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 (16.95%) -410.00K
Decreased by -9.73%
Mar 31, 24
2 Beck, Mack & Oliver LLC 3.29M (13.23%) 73.99K
Increased by +2.25%
Dec 31, 24
3 Foxhaven Asset Management, LP 1.74M (6.98%) -165.42K
Decreased by -9.53%
Sep 30, 24
4 BlackRock Inc 1.55M (6.23%) -33.23K
Decreased by -2.14%
Dec 31, 24
5 Vanguard Group Inc 1.52M (6.11%) 3.85K
Increased by +0.25%
Dec 31, 24
6 Alibaba Group Holding Ltd 1.46M (5.89%) 0.00
Increased by 0.00%
Dec 31, 23
7 Fidelity International Ltd 1.45M (5.83%) 154.42K
Increased by +10.65%
Dec 31, 24
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 (2.76%) -182.40K
Decreased by -26.54%
Dec 31, 24
10 Geode Capital Management, LLC 648.31K (2.61%) -15.76K
Decreased by -2.43%
Dec 31, 24
11 J. Goldman & Co LP 586.48K (2.36%) 586.48K
Increased by +100.00%
Dec 31, 24
12 Harspring Capital Management LLC 500.00K (2.01%) 59.62K
Increased by +11.92%
Dec 31, 24
13 Harbert Fund Advisors Inc 486.70K (1.96%) -356.62K
Decreased by -73.27%
Mar 31, 24
14 Dimensional Fund Advisors, Inc. 354.29K (1.42%) 80.69K
Increased by +22.78%
Dec 31, 24
15 First Manhattan Co. LLC 337.77K (1.36%) 0.00
Increased by 0.00%
Dec 31, 24
16 Renaissance Technologies Corp 335.20K (1.35%) -80.30K
Decreased by -23.96%
Dec 31, 24
17 State Street Corp 320.93K (1.29%) 26.60K
Increased by +8.29%
Dec 31, 24
18 LANDSCAPE CAPITAL MANAGEMENT,LLC 284.41K (1.14%) 284.41K
Increased by +100.00%
Dec 31, 24
19 Royce & Associates, LP 274.44K (1.10%) 75.65K
Increased by +27.57%
Mar 31, 24
20 Northern Trust Corp 253.58K (1.02%) 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 (5.83%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 930.79K (3.74%) 0.00
Increased by 0.00%
Feb 28, 25
3 iShares Russell 2000 ETF 556.67K (2.24%) -6.57K
Decreased by -1.18%
Feb 28, 25
4 Fidelity Greater Canada Sr F 400.00K (1.61%) 0.00
Increased by 0.00%
Mar 31, 24
5 Strategic Advisers Small-Mid Cap 383.86K (1.54%) 28.77K
Increased by +7.50%
Jul 31, 24
6 Strategic Advisers U.S. Total Stock{mg} 383.86K (1.54%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 369.00K (1.48%) 4.18K
Increased by +1.13%
Feb 28, 25
8 Fidelity Climate Leadership Bal F5 327.30K (1.32%) 2.94K
Increased by +0.90%
Jan 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 (1.10%) 75.65K
Increased by +27.57%
Mar 31, 24
11 Fidelity Small Cap Index 258.54K (1.04%) 0.00
Increased by 0.00%
Dec 31, 24
12 Fidelity Canadian Asset Allocation B 200.00K (0.80%) 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 166.85K (0.67%) -2.53K
Decreased by -1.52%
Jan 31, 25
15 iShares Russell 2000 Value ETF 161.21K (0.65%) -1.22K
Decreased by -0.76%
Feb 28, 25
16 Fidelity® Extended Market Index 123.06K (0.49%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Russell 2000 ETF 115.96K (0.47%) 2.67K
Increased by +2.30%
Feb 28, 25
18 Bridgeway Ultra-Small Company Market 103.00K (0.41%) 0.00
Increased by 0.00%
Dec 31, 24
19 State St Russell Sm Cap® Indx SL Cl I 90.34K (0.36%) -29.16K
Decreased by -32.28%
Feb 28, 25
20 Fidelity Total Market Index 62.12K (0.25%) -267.00
Decreased by -0.43%
Jan 31, 25