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 (18.13%) -410.00K
Decreased by -9.73%
Mar 31, 24
2 Beck, Mack & Oliver LLC 3.34M (14.39%) 55.12K
Increased by +1.65%
Mar 31, 25
3 Foxhaven Asset Management, LP 1.74M (7.47%) -165.42K
Decreased by -9.53%
Sep 30, 24
4 BlackRock Inc 1.52M (6.52%) -34.50K
Decreased by -2.28%
Mar 31, 25
5 Alibaba Group Holding Ltd 1.46M (6.30%) 0.00
Increased by 0.00%
Dec 31, 23
6 Fidelity International Ltd 1.40M (6.02%) -50.00K
Decreased by -3.57%
Mar 31, 25
7 Vanguard Group Inc 1.40M (6.02%) -104.81K
Decreased by -7.49%
Jun 30, 25
8 Portolan Capital Management, LLC 707.65K (3.04%) 46.70K
Increased by +6.60%
Sep 30, 24
9 J. Goldman & Co LP 639.70K (2.75%) 53.22K
Increased by +8.32%
Mar 31, 25
10 Geode Capital Management, LLC 636.13K (2.74%) -12.18K
Decreased by -1.91%
Mar 31, 25
11 Joel Isaacson & CO., LLC 537.21K (2.31%) -150.00K
Decreased by -27.92%
Jun 30, 25
12 Harspring Capital Management LLC 500.00K (2.15%) 0.00
Increased by 0.00%
Jun 30, 25
13 Harbert Fund Advisors Inc 486.70K (2.09%) -356.62K
Decreased by -73.27%
Mar 31, 24
14 Dimensional Fund Advisors, Inc. 352.27K (1.52%) -16.05K
Decreased by -4.56%
Jun 30, 25
15 First Manhattan Co. LLC 337.77K (1.45%) 0.00
Increased by 0.00%
Mar 31, 25
16 State Street Corp 288.27K (1.24%) -32.66K
Decreased by -11.33%
Mar 31, 25
17 Acadian Asset Management LLC 286.06K (1.23%) 285.86K
Increased by +99.93%
Mar 31, 25
18 Royce & Associates, LP 274.44K (1.18%) 75.65K
Increased by +27.57%
Mar 31, 24
19 Renaissance Technologies Corp 262.40K (1.13%) -72.80K
Decreased by -27.74%
Mar 31, 25
20 Freegulliver, LLC 259.51K (1.12%) 116.40K
Increased by +44.85%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Climate Leadership F 1.40M (6.02%) -50.00K
Decreased by -3.57%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 930.79K (4.00%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 930.79K (4.00%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 423.89K (1.82%) 0.00
Increased by 0.00%
Jun 30, 25
5 Fidelity Greater Canada Sr F 400.00K (1.72%) 0.00
Increased by 0.00%
Mar 31, 24
6 Strategic Advisers Small-Mid Cap 383.86K (1.65%) 28.77K
Increased by +7.50%
Jul 31, 24
7 Strategic Advisers U.S. Total Stock{mg} 383.86K (1.65%) 0.00
Increased by 0.00%
Sep 30, 24
8 Fidelity Climate Leadership Bal F5 323.44K (1.39%) -16.25K
Decreased by -5.02%
Jun 30, 25
9 Strategic Advisers® Small-Mid Cap 290.87K (1.25%) 0.00
Increased by 0.00%
Oct 31, 23
10 Royce Micro Cap Trust 274.44K (1.18%) 75.65K
Increased by +27.57%
Mar 31, 24
11 Fidelity Small Cap Index 243.78K (1.05%) 0.00
Increased by 0.00%
May 31, 25
12 Fidelity Canadian Asset Allocation B 200.00K (0.86%) 0.00
Increased by 0.00%
Mar 31, 24
13 SEI Tax-Managed Small/Mid Cap F (SIMT) 179.09K (0.77%) 0.00
Increased by 0.00%
Jun 30, 24
14 Fidelity Extended Market Index 164.34K (0.71%) -429.00
Decreased by -0.26%
Jun 30, 25
15 iShares Russell 2000 Value ETF 157.99K (0.68%) 0.00
Increased by 0.00%
May 31, 25
16 Fidelity® Extended Market Index 123.06K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Russell 2000 ETF 116.20K (0.50%) 1.06K
Increased by +0.91%
May 31, 25
18 Bridgeway Ultra-Small Company 96.70K (0.42%) 62.10K
Increased by +64.22%
Mar 31, 25
19 State St Russell Sm Cap® Indx SL Cl I 90.34K (0.39%) 0.00
Increased by 0.00%
May 31, 25
20 DFA US Targeted Value I 60.95K (0.26%) 0.00
Increased by 0.00%
Jun 30, 25