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 (43.67%) 0.00
Increased by 0.00%
Sep 30, 24
2 Institutional Venture Management XV, LLC 3.77M (21.97%) 0.00
Increased by 0.00%
Sep 30, 24
3 Institutional Venture Management XVI, LLC 3.77M (21.97%) 0.00
Increased by 0.00%
Sep 30, 24
4 Principal Financial Group Inc 1.98M (11.54%) -39.95K
Decreased by -2.02%
Sep 30, 24
5 Ameriprise Financial Inc 1.45M (8.47%) 30.23K
Increased by +2.08%
Sep 30, 24
6 Vanguard Group Inc 851.73K (4.96%) 0.00
Increased by 0.00%
Sep 30, 24
7 Awm Investment Company Inc 200.00K (1.16%) 0.00
Increased by 0.00%
Mar 31, 24
8 Geode Capital Management, LLC 170.06K (0.99%) 10.19K
Increased by +5.99%
Sep 30, 24
9 Bridgeway Capital Management, LLC 142.10K (0.83%) 14.20K
Increased by +9.99%
Sep 30, 24
10 Retirement Systems of Alabama 116.98K (0.68%) 0.00
Increased by 0.00%
Jun 30, 24
11 Paradigm Capital Management, Inc. 80.00K (0.47%) 0.00
Increased by 0.00%
Sep 30, 23
12 BB&T Corp. 61.96K (0.36%) 0.00
Increased by 0.00%
Sep 30, 24
13 Turtle Creek Asset Management Inc. 55.00K (0.32%) 0.00
Increased by 0.00%
Sep 30, 24
14 BlackRock Inc 51.53K (0.30%) 1.46K
Increased by +2.83%
Jun 30, 24
15 SWEENEY & MICHEL, LLC 51.06K (0.30%) 0.00
Increased by 0.00%
Sep 30, 24
16 Renaissance Technologies Corp 45.90K (0.27%) 900.00
Increased by +1.96%
Sep 30, 24
17 Bank of New York Mellon Corp 37.93K (0.22%) 1.51K
Increased by +3.99%
Sep 30, 23
18 Virtu Financial LLC 33.98K (0.20%) 33.98K
Increased by +100.00%
Dec 31, 23
19 Victory Capital Management Inc. 32.86K (0.19%) 32.86K
Increased by +100.00%
Dec 31, 23
20 Sequoia Financial Advisors LLC 31.06K (0.18%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Small Cap Value I 953.33K (5.55%) 33.30K
Increased by +3.49%
Sep 30, 24
2 Columbia Small Cap Value I A 953.33K (5.55%) 0.00
Increased by 0.00%
Oct 31, 24
3 Vanguard Total Stock Mkt Idx Inv 692.56K (4.03%) 0.00
Increased by 0.00%
Oct 31, 24
4 Principal SmallCap R5 395.10K (2.30%) 0.00
Increased by 0.00%
Oct 31, 24
5 Principal U.S. Small Cap Equity 395.10K (2.30%) -11.90K
Decreased by -3.01%
Sep 30, 24
6 Columbia VP Small Cap Value 1 319.47K (1.86%) -1.00K
Decreased by -0.31%
Oct 31, 24
7 Principal SmallCap SP 190.90K (1.11%) 0.00
Increased by 0.00%
Oct 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 132.13K (0.77%) 0.00
Increased by 0.00%
Oct 31, 24
9 Bridgeway Ultra-Small Company Market 112.90K (0.66%) 12.00K
Increased by +10.63%
Sep 30, 24
10 Fidelity Extended Market Index 96.29K (0.56%) 1.10K
Increased by +1.14%
Sep 30, 24
11 Fidelity® Extended Market Index 88.76K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
12 IST America Small Mid Caps II 61.52K (0.36%) -47.00
Decreased by -0.08%
Oct 31, 24
13 Principal VC SmallCap 1 57.20K (0.33%) 0.00
Increased by 0.00%
Oct 31, 24
14 iShares Micro-Cap ETF 39.64K (0.23%) 0.00
Increased by 0.00%
Nov 27, 24
15 Principal U.S. Small Cap Select Equity 37.20K (0.22%) 0.00
Increased by 0.00%
Sep 30, 24
16 Principal U.S. Small Cap Select Value Eq 33.40K (0.19%) 0.00
Increased by 0.00%
Sep 30, 24
17 Bridgeway Omni Small-Cap Value 25.00K (0.15%) 0.00
Increased by 0.00%
Sep 30, 24
18 Bridgeway Omni Small-Cap Value N 25.00K (0.15%) 0.00
Increased by 0.00%
Sep 30, 24
19 Fidelity Nasdaq Composite Index 23.33K (0.14%) 0.00
Increased by 0.00%
Sep 30, 24
20 Fidelity Series Total Market Index 22.38K (0.13%) 5.59K
Increased by +24.97%
Sep 30, 24