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 800.00K (12.54%) 0.00
Increased by 0.00%
Mar 31, 26
2 Ameriprise Financial Inc 520.30K (8.15%) 0.00
Increased by 0.00%
Mar 31, 26
3 Renaissance Technologies Corp 196.84K (3.08%) 2.10K
Increased by +1.07%
Mar 31, 26
4 Whittier Trust Co 92.00K (1.44%) 0.00
Increased by 0.00%
Sep 30, 23
5 Vanguard Group Inc 64.78K (1.02%) 0.00
Increased by 0.00%
Dec 31, 25
6 Citadel Advisors Llc 46.92K (0.74%) 28.44K
Increased by +60.62%
Mar 31, 26
7 Vanguard Capital Management, LLC 44.50K (0.70%) 44.50K
Increased by +100.00%
Mar 31, 26
8 State Street Corp 31.88K (0.50%) 0.00
Increased by 0.00%
Mar 31, 26
9 Geode Capital Management, LLC 30.72K (0.48%) -30.11K
Decreased by -98.03%
Mar 31, 26
10 Perritt Capital Management Inc. 25.09K (0.39%) 0.00
Increased by 0.00%
Dec 31, 23
11 Raymond James Finl Svs Advisors, Inc. 24.62K (0.39%) 500.00
Increased by +2.03%
Sep 30, 24
12 Bridgeway Capital Management, LLC 22.19K (0.35%) 0.00
Increased by 0.00%
Mar 31, 26
13 Vanguard Fiduciary Trust Co 20.28K (0.32%) 20.28K
Increased by +100.00%
Mar 31, 26
14 The Goldman Sachs Group Inc 19.89K (0.31%) 19.89K
Increased by +100.00%
Mar 31, 26
15 TWO SIGMA SECURITIES, LLC 17.93K (0.28%) 17.93K
Increased by +100.00%
Dec 31, 25
16 XTX Topco Ltd 17.74K (0.28%) 17.74K
Increased by +100.00%
Mar 31, 26
17 Dimensional Fund Advisors, Inc. 17.05K (0.27%) 0.00
Increased by 0.00%
Mar 31, 26
18 State Street Corporation 15.48K (0.24%) 0.00
Increased by 0.00%
Mar 31, 24
19 Two Sigma Investments LLC 12.65K (0.20%) 600.00
Increased by +4.74%
Mar 31, 26
20 Millennium Management LLC 11.36K (0.18%) -4.83K
Decreased by -42.46%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Needham Aggressive Growth Retail 800.00K (12.54%) 0.00
Increased by 0.00%
Mar 31, 26
2 Columbia Small Cap Value Discovery Fund 390.08K (6.11%) 0.00
Increased by 0.00%
Mar 31, 26
3 Columbia Small Cap Value Discv A 390.08K (6.11%) 0.00
Increased by 0.00%
Apr 30, 26
4 Columbia Small Cap Value I 390.08K (6.11%) 0.00
Increased by 0.00%
Jun 30, 25
5 Columbia Small Cap Value I A 390.08K (6.11%) 0.00
Increased by 0.00%
Jul 31, 25
6 Columbia VP Small Cap Value 1 73.07K (1.15%) 0.00
Increased by 0.00%
Mar 31, 26
7 Columbia VP Small Cap Value Discovery 1 73.07K (1.15%) 0.00
Increased by 0.00%
Mar 31, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 44.50K (0.70%) 0.00
Increased by 0.00%
Apr 30, 26
9 Hussman Strategic Growth 35.00K (0.55%) 0.00
Increased by 0.00%
Sep 30, 23
10 Fidelity® Extended Market Index 32.62K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
11 Vanguard Total Stock Mkt Idx Inv 32.21K (0.50%) -703.00
Decreased by -2.18%
Jul 31, 25
12 Fidelity Extended Market Index 30.14K (0.47%) -109.00
Decreased by -0.36%
Feb 28, 26
13 Perritt Ultra MicroCap 25.09K (0.39%) 0.00
Increased by 0.00%
Dec 31, 23
14 Bridgeway Ultra-Small Company 21.59K (0.34%) 0.00
Increased by 0.00%
Mar 31, 26
15 Bridgeway Ultra-Small Company Market 16.40K (0.26%) 0.00
Increased by 0.00%
Dec 31, 24
16 Fidelity Series Total Market Index 8.42K (0.13%) 0.00
Increased by 0.00%
Apr 30, 26
17 Fidelity Nasdaq Composite Index 7.08K (0.11%) 0.00
Increased by 0.00%
Apr 30, 26
18 Fidelity® Series Total Market Index 7.00K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
19 Spartan Extended Market Index Pool F 6.65K (0.10%) 131.00
Increased by +1.97%
Mar 31, 26
20 DFA US Core Equity 1 I 5.76K (0.09%) 0.00
Increased by 0.00%
Dec 31, 23