Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SFLO 0.03%
2 IWC 0.03%
3 VTWV 0.01%
4 IWN 0.01%
5 IWM 0.00%
6 IWO 0.00%
7 VXF 0.00%
8 VTI 0.00%
9 VTWG 0.00%
10 VTWO 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Aviva Holdings Ltd 2.00M (15.94%) 697.74K
Increased by +34.87%
Dec 31, 24
2 GSA Capital Partners LLP 1.60M (12.77%) 225.34K
Increased by +14.06%
Sep 30, 23
3 Braslyn Ltd 761.48K (6.07%) 0.00
Increased by 0.00%
Dec 31, 24
4 Simplicity Wealth,LLC 761.48K (6.07%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Group Inc 527.36K (4.20%) 8.61K
Increased by +1.63%
Mar 31, 25
6 Marshall Wace Asset Management Ltd 494.31K (3.94%) 122.32K
Increased by +24.74%
Mar 31, 25
7 Wolverine Asset Management LLC 327.51K (2.61%) 327.51K
Increased by +100.00%
Mar 31, 25
8 State Street Corporation 310.75K (2.48%) -3.00K
Decreased by -0.97%
Sep 30, 23
9 Acadian Asset Management LLC 229.17K (1.83%) 229.17K
Increased by +100.00%
Mar 31, 25
10 JONES FINANCIAL COMPANIES LLLP 199.68K (1.59%) 199.60K
Increased by +99.96%
Mar 31, 25
11 Balyasny Asset Management LLC 184.63K (1.47%) 184.63K
Increased by +100.00%
Mar 31, 25
12 Susquehanna International Group, LLP 180.91K (1.44%) 29.31K
Increased by +16.20%
Mar 31, 25
13 Millennium Management LLC 176.80K (1.41%) 144.59K
Increased by +81.78%
Mar 31, 25
14 Benedetti & Gucer, Inc. 174.94K (1.39%) -6.68K
Decreased by -3.82%
Sep 30, 23
15 Wells Fargo & Co 150.08K (1.20%) -10.11K
Decreased by -6.74%
Sep 30, 23
16 BlackRock Inc 142.63K (1.14%) 1.90K
Increased by +1.33%
Mar 31, 25
17 Geode Capital Management, LLC 127.82K (1.02%) 3.70K
Increased by +2.89%
Mar 31, 25
18 Winton Capital Group Ltd 105.14K (0.84%) 5.26K
Increased by +5.01%
Mar 31, 25
19 Jacobs Levy Equity Management, Inc. 99.85K (0.80%) -8.71K
Decreased by -8.72%
Mar 31, 25
20 Schonfeld Strategic Advisors LLC 90.10K (0.72%) -25.30K
Decreased by -28.08%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 492.74K (3.93%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 325.03K (2.59%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 304.11K (2.42%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 253.73K (2.02%) -4.83K
Decreased by -1.90%
Jul 31, 25
5 BlackRock Extended Mkt Composite 227.68K (1.81%) 0.00
Increased by 0.00%
Sep 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 186.39K (1.49%) 0.00
Increased by 0.00%
Jun 30, 25
7 Fidelity® Total Market Index 125.10K (1.00%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity® Series Total Market Index 104.31K (0.83%) 0.00
Increased by 0.00%
Nov 30, 23
9 iShares Russell 2000 Value ETF 86.96K (0.69%) 65.00
Increased by +0.07%
Jul 31, 25
10 Franklin U.S. Small Cap Equity I 64.84K (0.52%) -17.96K
Decreased by -27.70%
Sep 30, 23
11 Vanguard Russell 2000 ETF 63.22K (0.50%) 63.22K
Increased by +100.00%
Jun 30, 25
12 Fidelity Extended Market Index 62.59K (0.50%) -163.00
Decreased by -0.26%
Jun 30, 25
13 EAM Ultra Micro Cap 59.76K (0.48%) 0.00
Increased by 0.00%
Oct 31, 24
14 State St Russell Sm Cap® Indx SL Cl I 43.50K (0.35%) 0.00
Increased by 0.00%
Jul 31, 25
15 Schwab Total Stock Market Index 42.05K (0.34%) 0.00
Increased by 0.00%
Dec 31, 23
16 SEI Tax-Managed Small/Mid Cap F (SIMT) 41.35K (0.33%) 0.00
Increased by 0.00%
Feb 28, 25
17 Vanguard Balanced Index Inv 35.46K (0.28%) 28.65K
Increased by +80.81%
Jun 30, 25
18 Pleiades Small Cap Equity A 31.32K (0.25%) 31.32K
Increased by +100.00%
Sep 30, 24
19 Schwab Small Cap Index 30.69K (0.24%) 30.69K
Increased by +100.00%
Jun 30, 25
20 NT R2000 Index Fund - NL 30.03K (0.24%) 30.03K
Increased by +100.00%
Jun 30, 25