Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 DFAT 0.00%
3 DFAC 0.00%
4 VTI 0.00%
5 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Canada Pension Plan Investment Board 7.50M (42.44%) 0.00
Increased by 0.00%
Dec 31, 24
2 Institutional Venture Management XV, LLC 3.77M (21.35%) 0.00
Increased by 0.00%
Dec 31, 24
3 Institutional Venture Management XVI, LLC 3.77M (21.35%) 0.00
Increased by 0.00%
Dec 31, 24
4 Principal Financial Group Inc 1.73M (9.81%) -127.38K
Decreased by -7.35%
Mar 31, 25
5 Ameriprise Financial Inc 1.46M (8.28%) 8.93K
Increased by +0.61%
Dec 31, 24
6 Vanguard Group Inc 791.46K (4.48%) -60.27K
Decreased by -7.62%
Dec 31, 24
7 Awm Investment Company Inc 200.00K (1.13%) 0.00
Increased by 0.00%
Mar 31, 24
8 Geode Capital Management, LLC 170.06K (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
9 Bridgeway Capital Management, LLC 140.10K (0.79%) -2.00K
Decreased by -1.43%
Dec 31, 24
10 Retirement Systems of Alabama 116.98K (0.66%) 0.00
Increased by 0.00%
Mar 31, 25
11 BlackRock Inc 111.63K (0.63%) 57.23K
Increased by +51.26%
Dec 31, 24
12 Paradigm Capital Management, Inc. 80.00K (0.45%) 0.00
Increased by 0.00%
Sep 30, 23
13 BB&T Corp. 61.70K (0.35%) -259.00
Decreased by -0.42%
Dec 31, 24
14 Turtle Creek Asset Management Inc. 55.00K (0.31%) 0.00
Increased by 0.00%
Dec 31, 24
15 SWEENEY & MICHEL, LLC 51.06K (0.29%) 0.00
Increased by 0.00%
Mar 31, 25
16 Renaissance Technologies Corp 46.90K (0.27%) 1.00K
Increased by +2.13%
Dec 31, 24
17 Susquehanna International Group, LLP 40.96K (0.23%) 27.35K
Increased by +66.76%
Dec 31, 24
18 Bank of New York Mellon Corp 37.93K (0.21%) 1.51K
Increased by +3.99%
Sep 30, 23
19 Virtu Financial LLC 33.98K (0.19%) 33.98K
Increased by +100.00%
Dec 31, 23
20 Victory Capital Management Inc. 32.86K (0.19%) 32.86K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Small Cap Value I 943.12K (5.34%) -23.52K
Decreased by -2.49%
Mar 31, 25
2 Columbia Small Cap Value I A 943.12K (5.34%) -53.32K
Decreased by -5.65%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 632.29K (3.58%) 0.00
Increased by 0.00%
Mar 31, 25
4 Principal SmallCap R5 390.63K (2.21%) 0.00
Increased by 0.00%
Mar 31, 25
5 Principal U.S. Small Cap Equity 390.63K (2.21%) 0.00
Increased by 0.00%
Mar 31, 25
6 Columbia VP Small Cap Value 1 259.85K (1.47%) -14.66K
Decreased by -5.64%
Mar 31, 25
7 Principal SmallCap SP 164.63K (0.93%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 132.13K (0.75%) 0.00
Increased by 0.00%
Mar 31, 25
9 Bridgeway Ultra-Small Company Market 112.90K (0.64%) 0.00
Increased by 0.00%
Dec 31, 24
10 Fidelity Extended Market Index 101.13K (0.57%) 10.28K
Increased by +10.17%
Mar 31, 25
11 Fidelity® Extended Market Index 88.76K (0.50%) 0.00
Increased by 0.00%
Nov 30, 23
12 iShares Micro-Cap ETF 37.73K (0.21%) 0.00
Increased by 0.00%
Apr 30, 25
13 Principal U.S. Small Cap Select Equity 37.20K (0.21%) 0.00
Increased by 0.00%
Mar 31, 25
14 IST America Small Mid Caps II 36.79K (0.21%) -26.00
Decreased by -0.07%
Mar 31, 25
15 IST America Small Mid Caps Kat III 36.79K (0.21%) -26.00
Decreased by -0.07%
Mar 31, 25
16 Principal U.S. Small Cap Select Value Eq 33.40K (0.19%) 0.00
Increased by 0.00%
Mar 31, 25
17 Principal VC SmallCap 1 30.93K (0.17%) 0.00
Increased by 0.00%
Mar 31, 25
18 Bridgeway Omni Small-Cap Value 25.00K (0.14%) 0.00
Increased by 0.00%
Dec 31, 24
19 Bridgeway Omni Small-Cap Value N 25.00K (0.14%) 0.00
Increased by 0.00%
Dec 31, 24
20 Fidelity Nasdaq Composite Index 23.33K (0.13%) 0.00
Increased by 0.00%
Mar 31, 25