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%) 0.00
Increased by 0.00%
Mar 31, 25
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%) 0.00
Increased by 0.00%
Mar 31, 25
4 BlackRock Inc 99.17K (2.31%) 0.00
Increased by 0.00%
Mar 31, 25
5 Quinn Opportunity Partners LLC 63.52K (1.48%) 10.00K
Increased by +15.74%
Mar 31, 25
6 Cambiar Investors LLC 50.06K (1.17%) 2.98K
Increased by +5.95%
Mar 31, 25
7 Geode Capital Management, LLC 48.13K (1.12%) 4.62K
Increased by +9.61%
Mar 31, 25
8 Gamco Investors, Inc. Et Al 38.40K (0.90%) 2.40K
Increased by +6.25%
Mar 31, 25
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%
Mar 31, 25
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 TWO SIGMA SECURITIES, LLC 14.93K (0.35%) 14.93K
Increased by +100.00%
Mar 31, 25
15 Citadel Advisors Llc 14.59K (0.34%) -14.10K
Decreased by -96.63%
Dec 31, 24
16 Ingalls & Snyder LLC 14.00K (0.33%) 0.00
Increased by 0.00%
Sep 30, 24
17 Virtu Financial LLC 10.52K (0.25%) 10.52K
Increased by +100.00%
Mar 31, 25
18 Teton Advisors Inc 10.00K (0.23%) 10.00K
Increased by +100.00%
Mar 31, 25
19 North Capital, Inc. 7.08K (0.17%) 7.08K
Increased by +100.00%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 5.50K (0.13%) -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 345.89K (8.06%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 176.59K (4.12%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 143.69K (3.35%) 0.00
Increased by 0.00%
May 31, 25
4 Cinvest Tercio Capital A FI 70.00K (1.63%) 0.00
Increased by 0.00%
Feb 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 45.07K (1.05%) 0.00
Increased by 0.00%
May 31, 25
6 1290 VT GAMCO Mergers & Acquisitions IB 39.00K (0.91%) 600.00
Increased by +1.54%
Apr 30, 25
7 Brighthouse Small Cap Value A 31.30K (0.73%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity® Extended Market Index 27.70K (0.65%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Extended Market Index 25.57K (0.60%) -245.00
Decreased by -0.96%
Apr 30, 25
10 First Foundation Total Return Y 20.00K (0.47%) 0.00
Increased by 0.00%
Sep 30, 23
11 BlackRock Extended Mkt Composite 15.37K (0.36%) 0.00
Increased by 0.00%
Sep 30, 23
12 Allspring Small Value SMA 14.25K (0.33%) 0.00
Increased by 0.00%
Mar 31, 25
13 Allspring Special US Small Cap Value Eq 14.25K (0.33%) 0.00
Increased by 0.00%
Mar 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 13.26K (0.31%) 41.00
Increased by +0.31%
Mar 31, 25
16 TETON Westwood Mighty Mites AAA 10.00K (0.23%) 1.30K
Increased by +13.00%
Mar 31, 25
17 VALIC Company I Small Cap Special Val 9.25K (0.22%) -5.00K
Decreased by -54.04%
Apr 30, 25
18 Dimensional US Equity ETF 7.78K (0.18%) -2.70K
Decreased by -34.65%
Jul 31, 24
19 Fidelity Total Market Index 7.53K (0.18%) 0.00
Increased by 0.00%
Apr 30, 25
20 Fidelity Series Total Market Index 6.81K (0.16%) 416.00
Increased by +6.11%
Apr 30, 25