Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFSU 0.00%
3 DFAS 0.00%
4 DCOR 0.00%
5 DFAT 0.00%
6 DFAC 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Blair William & Co 660.85K (27.28%) 0.00
Increased by 0.00%
Mar 31, 25
2 Westerly Capital Management LLC 618.23K (25.52%) -2.36K
Decreased by -0.38%
Mar 31, 25
3 Vanguard Group Inc 297.34K (12.28%) 0.00
Increased by 0.00%
Mar 31, 25
4 Kent Lake PR LLC 180.20K (7.44%) -184.80K
Decreased by -102.55%
Dec 31, 24
5 Krilogy Advisors LLC 132.00K (5.45%) -30.00K
Decreased by -22.73%
Mar 31, 25
6 Credit Suisse First Boston (CSFB) 120.00K (4.95%) -6.87K
Decreased by -5.73%
Mar 31, 24
7 UBS Asset Mgmt Americas Inc 117.50K (4.85%) 117.50K
Increased by +100.00%
Mar 31, 25
8 Geode Capital Management, LLC 65.49K (2.70%) -4.87K
Decreased by -7.43%
Mar 31, 25
9 Kent Lake Capital LLC 55.30K (2.28%) 55.30K
Increased by +100.00%
Jun 30, 24
10 Renaissance Technologies Corp 49.28K (2.03%) -22.22K
Decreased by -45.08%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 48.01K (1.98%) -124.00
Decreased by -0.26%
Mar 31, 25
12 Acadian Asset Management LLC 42.11K (1.74%) 42.11K
Increased by +100.00%
Mar 31, 25
13 Bridgeway Capital Management, LLC 40.85K (1.69%) 3.40K
Increased by +8.32%
Mar 31, 25
14 Northern Trust Corp 33.42K (1.38%) -2.16K
Decreased by -6.46%
Mar 31, 25
15 BlackRock Inc 32.31K (1.33%) -1.47K
Decreased by -4.55%
Mar 31, 25
16 Man Group PLC 31.60K (1.30%) -1.28K
Decreased by -4.05%
Mar 31, 25
17 Citadel Advisors Llc 28.95K (1.20%) 9.65K
Increased by +33.34%
Jun 30, 24
18 BMO Capital Markets Corp. 28.00K (1.16%) 28.00K
Increased by +100.00%
Sep 30, 24
19 Bank of Montreal 28.00K (1.16%) 28.00K
Increased by +100.00%
Sep 30, 24
20 Two Sigma Advisers, LLC 19.50K (0.81%) -300.00
Decreased by -1.54%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 194.04K (8.01%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 194.04K (8.01%) 0.00
Increased by 0.00%
Sep 30, 24
3 Warburg Value B 135.00K (5.57%) 0.00
Increased by 0.00%
Apr 30, 25
4 CS (Lux) Global Value Equity IB EUR 117.50K (4.85%) 0.00
Increased by 0.00%
Dec 31, 23
5 White Fleet II SGVP Glbl Val Eq EB€Acc 117.50K (4.85%) 0.00
Increased by 0.00%
Feb 28, 25
6 White Fleet II – SGVP Gbl Val Eq IB EUR 117.50K (4.85%) 0.00
Increased by 0.00%
Jun 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 101.38K (4.19%) 0.00
Increased by 0.00%
May 31, 25
8 Fidelity® Extended Market Index 29.98K (1.24%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Extended Market Index 29.13K (1.20%) -279.00
Decreased by -0.96%
Apr 30, 25
10 Bridgeway Ultra-Small Company Market 20.00K (0.83%) 0.00
Increased by 0.00%
Mar 31, 25
11 iShares Micro-Cap ETF 13.20K (0.54%) 0.00
Increased by 0.00%
May 31, 25
12 Fidelity® Total Market Index 11.21K (0.46%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity Total Market Index 11.06K (0.46%) 0.00
Increased by 0.00%
Apr 30, 25
14 BlackRock Extended Mkt Composite 9.14K (0.38%) 0.00
Increased by 0.00%
Sep 30, 23
15 Dimensional US Small Cap ETF 9.01K (0.37%) 0.00
Increased by 0.00%
May 30, 25
16 Nationwide Bailard Cogntv Val M 8.90K (0.37%) 2.60K
Increased by +29.21%
Jul 31, 24
17 Bridgeway Ultra-Small Company 8.25K (0.34%) 0.00
Increased by 0.00%
Mar 31, 25
18 Fidelity Series Total Market Index 8.02K (0.33%) 455.00
Increased by +5.67%
Apr 30, 25
19 BlackRock Extended Equity Market K 7.97K (0.33%) -3.00
Decreased by -0.04%
Sep 30, 24
20 Extended Equity Market Fund K 7.88K (0.33%) 24.00
Increased by +0.30%
Mar 31, 25