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 (16.99%) -410.00K
Decreased by -9.73%
Mar 31, 24
2 Beck, Mack & Oliver LLC 3.34M (13.48%) 55.12K
Increased by +1.65%
Mar 31, 25
3 Foxhaven Asset Management, LP 1.74M (7.00%) -165.42K
Decreased by -9.53%
Sep 30, 24
4 BlackRock Inc 1.52M (6.11%) -34.50K
Decreased by -2.28%
Mar 31, 25
5 Vanguard Group Inc 1.50M (6.07%) -14.25K
Decreased by -0.95%
Mar 31, 25
6 Alibaba Group Holding Ltd 1.46M (5.91%) 0.00
Increased by 0.00%
Dec 31, 23
7 Fidelity International Ltd 1.40M (5.64%) -50.00K
Decreased by -3.57%
Mar 31, 25
8 Portolan Capital Management, LLC 707.65K (2.85%) 46.70K
Increased by +6.60%
Sep 30, 24
9 Joel Isaacson & CO., LLC 687.21K (2.77%) 0.00
Increased by 0.00%
Mar 31, 25
10 J. Goldman & Co LP 639.70K (2.58%) 53.22K
Increased by +8.32%
Mar 31, 25
11 Geode Capital Management, LLC 636.13K (2.56%) -12.18K
Decreased by -1.91%
Mar 31, 25
12 Harspring Capital Management LLC 500.00K (2.02%) 0.00
Increased by 0.00%
Mar 31, 25
13 Harbert Fund Advisors Inc 486.70K (1.96%) -356.62K
Decreased by -73.27%
Mar 31, 24
14 Dimensional Fund Advisors, Inc. 368.31K (1.49%) 14.02K
Increased by +3.81%
Mar 31, 25
15 First Manhattan Co. LLC 337.77K (1.36%) 0.00
Increased by 0.00%
Mar 31, 25
16 State Street Corp 288.27K (1.16%) -32.66K
Decreased by -11.33%
Mar 31, 25
17 Acadian Asset Management LLC 286.06K (1.15%) 285.86K
Increased by +99.93%
Mar 31, 25
18 Royce & Associates, LP 274.44K (1.11%) 75.65K
Increased by +27.57%
Mar 31, 24
19 Renaissance Technologies Corp 262.40K (1.06%) -72.80K
Decreased by -27.74%
Mar 31, 25
20 Susquehanna International Group, LLP 247.16K (1.00%) 146.60K
Increased by +59.31%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Climate Leadership F 1.40M (5.64%) -50.00K
Decreased by -3.57%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 930.79K (3.75%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 930.79K (3.75%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 423.89K (1.71%) 5.39K
Increased by +1.27%
May 31, 25
5 Fidelity Greater Canada Sr F 400.00K (1.61%) 0.00
Increased by 0.00%
Mar 31, 24
6 Strategic Advisers Small-Mid Cap 383.86K (1.55%) 28.77K
Increased by +7.50%
Jul 31, 24
7 Strategic Advisers U.S. Total Stock{mg} 383.86K (1.55%) 0.00
Increased by 0.00%
Sep 30, 24
8 Fidelity Climate Leadership Bal F5 339.69K (1.37%) 5.87K
Increased by +1.73%
May 31, 25
9 Strategic Advisers® Small-Mid Cap 290.87K (1.17%) 0.00
Increased by 0.00%
Oct 31, 23
10 Royce Micro Cap Trust 274.44K (1.11%) 75.65K
Increased by +27.57%
Mar 31, 24
11 Fidelity Small Cap Index 243.78K (0.98%) -374.00
Decreased by -0.15%
Apr 30, 25
12 Fidelity Canadian Asset Allocation B 200.00K (0.81%) 0.00
Increased by 0.00%
Mar 31, 24
13 SEI Tax-Managed Small/Mid Cap F (SIMT) 179.09K (0.72%) 0.00
Increased by 0.00%
Jun 30, 24
14 Fidelity Extended Market Index 164.77K (0.66%) -737.00
Decreased by -0.45%
May 31, 25
15 iShares Russell 2000 Value ETF 157.99K (0.64%) 0.00
Increased by 0.00%
May 31, 25
16 Fidelity® Extended Market Index 123.06K (0.50%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Russell 2000 ETF 116.20K (0.47%) 1.06K
Increased by +0.91%
May 31, 25
18 Bridgeway Ultra-Small Company 96.70K (0.39%) 62.10K
Increased by +64.22%
Mar 31, 25
19 State St Russell Sm Cap® Indx SL Cl I 90.34K (0.36%) 0.00
Increased by 0.00%
May 31, 25
20 DFA US Targeted Value I 60.95K (0.25%) 0.00
Increased by 0.00%
May 31, 25