8 Kennedy Capital Management Inc 190.36K (1.43%) 190.36K
Increased by +100.00%
Dec 31, 25
9 BlackRock Inc 164.19K (1.24%) 42.88K
Increased by +26.11%
Dec 31, 25
10 The Informed Momentum Company (formerly EAM Investors) 153.37K (1.15%) 153.37K
Increased by +100.00%
Dec 31, 25
11 Geode Capital Management, LLC 145.83K (1.10%) 14.59K
Increased by +10.00%
Dec 31, 25
12 Marshall Wace Asset Management Ltd 127.32K (0.96%) 84.80K
Increased by +66.60%
Dec 31, 25
13 SEI Investments Co 121.21K (0.91%) 121.21K
Increased by +100.00%
Dec 31, 25
14 LPL Financial Corp 114.00K (0.86%) -100.00
Decreased by -0.09%
Dec 31, 25
15 Dimensional Fund Advisors, Inc. 92.67K (0.70%) 31.21K
Increased by +33.68%
Mar 31, 26
16 Hillsdale Investment Management Inc. 88.40K (0.67%) 86.22K
Increased by +97.54%
Dec 31, 25
17 Essex Investment Management Company, LLC 74.11K (0.56%) 0.00
Increased by 0.00%
Dec 31, 25
18 Evernest Financial Advisors LLC 68.30K (0.51%) -77.13K
Decreased by -112.93%
Mar 31, 26
19 Aries Wealth Management 63.90K (0.48%) 20.00K
Increased by +31.30%
Mar 31, 26
20 Morgan Stanley - Brokerage Accounts 60.60K (0.46%) -8.84K
Decreased by -14.59%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 412.69K (3.11%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 402.53K (3.03%) 0.00
Increased by 0.00%
Mar 31, 26
3 GVIC Concentrated Equity Value Strategy 191.25K (1.44%) 191.25K
Increased by +100.00%
Dec 31, 25
4 IMC US Ultra Micro Cap 186.79K (1.41%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard Institutional Extnd Mkt Idx Tr 150.08K (1.13%) 0.00
Increased by 0.00%
Mar 31, 26
6 Kennedy Micro Cap Opportunities 115.02K (0.87%) 115.02K
Increased by +100.00%
Dec 31, 25
7 Pleiades Small Cap Equity A 93.39K (0.70%) -27.81K
Decreased by -29.78%
Mar 31, 26
8 Fidelity Extended Market Index 75.10K (0.57%) -1.40K
Decreased by -1.87%
Mar 31, 26
9 Kennedy Micro Cap 75.06K (0.56%) 75.06K
Increased by +100.00%
Dec 31, 25
10 Fidelity® Extended Market Index 62.60K (0.47%) 0.00
Increased by 0.00%
Nov 30, 23
11 Dimensional US Small Cap ETF 50.67K (0.38%) 0.00
Increased by 0.00%
Apr 30, 26
12 Blackrock Extended Mkt Fund CF 42.27K (0.32%) 0.00
Increased by 0.00%
Mar 31, 26
13 Extended Equity Market Fund B 42.27K (0.32%) 42.27K
Increased by +100.00%
Dec 31, 25
14 Extended Equity Market Fund E 42.27K (0.32%) 42.27K
Increased by +100.00%
Dec 31, 25
15 Extended Equity Market Fund K 36.00K (0.27%) -264.00
Decreased by -0.73%
Mar 31, 26
16 Relay Race ETP 30.25K (0.23%) 0.00
Increased by 0.00%
Feb 27, 26
17 Fidelity Total Market Index 24.79K (0.19%) 0.00
Increased by 0.00%
Mar 31, 26
18 DFA US Small Cap I 23.72K (0.18%) 1.83K
Increased by +7.73%
Mar 31, 26
19 Spartan Extended Market Index Pool F 21.08K (0.16%) 2.94K
Increased by +13.96%
Mar 31, 26
20 Fidelity Series Total Market Index 20.94K (0.16%) 1.26K
Increased by +6.00%
Mar 31, 26