Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 629.93K (4.78%) 9.98K
Increased by +1.58%
Dec 31, 25
2 Vanguard Capital Management, LLC 551.77K (4.19%) 551.77K
Increased by +100.00%
Mar 31, 26
3 BlackRock Inc 231.35K (1.76%) 5.64K
Increased by +2.44%
Mar 31, 26
4 Cove Street Capital, LLC 181.86K (1.38%) 4.78K
Increased by +2.63%
Sep 30, 25
5 The Informed Momentum Company (formerly EAM Investors) 166.14K (1.26%) 0.00
Increased by 0.00%
Dec 31, 25
6 Flower City Capital 148.40K (1.13%) -83.00K
Decreased by -55.93%
Mar 31, 24
7 Renaissance Technologies Corp 147.74K (1.12%) 55.30K
Increased by +37.43%
Mar 31, 26
8 Geode Capital Management, LLC 137.24K (1.04%) -2.17K
Decreased by -1.58%
Mar 31, 26
9 Schmeidler A R & CO Inc 117.13K (0.89%) 10.29K
Increased by +8.78%
Mar 31, 26
10 Jacob Asset Mgmt Of NY LLC 114.65K (0.87%) 10.00K
Increased by +8.72%
Sep 30, 23
11 SEI Investments Co 101.33K (0.77%) 101.33K
Increased by +100.00%
Dec 31, 25
12 Acadian Asset Management LLC 89.82K (0.68%) 89.82K
Increased by +100.00%
Mar 31, 26
13 Goss Wealth Management LLC 81.74K (0.62%) 79.22K
Increased by +96.92%
Dec 31, 25
14 Vanguard Fiduciary Trust Co 71.55K (0.54%) 71.55K
Increased by +100.00%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 62.89K (0.48%) 579.00
Increased by +0.92%
Mar 31, 26
16 State Street Corp 56.86K (0.43%) 0.00
Increased by 0.00%
Mar 31, 26
17 Marshall Wace Asset Management Ltd 52.62K (0.40%) 52.62K
Increased by +100.00%
Sep 30, 25
18 Susquehanna International Group, LLP 52.11K (0.40%) 52.11K
Increased by +100.00%
Dec 31, 25
19 State Street Corporation 51.51K (0.39%) 0.00
Increased by 0.00%
Mar 31, 24
20 The Goldman Sachs Group Inc 40.48K (0.31%) 6.71K
Increased by +16.59%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 426.39K (3.24%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 406.82K (3.09%) 0.00
Increased by 0.00%
Apr 30, 26
3 Fidelity® Extended Market Index 159.51K (1.21%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 134.97K (1.02%) 0.00
Increased by 0.00%
Apr 30, 26
5 Pleiades Small Cap Equity A 101.33K (0.77%) 0.00
Increased by 0.00%
Dec 31, 25
6 Jacob Discovery Fd Instl 88.65K (0.67%) 0.00
Increased by 0.00%
Mar 31, 26
7 Fidelity Extended Market Index 60.88K (0.46%) -222.00
Decreased by -0.36%
Apr 30, 26
8 Dimensional US Small Cap ETF 37.34K (0.28%) 0.00
Increased by 0.00%
May 29, 26
9 iShares Micro-Cap ETF 35.44K (0.27%) 0.00
Increased by 0.00%
May 29, 26
10 BlackRock Extended Mkt Composite 27.24K (0.21%) 0.00
Increased by 0.00%
Sep 30, 23
11 Blackrock Extended Mkt Fund CF 27.24K (0.21%) 0.00
Increased by 0.00%
Apr 30, 26
12 Extended Equity Market Fund B 27.24K (0.21%) 0.00
Increased by 0.00%
Dec 31, 25
13 Extended Equity Market Fund E 27.24K (0.21%) 0.00
Increased by 0.00%
Dec 31, 25
14 BlackRock Extended Equity Market K 23.74K (0.18%) -10.00
Decreased by -0.04%
Sep 30, 24
15 BlackRock Extended Equity Market Fund K 23.20K (0.18%) -170.00
Decreased by -0.73%
Mar 31, 26
16 Extended Equity Market Fund K 23.20K (0.18%) -170.00
Decreased by -0.73%
Mar 31, 26
17 Mandarine Global Microcap G EUR 23.00K (0.17%) 0.00
Increased by 0.00%
Jan 31, 26
18 Fidelity Total Market Index 22.96K (0.17%) 0.00
Increased by 0.00%
Apr 30, 26
19 DFA US Targeted Value I 21.66K (0.16%) 0.00
Increased by 0.00%
Jul 31, 25
20 NT Ext Equity Mkt Idx Fd - L 19.12K (0.15%) 0.00
Increased by 0.00%
Jun 30, 25