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 (19.52%) -410.00K
Decreased by -9.73%
Mar 31, 24
2 Beck, Mack & Oliver LLC 3.29M (15.23%) -56.61K
Decreased by -1.72%
Jun 30, 25
3 Foxhaven Asset Management, LP 1.74M (8.04%) -165.42K
Decreased by -9.53%
Sep 30, 24
4 Alibaba Group Holding Ltd 1.46M (6.78%) 0.00
Increased by 0.00%
Dec 31, 23
5 Fidelity International Ltd 1.43M (6.60%) 25.00K
Increased by +1.75%
Jun 30, 25
6 Vanguard Group Inc 1.40M (6.48%) -104.81K
Decreased by -7.49%
Jun 30, 25
7 Portolan Capital Management, LLC 707.65K (3.28%) 46.70K
Increased by +6.60%
Sep 30, 24
8 J. Goldman & Co LP 686.31K (3.18%) 46.61K
Increased by +6.79%
Jun 30, 25
9 Joel Isaacson & CO., LLC 537.21K (2.49%) -150.00K
Decreased by -27.92%
Jun 30, 25
10 Harspring Capital Management LLC 500.00K (2.32%) 0.00
Increased by 0.00%
Jun 30, 25
11 Harbert Fund Advisors Inc 486.70K (2.25%) -356.62K
Decreased by -73.27%
Mar 31, 24
12 BlackRock Inc 420.96K (1.95%) -1.09M
Decreased by -260.01%
Jun 30, 25
13 Truffle Hound Capital, LLC 400.00K (1.85%) 400.00K
Increased by +100.00%
Jun 30, 25
14 Renaissance Technologies Corp 390.13K (1.81%) 127.73K
Increased by +32.74%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 352.27K (1.63%) -16.05K
Decreased by -4.56%
Jun 30, 25
16 Geode Capital Management, LLC 348.84K (1.62%) -287.29K
Decreased by -82.36%
Jun 30, 25
17 First Manhattan Co. LLC 337.77K (1.56%) 0.00
Increased by 0.00%
Jun 30, 25
18 Millennium Management LLC 299.45K (1.39%) 188.07K
Increased by +62.80%
Jun 30, 25
19 State Street Corp 288.27K (1.33%) -32.66K
Decreased by -11.33%
Mar 31, 25
20 Acadian Asset Management LLC 286.06K (1.32%) 285.86K
Increased by +99.93%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Climate Leadership F 1.43M (6.60%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 930.79K (4.31%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 910.88K (4.22%) -19.91K
Decreased by -2.19%
Jul 31, 25
4 Fidelity Greater Canada Sr F 400.00K (1.85%) 0.00
Increased by 0.00%
Mar 31, 24
5 Strategic Advisers Small-Mid Cap 383.86K (1.78%) 28.77K
Increased by +7.50%
Jul 31, 24
6 Strategic Advisers U.S. Total Stock{mg} 383.86K (1.78%) 0.00
Increased by 0.00%
Sep 30, 24
7 Fidelity Climate Leadership Bal F5 323.44K (1.50%) -16.25K
Decreased by -5.02%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 291.20K (1.35%) -132.69K
Decreased by -45.57%
Jul 31, 25
9 Strategic Advisers® Small-Mid Cap 290.87K (1.35%) 0.00
Increased by 0.00%
Oct 31, 23
10 Royce Micro Cap Trust 274.44K (1.27%) 75.65K
Increased by +27.57%
Mar 31, 24
11 Fidelity Small Cap Index 243.78K (1.13%) 0.00
Increased by 0.00%
May 31, 25
12 Fidelity Canadian Asset Allocation B 200.00K (0.93%) 0.00
Increased by 0.00%
Mar 31, 24
13 SEI Tax-Managed Small/Mid Cap F (SIMT) 179.09K (0.83%) 0.00
Increased by 0.00%
Jun 30, 24
14 Fidelity Extended Market Index 163.00K (0.75%) -1.34K
Decreased by -0.82%
Jul 31, 25
15 iShares Russell 2000 Value ETF 157.99K (0.73%) 0.00
Increased by 0.00%
May 31, 25
16 Fidelity® Extended Market Index 123.06K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Russell 2000 ETF 116.20K (0.54%) 1.06K
Increased by +0.91%
May 31, 25
18 Bridgeway Ultra-Small Company 96.70K (0.45%) 0.00
Increased by 0.00%
Jun 30, 25
19 State St Russell Sm Cap® Indx SL Cl I 90.34K (0.42%) 0.00
Increased by 0.00%
May 31, 25
20 DFA US Targeted Value I 60.95K (0.28%) 0.00
Increased by 0.00%
Jul 31, 25