Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 812.10K (4.63%) 110.20K
Increased by +13.57%
Dec 31, 25
2 BlackRock Inc 782.66K (4.46%) 139.18K
Increased by +17.78%
Sep 30, 25
3 Essex Investment Management Company, LLC 729.88K (4.16%) -15.63K
Decreased by -2.14%
Dec 31, 25
4 Bard Associates Inc 614.70K (3.51%) -8.34K
Decreased by -1.36%
Sep 30, 25
5 Acadian Asset Management LLC 550.46K (3.14%) 550.46K
Increased by +100.00%
Sep 30, 25
6 Creative Planning Inc 530.75K (3.03%) 148.00
Increased by +0.03%
Sep 30, 25
7 Geode Capital Management, LLC 351.07K (2.00%) 33.07K
Increased by +9.42%
Sep 30, 25
8 Dimensional Fund Advisors, Inc. 328.13K (1.87%) 5.24K
Increased by +1.60%
Dec 31, 25
9 Arrowstreet Capital Limited Partnership 320.50K (1.83%) 0.00
Increased by 0.00%
Dec 31, 25
10 Legato Capital Management LLC 235.81K (1.35%) 20.60K
Increased by +8.74%
Dec 31, 25
11 Renaissance Technologies Corp 227.70K (1.30%) -78.16K
Decreased by -34.32%
Dec 31, 25
12 Pembroke Management Ltd 195.37K (1.11%) 132.20K
Increased by +67.67%
Sep 30, 25
13 Perkins Capital Management Inc 194.85K (1.11%) 26.00K
Increased by +13.34%
Dec 31, 25
14 Susquehanna International Group, LLP 194.78K (1.11%) 104.05K
Increased by +53.42%
Mar 31, 25
15 Two Sigma Investments LLC 186.37K (1.06%) 13.50K
Increased by +7.25%
Jun 30, 25
16 EAM Investors, LLC 181.51K (1.04%) 61.85K
Increased by +34.08%
Mar 31, 24
17 Millennium Management LLC 169.69K (0.97%) -169.67K
Decreased by -99.99%
Jun 30, 25
18 State Street Corp 166.63K (0.95%) 21.57K
Increased by +12.95%
Sep 30, 25
19 Morgan Stanley - Brokerage Accounts 140.21K (0.80%) 2.81K
Increased by +2.00%
Sep 30, 25
20 GlobeFlex Capital, L.P. 129.47K (0.74%) 110.80K
Increased by +85.58%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 438.62K (2.50%) 43.68K
Increased by +9.96%
Jan 31, 26
2 iShares Russell 2000 ETF 386.78K (2.21%) 386.78K
Increased by +100.00%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 345.91K (1.97%) 0.00
Increased by 0.00%
Sep 30, 24
4 Pleiades Small Cap Equity A 183.25K (1.05%) 58.73K
Increased by +32.05%
Dec 31, 25
5 EAM Ultra Micro Cap 181.51K (1.04%) 0.00
Increased by 0.00%
Mar 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 174.28K (0.99%) 0.00
Increased by 0.00%
Jan 31, 26
7 Fidelity Small Cap Index 170.33K (0.97%) 23.91K
Increased by +14.04%
Dec 31, 25
8 1290 Essex Small Cap Growth I 165.09K (0.94%) 3.04K
Increased by +1.84%
Jan 31, 26
9 FTGF RY US SmCp Opp A USD Dis(A) 142.17K (0.81%) 142.17K
Increased by +100.00%
Jan 31, 26
10 iShares Russell 2000 Growth ETF 141.87K (0.81%) 141.87K
Increased by +100.00%
Feb 28, 26
11 Fidelity Extended Market Index 89.89K (0.51%) -373.00
Decreased by -0.41%
Jan 31, 26
12 IMC US Ultra Micro Cap 88.59K (0.51%) -46.39K
Decreased by -52.36%
Jan 31, 26
13 Vanguard Russell 2000 ETF 82.01K (0.47%) -2.87K
Decreased by -3.50%
Jan 31, 26
14 CREF Total Global Stock Account R3 65.12K (0.37%) -31.40K
Decreased by -48.22%
Dec 31, 25
15 Dimensional US Targeted Value ETF 63.74K (0.36%) 0.00
Increased by 0.00%
Feb 27, 26
16 Nationwide Bailard Cogntv Val M 58.50K (0.33%) 4.20K
Increased by +7.18%
Oct 31, 24
17 DFA US Targeted Value I 56.20K (0.32%) 0.00
Increased by 0.00%
Jan 31, 26
18 Fidelity® Extended Market Index 53.91K (0.31%) 0.00
Increased by 0.00%
Nov 30, 23
19 State St Russell Sm Cap® Indx SL Cl I 50.30K (0.29%) 0.00
Increased by 0.00%
Feb 28, 26
20 iShares Micro-Cap ETF 44.34K (0.25%) 17.16K
Increased by +38.69%
Feb 28, 26