Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 VTWG 0.01%
3 IWO 0.01%
4 IWMW 0.00%
5 IWM 0.00%
6 AVSC 0.00%
7 DFAT 0.00%
8 SMMD 0.00%
9 DFSU 0.00%
10 DFAS 0.00%
11 DFAC 0.00%
12 ITDH 0.00%
13 ITDG 0.00%
14 ITDI 0.00%
15 ITDJ 0.00%
16 ITDF 0.00%
17 ITDE 0.00%
18 ITDD 0.00%
19 ITDC 0.00%
20 ITDB 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 876.68K (4.58%) 94.03K
Increased by +10.73%
Dec 31, 25
2 Vanguard Group Inc 812.10K (4.24%) 110.20K
Increased by +13.57%
Dec 31, 25
3 Essex Investment Management Company, LLC 729.88K (3.81%) -15.63K
Decreased by -2.14%
Dec 31, 25
4 Bard Associates Inc 602.54K (3.15%) -12.16K
Decreased by -2.02%
Dec 31, 25
5 Creative Planning Inc 530.84K (2.77%) 99.00
Increased by +0.02%
Dec 31, 25
6 Acadian Asset Management LLC 510.83K (2.67%) 482.56K
Increased by +94.47%
Mar 31, 26
7 Geode Capital Management, LLC 401.36K (2.10%) 50.29K
Increased by +12.53%
Dec 31, 25
8 Dimensional Fund Advisors, Inc. 380.33K (1.99%) 52.20K
Increased by +13.73%
Mar 31, 26
9 Renaissance Technologies Corp 346.74K (1.81%) 119.04K
Increased by +34.33%
Mar 31, 26
10 Arrowstreet Capital Limited Partnership 320.50K (1.68%) 0.00
Increased by 0.00%
Dec 31, 25
11 Legato Capital Management LLC 235.81K (1.23%) 20.60K
Increased by +8.74%
Dec 31, 25
12 Midfirst Bank 197.35K (1.03%) 197.35K
Increased by +100.00%
Dec 31, 25
13 Pembroke Management Ltd 195.37K (1.02%) 0.00
Increased by 0.00%
Mar 31, 26
14 Perkins Capital Management Inc 194.85K (1.02%) 0.00
Increased by 0.00%
Mar 31, 26
15 Susquehanna International Group, LLP 194.78K (1.02%) 104.05K
Increased by +53.42%
Mar 31, 25
16 Two Sigma Investments LLC 186.37K (0.97%) 13.50K
Increased by +7.25%
Jun 30, 25
17 State Street Corp 184.98K (0.97%) 18.35K
Increased by +9.92%
Dec 31, 25
18 Northern Trust Corp 184.07K (0.96%) 5.38K
Increased by +2.92%
Mar 31, 26
19 SEI Investments Co 183.25K (0.96%) 183.25K
Increased by +100.00%
Dec 31, 25
20 EAM Investors, LLC 181.51K (0.95%) 61.85K
Increased by +34.08%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 530.21K (2.77%) 72.53K
Increased by +13.68%
Mar 31, 26
2 iShares Russell 2000 ETF 377.19K (1.97%) 3.20K
Increased by +0.85%
Apr 30, 26
3 Royce Small-Cap Opportunity Invmt 358.81K (1.88%) 358.81K
Increased by +100.00%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 345.91K (1.81%) 0.00
Increased by 0.00%
Sep 30, 24
5 FTGF RY US SmCp Opp A USD Dis(A) 321.50K (1.68%) 68.57K
Increased by +21.33%
Mar 31, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 194.03K (1.01%) 19.75K
Increased by +10.18%
Mar 31, 26
7 EAM Ultra Micro Cap 181.51K (0.95%) 0.00
Increased by 0.00%
Mar 31, 24
8 Fidelity Small Cap Index 168.77K (0.88%) -684.00
Decreased by -0.41%
Feb 28, 26
9 1290 Essex Small Cap Growth I 168.21K (0.88%) 3.12K
Increased by +1.85%
Feb 28, 26
10 iShares Russell 2000 Growth ETF 140.43K (0.73%) 362.00
Increased by +0.26%
Apr 30, 26
11 Pleiades Small Cap Equity A 120.88K (0.63%) -62.37K
Decreased by -51.59%
Mar 31, 26
12 Fidelity Extended Market Index 115.61K (0.60%) 26.05K
Increased by +22.54%
Mar 31, 26
13 Russell 2000 Equity Index Fund B 91.18K (0.48%) 119.00
Increased by +0.13%
Dec 31, 25
14 IMC US Ultra Micro Cap 88.59K (0.46%) -46.39K
Decreased by -52.36%
Jan 31, 26
15 Vanguard Russell 2000 ETF 84.87K (0.44%) -197.00
Decreased by -0.23%
Mar 31, 26
16 Dimensional US Small Cap ETF 72.57K (0.38%) 0.00
Increased by 0.00%
Apr 30, 26
17 Dimensional US Targeted Value ETF 63.74K (0.33%) 0.00
Increased by 0.00%
Apr 30, 26
18 State St Russell Sm/Mid Cp® Indx SL Cl I 63.62K (0.33%) 0.00
Increased by 0.00%
Apr 30, 26
19 Nationwide Bailard Cogntv Val M 58.50K (0.31%) 4.20K
Increased by +7.18%
Oct 31, 24
20 DFA US Targeted Value I 56.20K (0.29%) 0.00
Increased by 0.00%
Mar 31, 26