Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
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 (19.33%) -410.00K
Decreased by -9.73%
Mar 31, 24
2 Kanen Wealth Management LLC 2.07M (9.49%) 891.80K
Increased by +43.11%
Mar 31, 26
3 Foxhaven Asset Management, LP 1.74M (7.96%) -165.42K
Decreased by -9.53%
Sep 30, 24
4 Alibaba Group Holding Ltd 1.46M (6.72%) 0.00
Increased by 0.00%
Dec 31, 23
5 Vanguard Group Inc 1.38M (6.33%) -13.74K
Decreased by -1.00%
Dec 31, 25
6 Beck, Mack & Oliver LLC 1.30M (5.95%) -652.22K
Decreased by -50.24%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.22M (5.57%) 1.22M
Increased by +100.00%
Mar 31, 26
8 Fidelity International Ltd 1.00M (4.59%) 150.00K
Increased by +15.00%
Mar 31, 26
9 Joel Isaacson & CO., LLC 999.51K (4.58%) -68.24K
Decreased by -6.83%
Mar 31, 26
10 Portolan Capital Management, LLC 707.65K (3.25%) 46.70K
Increased by +6.60%
Sep 30, 24
11 J. Goldman & Co LP 686.31K (3.15%) 46.61K
Increased by +6.79%
Jun 30, 25
12 Acadian Asset Management LLC 685.70K (3.14%) 685.05K
Increased by +99.91%
Mar 31, 26
13 Harspring Capital Management LLC 650.00K (2.98%) -10.00K
Decreased by -1.54%
Mar 31, 26
14 Arrowstreet Capital Limited Partnership 522.70K (2.40%) 18.91K
Increased by +3.62%
Mar 31, 26
15 Harbert Fund Advisors Inc 486.70K (2.23%) -356.62K
Decreased by -73.27%
Mar 31, 24
16 Two Sigma Investments LLC 457.00K (2.10%) 103.67K
Increased by +22.69%
Mar 31, 26
17 G2 Investment Partners Management LLC 450.00K (2.06%) -226.85K
Decreased by -50.41%
Mar 31, 26
18 Susquehanna International Group, LLP 417.12K (1.91%) 35.05K
Increased by +8.40%
Mar 31, 26
19 Millennium Management LLC 416.60K (1.91%) 105.44K
Increased by +25.31%
Mar 31, 26
20 First Manhattan Co. LLC 337.77K (1.55%) 0.00
Increased by 0.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Climate Leadership F 1.00M (4.59%) 477.70K
Increased by +47.77%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 930.79K (4.27%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 908.28K (4.17%) 0.00
Increased by 0.00%
Apr 30, 26
4 Philotimo Focused Growth and Income 792.37K (3.63%) 436.99K
Increased by +55.15%
Mar 31, 26
5 Fidelity Greater Canada Sr F 400.00K (1.83%) 0.00
Increased by 0.00%
Mar 31, 24
6 Strategic Advisers Small-Mid Cap 383.86K (1.76%) 28.77K
Increased by +7.50%
Jul 31, 24
7 Strategic Advisers U.S. Total Stock{mg} 383.86K (1.76%) 0.00
Increased by 0.00%
Sep 30, 24
8 Strategic Advisers® Small-Mid Cap 290.87K (1.33%) 0.00
Increased by 0.00%
Oct 31, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 287.03K (1.32%) 12.61K
Increased by +4.39%
Apr 30, 26
10 Royce Micro Cap Trust 274.44K (1.26%) 75.65K
Increased by +27.57%
Mar 31, 24
11 Fidelity Climate Leadership Bal F5 243.90K (1.12%) 121.93K
Increased by +49.99%
Mar 31, 26
12 Fidelity Small Cap Index 243.78K (1.12%) 0.00
Increased by 0.00%
May 31, 25
13 Fidelity Canadian Asset Allocation B 200.00K (0.92%) 0.00
Increased by 0.00%
Mar 31, 24
14 SEI Tax-Managed Small/Mid Cap F (SIMT) 179.09K (0.82%) 0.00
Increased by 0.00%
Jun 30, 24
15 Bridgeway Ultra-Small Company 160.40K (0.74%) 50.00K
Increased by +31.17%
Mar 31, 26
16 iShares Russell 2000 Value ETF 157.99K (0.72%) 0.00
Increased by 0.00%
May 31, 25
17 Fidelity Extended Market Index 133.84K (0.61%) -489.00
Decreased by -0.37%
Apr 30, 26
18 Fidelity® Extended Market Index 123.06K (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
19 Dimensional US Small Cap ETF 118.59K (0.54%) 0.00
Increased by 0.00%
May 29, 26
20 Vanguard Russell 2000 ETF 116.20K (0.53%) 1.06K
Increased by +0.91%
May 31, 25