Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 0.15%
2 TXSS 0.04%
3 EES 0.02%
4 GSSC 0.01%
5 AVSC 0.01%
6 IWC 0.01%
7 PRFZ 0.01%
8 AVUV 0.01%
9 IWN 0.01%
10 IWM 0.00%
11 UWM 0.00%
12 AVIE 0.00%
13 URTY 0.00%
14 RYLD 0.00%
15 IWO 0.00%
16 AVUS 0.00%
17 HDG 0.00%
18 DFAS 0.00%
19 VTWG 0.00%
20 VTWO 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Gendell Jeffrey L 1.67M (14.71%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 646.70K (5.69%) 0.00
Increased by 0.00%
Mar 31, 25
3 CastleKnight Management LP 542.68K (4.77%) 32.66K
Increased by +6.02%
Mar 31, 25
4 Wellington Management Company LLP 482.90K (4.25%) 5.30K
Increased by +1.10%
Dec 31, 23
5 Findell Capital Management LLC 451.50K (3.97%) -98.50K
Decreased by -21.82%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 425.41K (3.74%) -65.78K
Decreased by -15.46%
Mar 31, 25
7 AQR Capital Management LLC 296.80K (2.61%) 116.52K
Increased by +39.26%
Mar 31, 24
8 State Street Corporation 266.22K (2.34%) 14.42K
Increased by +5.42%
Mar 31, 24
9 J. Goldman & Co LP 221.13K (1.94%) 148.75K
Increased by +67.27%
Jun 30, 24
10 American Century Companies Inc 212.77K (1.87%) -3.73K
Decreased by -1.75%
Mar 31, 25
11 BlackRock Inc 202.17K (1.78%) -3.94K
Decreased by -1.95%
Mar 31, 25
12 Geode Capital Management, LLC 170.18K (1.50%) 10.95K
Increased by +6.43%
Mar 31, 25
13 PlusTick Management LLC 140.00K (1.23%) -234.61K
Decreased by -167.58%
Dec 31, 24
14 Steamboat Capital Partners, LLC 129.62K (1.14%) -39.30K
Decreased by -30.32%
Dec 31, 23
15 Marshall Wace Asset Management Ltd 128.15K (1.13%) 128.15K
Increased by +100.00%
Mar 31, 25
16 Trexquant Investment LP 118.52K (1.04%) 8.36K
Increased by +7.05%
Mar 31, 25
17 Bank of America Corp 107.12K (0.94%) 18.81K
Increased by +17.56%
Mar 31, 24
18 Renaissance Technologies Corp 100.30K (0.88%) 25.20K
Increased by +25.12%
Mar 31, 25
19 Bridgeway Capital Management, LLC 96.57K (0.85%) -30.00K
Decreased by -31.06%
Mar 31, 25
20 Fidelity National Title Group, Inc. 95.74K (0.84%) 95.74K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 413.14K (3.63%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 413.14K (3.63%) 0.00
Increased by 0.00%
Sep 30, 24
3 Incometric Equam Global Value A 394.74K (3.47%) 0.00
Increased by 0.00%
Jun 30, 25
4 iShares Russell 2000 ETF 290.39K (2.55%) -2.30K
Decreased by -0.79%
Apr 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 217.84K (1.92%) 0.00
Increased by 0.00%
May 31, 25
6 Avantis US Small Cap Value ETF 139.04K (1.22%) 0.00
Increased by 0.00%
Jun 28, 25
7 First Eagle Small Cap Opportunity I 122.65K (1.08%) 58.41K
Increased by +47.62%
Jan 31, 24
8 Fidelity® Small Cap Index 121.73K (1.07%) 4.26K
Increased by +3.50%
Oct 31, 23
9 Fidelity Small Cap Index 118.73K (1.04%) 0.00
Increased by 0.00%
Jun 30, 24
10 iShares Russell 2000 Value ETF 113.27K (1.00%) 0.00
Increased by 0.00%
Apr 30, 24
11 Wellington CIF Micro Cap Equity 80.30K (0.71%) 5.30K
Increased by +6.60%
Dec 31, 23
12 Fidelity Extended Market Index 75.89K (0.67%) -339.00
Decreased by -0.45%
May 31, 25
13 Bridgeway Ultra-Small Company 73.87K (0.65%) 0.00
Increased by 0.00%
Mar 31, 25
14 First Eagle US Small Cap Strategy 71.33K (0.63%) 71.33K
Increased by +100.00%
Dec 31, 23
15 Fidelity® Extended Market Index 70.04K (0.62%) 6.94K
Increased by +9.91%
Nov 30, 23
16 Vanguard Russell 2000 ETF 46.90K (0.41%) 1.51K
Increased by +3.22%
Mar 31, 24
17 State St Russell Sm Cap® Indx SL Cl I 46.20K (0.41%) 0.00
Increased by 0.00%
Apr 30, 24
18 Nuveen Equity Index R6 45.15K (0.40%) 0.00
Increased by 0.00%
May 31, 24
19 TIAA-CREF Equity Index Instl 45.15K (0.40%) 0.00
Increased by 0.00%
Dec 31, 23
20 BlackRock Extended Equity Market K 41.76K (0.37%) -18.00
Decreased by -0.04%
Sep 30, 24