Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EPRE 4.62%
2 DVP 1.01%
3 DEEP 1.01%
4 SQLV 0.74%
5 FDM 0.54%
6 JSML 0.49%
7 RAYD 0.42%
8 JSMD 0.31%
9 QSML 0.17%
10 CGV 0.10%
11 SEIS 0.08%
12 DES 0.07%
13 EES 0.07%
14 VFQY 0.06%
15 EBIT 0.05%
16 AVUV 0.04%
17 AVSC 0.03%
18 PSC 0.03%
19 VCR 0.02%
20 VTWG 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Abdiel Capital Advisors LLC 14.89M (33.44%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 4.74M (10.65%) -102.65K
Decreased by -2.17%
Mar 31, 25
3 BlackRock Inc 3.43M (7.69%) -47.66K
Decreased by -1.39%
Mar 31, 25
4 American Century Companies Inc 1.39M (3.11%) 195.30K
Increased by +14.10%
Mar 31, 25
5 Geode Capital Management, LLC 1.30M (2.93%) 208.68K
Increased by +16.00%
Mar 31, 25
6 State Street Corp 1.07M (2.39%) -4.69K
Decreased by -0.44%
Mar 31, 25
7 State Street Corporation 987.25K (2.22%) 18.76K
Increased by +1.90%
Mar 31, 24
8 Tenzing Global Management LLC 925.00K (2.08%) -1.23M
Decreased by -132.43%
Dec 31, 24
9 Arrowstreet Capital Limited Partnership 753.77K (1.69%) -86.30K
Decreased by -11.45%
Mar 31, 25
10 Renaissance Technologies Corp 668.24K (1.50%) 59.70K
Increased by +8.93%
Mar 31, 25
11 Bank of New York Mellon Corp 485.84K (1.09%) 9.30K
Increased by +1.91%
Mar 31, 25
12 GSA Capital Partners LLP 476.68K (1.07%) -59.23K
Decreased by -12.43%
Sep 30, 24
13 Northern Trust Corp 433.98K (0.97%) -17.79K
Decreased by -4.10%
Mar 31, 25
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 (0.89%) 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 Citadel Advisors Llc 287.86K (0.65%) 37.76K
Increased by +13.12%
Mar 31, 25
19 Goldman Sachs Group Inc 282.78K (0.64%) -213.60K
Decreased by -75.53%
Mar 31, 25
20 Millennium Management LLC 268.88K (0.60%) 21.57K
Increased by +8.02%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.50M (3.38%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.47M (3.29%) 0.00
Increased by 0.00%
Apr 30, 25
3 Avantis US Small Cap Value ETF 1.24M (2.79%) 2.82K
Increased by +0.23%
May 31, 25
4 iShares Russell 2000 ETF 1.19M (2.67%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 1.13M (2.54%) 1.32K
Increased by +0.12%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 763.74K (1.72%) -1.35K
Decreased by -0.18%
Apr 30, 25
7 Vanguard Small Cap Value Index Inv 738.88K (1.66%) 4.61K
Increased by +0.62%
Apr 30, 25
8 Fidelity Small Cap Index 472.87K (1.06%) 3.33K
Increased by +0.70%
Mar 31, 25
9 Fidelity® Small Cap Index 462.37K (1.04%) 14.60K
Increased by +3.16%
Oct 31, 23
10 Morgan Stanley Inception 330.33K (0.74%) 330.33K
Increased by +100.00%
Jun 30, 24
11 Morgan Stanley Inst Inception I 330.33K (0.74%) 330.33K
Increased by +100.00%
Jun 30, 24
12 iShares Russell 2000 Growth ETF 319.43K (0.72%) 0.00
Increased by 0.00%
May 31, 25
13 Morgan Stanley Global Endurance R6 290.67K (0.65%) -106.92K
Decreased by -36.78%
Jun 30, 24
14 WisdomTree US SmallCap Dividend ETF 271.71K (0.61%) -466.00
Decreased by -0.17%
May 30, 25
15 Fidelity Extended Market Index 271.01K (0.61%) -2.59K
Decreased by -0.96%
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%) 0.00
Increased by 0.00%
May 31, 25
18 Fidelity® Extended Market Index 264.47K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
19 MS INVF Global Endurance Z USD Acc 258.46K (0.58%) -219.76K
Decreased by -85.03%
Jun 30, 24
20 Fidelity Small-Mid Multifactor ETF 247.33K (0.56%) 663.00
Increased by +0.27%
May 30, 25