Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DFAT 0.00%
2 DCOR 0.00%
3 DFSU 0.00%
4 DFAC 0.00%
5 DFAS 0.00%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Needham Investment Management, LLC 805.00K (12.48%) 0.00
Increased by 0.00%
Mar 31, 25
2 Ameriprise Financial Inc 557.65K (8.65%) -3.74K
Decreased by -0.67%
Mar 31, 25
3 Renaissance Technologies Corp 214.84K (3.33%) -7.70K
Decreased by -3.58%
Mar 31, 25
4 Vanguard Group Inc 97.69K (1.51%) 0.00
Increased by 0.00%
Jun 30, 25
5 Whittier Trust Co 92.00K (1.43%) 0.00
Increased by 0.00%
Sep 30, 23
6 Ridgewood Investments LLC 80.34K (1.25%) 1.67K
Increased by +2.07%
Jun 30, 25
7 Geode Capital Management, LLC 58.73K (0.91%) -1.77K
Decreased by -3.01%
Mar 31, 25
8 Bridgeway Capital Management, LLC 56.30K (0.87%) -16.40K
Decreased by -29.13%
Mar 31, 25
9 Perritt Capital Management Inc. 25.09K (0.39%) 0.00
Increased by 0.00%
Dec 31, 23
10 Raymond James Finl Svs Advisors, Inc. 24.62K (0.38%) 500.00
Increased by +2.03%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 21.40K (0.33%) 0.00
Increased by 0.00%
Jun 30, 25
12 State Street Corp 15.48K (0.24%) 0.00
Increased by 0.00%
Mar 31, 25
13 State Street Corporation 15.48K (0.24%) 0.00
Increased by 0.00%
Mar 31, 24
14 Citadel Advisors Llc 14.29K (0.22%) 14.29K
Increased by +100.00%
Mar 31, 25
15 Northern Trust Corp 12.94K (0.20%) 0.00
Increased by 0.00%
Mar 31, 25
16 Millennium Management LLC 11.36K (0.18%) -4.83K
Decreased by -42.46%
Mar 31, 24
17 UBS Group AG 11.32K (0.18%) -10.07K
Decreased by -88.96%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 6.32K (0.10%) 0.00
Increased by 0.00%
Mar 31, 25
19 Tower Research Capital LLC 3.58K (0.06%) 558.00
Increased by +15.60%
Mar 31, 25
20 Mccormack Advisors International 908.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Needham Aggressive Growth Retail 800.00K (12.40%) -5.00K
Decreased by -0.63%
Jun 30, 25
2 Columbia Small Cap Value I 390.08K (6.05%) 0.00
Increased by 0.00%
Jun 30, 25
3 Columbia Small Cap Value I A 390.08K (6.05%) 0.00
Increased by 0.00%
Jun 30, 25
4 Columbia VP Small Cap Value 1 110.42K (1.71%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 64.78K (1.00%) 0.00
Increased by 0.00%
Jun 30, 25
6 Bridgeway Ultra-Small Company 55.70K (0.86%) 0.00
Increased by 0.00%
Mar 31, 25
7 Hussman Strategic Growth 35.00K (0.54%) 0.00
Increased by 0.00%
Sep 30, 23
8 Vanguard Total Stock Mkt Idx Inv 32.91K (0.51%) 0.00
Increased by 0.00%
Jun 30, 25
9 Fidelity® Extended Market Index 32.62K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Extended Market Index 30.97K (0.48%) 0.00
Increased by 0.00%
Jun 30, 25
11 Perritt Ultra MicroCap 25.09K (0.39%) 0.00
Increased by 0.00%
Dec 31, 23
12 Bridgeway Ultra-Small Company Market 16.40K (0.25%) 0.00
Increased by 0.00%
Dec 31, 24
13 Fidelity Nasdaq Composite Index 7.08K (0.11%) 0.00
Increased by 0.00%
Jun 30, 25
14 Fidelity® Series Total Market Index 7.00K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Series Total Market Index 6.97K (0.11%) 0.00
Increased by 0.00%
Jun 30, 25
16 Spartan Extended Market Index Pool F 5.79K (0.09%) 0.00
Increased by 0.00%
Jun 30, 25
17 DFA US Core Equity 1 I 5.76K (0.09%) 0.00
Increased by 0.00%
Dec 31, 23
18 Spartan Extended Market Index Pool E 5.50K (0.09%) 292.00
Increased by +5.31%
Mar 31, 25
19 Dimensional US Small Cap ETF 5.45K (0.08%) 0.00
Increased by 0.00%
Dec 29, 23
20 NT Ext Equity Mkt Idx Fd - L 5.17K (0.08%) 0.00
Increased by 0.00%
Jun 30, 25