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 VTWG 0.01%
6 VTWO 0.01%
7 IWO 0.01%
8 AVSC 0.01%
9 AVUV 0.01%
10 IWM 0.00%
11 DFUS 0.00%
12 DFSU 0.00%
13 DFAS 0.00%
14 DFAT 0.00%
15 DFAC 0.00%
16 DFSV 0.00%
17 DCOR 0.00%
18 VXF 0.00%
19 VTHR 0.00%
20 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Management Corp 1.27M (14.81%) 550.61K
Increased by +43.49%
Jun 30, 25
2 Renaissance Technologies Corp 863.92K (10.11%) 83.10K
Increased by +9.62%
Mar 31, 25
3 Vanguard Group Inc 564.37K (6.60%) 75.44K
Increased by +13.37%
Jun 30, 25
4 Driehaus Capital Management LLC 459.62K (5.38%) 459.62K
Increased by +100.00%
Mar 31, 25
5 Wasatch Advisors LP 418.58K (4.90%) 418.58K
Increased by +100.00%
Mar 31, 25
6 Susquehanna International Group, LLP 308.05K (3.60%) 179.97K
Increased by +58.42%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 292.91K (3.43%) 7.29K
Increased by +2.49%
Jun 30, 25
8 Acadian Asset Management LLC 291.70K (3.41%) 291.67K
Increased by +99.99%
Mar 31, 25
9 LPL Financial Corp 211.04K (2.47%) 158.41K
Increased by +75.06%
Dec 31, 24
10 BlackRock Inc 210.70K (2.46%) 862.00
Increased by +0.41%
Mar 31, 25
11 Millennium Management LLC 200.50K (2.35%) 167.78K
Increased by +83.68%
Mar 31, 25
12 Kennedy Capital Management Inc 160.02K (1.87%) 11.98K
Increased by +7.49%
Jun 30, 25
13 Trexquant Investment LP 156.27K (1.83%) 46.06K
Increased by +29.48%
Jun 30, 25
14 American Century Companies Inc 119.70K (1.40%) -2.73K
Decreased by -2.28%
Jun 30, 25
15 Geode Capital Management, LLC 119.06K (1.39%) 2.47K
Increased by +2.07%
Mar 31, 25
16 Envestnet Asset Management Inc 104.67K (1.22%) -32.86K
Decreased by -31.39%
Jun 30, 25
17 O'Shaughnessy Asset Management LLC 92.63K (1.08%) -27.16K
Decreased by -29.32%
Jun 30, 25
18 Perkins Capital Management Inc 75.51K (0.88%) 0.00
Increased by 0.00%
Jun 30, 25
19 Bank of New York Mellon Corp 70.54K (0.83%) -3.64K
Decreased by -5.16%
Mar 31, 25
20 Ancora Advisors LLC 64.93K (0.76%) 64.93K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Micro Cap 442.93K (5.18%) 27.23K
Increased by +6.15%
Jun 30, 25
2 CMC SMID 369.24K (4.32%) 127.77K
Increased by +34.60%
Jun 30, 25
3 CMC DVD 323.06K (3.78%) 132.58K
Increased by +41.04%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 315.51K (3.69%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 289.61K (3.39%) 0.00
Increased by 0.00%
Sep 30, 24
6 Heptagon Driehaus US Micro Cap Eq C$ Acc 180.08K (2.11%) -2.47K
Decreased by -1.37%
Apr 30, 25
7 iShares Russell 2000 ETF 172.48K (2.02%) -3.25K
Decreased by -1.89%
Jul 31, 25
8 CMC All-Cap Growth 170.42K (1.99%) 90.25K
Increased by +52.96%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 161.40K (1.89%) 0.00
Increased by 0.00%
Jun 30, 25
10 Timpani Small Cap Growth Equity 126.81K (1.48%) 126.81K
Increased by +100.00%
Mar 31, 25
11 Kennedy Micro Cap 125.54K (1.47%) 8.98K
Increased by +7.15%
Jun 30, 25
12 Calamos Timpani Small Cap Growth I 106.65K (1.25%) -20.16K
Decreased by -18.90%
Apr 30, 25
13 iShares Russell 2000 Growth ETF 95.03K (1.11%) 0.00
Increased by 0.00%
Jul 31, 25
14 CMC G&I 84.97K (0.99%) 84.97K
Increased by +100.00%
Sep 30, 24
15 Lazard US Sm Cap Eq WW Dist EUR 79.33K (0.93%) 79.33K
Increased by +100.00%
Feb 28, 25
16 Avantis US Small Cap Value ETF 77.23K (0.90%) 0.00
Increased by 0.00%
Jul 31, 25
17 Driehaus Micro Cap Growth 74.31K (0.87%) 74.31K
Increased by +100.00%
Mar 31, 25
18 Driehaus Micro Cap Growth USD 74.31K (0.87%) 74.31K
Increased by +100.00%
Mar 31, 25
19 DFA US Small Cap I 72.73K (0.85%) 0.00
Increased by 0.00%
Jun 30, 25
20 WisdomTree US SmallCap Dividend ETF 65.67K (0.77%) -232.00
Decreased by -0.35%
Jul 31, 25