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 391.44K (10.25%) 0.00
Increased by 0.00%
Mar 31, 25
2 Renaissance Technologies Corp 195.24K (5.11%) -1.50K
Decreased by -0.77%
Sep 30, 24
3 Vanguard Group Inc 184.67K (4.84%) 0.00
Increased by 0.00%
Mar 31, 25
4 BlackRock Inc 99.17K (2.60%) 0.00
Increased by 0.00%
Mar 31, 25
5 Quinn Opportunity Partners LLC 63.52K (1.66%) 10.00K
Increased by +15.74%
Mar 31, 25
6 Cambiar Investors LLC 50.06K (1.31%) 2.98K
Increased by +5.95%
Mar 31, 25
7 Geode Capital Management, LLC 48.13K (1.26%) 4.62K
Increased by +9.61%
Mar 31, 25
8 Gamco Investors, Inc. Et Al 38.40K (1.01%) 2.40K
Increased by +6.25%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 33.90K (0.89%) -976.00
Decreased by -2.88%
Jun 30, 24
10 Squarepoint Ops LLC 23.94K (0.63%) 4.03K
Increased by +16.85%
Mar 31, 24
11 State Street Corp 21.40K (0.56%) 0.00
Increased by 0.00%
Mar 31, 25
12 State Street Corporation 21.40K (0.56%) 0.00
Increased by 0.00%
Mar 31, 24
13 Keller Group Invmt Management Inc 20.00K (0.52%) 0.00
Increased by 0.00%
Sep 30, 23
14 TWO SIGMA SECURITIES, LLC 14.93K (0.39%) 14.93K
Increased by +100.00%
Mar 31, 25
15 Citadel Advisors Llc 14.59K (0.38%) -14.10K
Decreased by -96.63%
Dec 31, 24
16 Ingalls & Snyder LLC 14.00K (0.37%) 0.00
Increased by 0.00%
Sep 30, 24
17 Virtu Financial LLC 10.52K (0.28%) 10.52K
Increased by +100.00%
Mar 31, 25
18 Teton Advisors Inc 10.00K (0.26%) 10.00K
Increased by +100.00%
Mar 31, 25
19 North Capital, Inc. 7.08K (0.19%) 7.08K
Increased by +100.00%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 5.50K (0.14%) -1.90K
Decreased by -34.52%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 343.56K (9.00%) -2.34K
Decreased by -0.68%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 176.59K (4.62%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 143.69K (3.76%) 0.00
Increased by 0.00%
Jun 30, 25
4 Cinvest Tercio Capital A FI 70.00K (1.83%) 0.00
Increased by 0.00%
Feb 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 45.07K (1.18%) 0.00
Increased by 0.00%
Jun 30, 25
6 1290 VT GAMCO Mergers & Acquisitions IB 39.00K (1.02%) 0.00
Increased by 0.00%
May 31, 25
7 Brighthouse Small Cap Value A 31.30K (0.82%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity® Extended Market Index 27.70K (0.73%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Extended Market Index 26.86K (0.70%) -70.00
Decreased by -0.26%
Jun 30, 25
10 First Foundation Total Return Y 20.00K (0.52%) 0.00
Increased by 0.00%
Sep 30, 23
11 BlackRock Extended Mkt Composite 15.37K (0.40%) 0.00
Increased by 0.00%
Sep 30, 23
12 BlackRock Extended Equity Market K 13.40K (0.35%) -6.00
Decreased by -0.04%
Sep 30, 24
13 Extended Equity Market Fund K 13.00K (0.34%) -259.00
Decreased by -1.99%
Jun 30, 25
14 TETON Westwood Mighty Mites AAA 10.00K (0.26%) 1.30K
Increased by +13.00%
Mar 31, 25
15 Allspring Small Value SMA 9.25K (0.24%) -5.00K
Decreased by -54.04%
Jun 30, 25
16 Allspring Special US Small Cap Value Eq 9.25K (0.24%) -5.00K
Decreased by -54.04%
Jun 30, 25
17 VALIC Company I Small Cap Special Val 9.25K (0.24%) 0.00
Increased by 0.00%
May 31, 25
18 Dimensional US Equity ETF 7.78K (0.20%) -2.70K
Decreased by -34.65%
Jul 31, 24
19 Fidelity Total Market Index 7.53K (0.20%) 0.00
Increased by 0.00%
Jun 30, 25
20 Fidelity Series Total Market Index 6.81K (0.18%) 0.00
Increased by 0.00%
Jun 30, 25