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 VTI 0.00%
11 DCOR 0.00%
12 VTWO 0.00%
13 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Essex Investment Management Company, LLC 721.83K (4.37%) -5.23K
Decreased by -0.72%
Jun 30, 25
2 Vanguard Group Inc 631.11K (3.82%) 110.38K
Increased by +17.49%
Jun 30, 25
3 Bard Associates Inc 623.04K (3.78%) -43.05K
Decreased by -6.91%
Jun 30, 25
4 Creative Planning Inc 530.60K (3.22%) 0.00
Increased by 0.00%
Jun 30, 25
5 Millennium Management LLC 339.35K (2.06%) 313.95K
Increased by +92.51%
Mar 31, 25
6 Acadian Asset Management LLC 337.79K (2.05%) 337.79K
Increased by +100.00%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 306.96K (1.86%) 59.45K
Increased by +19.37%
Jun 30, 25
8 Arrowstreet Capital Limited Partnership 306.65K (1.86%) 59.15K
Increased by +19.29%
Jun 30, 25
9 Legato Capital Management LLC 215.21K (1.30%) -545.00
Decreased by -0.25%
Jun 30, 25
10 Susquehanna International Group, LLP 194.78K (1.18%) 104.05K
Increased by +53.42%
Mar 31, 25
11 Two Sigma Investments LLC 186.37K (1.13%) 13.50K
Increased by +7.25%
Jun 30, 25
12 EAM Investors, LLC 181.51K (1.10%) 61.85K
Increased by +34.08%
Mar 31, 24
13 Renaissance Technologies Corp 180.40K (1.09%) -93.70K
Decreased by -51.94%
Mar 31, 25
14 Perkins Capital Management Inc 170.60K (1.03%) 0.00
Increased by 0.00%
Jun 30, 25
15 Citadel Advisors Llc 146.15K (0.89%) -19.02K
Decreased by -13.02%
Jun 30, 25
16 Geode Capital Management, LLC 144.47K (0.88%) 5.22K
Increased by +3.61%
Mar 31, 25
17 The Informed Momentum Company (formerly EAM Investors) 113.11K (0.69%) 113.11K
Increased by +100.00%
Mar 31, 25
18 Northern Trust Investments N A 105.73K (0.64%) 80.75K
Increased by +76.38%
Jun 30, 25
19 GSA Capital Partners LLP 103.68K (0.63%) -11.85K
Decreased by -11.43%
Jun 30, 25
20 Man Group PLC 102.14K (0.62%) 102.14K
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 345.91K (2.10%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 338.41K (2.05%) -7.49K
Decreased by -2.21%
Jul 31, 25
3 iShares Russell 2000 ETF 261.55K (1.59%) -2.90K
Decreased by -1.11%
Aug 29, 25
4 EAM Ultra Micro Cap 181.51K (1.10%) 0.00
Increased by 0.00%
Mar 31, 24
5 1290 Essex Small Cap Growth I 162.18K (0.98%) 418.00
Increased by +0.26%
Jun 30, 25
6 Fidelity Small Cap Index 145.89K (0.88%) 145.89K
Increased by +100.00%
Jun 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 127.47K (0.77%) -41.61K
Decreased by -32.64%
Jul 31, 25
8 iShares Russell 2000 Growth ETF 126.43K (0.77%) 0.00
Increased by 0.00%
Aug 29, 25
9 Pleiades Small Cap Equity A 102.97K (0.62%) -71.40K
Decreased by -69.33%
Jun 30, 25
10 IMC US Ultra Micro Cap 94.19K (0.57%) -30.70K
Decreased by -32.59%
Apr 30, 25
11 Dimensional US Targeted Value ETF 77.10K (0.47%) 0.00
Increased by 0.00%
Aug 29, 25
12 DFA US Targeted Value I 72.63K (0.44%) 0.00
Increased by 0.00%
Jul 31, 25
13 Vanguard Russell 2000 ETF 68.35K (0.41%) -5.33K
Decreased by -7.80%
Jul 31, 25
14 Fidelity Extended Market Index 67.14K (0.41%) 1.36K
Increased by +2.03%
Jul 31, 25
15 Nationwide Bailard Cogntv Val M 58.50K (0.35%) 4.20K
Increased by +7.18%
Oct 31, 24
16 Fidelity® Extended Market Index 53.91K (0.33%) 0.00
Increased by 0.00%
Nov 30, 23
17 State St Russell Sm Cap® Indx SL Cl I 50.60K (0.31%) 0.00
Increased by 0.00%
Jul 31, 25
18 Bailard Micrcap Value 42.77K (0.26%) -11.53K
Decreased by -26.96%
Dec 31, 24
19 Bailard Small Cap Value 42.77K (0.26%) -11.53K
Decreased by -26.96%
Dec 31, 24
20 Schwab Small Cap Index 36.28K (0.22%) 0.00
Increased by 0.00%
Jul 31, 25