Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DFUS 0.00%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Global Investments Holdings, LLC 384.11K (9.86%) -7.34K
Decreased by -1.91%
Jun 30, 25
2 Renaissance Technologies Corp 195.24K (5.01%) -1.50K
Decreased by -0.77%
Sep 30, 24
3 Vanguard Group Inc 189.55K (4.86%) 4.88K
Increased by +2.57%
Jun 30, 25
4 BlackRock Inc 99.17K (2.54%) 0.00
Increased by 0.00%
Jun 30, 25
5 Quinn Opportunity Partners LLC 63.52K (1.63%) 0.00
Increased by 0.00%
Jun 30, 25
6 Geode Capital Management, LLC 49.47K (1.27%) 1.35K
Increased by +2.72%
Jun 30, 25
7 Cambiar Investors LLC 47.60K (1.22%) -2.46K
Decreased by -5.18%
Jun 30, 25
8 Gamco Investors, Inc. Et Al 39.00K (1.00%) 600.00
Increased by +1.54%
Jun 30, 25
9 Dimensional Fund Advisors, Inc. 33.90K (0.87%) -976.00
Decreased by -2.88%
Jun 30, 24
10 Squarepoint Ops LLC 23.94K (0.61%) 4.03K
Increased by +16.85%
Mar 31, 24
11 State Street Corp 21.40K (0.55%) 0.00
Increased by 0.00%
Jun 30, 25
12 State Street Corporation 21.40K (0.55%) 0.00
Increased by 0.00%
Mar 31, 24
13 Keller Group Invmt Management Inc 20.00K (0.51%) 0.00
Increased by 0.00%
Sep 30, 23
14 Citadel Advisors Llc 16.63K (0.43%) 16.63K
Increased by +100.00%
Jun 30, 25
15 TWO SIGMA SECURITIES, LLC 14.93K (0.38%) 14.93K
Increased by +100.00%
Mar 31, 25
16 Ingalls & Snyder LLC 14.00K (0.36%) 0.00
Increased by 0.00%
Sep 30, 24
17 Virtu Financial LLC 10.52K (0.27%) 10.52K
Increased by +100.00%
Mar 31, 25
18 Teton Advisors Inc 10.00K (0.26%) 0.00
Increased by 0.00%
Jun 30, 25
19 North Capital, Inc. 7.08K (0.18%) 0.00
Increased by 0.00%
Jun 30, 25
20 Morgan Stanley - Brokerage Accounts 5.50K (0.14%) 0.00
Increased by 0.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 343.56K (8.81%) -2.34K
Decreased by -0.68%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 176.59K (4.53%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 134.93K (3.46%) -8.76K
Decreased by -6.49%
Jul 31, 25
4 Cinvest Tercio Capital A FI 70.00K (1.80%) 0.00
Increased by 0.00%
Feb 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 49.89K (1.28%) 4.82K
Increased by +9.66%
Jul 31, 25
6 1290 VT GAMCO Mergers & Acquisitions IB 45.00K (1.15%) 6.00K
Increased by +13.33%
Jul 31, 25
7 Brighthouse Small Cap Value A 31.30K (0.80%) 0.00
Increased by 0.00%
Jun 30, 25
8 Fidelity® Extended Market Index 27.70K (0.71%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Extended Market Index 26.64K (0.68%) -219.00
Decreased by -0.82%
Jul 31, 25
10 First Foundation Total Return Y 20.00K (0.51%) 0.00
Increased by 0.00%
Sep 30, 23
11 BlackRock Extended Mkt Composite 15.37K (0.39%) 0.00
Increased by 0.00%
Sep 30, 23
12 BlackRock Extended Equity Market K 13.40K (0.34%) -6.00
Decreased by -0.04%
Sep 30, 24
13 Pender Alternative Arbitrage Plus Cl I 13.20K (0.34%) 13.20K
Increased by +100.00%
Aug 31, 25
14 Extended Equity Market Fund K 13.00K (0.33%) -259.00
Decreased by -1.99%
Jun 30, 25
15 TETON Westwood Mighty Mites AAA 10.02K (0.26%) 23.00
Increased by +0.23%
Jun 30, 25
16 Allspring Small Value SMA 9.25K (0.24%) -5.00K
Decreased by -54.04%
Jun 30, 25
17 Allspring Special US Small Cap Value Eq 9.25K (0.24%) -5.00K
Decreased by -54.04%
Jun 30, 25
18 VALIC Company I Small Cap Special Val 9.25K (0.24%) 0.00
Increased by 0.00%
Jun 30, 25
19 Dimensional US Equity ETF 7.78K (0.20%) -2.70K
Decreased by -34.65%
Jul 31, 24
20 Fidelity Total Market Index 7.52K (0.19%) -16.00
Decreased by -0.21%
Jul 31, 25