Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 VTWV 0.01%
3 IWN 0.00%
4 RSSL 0.00%
5 AVSC 0.00%
6 UWM 0.00%
7 IWM 0.00%
8 URTY 0.00%
9 DFAT 0.00%
10 IWO 0.00%
11 DFAS 0.00%
12 DFSU 0.00%
13 HDG 0.00%
14 DFAC 0.00%
15 VTWO 0.00%
16 DCOR 0.00%
17 VXF 0.00%
18 VTHR 0.00%
19 VTI 0.00%
20 VTWG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 INSIGHT HOLDINGS GROUP, LLC 4.21M (16.80%) -410.00K
Decreased by -9.73%
Mar 31, 24
2 Beck, Mack & Oliver LLC 3.29M (13.11%) 73.99K
Increased by +2.25%
Dec 31, 24
3 Foxhaven Asset Management, LP 1.74M (6.92%) -165.42K
Decreased by -9.53%
Sep 30, 24
4 BlackRock Inc 1.55M (6.18%) -33.23K
Decreased by -2.14%
Dec 31, 24
5 Vanguard Group Inc 1.52M (6.05%) 3.85K
Increased by +0.25%
Dec 31, 24
6 Alibaba Group Holding Ltd 1.46M (5.84%) 0.00
Increased by 0.00%
Dec 31, 23
7 Fidelity International Ltd 1.45M (5.78%) 154.42K
Increased by +10.65%
Dec 31, 24
8 Portolan Capital Management, LLC 707.65K (2.82%) 46.70K
Increased by +6.60%
Sep 30, 24
9 Joel Isaacson & CO., LLC 687.21K (2.74%) 0.00
Increased by 0.00%
Mar 31, 25
10 Geode Capital Management, LLC 648.31K (2.58%) -15.76K
Decreased by -2.43%
Dec 31, 24
11 J. Goldman & Co LP 586.48K (2.34%) 586.48K
Increased by +100.00%
Dec 31, 24
12 Harspring Capital Management LLC 500.00K (1.99%) 59.62K
Increased by +11.92%
Dec 31, 24
13 Harbert Fund Advisors Inc 486.70K (1.94%) -356.62K
Decreased by -73.27%
Mar 31, 24
14 Dimensional Fund Advisors, Inc. 354.29K (1.41%) 80.69K
Increased by +22.78%
Dec 31, 24
15 First Manhattan Co. LLC 337.77K (1.35%) 0.00
Increased by 0.00%
Dec 31, 24
16 Renaissance Technologies Corp 335.20K (1.34%) -80.30K
Decreased by -23.96%
Dec 31, 24
17 State Street Corp 320.93K (1.28%) 26.60K
Increased by +8.29%
Dec 31, 24
18 LANDSCAPE CAPITAL MANAGEMENT,LLC 284.41K (1.13%) 284.41K
Increased by +100.00%
Dec 31, 24
19 Royce & Associates, LP 274.44K (1.09%) 75.65K
Increased by +27.57%
Mar 31, 24
20 Northern Trust Corp 253.58K (1.01%) 20.80K
Increased by +8.20%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Climate Leadership F 1.45M (5.78%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 930.79K (3.71%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 930.79K (3.71%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 530.84K (2.12%) 90.00
Increased by +0.02%
Apr 30, 25
5 Fidelity Greater Canada Sr F 400.00K (1.59%) 0.00
Increased by 0.00%
Mar 31, 24
6 Strategic Advisers Small-Mid Cap 383.86K (1.53%) 28.77K
Increased by +7.50%
Jul 31, 24
7 Strategic Advisers U.S. Total Stock{mg} 383.86K (1.53%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 369.00K (1.47%) 0.00
Increased by 0.00%
Mar 31, 25
9 Fidelity Climate Leadership Bal F5 328.31K (1.31%) -6.68K
Decreased by -2.04%
Mar 31, 25
10 Strategic Advisers® Small-Mid Cap 290.87K (1.16%) 0.00
Increased by 0.00%
Oct 31, 23
11 Royce Micro Cap Trust 274.44K (1.09%) 75.65K
Increased by +27.57%
Mar 31, 24
12 Fidelity Small Cap Index 253.78K (1.01%) 0.00
Increased by 0.00%
Feb 28, 25
13 Fidelity Canadian Asset Allocation B 200.00K (0.80%) 0.00
Increased by 0.00%
Mar 31, 24
14 SEI Tax-Managed Small/Mid Cap F (SIMT) 179.09K (0.71%) 0.00
Increased by 0.00%
Jun 30, 24
15 Fidelity Extended Market Index 167.09K (0.67%) 1.29K
Increased by +0.77%
Mar 31, 25
16 iShares Russell 2000 Value ETF 163.77K (0.65%) -555.00
Decreased by -0.34%
Apr 30, 25
17 Fidelity® Extended Market Index 123.06K (0.49%) 0.00
Increased by 0.00%
Nov 30, 23
18 Vanguard Russell 2000 ETF 108.56K (0.43%) -7.40K
Decreased by -6.82%
Mar 31, 25
19 Bridgeway Ultra-Small Company Market 103.00K (0.41%) 0.00
Increased by 0.00%
Dec 31, 24
20 State St Russell Sm Cap® Indx SL Cl I 90.34K (0.36%) 0.00
Increased by 0.00%
Mar 31, 25