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 Essex Investment Management Company, LLC 721.83K (4.23%) -5.23K
Decreased by -0.72%
Jun 30, 25
2 BlackRock Inc 643.48K (3.77%) 581.46K
Increased by +90.36%
Jun 30, 25
3 Vanguard Group Inc 631.11K (3.70%) 110.38K
Increased by +17.49%
Jun 30, 25
4 Bard Associates Inc 623.04K (3.65%) -43.05K
Decreased by -6.91%
Jun 30, 25
5 Creative Planning Inc 530.60K (3.11%) 0.00
Increased by 0.00%
Jun 30, 25
6 Acadian Asset Management LLC 337.79K (1.98%) 337.79K
Increased by +100.00%
Mar 31, 25
7 Geode Capital Management, LLC 318.00K (1.86%) 173.53K
Increased by +54.57%
Jun 30, 25
8 Dimensional Fund Advisors, Inc. 306.96K (1.80%) 59.45K
Increased by +19.37%
Jun 30, 25
9 Arrowstreet Capital Limited Partnership 306.65K (1.80%) 59.15K
Increased by +19.29%
Jun 30, 25
10 Renaissance Technologies Corp 262.40K (1.54%) 82.00K
Increased by +31.25%
Jun 30, 25
11 Legato Capital Management LLC 215.21K (1.26%) -545.00
Decreased by -0.25%
Jun 30, 25
12 Susquehanna International Group, LLP 194.78K (1.14%) 104.05K
Increased by +53.42%
Mar 31, 25
13 Two Sigma Investments LLC 186.37K (1.09%) 13.50K
Increased by +7.25%
Jun 30, 25
14 EAM Investors, LLC 181.51K (1.06%) 61.85K
Increased by +34.08%
Mar 31, 24
15 Perkins Capital Management Inc 170.60K (1.00%) 0.00
Increased by 0.00%
Jun 30, 25
16 Millennium Management LLC 169.69K (0.99%) -169.67K
Decreased by -99.99%
Jun 30, 25
17 Citadel Advisors Llc 146.15K (0.86%) -19.02K
Decreased by -13.02%
Jun 30, 25
18 State Street Corp 145.06K (0.85%) 90.83K
Increased by +62.62%
Jun 30, 25
19 Morgan Stanley - Brokerage Accounts 137.41K (0.81%) 62.88K
Increased by +45.76%
Jun 30, 25
20 The Informed Momentum Company (formerly EAM Investors) 113.11K (0.66%) 113.11K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 345.91K (2.03%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 338.41K (1.98%) -7.49K
Decreased by -2.21%
Jul 31, 25
3 iShares Russell 2000 ETF 261.55K (1.53%) 0.00
Increased by 0.00%
Aug 31, 25
4 EAM Ultra Micro Cap 181.51K (1.06%) 0.00
Increased by 0.00%
Mar 31, 24
5 1290 Essex Small Cap Growth I 163.10K (0.96%) 921.00
Increased by +0.56%
Jul 31, 25
6 Fidelity Small Cap Index 145.89K (0.86%) 145.89K
Increased by +100.00%
Jun 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 127.47K (0.75%) -41.61K
Decreased by -32.64%
Jul 31, 25
8 iShares Russell 2000 Growth ETF 126.43K (0.74%) 0.00
Increased by 0.00%
Aug 31, 25
9 Pleiades Small Cap Equity A 102.97K (0.60%) -71.40K
Decreased by -69.33%
Jun 30, 25
10 IMC US Ultra Micro Cap 94.19K (0.55%) -30.70K
Decreased by -32.59%
Apr 30, 25
11 Dimensional US Targeted Value ETF 77.10K (0.45%) 0.00
Increased by 0.00%
Aug 29, 25
12 DFA US Targeted Value I 72.63K (0.43%) 0.00
Increased by 0.00%
Jul 31, 25
13 Vanguard Russell 2000 ETF 68.35K (0.40%) -5.33K
Decreased by -7.80%
Jul 31, 25
14 Fidelity Extended Market Index 67.14K (0.39%) 1.36K
Increased by +2.03%
Jul 31, 25
15 Nationwide Bailard Cogntv Val M 58.50K (0.34%) 4.20K
Increased by +7.18%
Oct 31, 24
16 Fidelity® Extended Market Index 53.91K (0.32%) 0.00
Increased by 0.00%
Nov 30, 23
17 State St Russell Sm Cap® Indx SL Cl I 50.60K (0.30%) 0.00
Increased by 0.00%
Aug 31, 25
18 Bailard Micrcap Value 42.77K (0.25%) -11.53K
Decreased by -26.96%
Dec 31, 24
19 Bailard Small Cap Value 42.77K (0.25%) -11.53K
Decreased by -26.96%
Dec 31, 24
20 Schwab Small Cap Index 36.28K (0.21%) 0.00
Increased by 0.00%
Jul 31, 25