Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EPRE 4.62%
2 DEEP 1.20%
3 DVP 1.20%
4 SQLV 0.72%
5 FDM 0.57%
6 JSML 0.48%
7 RAYD 0.42%
8 JSMD 0.29%
9 QSML 0.17%
10 CGV 0.10%
11 SEIS 0.08%
12 DES 0.07%
13 EES 0.07%
14 EBIT 0.05%
15 AVUV 0.04%
16 AVSC 0.03%
17 PSC 0.03%
18 VCR 0.02%
19 VTWG 0.02%
20 RFLR 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Abdiel Capital Advisors LLC 14.89M (33.71%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 4.74M (10.74%) -102.65K
Decreased by -2.17%
Mar 31, 25
3 BlackRock Inc 3.43M (7.76%) -47.66K
Decreased by -1.39%
Mar 31, 25
4 American Century Companies Inc 1.39M (3.14%) 195.30K
Increased by +14.10%
Mar 31, 25
5 Geode Capital Management, LLC 1.30M (2.95%) 208.68K
Increased by +16.00%
Mar 31, 25
6 State Street Corp 1.07M (2.41%) -4.69K
Decreased by -0.44%
Mar 31, 25
7 State Street Corporation 987.25K (2.24%) 18.76K
Increased by +1.90%
Mar 31, 24
8 Tenzing Global Management LLC 925.00K (2.09%) -1.23M
Decreased by -132.43%
Dec 31, 24
9 Arrowstreet Capital Limited Partnership 753.77K (1.71%) -86.30K
Decreased by -11.45%
Mar 31, 25
10 Renaissance Technologies Corp 668.24K (1.51%) 59.70K
Increased by +8.93%
Mar 31, 25
11 Bank of New York Mellon Corp 485.84K (1.10%) 9.30K
Increased by +1.91%
Mar 31, 25
12 GSA Capital Partners LLP 476.68K (1.08%) -59.23K
Decreased by -12.43%
Sep 30, 24
13 Northern Trust Corp 451.77K (1.02%) 44.26K
Increased by +9.80%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 403.49K (0.91%) -48.99K
Decreased by -12.14%
Mar 31, 25
15 D. E. Shaw & Co LP 396.12K (0.90%) 75.66K
Increased by +19.10%
Dec 31, 24
16 Jacobs Levy Equity Management, Inc. 309.76K (0.70%) 233.29K
Increased by +75.31%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 291.66K (0.66%) 164.55K
Increased by +56.42%
Mar 31, 25
18 Goldman Sachs Group Inc 282.78K (0.64%) -213.60K
Decreased by -75.53%
Mar 31, 25
19 Citadel Advisors Llc 250.10K (0.57%) 112.39K
Increased by +44.94%
Dec 31, 24
20 Millennium Management LLC 247.31K (0.56%) -224.81K
Decreased by -90.90%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.50M (3.41%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.47M (3.32%) 0.00
Increased by 0.00%
Apr 30, 25
3 Avantis US Small Cap Value ETF 1.20M (2.72%) 0.00
Increased by 0.00%
Apr 30, 25
4 iShares Russell 2000 ETF 1.17M (2.66%) 198.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Small Cap Index 1.13M (2.57%) 1.32K
Increased by +0.12%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 763.74K (1.73%) -1.35K
Decreased by -0.18%
Apr 30, 25
7 Vanguard Small Cap Value Index Inv 738.88K (1.67%) 4.61K
Increased by +0.62%
Apr 30, 25
8 Fidelity Small Cap Index 469.54K (1.06%) 0.00
Increased by 0.00%
Feb 28, 25
9 Fidelity® Small Cap Index 462.37K (1.05%) 14.60K
Increased by +3.16%
Oct 31, 23
10 Morgan Stanley Inception 330.33K (0.75%) 330.33K
Increased by +100.00%
Jun 30, 24
11 Morgan Stanley Inst Inception I 330.33K (0.75%) 330.33K
Increased by +100.00%
Jun 30, 24
12 iShares Russell 2000 Growth ETF 329.57K (0.75%) 0.00
Increased by 0.00%
Apr 30, 25
13 Morgan Stanley Global Endurance R6 290.67K (0.66%) -106.92K
Decreased by -36.78%
Jun 30, 24
14 Fidelity Extended Market Index 273.60K (0.62%) 2.59K
Increased by +0.95%
Mar 31, 25
15 WisdomTree US SmallCap Dividend ETF 272.87K (0.62%) 0.00
Increased by 0.00%
Apr 30, 25
16 State St Russell Sm/Mid Cp® Indx NL Cl C 270.35K (0.61%) 1.35K
Increased by +0.50%
Apr 30, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 270.35K (0.61%) 1.35K
Increased by +0.50%
Apr 30, 25
18 Fidelity® Extended Market Index 264.47K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
19 MS INVF Global Endurance Z USD Acc 258.46K (0.59%) -219.76K
Decreased by -85.03%
Jun 30, 24
20 Fidelity Small-Mid Multifactor ETF 251.97K (0.57%) 0.00
Increased by 0.00%
Apr 30, 25