Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 IWO 0.01%
3 AVSC 0.00%
4 IWM 0.00%
5 DFAT 0.00%
6 DFSU 0.00%
7 DFAS 0.00%
8 DFAC 0.00%
9 DCOR 0.00%
10 VTI 0.00%
11 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Essex Investment Management Company, LLC 727.06K (4.73%) -5.61K
Decreased by -0.77%
Mar 31, 25
2 Bard Associates Inc 666.09K (4.33%) 77.97K
Increased by +11.71%
Mar 31, 25
3 Creative Planning Inc 530.60K (3.45%) -3.19K
Decreased by -0.60%
Mar 31, 25
4 Vanguard Group Inc 520.73K (3.39%) 17.11K
Increased by +3.29%
Mar 31, 25
5 Millennium Management LLC 339.35K (2.21%) 313.95K
Increased by +92.51%
Mar 31, 25
6 Acadian Asset Management LLC 337.79K (2.20%) 337.79K
Increased by +100.00%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 247.51K (1.61%) 29.86K
Increased by +12.06%
Mar 31, 25
8 Arrowstreet Capital Limited Partnership 247.50K (1.61%) 118.35K
Increased by +47.82%
Mar 31, 25
9 Legato Capital Management LLC 215.75K (1.40%) -3.32K
Decreased by -1.54%
Mar 31, 25
10 Susquehanna International Group, LLP 194.78K (1.27%) 104.05K
Increased by +53.42%
Mar 31, 25
11 EAM Investors, LLC 181.51K (1.18%) 61.85K
Increased by +34.08%
Mar 31, 24
12 Renaissance Technologies Corp 180.40K (1.17%) -93.70K
Decreased by -51.94%
Mar 31, 25
13 Two Sigma Investments LLC 172.87K (1.12%) 48.23K
Increased by +27.90%
Mar 31, 25
14 Perkins Capital Management Inc 170.60K (1.11%) 120.60K
Increased by +70.69%
Mar 31, 25
15 Citadel Advisors Llc 165.17K (1.07%) -12.23K
Decreased by -7.40%
Mar 31, 25
16 Geode Capital Management, LLC 144.47K (0.94%) 5.22K
Increased by +3.61%
Mar 31, 25
17 Marshall Wace Asset Management Ltd 115.99K (0.75%) -146.04K
Decreased by -125.91%
Mar 31, 25
18 GSA Capital Partners LLP 115.52K (0.75%) 21.81K
Increased by +18.88%
Mar 31, 25
19 The Informed Momentum Company (formerly EAM Investors) 113.11K (0.74%) 113.11K
Increased by +100.00%
Mar 31, 25
20 Man Group PLC 102.14K (0.66%) 102.14K
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 345.91K (2.25%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 345.91K (2.25%) 0.00
Increased by 0.00%
Sep 30, 24
3 EAM Ultra Micro Cap 181.51K (1.18%) 0.00
Increased by 0.00%
Mar 31, 24
4 Pleiades Small Cap Equity A 174.37K (1.13%) 62.44K
Increased by +35.81%
Mar 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 169.07K (1.10%) 0.00
Increased by 0.00%
May 31, 25
6 1290 Essex Small Cap Growth I 159.62K (1.04%) 1.70K
Increased by +1.07%
Apr 30, 25
7 IMC US Ultra Micro Cap 94.19K (0.61%) -30.70K
Decreased by -32.59%
Apr 30, 25
8 Dimensional US Targeted Value ETF 73.89K (0.48%) -276.00
Decreased by -0.37%
May 30, 25
9 Fidelity Extended Market Index 66.24K (0.43%) -633.00
Decreased by -0.96%
Apr 30, 25
10 DFA US Targeted Value I 59.08K (0.38%) 14.07K
Increased by +23.81%
Apr 30, 25
11 Nationwide Bailard Cogntv Val M 58.50K (0.38%) 4.20K
Increased by +7.18%
Oct 31, 24
12 Fidelity® Extended Market Index 53.91K (0.35%) 0.00
Increased by 0.00%
Nov 30, 23
13 Bailard Micrcap Value 42.77K (0.28%) -11.53K
Decreased by -26.96%
Dec 31, 24
14 Bailard Small Cap Value 42.77K (0.28%) -11.53K
Decreased by -26.96%
Dec 31, 24
15 RBC Microcap Value I 29.80K (0.19%) 0.00
Increased by 0.00%
Mar 31, 25
16 iShares Micro-Cap ETF 26.76K (0.17%) 0.00
Increased by 0.00%
May 31, 25
17 BlackRock Extended Equity Market K 25.69K (0.17%) -11.00
Decreased by -0.04%
Sep 30, 24
18 Extended Equity Market Fund K 25.42K (0.17%) 78.00
Increased by +0.31%
Mar 31, 25
19 Fidelity Total Market Index 22.81K (0.15%) 0.00
Increased by 0.00%
Apr 30, 25
20 DFA US Small Cap Growth Instl 17.23K (0.11%) 0.00
Increased by 0.00%
Apr 30, 25