Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.21%
2 BSVO 0.06%
3 DES 0.05%
4 IWC 0.02%
5 AVSC 0.01%
6 AVUV 0.01%
7 IWO 0.00%
8 IWMW 0.00%
9 IWM 0.00%
10 DFUS 0.00%
11 DFSU 0.00%
12 DFAS 0.00%
13 SMMD 0.00%
14 DFAT 0.00%
15 DFAC 0.00%
16 DFSV 0.00%
17 ITDI 0.00%
18 ITDG 0.00%
19 ITDH 0.00%
20 ITDJ 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Management Corp 2.44M (27.30%) 307.35K
Increased by +12.59%
Mar 31, 26
2 Renaissance Technologies Corp 867.70K (9.70%) -55.21K
Decreased by -6.36%
Mar 31, 26
3 BlackRock Inc 769.70K (8.61%) -2.60K
Decreased by -0.34%
Mar 31, 26
4 Vanguard Group Inc 563.28K (6.30%) 2.18K
Increased by +0.39%
Dec 31, 25
5 Driehaus Capital Management LLC 459.62K (5.14%) 459.62K
Increased by +100.00%
Mar 31, 25
6 Wasatch Advisors LP 446.34K (4.99%) 27.77K
Increased by +6.22%
Jun 30, 25
7 Vanguard Capital Management, LLC 429.42K (4.80%) 429.42K
Increased by +100.00%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 276.20K (3.09%) -7.73K
Decreased by -2.80%
Mar 31, 26
9 Geode Capital Management, LLC 261.19K (2.92%) 16.43K
Increased by +6.29%
Mar 31, 26
10 Millennium Management LLC 242.69K (2.71%) -48.82K
Decreased by -20.12%
Sep 30, 25
11 The Goldman Sachs Group Inc 185.11K (2.07%) -15.11K
Decreased by -8.16%
Mar 31, 26
12 QRG Capital Management, Inc. 177.94K (1.99%) 66.17K
Increased by +37.19%
Dec 31, 25
13 State Street Corp 167.14K (1.87%) -14.69K
Decreased by -8.79%
Mar 31, 26
14 Kennedy Capital Management Inc 160.02K (1.79%) 11.98K
Increased by +7.49%
Jun 30, 25
15 AQR Capital Management LLC 156.10K (1.75%) 99.81K
Increased by +63.94%
Mar 31, 26
16 Advyzon Investment Management, LLC 108.25K (1.21%) 45.97K
Increased by +42.47%
Mar 31, 26
17 Indivisible Partners 106.85K (1.19%) 42.12K
Increased by +39.41%
Mar 31, 26
18 Envestnet Asset Management Inc 104.67K (1.17%) -32.86K
Decreased by -31.39%
Jun 30, 25
19 American Century Companies Inc 104.66K (1.17%) 169.00
Increased by +0.16%
Mar 31, 26
20 Quantinno Capital Management LP 102.00K (1.14%) 102.00K
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 CMC DVD 724.42K (8.10%) 125.30K
Increased by +17.30%
Mar 31, 26
2 CMC SMID 551.71K (6.17%) 72.09K
Increased by +13.07%
Mar 31, 26
3 Wasatch Micro Cap 442.93K (4.95%) 27.23K
Increased by +6.15%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 307.74K (3.44%) 0.00
Increased by 0.00%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 289.61K (3.24%) 0.00
Increased by 0.00%
Sep 30, 24
6 CMC G&I 288.24K (3.22%) 67.25K
Increased by +23.33%
Mar 31, 26
7 iShares Russell 2000 ETF 240.98K (2.69%) 2.24K
Increased by +0.93%
May 29, 26
8 Heptagon Driehaus US Micro Cap Eq C$ Acc 180.08K (2.01%) -2.47K
Decreased by -1.37%
Apr 30, 25
9 CMC All-Cap Growth 176.59K (1.97%) -12.33K
Decreased by -6.98%
Mar 31, 26
10 Timpani Small Cap Growth Equity 126.81K (1.42%) 126.81K
Increased by +100.00%
Mar 31, 25
11 Kennedy Micro Cap 125.54K (1.40%) 8.98K
Increased by +7.15%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 110.88K (1.24%) 0.00
Increased by 0.00%
Apr 30, 26
13 Fidelity Small Cap Index 110.75K (1.24%) -145.00
Decreased by -0.13%
Mar 31, 26
14 Calamos Timpani Small Cap Growth I 106.65K (1.19%) -20.16K
Decreased by -18.90%
Apr 30, 25
15 iShares Russell 2000 Growth ETF 90.67K (1.01%) -590.00
Decreased by -0.65%
May 29, 26
16 Lazard US Sm Cap Eq WW Dist EUR 79.33K (0.89%) 79.33K
Increased by +100.00%
Feb 28, 25
17 Avantis US Small Cap Value ETF 77.41K (0.87%) 0.00
Increased by 0.00%
May 30, 26
18 Driehaus Micro Cap Growth 74.31K (0.83%) 74.31K
Increased by +100.00%
Mar 31, 25
19 Driehaus Micro Cap Growth USD 74.31K (0.83%) 74.31K
Increased by +100.00%
Mar 31, 25
20 DFA US Small Cap I 72.73K (0.81%) 0.00
Increased by 0.00%
Apr 30, 26