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 0.03%
8 DMRS 0.02%
9 SMD 0.02%
10 AVSC 0.02%
11 RTLA 0.01%
12 VTWV 0.01%
13 IWN 0.01%
14 DFAT 0.01%
15 UWM 0.00%
16 DFSV 0.00%
17 DFAS 0.00%
18 IWM 0.00%
19 IWO 0.00%
20 URTY 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Palo Alto Investors, LLC 1.68M (6.80%) -193.79K
Decreased by -11.51%
Mar 31, 25
2 Vanguard Group Inc 1.52M (6.14%) 177.51K
Increased by +11.67%
Jun 30, 25
3 Nantahala Capital Management, LLC 1.31M (5.29%) -698.06K
Decreased by -53.23%
Mar 31, 25
4 Findell Capital Management LLC 1.20M (4.84%) -66.00K
Decreased by -5.50%
Jun 30, 25
5 BlackRock Inc 1.14M (4.60%) -38.55K
Decreased by -3.38%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 1.09M (4.41%) 167.17K
Increased by +15.30%
Jun 30, 25
7 Millennium Management LLC 705.70K (2.85%) 300.79K
Increased by +42.62%
Mar 31, 25
8 Prudential Financial Inc 694.64K (2.80%) -85.90K
Decreased by -12.37%
Mar 31, 24
9 Prudential Investment Management Inc 694.64K (2.80%) -85.90K
Decreased by -12.37%
Mar 31, 24
10 Connor Clark & Lunn Inv Mgmt Ltd 676.23K (2.73%) 139.10K
Increased by +20.57%
Jun 30, 25
11 Dsc Advisors LP 600.00K (2.42%) 0.00
Increased by 0.00%
Sep 30, 24
12 State Street Corporation 582.95K (2.35%) 27.05K
Increased by +4.64%
Mar 31, 24
13 Aristotle Capital Boston, LLC 499.57K (2.02%) -112.53K
Decreased by -22.53%
Mar 31, 25
14 Susquehanna International Group, LLP 494.67K (2.00%) 263.54K
Increased by +53.28%
Mar 31, 25
15 Redwood Capital Management, LLC 467.39K (1.89%) 0.00
Increased by 0.00%
Jun 30, 25
16 D. E. Shaw & Co LP 465.19K (1.88%) 200.90K
Increased by +43.19%
Jun 30, 25
17 Acadian Asset Management LLC 445.91K (1.80%) 418.83K
Increased by +93.93%
Mar 31, 25
18 Goldman Sachs Group Inc 442.64K (1.79%) 365.58K
Increased by +82.59%
Jun 30, 24
19 G2 Investment Partners Management LLC 442.64K (1.79%) -450.97K
Decreased by -101.88%
Dec 31, 23
20 RBF LLC 435.42K (1.76%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 839.80K (3.39%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 817.60K (3.30%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 594.00K (2.40%) -11.34K
Decreased by -1.91%
Jul 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 463.47K (1.87%) 0.00
Increased by 0.00%
Jun 30, 25
5 Fidelity Small Cap Index 282.25K (1.14%) 9.24K
Increased by +3.27%
Jun 30, 24
6 Fidelity® Small Cap Index 258.44K (1.04%) 35.10K
Increased by +13.58%
Sep 30, 23
7 iShares Russell 2000 Value ETF 248.13K (1.00%) 184.00
Increased by +0.07%
Jul 31, 25
8 DFA US Targeted Value I 205.60K (0.83%) 0.00
Increased by 0.00%
Jun 30, 25
9 Dimensional US Targeted Value ETF 186.08K (0.75%) 1.07K
Increased by +0.57%
Jul 31, 25
10 BlackRock Advantage Small Cap Core Instl 184.05K (0.74%) 0.00
Increased by 0.00%
Jun 30, 25
11 Invesco FTSE RAFI US 1500 Small-Mid ETF 168.98K (0.68%) 0.00
Increased by 0.00%
Feb 27, 25
12 SEI Tax-Managed Small/Mid Cap F (SIMT) 164.19K (0.66%) 48.36K
Increased by +29.45%
Jun 30, 25
13 Fidelity Extended Market Index 161.67K (0.65%) -422.00
Decreased by -0.26%
Jun 30, 25
14 Vanguard Russell 2000 ETF 146.54K (0.59%) 146.54K
Increased by +100.00%
Jun 30, 25
15 Fidelity® Extended Market Index 143.86K (0.58%) 0.00
Increased by 0.00%
Oct 31, 23
16 DFA US Small Cap I 123.55K (0.50%) 1.96K
Increased by +1.59%
Jun 30, 25
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 (0.41%) 0.00
Increased by 0.00%
Jul 31, 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 Dimensional US Small Cap Value ETF 96.34K (0.39%) 0.00
Increased by 0.00%
Jul 31, 25