Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 ONEQ 0.00%
3 VTI 0.00%
4 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Grace & White Inc 1.90M (8.11%) 31.02K
Increased by +1.63%
Mar 31, 25
2 Renaissance Technologies Corp 956.71K (4.09%) -82.90K
Decreased by -8.67%
Mar 31, 25
3 Vanguard Group Inc 940.97K (4.02%) 134.04K
Increased by +14.25%
Mar 31, 25
4 Acuitas Investments, LLC 831.80K (3.55%) 51.06K
Increased by +6.14%
Sep 30, 24
5 Peapod Lane Capital LLC 667.51K (2.85%) -313.59K
Decreased by -46.98%
Jun 30, 25
6 Geode Capital Management, LLC 499.89K (2.14%) 29.08K
Increased by +5.82%
Mar 31, 25
7 BlackRock Inc 463.74K (1.98%) -1.02K
Decreased by -0.22%
Mar 31, 25
8 U.S. Bancorp 304.78K (1.30%) 0.00
Increased by 0.00%
Jun 30, 25
9 Citadel Advisors Llc 174.28K (0.74%) -73.28K
Decreased by -42.04%
Mar 31, 25
10 Marquette Asset Management Inc. 141.19K (0.60%) 0.00
Increased by 0.00%
Dec 31, 24
11 Essex Investment Management Company, LLC 124.24K (0.53%) 13.11K
Increased by +10.55%
Mar 31, 25
12 State Street Corp 95.45K (0.41%) 0.00
Increased by 0.00%
Mar 31, 25
13 State Street Corporation 95.45K (0.41%) 0.00
Increased by 0.00%
Mar 31, 24
14 Susquehanna International Group, LLP 87.31K (0.37%) 60.30K
Increased by +69.06%
Dec 31, 24
15 GSA Capital Partners LLP 79.25K (0.34%) 79.25K
Increased by +100.00%
Mar 31, 25
16 Millennium Management LLC 58.57K (0.25%) 24.13K
Increased by +41.20%
Dec 31, 24
17 Atlantic Trust Group, LLC 52.10K (0.22%) 51.10K
Increased by +98.08%
Sep 30, 24
18 Engineers Gate Manager LP 47.38K (0.20%) 32.32K
Increased by +68.22%
Dec 31, 24
19 Northern Trust Corp 36.82K (0.16%) 0.00
Increased by 0.00%
Mar 31, 25
20 Legato Capital Management LLC 30.32K (0.13%) 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 593.11K (2.53%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 459.07K (1.96%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 347.86K (1.49%) 0.00
Increased by 0.00%
Jun 30, 25
4 IMC US Ultra Micro Cap 303.21K (1.30%) 303.21K
Increased by +100.00%
Jun 30, 25
5 Fidelity Nasdaq Composite ETF 241.18K (1.03%) 0.00
Increased by 0.00%
Jul 31, 25
6 Fidelity® Nasdaq Composite ETF 233.37K (1.00%) 0.00
Increased by 0.00%
Dec 29, 23
7 Pleiades Small Cap Equity A 151.61K (0.65%) 151.61K
Increased by +100.00%
Jun 30, 25
8 Fidelity Extended Market Index 122.76K (0.52%) -320.00
Decreased by -0.26%
Jun 30, 25
9 Fidelity® Extended Market Index 120.85K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Total Market Index 69.23K (0.30%) 0.00
Increased by 0.00%
Jun 30, 25
11 BlackRock Extended Mkt Composite 56.74K (0.24%) 0.00
Increased by 0.00%
Sep 30, 23
12 BlackRock Extended Equity Market K 49.45K (0.21%) -21.00
Decreased by -0.04%
Sep 30, 24
13 Extended Equity Market Fund K 47.97K (0.20%) -957.00
Decreased by -1.99%
Jun 30, 25
14 iShares Micro-Cap ETF 44.30K (0.19%) 0.00
Increased by 0.00%
May 31, 25
15 Fidelity® Total Market Index 36.62K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity Series Total Market Index 32.29K (0.14%) 0.00
Increased by 0.00%
Jun 30, 25
17 Essex Inv Mgt Micro Cap Growth 28.89K (0.12%) 27.45K
Increased by +95.03%
Mar 31, 25
18 Spartan Extended Market Index Pool F 26.73K (0.11%) 5.45K
Increased by +20.37%
Jun 30, 25
19 Avantis US Small Cap Equity ETF 26.38K (0.11%) 6.95K
Increased by +26.34%
Jul 30, 25
20 Fidelity® Series Total Market Index 23.17K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23