Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.21%
2 BSVO 0.06%
3 DES 0.05%
4 IWC 0.04%
5 AVSC 0.01%
6 AVUV 0.01%
7 DFUS 0.00%
8 DFSU 0.00%
9 DFAS 0.00%
10 DFAT 0.00%
11 DFAC 0.00%
12 DFSV 0.00%
13 DCOR 0.00%
14 VTI 0.00%
15 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 780.82K (9.07%) -47.30K
Decreased by -6.06%
Dec 31, 24
2 Vanguard Group Inc 474.03K (5.50%) -23.75K
Decreased by -5.01%
Dec 31, 24
3 Capital Management Corp 301.58K (3.50%) -118.34K
Decreased by -39.24%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 272.75K (3.17%) -23.62K
Decreased by -8.66%
Dec 31, 24
5 Acadian Asset Management LLC 228.09K (2.65%) 6.12K
Increased by +2.68%
Mar 31, 24
6 LPL Financial Corp 211.04K (2.45%) 158.41K
Increased by +75.06%
Dec 31, 24
7 BlackRock Inc 209.84K (2.44%) 9.69K
Increased by +4.62%
Dec 31, 24
8 Envestnet Asset Management Inc 146.24K (1.70%) -76.63K
Decreased by -52.40%
Dec 31, 24
9 Susquehanna International Group, LLP 128.08K (1.49%) 71.98K
Increased by +56.20%
Dec 31, 24
10 Geode Capital Management, LLC 116.59K (1.35%) -2.48K
Decreased by -2.12%
Dec 31, 24
11 American Century Companies Inc 95.55K (1.11%) 32.05K
Increased by +33.55%
Dec 31, 24
12 O'Shaughnessy Asset Management LLC 93.58K (1.09%) 33.66K
Increased by +35.97%
Dec 31, 24
13 Millennium Management LLC 89.18K (1.04%) 19.78K
Increased by +22.18%
Sep 30, 23
14 Bridgeway Capital Management, LLC 80.77K (0.94%) -30.00K
Decreased by -37.14%
Dec 31, 24
15 Perkins Capital Management Inc 75.91K (0.88%) 0.00
Increased by 0.00%
Dec 31, 24
16 Bank of New York Mellon Corp 74.18K (0.86%) 22.62K
Increased by +30.49%
Dec 31, 24
17 Ancora Advisors LLC 64.93K (0.75%) 64.93K
Increased by +100.00%
Dec 31, 24
18 The Informed Momentum Company (formerly EAM Investors) 60.24K (0.70%) 60.24K
Increased by +100.00%
Dec 31, 24
19 HighTower Advisors, LLC 52.74K (0.61%) 52.74K
Increased by +100.00%
Sep 30, 24
20 Belvedere Trading LLC 50.71K (0.59%) 22.38K
Increased by +44.13%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 315.51K (3.66%) 25.90K
Increased by +8.21%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 289.61K (3.36%) 0.00
Increased by 0.00%
Sep 30, 24
3 Heptagon Driehaus US Micro Cap Eq C$ Acc 195.09K (2.27%) 117.37K
Increased by +60.16%
Feb 28, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 167.89K (1.95%) 0.00
Increased by 0.00%
Feb 28, 25
5 Kennedy Micro Cap 116.56K (1.35%) 116.56K
Increased by +100.00%
Mar 31, 25
6 Avantis US Small Cap Value ETF 105.28K (1.22%) -221.00
Decreased by -0.21%
Mar 29, 25
7 Calamos Timpani Small Cap Growth I 99.03K (1.15%) 99.03K
Increased by +100.00%
Feb 28, 25
8 CMC G&I 84.97K (0.99%) 84.97K
Increased by +100.00%
Sep 30, 24
9 Lazard US Sm Cap Eq WW Dist EUR 79.33K (0.92%) 79.33K
Increased by +100.00%
Feb 28, 25
10 CMC SMID 79.08K (0.92%) 10.70K
Increased by +13.53%
Dec 31, 24
11 DFA US Small Cap I 72.73K (0.84%) 0.00
Increased by 0.00%
Feb 28, 25
12 Fidelity® Extended Market Index 60.66K (0.70%) 0.00
Increased by 0.00%
Nov 30, 23
13 WisdomTree US SmallCap Dividend ETF 60.07K (0.70%) 0.00
Increased by 0.00%
Mar 31, 25
14 EAM Ultra Micro Cap 59.27K (0.69%) 59.27K
Increased by +100.00%
Dec 31, 24
15 IMC US Ultra Micro Cap 59.27K (0.69%) 59.27K
Increased by +100.00%
Dec 31, 24
16 Fidelity Extended Market Index 57.41K (0.67%) -366.00
Decreased by -0.64%
Feb 28, 25
17 Ancora/Thelen Small Mid Cap Core 56.16K (0.65%) 56.16K
Increased by +100.00%
Dec 31, 24
18 Ancora/Thelen Small-Mid Cap I 56.16K (0.65%) 56.16K
Increased by +100.00%
Dec 31, 24
19 CMC DVD 49.70K (0.58%) 225.00
Increased by +0.45%
Dec 31, 24
20 DFA US Micro Cap I 42.83K (0.50%) 0.00
Increased by 0.00%
Feb 28, 25