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 DMRS 0.02%
8 SMD 0.02%
9 AVSC 0.02%
10 IWC 0.01%
11 RTLA 0.01%
12 DFAT 0.01%
13 UWM 0.00%
14 DFSV 0.00%
15 DFAS 0.00%
16 IWO 0.00%
17 URTY 0.00%
18 IWN 0.00%
19 IWMW 0.00%
20 IWM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.69M (10.41%) -151.87K
Decreased by -5.64%
Mar 31, 26
2 Nantahala Capital Management, LLC 1.76M (6.81%) 0.00
Increased by 0.00%
Mar 31, 26
3 AQR Capital Management LLC 1.72M (6.63%) 1.64M
Increased by +95.35%
Mar 31, 26
4 Vanguard Group Inc 1.51M (5.84%) -14.57K
Decreased by -0.96%
Dec 31, 25
5 Palo Alto Investors, LLC 1.48M (5.73%) -48.63K
Decreased by -3.28%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.21M (4.66%) 1.21M
Increased by +100.00%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 828.20K (3.20%) -133.66K
Decreased by -16.14%
Mar 31, 26
8 Geode Capital Management, LLC 736.31K (2.85%) 23.73K
Increased by +3.22%
Mar 31, 26
9 Millennium Management LLC 705.70K (2.73%) 300.79K
Increased by +42.62%
Mar 31, 25
10 Prudential Financial Inc 694.64K (2.69%) -85.90K
Decreased by -12.37%
Mar 31, 24
11 Prudential Investment Management Inc 694.64K (2.69%) -85.90K
Decreased by -12.37%
Mar 31, 24
12 J. Goldman & Co LP 681.22K (2.63%) 681.22K
Increased by +100.00%
Dec 31, 25
13 Connor Clark & Lunn Inv Mgmt Ltd 649.89K (2.51%) -108.89K
Decreased by -16.76%
Dec 31, 25
14 Dsc Advisors LP 600.00K (2.32%) 0.00
Increased by 0.00%
Sep 30, 24
15 State Street Corporation 582.95K (2.25%) 27.05K
Increased by +4.64%
Mar 31, 24
16 Susquehanna International Group, LLP 494.67K (1.91%) 263.54K
Increased by +53.28%
Mar 31, 25
17 D. E. Shaw & Co LP 469.55K (1.82%) 164.92K
Increased by +35.12%
Mar 31, 26
18 Redwood Capital Management, LLC 467.39K (1.81%) 0.00
Increased by 0.00%
Mar 31, 26
19 Aristotle Capital Boston, LLC 466.72K (1.80%) -32.85K
Decreased by -7.04%
Jun 30, 25
20 State Street Corp 446.56K (1.73%) -21.98K
Decreased by -4.92%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 819.05K (3.17%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 817.60K (3.16%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 667.50K (2.58%) 6.19K
Increased by +0.93%
May 29, 26
4 Vanguard Institutional Extnd Mkt Idx Tr 311.69K (1.20%) 0.00
Increased by 0.00%
Apr 30, 26
5 Fidelity Small Cap Index 292.78K (1.13%) -382.00
Decreased by -0.13%
Mar 31, 26
6 iShares Russell 2000 Value ETF 263.66K (1.02%) 0.00
Increased by 0.00%
May 29, 26
7 Fidelity® Small Cap Index 258.44K (1.00%) 35.10K
Increased by +13.58%
Sep 30, 23
8 BlackRock Advantage Small Cap Core Instl 190.26K (0.74%) -10.42K
Decreased by -5.48%
Jan 31, 26
9 Russell 2000 Equity Index Fund B 184.16K (0.71%) -91.00
Decreased by -0.05%
Dec 31, 25
10 Acuitas US Microcap Strategy 181.30K (0.70%) 60.00K
Increased by +33.10%
Dec 31, 25
11 Invesco FTSE RAFI US 1500 Small-Mid ETF 168.98K (0.65%) 0.00
Increased by 0.00%
Feb 27, 25
12 SEI Tax-Managed Small/Mid Cap F (SIMT) 164.19K (0.63%) 48.36K
Increased by +29.45%
Jun 30, 25
13 Vanguard Russell 2000 ETF 146.17K (0.57%) 3.08K
Increased by +2.10%
Apr 30, 26
14 Fidelity® Extended Market Index 143.86K (0.56%) 0.00
Increased by 0.00%
Oct 31, 23
15 Avantis US Small Cap Value ETF 138.11K (0.53%) 0.00
Increased by 0.00%
Mar 31, 26
16 DFA US Small Cap I 125.54K (0.49%) -5.88K
Decreased by -4.69%
Apr 30, 26
17 DFA US Small Cap Value I 121.35K (0.47%) 0.00
Increased by 0.00%
Apr 30, 26
18 Voya Index Plus SmallCap Port I 119.16K (0.46%) 0.00
Increased by 0.00%
Apr 30, 26
19 Extended Equity Market Fund B 117.04K (0.45%) -32.00
Decreased by -0.03%
Dec 31, 25
20 Extended Equity Market Fund E 117.04K (0.45%) -32.00
Decreased by -0.03%
Dec 31, 25