Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.23%
2 FDM 0.18%
3 DES 0.04%
4 IWC 0.01%
5 AVSC 0.01%
6 IWO 0.00%
7 DFAT 0.00%
8 AVUV 0.00%
9 IWM 0.00%
10 DFSV 0.00%
11 DFSU 0.00%
12 DFAS 0.00%
13 DCOR 0.00%
14 DFUV 0.00%
15 DFAC 0.00%
16 IWN 0.00%
17 VTHR 0.00%
18 VTI 0.00%
19 VTWG 0.00%
20 VTWO 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Visionary Wealth Advisors 764.89K (11.24%) 17.73K
Increased by +2.32%
Dec 31, 25
2 Vanguard Group Inc 445.46K (6.55%) 896.00
Increased by +0.20%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 369.55K (5.43%) -8.73K
Decreased by -2.36%
Dec 31, 25
4 BlackRock Inc 335.11K (4.93%) 48.12K
Increased by +14.36%
Sep 30, 25
5 Renaissance Technologies Corp 286.13K (4.21%) -20.40K
Decreased by -7.13%
Dec 31, 25
6 Geode Capital Management, LLC 163.38K (2.40%) 2.74K
Increased by +1.68%
Dec 31, 25
7 Bank of New York Mellon Corp 83.89K (1.23%) 2.30K
Increased by +2.74%
Sep 30, 25
8 EAM Investors, LLC 79.03K (1.16%) 79.03K
Increased by +100.00%
Sep 30, 23
9 State Street Corp 73.16K (1.08%) 9.19K
Increased by +12.56%
Sep 30, 25
10 Northern Trust Corp 71.88K (1.06%) -4.78K
Decreased by -6.65%
Sep 30, 25
11 Susquehanna International Group, LLP 57.14K (0.84%) -114.80K
Decreased by -200.90%
Jun 30, 25
12 JPMorgan Chase & Co 51.19K (0.75%) 25.11K
Increased by +49.05%
Sep 30, 25
13 Bridgeway Capital Management, LLC 46.15K (0.68%) 0.00
Increased by 0.00%
Dec 31, 25
14 Envestnet Asset Management Inc 44.41K (0.65%) 44.41K
Increased by +100.00%
Dec 31, 23
15 Segall Bryant & Hamill 38.45K (0.57%) 19.24K
Increased by +50.05%
Dec 31, 25
16 Man Group PLC 33.41K (0.49%) 33.41K
Increased by +100.00%
Mar 31, 24
17 Goldman Sachs Group Inc 29.80K (0.44%) 11.85K
Increased by +39.77%
Mar 31, 25
18 Jane Street Group LLC 27.64K (0.41%) 11.70K
Increased by +42.34%
Mar 31, 25
19 JANE STREET GROUP, LLC 26.22K (0.39%) 26.22K
Increased by +100.00%
Jun 30, 24
20 American Century Companies Inc 24.70K (0.36%) -9.05K
Decreased by -36.64%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 278.89K (4.10%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 272.26K (4.00%) 0.00
Increased by 0.00%
Feb 28, 26
3 iShares Russell 2000 ETF 160.10K (2.35%) 160.10K
Increased by +100.00%
Feb 28, 26
4 DFA US Small Cap Value I 110.27K (1.62%) -3.21K
Decreased by -2.91%
Jan 31, 26
5 DFA US Micro Cap I 97.74K (1.44%) 0.00
Increased by 0.00%
Jan 31, 26
6 EAM Ultra Micro Cap 79.03K (1.16%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 73.04K (1.07%) 0.00
Increased by 0.00%
Feb 28, 26
8 Fidelity Small Cap Index 70.84K (1.04%) 0.00
Increased by 0.00%
Dec 31, 25
9 iShares Russell 2000 Growth ETF 52.08K (0.77%) 52.08K
Increased by +100.00%
Feb 28, 26
10 DFA US Small Cap I 50.13K (0.74%) 0.00
Increased by 0.00%
Jan 31, 26
11 Bridgeway Ultra-Small Company Market 44.15K (0.65%) 0.00
Increased by 0.00%
Dec 31, 25
12 WisdomTree US SmallCap Dividend ETF 41.64K (0.61%) 0.00
Increased by 0.00%
Feb 27, 26
13 Fidelity Extended Market Index 36.88K (0.54%) -153.00
Decreased by -0.41%
Jan 31, 26
14 Vanguard Russell 2000 ETF 34.41K (0.51%) 1.22K
Increased by +3.56%
Feb 28, 26
15 Dimensional US Small Cap ETF 31.09K (0.46%) 1.09K
Increased by +3.49%
Feb 27, 26
16 State St Russell Sm Cap® Indx SL Cl I 24.20K (0.36%) 0.00
Increased by 0.00%
Feb 28, 26
17 Navellier Small-Mid Cap Growth 24.00K (0.35%) 0.00
Increased by 0.00%
Jun 30, 25
18 First Trust Dow Jones Sel MicroCap ETF 20.13K (0.30%) 0.00
Increased by 0.00%
Jul 31, 25
19 Pleiades Small Cap Equity A 20.05K (0.29%) 20.05K
Increased by +100.00%
Sep 30, 23
20 iShares Micro-Cap ETF 18.76K (0.28%) -10.85K
Decreased by -57.82%
Feb 28, 26