Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.04%
2 SFLO 0.03%
3 IWN 0.01%
4 VTWO 0.01%
5 VTWV 0.01%
6 IWM 0.01%
7 IWO 0.00%
8 VXF 0.00%
9 VTHR 0.00%
10 VTI 0.00%
11 VTWG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Aviva Holdings Ltd 2.00M (15.71%) 697.74K
Increased by +34.87%
Dec 31, 24
2 GSA Capital Partners LLP 1.60M (12.58%) 225.34K
Increased by +14.06%
Sep 30, 23
3 Braslyn Ltd 761.48K (5.98%) 0.00
Increased by 0.00%
Dec 31, 24
4 Simplicity Wealth,LLC 761.48K (5.98%) 0.00
Increased by 0.00%
Jun 30, 25
5 BlackRock Inc 718.04K (5.64%) 575.41K
Increased by +80.14%
Jun 30, 25
6 Vanguard Group Inc 634.42K (4.98%) 107.06K
Increased by +16.88%
Jun 30, 25
7 Balyasny Asset Management LLC 502.03K (3.94%) 317.40K
Increased by +63.22%
Jun 30, 25
8 Wolverine Asset Management LLC 325.14K (2.55%) -2.37K
Decreased by -0.73%
Jun 30, 25
9 State Street Corporation 310.75K (2.44%) -3.00K
Decreased by -0.97%
Sep 30, 23
10 Marshall Wace Asset Management Ltd 300.96K (2.36%) -193.34K
Decreased by -64.24%
Jun 30, 25
11 Geode Capital Management, LLC 279.79K (2.20%) 151.97K
Increased by +54.32%
Jun 30, 25
12 Acadian Asset Management LLC 229.17K (1.80%) 229.17K
Increased by +100.00%
Mar 31, 25
13 JONES FINANCIAL COMPANIES LLLP 199.68K (1.57%) 199.60K
Increased by +99.96%
Mar 31, 25
14 Susquehanna International Group, LLP 180.91K (1.42%) 29.31K
Increased by +16.20%
Mar 31, 25
15 Millennium Management LLC 176.80K (1.39%) 144.59K
Increased by +81.78%
Mar 31, 25
16 Benedetti & Gucer, Inc. 174.94K (1.37%) -6.68K
Decreased by -3.82%
Sep 30, 23
17 Jacobs Levy Equity Management, Inc. 161.24K (1.27%) 61.38K
Increased by +38.07%
Jun 30, 25
18 Wells Fargo & Co 150.08K (1.18%) -10.11K
Decreased by -6.74%
Sep 30, 23
19 State Street Corp 122.30K (0.96%) 76.90K
Increased by +62.88%
Jun 30, 25
20 Northern Trust Corp 108.07K (0.85%) 83.67K
Increased by +77.42%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 492.74K (3.87%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 318.01K (2.50%) -7.02K
Decreased by -2.21%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 304.11K (2.39%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 259.30K (2.04%) 0.00
Increased by 0.00%
Aug 31, 25
5 BlackRock Extended Mkt Composite 227.68K (1.79%) 0.00
Increased by 0.00%
Sep 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 128.05K (1.00%) -58.35K
Decreased by -45.57%
Jul 31, 25
7 Fidelity® Total Market Index 125.10K (0.98%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Small Cap Index 124.64K (0.98%) 124.64K
Increased by +100.00%
Jun 30, 25
9 Fidelity® Series Total Market Index 104.31K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
10 FTGF RY US SmCp Opp A USD Dis(A) 88.22K (0.69%) 88.22K
Increased by +100.00%
Aug 31, 25
11 iShares Russell 2000 Value ETF 87.48K (0.69%) 0.00
Increased by 0.00%
Aug 31, 25
12 Franklin U.S. Small Cap Equity I 64.84K (0.51%) -17.96K
Decreased by -27.70%
Sep 30, 23
13 Fidelity Extended Market Index 62.08K (0.49%) -511.00
Decreased by -0.82%
Jul 31, 25
14 Vanguard Russell 2000 ETF 59.78K (0.47%) -3.45K
Decreased by -5.76%
Jul 31, 25
15 EAM Ultra Micro Cap 59.76K (0.47%) 0.00
Increased by 0.00%
Oct 31, 24
16 State St Russell Sm Cap® Indx SL Cl I 43.50K (0.34%) 0.00
Increased by 0.00%
Aug 31, 25
17 Schwab Total Stock Market Index 42.05K (0.33%) 0.00
Increased by 0.00%
Dec 31, 23
18 SEI Tax-Managed Small/Mid Cap F (SIMT) 41.35K (0.32%) 0.00
Increased by 0.00%
Feb 28, 25
19 Vanguard Balanced Index Inv 35.46K (0.28%) 28.65K
Increased by +80.81%
Jun 30, 25
20 Pleiades Small Cap Equity A 31.32K (0.25%) 31.32K
Increased by +100.00%
Sep 30, 24