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 (9.13%) -33.70K
Decreased by -8.61%
Dec 31, 24
2 Renaissance Technologies Corp 195.24K (4.55%) -1.50K
Decreased by -0.77%
Sep 30, 24
3 Vanguard Group Inc 184.67K (4.31%) -32.90K
Decreased by -17.82%
Dec 31, 24
4 BlackRock Inc 99.17K (2.31%) 0.00
Increased by 0.00%
Dec 31, 24
5 Quinn Opportunity Partners LLC 53.52K (1.25%) 0.00
Increased by 0.00%
Dec 31, 24
6 Cambiar Investors LLC 47.08K (1.10%) 0.00
Increased by 0.00%
Dec 31, 24
7 Geode Capital Management, LLC 43.50K (1.01%) 2.13K
Increased by +4.91%
Dec 31, 24
8 Gamco Investors, Inc. Et Al 36.00K (0.84%) 0.00
Increased by 0.00%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 33.90K (0.79%) -976.00
Decreased by -2.88%
Jun 30, 24
10 Squarepoint Ops LLC 23.94K (0.56%) 4.03K
Increased by +16.85%
Mar 31, 24
11 State Street Corp 21.40K (0.50%) 0.00
Increased by 0.00%
Dec 31, 24
12 State Street Corporation 21.40K (0.50%) 0.00
Increased by 0.00%
Mar 31, 24
13 Keller Group Invmt Management Inc 20.00K (0.47%) 0.00
Increased by 0.00%
Sep 30, 23
14 Citadel Advisors Llc 14.59K (0.34%) -14.10K
Decreased by -96.63%
Dec 31, 24
15 Ingalls & Snyder LLC 14.00K (0.33%) 0.00
Increased by 0.00%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 7.40K (0.17%) -1.60K
Decreased by -21.64%
Dec 31, 24
17 SBI Securities Co Ltd 798.00 (0.02%) 798.00
Increased by +100.00%
Dec 31, 24
18 UBS Group AG 223.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
19 Tower Research Capital LLC 193.00 (0.00%) -932.00
Decreased by -482.90%
Dec 31, 24
20 Lazard Asset Management LLC 189.00 (0.00%) 189.00
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 345.89K (8.06%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 143.69K (3.35%) 0.00
Increased by 0.00%
Feb 28, 25
3 Cinvest Tercio Capital A FI 70.00K (1.63%) 1.50K
Increased by +2.15%
Jan 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 40.19K (0.94%) 0.00
Increased by 0.00%
Feb 28, 25
5 1290 VT GAMCO Mergers & Acquisitions IB 36.00K (0.84%) 0.00
Increased by 0.00%
Jan 31, 25
6 Brighthouse Small Cap Value A 31.30K (0.73%) 0.00
Increased by 0.00%
Dec 31, 24
7 Fidelity® Extended Market Index 27.70K (0.65%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Extended Market Index 26.81K (0.63%) -171.00
Decreased by -0.64%
Feb 28, 25
9 First Foundation Total Return Y 20.00K (0.47%) 0.00
Increased by 0.00%
Sep 30, 23
10 BlackRock Extended Mkt Composite 15.37K (0.36%) 0.00
Increased by 0.00%
Sep 30, 23
11 Allspring Small Value SMA 14.25K (0.33%) 0.00
Increased by 0.00%
Dec 31, 24
12 Allspring Special US Small Cap Value Eq 14.25K (0.33%) 0.00
Increased by 0.00%
Dec 31, 24
13 VALIC Company I Small Cap Special Val 14.25K (0.33%) 0.00
Increased by 0.00%
Jan 31, 25
14 BlackRock Extended Equity Market K 13.40K (0.31%) -6.00
Decreased by -0.04%
Sep 30, 24
15 Extended Equity Market Fund K 13.21K (0.31%) -182.00
Decreased by -1.38%
Dec 31, 24
16 TETON Westwood Mighty Mites AAA 8.70K (0.20%) 0.00
Increased by 0.00%
Dec 31, 24
17 Dimensional US Equity ETF 7.78K (0.18%) -2.70K
Decreased by -34.65%
Jul 31, 24
18 Fidelity Series Total Market Index 6.02K (0.14%) 367.00
Increased by +6.10%
Feb 28, 25
19 BlackRock U.S. Equity Market F 5.80K (0.14%) -1.00
Decreased by -0.02%
Sep 30, 24
20 U.S. Equity Market Fund F 5.80K (0.14%) -3.00
Decreased by -0.05%
Dec 31, 24