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 630.84K (4.84%) 0.00
Increased by 0.00%
Jun 30, 25
2 BlackRock Inc 227.39K (1.74%) -5.11K
Decreased by -2.25%
Jun 30, 25
3 Cove Street Capital, LLC 177.08K (1.36%) 177.08K
Increased by +100.00%
Jun 30, 25
4 Flower City Capital 148.40K (1.14%) -83.00K
Decreased by -55.93%
Mar 31, 24
5 Jacob Asset Mgmt Of NY LLC 114.65K (0.88%) 10.00K
Increased by +8.72%
Sep 30, 23
6 Renaissance Technologies Corp 113.70K (0.87%) 35.30K
Increased by +31.05%
Jun 30, 25
7 Geode Capital Management, LLC 113.54K (0.87%) -1.30K
Decreased by -1.15%
Jun 30, 25
8 Susquehanna International Group, LLP 66.12K (0.51%) -2.29K
Decreased by -3.46%
Jun 30, 25
9 Dimensional Fund Advisors, Inc. 53.78K (0.41%) 9.16K
Increased by +17.04%
Jun 30, 25
10 State Street Corp 51.51K (0.39%) 0.00
Increased by 0.00%
Jun 30, 25
11 State Street Corporation 51.51K (0.39%) 0.00
Increased by 0.00%
Mar 31, 24
12 Citadel Advisors Llc 32.55K (0.25%) 31.55K
Increased by +96.93%
Jun 30, 25
13 Northern Trust Corp 31.00K (0.24%) -5.24K
Decreased by -16.90%
Jun 30, 25
14 Goldman Sachs Group Inc 26.30K (0.20%) 26.30K
Increased by +100.00%
Jun 30, 25
15 Cannell Peter B & CO Inc 25.00K (0.19%) 0.00
Increased by 0.00%
Dec 31, 23
16 Spears Abacus Advisors LLC 25.00K (0.19%) 0.00
Increased by 0.00%
Jun 30, 25
17 Engineers Gate Manager LP 18.72K (0.14%) 18.72K
Increased by +100.00%
Dec 31, 24
18 Y-Intercept (Hong Kong) Ltd 14.69K (0.11%) 14.69K
Increased by +100.00%
Sep 30, 24
19 Pine Valley Investments Ltd Liability Co 14.00K (0.11%) -7.47K
Decreased by -53.39%
Jun 30, 24
20 Millennium Management LLC 11.47K (0.09%) 951.00
Increased by +8.29%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 426.39K (3.27%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 407.96K (3.13%) -8.92K
Decreased by -2.19%
Jul 31, 25
3 Fidelity® Extended Market Index 159.51K (1.22%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 134.97K (1.03%) -61.50K
Decreased by -45.57%
Jul 31, 25
5 Jacob Discovery Fd Instl 119.65K (0.92%) 0.00
Increased by 0.00%
Jun 30, 25
6 Fidelity Extended Market Index 67.51K (0.52%) -556.00
Decreased by -0.82%
Jul 31, 25
7 iShares Micro-Cap ETF 30.32K (0.23%) 0.00
Increased by 0.00%
Aug 31, 25
8 BlackRock Extended Mkt Composite 27.24K (0.21%) 0.00
Increased by 0.00%
Sep 30, 23
9 BlackRock Extended Equity Market K 23.74K (0.18%) -10.00
Decreased by -0.04%
Sep 30, 24
10 Extended Equity Market Fund K 23.03K (0.18%) -460.00
Decreased by -2.00%
Jun 30, 25
11 DFA US Targeted Value I 21.66K (0.17%) 0.00
Increased by 0.00%
Jul 31, 25
12 NT Ext Equity Mkt Idx Fd - L 19.12K (0.15%) 0.00
Increased by 0.00%
Jun 30, 25
13 Northern Trust Extended Eq Market Idx 19.12K (0.15%) 0.00
Increased by 0.00%
Jun 30, 25
14 Fidelity® Total Market Index 19.05K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard Balanced Index Inv 17.42K (0.13%) 0.00
Increased by 0.00%
Mar 31, 24
16 Fidelity Series Total Market Index 17.33K (0.13%) 0.00
Increased by 0.00%
Jul 31, 25
17 Fidelity® Series Total Market Index 16.10K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
18 Spartan Extended Market Index Pool F 14.28K (0.11%) 556.00
Increased by +3.89%
Jul 31, 25
19 Spartan Extended Market Index Pool E 12.93K (0.10%) 583.00
Increased by +4.51%
Mar 31, 25
20 NT Ext Equity Mkt Idx Fd - NL 11.21K (0.09%) -5.24K
Decreased by -46.73%
Jun 30, 25