Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 RSSL 0.00%
3 AVSC 0.00%
4 UWM 0.00%
5 URTY 0.00%
6 DFAT 0.00%
7 DFAS 0.00%
8 DFSU 0.00%
9 HDG 0.00%
10 DFAC 0.00%
11 IWN 0.00%
12 IWM 0.00%
13 IWO 0.00%
14 DCOR 0.00%
15 VTHR 0.00%
16 VTI 0.00%
17 VTWG 0.00%
18 VTWO 0.00%
19 VTWV 0.00%
20 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 INSIGHT HOLDINGS GROUP, LLC 4.21M (18.25%) -410.00K
Decreased by -9.73%
Mar 31, 24
2 Beck, Mack & Oliver LLC 1.95M (8.45%) -1.34M
Decreased by -68.61%
Dec 31, 25
3 Foxhaven Asset Management, LP 1.74M (7.52%) -165.42K
Decreased by -9.53%
Sep 30, 24
4 Alibaba Group Holding Ltd 1.46M (6.34%) 0.00
Increased by 0.00%
Dec 31, 23
5 Vanguard Group Inc 1.38M (5.98%) -13.74K
Decreased by -1.00%
Dec 31, 25
6 Joel Isaacson & CO., LLC 1.07M (4.62%) 372.37K
Increased by +34.87%
Dec 31, 25
7 Fidelity International Ltd 850.00K (3.68%) -595.00K
Decreased by -70.00%
Dec 31, 25
8 Portolan Capital Management, LLC 707.65K (3.07%) 46.70K
Increased by +6.60%
Sep 30, 24
9 J. Goldman & Co LP 686.31K (2.97%) 46.61K
Increased by +6.79%
Jun 30, 25
10 G2 Investment Partners Management LLC 676.85K (2.93%) 676.85K
Increased by +100.00%
Dec 31, 25
11 Harspring Capital Management LLC 660.00K (2.86%) 50.00K
Increased by +7.58%
Dec 31, 25
12 Arrowstreet Capital Limited Partnership 503.78K (2.18%) 435.47K
Increased by +86.44%
Dec 31, 25
13 Harbert Fund Advisors Inc 486.70K (2.11%) -356.62K
Decreased by -73.27%
Mar 31, 24
14 Truffle Hound Capital, LLC 400.00K (1.73%) -200.00K
Decreased by -50.00%
Dec 31, 25
15 Two Sigma Investments LLC 353.33K (1.53%) 240.87K
Increased by +68.17%
Dec 31, 25
16 Renaissance Technologies Corp 340.60K (1.48%) -79.20K
Decreased by -23.25%
Dec 31, 25
17 First Manhattan Co. LLC 337.77K (1.46%) 0.00
Increased by 0.00%
Sep 30, 25
18 BlackRock Inc 324.99K (1.41%) -95.97K
Decreased by -29.53%
Sep 30, 25
19 Geode Capital Management, LLC 322.14K (1.40%) -26.70K
Decreased by -8.29%
Sep 30, 25
20 Acadian Asset Management LLC 307.35K (1.33%) 305.50K
Increased by +99.40%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 930.79K (4.03%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 908.28K (3.93%) 0.00
Increased by 0.00%
Jan 31, 26
3 Fidelity Climate Leadership F 850.00K (3.68%) -250.00K
Decreased by -29.41%
Dec 31, 25
4 Fidelity Greater Canada Sr F 400.00K (1.73%) 0.00
Increased by 0.00%
Mar 31, 24
5 Strategic Advisers Small-Mid Cap 383.86K (1.66%) 28.77K
Increased by +7.50%
Jul 31, 24
6 Strategic Advisers U.S. Total Stock{mg} 383.86K (1.66%) 0.00
Increased by 0.00%
Sep 30, 24
7 Philotimo Focused Growth and Income 355.38K (1.54%) 355.38K
Increased by +100.00%
Dec 31, 25
8 Strategic Advisers® Small-Mid Cap 290.87K (1.26%) 0.00
Increased by 0.00%
Oct 31, 23
9 Royce Micro Cap Trust 274.44K (1.19%) 75.65K
Increased by +27.57%
Mar 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 274.42K (1.19%) 0.00
Increased by 0.00%
Jan 31, 26
11 Fidelity Small Cap Index 243.78K (1.06%) 0.00
Increased by 0.00%
May 31, 25
12 Fidelity Canadian Asset Allocation B 200.00K (0.87%) 0.00
Increased by 0.00%
Mar 31, 24
13 Fidelity Climate Leadership Bal F5 199.11K (0.86%) -59.87K
Decreased by -30.07%
Dec 31, 25
14 SEI Tax-Managed Small/Mid Cap F (SIMT) 179.09K (0.78%) 0.00
Increased by 0.00%
Jun 30, 24
15 iShares Russell 2000 Value ETF 157.99K (0.68%) 0.00
Increased by 0.00%
May 31, 25
16 Fidelity Extended Market Index 135.88K (0.59%) -564.00
Decreased by -0.42%
Jan 31, 26
17 Fidelity® Extended Market Index 123.06K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
18 Vanguard Russell 2000 ETF 116.20K (0.50%) 1.06K
Increased by +0.91%
May 31, 25
19 Bridgeway Ultra-Small Company 110.40K (0.48%) 0.00
Increased by 0.00%
Dec 31, 25
20 Dimensional US Small Cap ETF 96.23K (0.42%) 3.54K
Increased by +3.68%
Feb 27, 26