Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXSG 2.26%
2 DWAQ 2.22%
3 EDOC 0.27%
4 EBIZ 0.19%
5 TXSS 0.07%
6 PRFZ 0.03%
7 IWC 0.02%
8 DMRS 0.02%
9 SMD 0.02%
10 AVSC 0.02%
11 RTLA 0.01%
12 VTWV 0.01%
13 DFAT 0.01%
14 IWN 0.01%
15 UWM 0.00%
16 DFSV 0.00%
17 DFAS 0.00%
18 IWO 0.00%
19 IWM 0.00%
20 URTY 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Palo Alto Investors, LLC 1.68M (6.93%) -193.79K
Decreased by -11.51%
Mar 31, 25
2 Vanguard Group Inc 1.34M (5.53%) 60.29K
Increased by +4.49%
Mar 31, 25
3 Nantahala Capital Management, LLC 1.31M (5.40%) -698.06K
Decreased by -53.23%
Mar 31, 25
4 Findell Capital Management LLC 1.27M (5.21%) -107.00K
Decreased by -8.45%
Mar 31, 25
5 BlackRock Inc 1.14M (4.69%) -38.55K
Decreased by -3.38%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 925.28K (3.81%) 79.67K
Increased by +8.61%
Mar 31, 25
7 Millennium Management LLC 705.70K (2.90%) 300.79K
Increased by +42.62%
Mar 31, 25
8 Prudential Financial Inc 694.64K (2.86%) -85.90K
Decreased by -12.37%
Mar 31, 24
9 Prudential Investment Management Inc 694.64K (2.86%) -85.90K
Decreased by -12.37%
Mar 31, 24
10 Dsc Advisors LP 600.00K (2.47%) 0.00
Increased by 0.00%
Sep 30, 24
11 State Street Corporation 582.95K (2.40%) 27.05K
Increased by +4.64%
Mar 31, 24
12 Connor Clark & Lunn Inv Mgmt Ltd 537.14K (2.21%) 360.13K
Increased by +67.05%
Mar 31, 25
13 Aristotle Capital Boston, LLC 499.57K (2.06%) -112.53K
Decreased by -22.53%
Mar 31, 25
14 Susquehanna International Group, LLP 494.67K (2.04%) 263.54K
Increased by +53.28%
Mar 31, 25
15 Redwood Capital Management, LLC 467.39K (1.92%) 0.00
Increased by 0.00%
Mar 31, 25
16 Acadian Asset Management LLC 445.91K (1.84%) 418.83K
Increased by +93.93%
Mar 31, 25
17 Goldman Sachs Group Inc 442.64K (1.82%) 365.58K
Increased by +82.59%
Jun 30, 24
18 G2 Investment Partners Management LLC 442.64K (1.82%) -450.97K
Decreased by -101.88%
Dec 31, 23
19 RBF LLC 435.42K (1.79%) 0.00
Increased by 0.00%
Mar 31, 25
20 JANE STREET GROUP, LLC 392.77K (1.62%) 351.30K
Increased by +89.44%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 839.80K (3.46%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 817.60K (3.36%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 635.04K (2.61%) 4.43K
Increased by +0.70%
Jun 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 463.47K (1.91%) 0.00
Increased by 0.00%
May 31, 25
5 Fidelity Small Cap Index 282.25K (1.16%) 9.24K
Increased by +3.27%
Jun 30, 24
6 Fidelity® Small Cap Index 258.44K (1.06%) 35.10K
Increased by +13.58%
Sep 30, 23
7 iShares Russell 2000 Value ETF 255.86K (1.05%) 920.00
Increased by +0.36%
Jun 30, 25
8 DFA US Targeted Value I 205.60K (0.85%) 6.00K
Increased by +2.92%
May 31, 25
9 BlackRock Advantage Small Cap Core Instl 184.05K (0.76%) 0.00
Increased by 0.00%
Jun 30, 25
10 Dimensional US Targeted Value ETF 183.24K (0.75%) 0.00
Increased by 0.00%
Jun 30, 25
11 Invesco FTSE RAFI US 1500 Small-Mid ETF 168.98K (0.70%) 0.00
Increased by 0.00%
Feb 27, 25
12 SEI Tax-Managed Small/Mid Cap F (SIMT) 164.19K (0.68%) 48.36K
Increased by +29.45%
Jun 30, 25
13 Fidelity Extended Market Index 162.09K (0.67%) -724.00
Decreased by -0.45%
May 31, 25
14 Fidelity® Extended Market Index 143.86K (0.59%) 0.00
Increased by 0.00%
Oct 31, 23
15 DFA US Small Cap I 121.59K (0.50%) 0.00
Increased by 0.00%
May 31, 25
16 Vanguard Russell 2000 ETF 105.16K (0.43%) 3.37K
Increased by +3.21%
Mar 31, 24
17 Empower PGIM Mid Cap Quant Core Eq SP 102.90K (0.42%) 0.00
Increased by 0.00%
Mar 31, 24
18 State St Russell Sm Cap® Indx SL Cl I 101.50K (0.42%) 101.50K
Increased by +100.00%
Jun 30, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 100.40K (0.41%) -70.51K
Decreased by -70.23%
Jun 30, 24
20 Invesco RAFI US 1500 Small-Mid ETF 97.62K (0.40%) -102.00
Decreased by -0.10%
Jun 30, 25