Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BTEC 0.12%
2 PRFZ 0.01%
3 IWC 0.00%
4 AVSC 0.00%
5 AVUV 0.00%
6 AVUS 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Balyasny Asset Management LLC 1.47M (4.62%) 486.11K
Increased by +33.03%
Dec 31, 25
2 Vanguard Group Inc 1.39M (4.37%) -14.69K
Decreased by -1.06%
Dec 31, 25
3 Silverback Aset Management LLC 1.33M (4.18%) 1.33M
Increased by +100.00%
Dec 31, 24
4 Kennedy Capital Management Inc 1.00M (3.15%) -264.30K
Decreased by -26.33%
Mar 31, 25
5 Wasatch Advisors Inc. 825.40K (2.59%) -834.61K
Decreased by -101.12%
Sep 30, 23
6 GSA Capital Partners LLP 509.89K (1.60%) 275.38K
Increased by +54.01%
Dec 31, 25
7 Renaissance Technologies Corp 338.80K (1.06%) -20.96K
Decreased by -6.19%
Dec 31, 25
8 Vantage Point Financial LLC 336.55K (1.06%) 0.00
Increased by 0.00%
Dec 31, 25
9 Geode Capital Management, LLC 328.77K (1.03%) 1.32K
Increased by +0.40%
Dec 31, 25
10 Fuller & Thaler Asset Management Inc 315.98K (0.99%) 315.98K
Increased by +100.00%
Sep 30, 23
11 UBS Group AG 314.55K (0.99%) 36.34K
Increased by +11.55%
Sep 30, 25
12 Morgan Stanley - Brokerage Accounts 310.29K (0.98%) 90.91K
Increased by +29.30%
Sep 30, 25
13 BlackRock Inc 310.22K (0.97%) 97.44K
Increased by +31.41%
Sep 30, 25
14 American Century Companies Inc 295.59K (0.93%) 154.54K
Increased by +52.28%
Jun 30, 24
15 Millennium Management LLC 276.70K (0.87%) -76.47K
Decreased by -27.64%
Jun 30, 25
16 Citadel Advisors Llc 255.86K (0.80%) 125.00K
Increased by +48.85%
Sep 30, 25
17 Susquehanna International Group, LLP 234.12K (0.74%) -66.18K
Decreased by -28.27%
Jun 30, 25
18 Goldman Sachs Group Inc 223.73K (0.70%) 154.56K
Increased by +69.08%
Mar 31, 24
19 Man Group PLC 203.34K (0.64%) 190.95K
Increased by +93.90%
Mar 31, 24
20 King Luther Capital Management Corp 198.60K (0.62%) 100.00K
Increased by +50.35%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 889.00K (2.79%) 0.00
Increased by 0.00%
Jan 31, 26
2 Vanguard US Total Market Shares ETF 721.97K (2.27%) 0.00
Increased by 0.00%
Sep 30, 24
3 Kennedy Micro Cap 646.71K (2.03%) -84.24K
Decreased by -13.03%
Mar 31, 25
4 Wasatch Micro Cap 524.25K (1.65%) -126.76K
Decreased by -24.18%
Sep 30, 23
5 Calamos Timpani Small Cap Growth I 336.63K (1.06%) 4.66K
Increased by +1.38%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 335.16K (1.05%) 0.00
Increased by 0.00%
Jan 31, 26
7 Fuller & Thaler Behavrl Micro-Cap Core 315.98K (0.99%) 0.00
Increased by 0.00%
Sep 30, 23
8 Kennedy Micro Cap Opportunities 240.55K (0.76%) -85.70K
Decreased by -35.63%
Mar 31, 25
9 Timpani Small Cap Growth Equity 230.84K (0.73%) 230.84K
Increased by +100.00%
Dec 31, 24
10 Wasatch Micro Cap Value 162.23K (0.51%) -219.27K
Decreased by -135.15%
Sep 30, 23
11 Fidelity Extended Market Index 160.00K (0.50%) -554.00
Decreased by -0.35%
Jan 31, 26
12 EHP Select Alternative Cl F 135.00K (0.42%) 135.00K
Increased by +100.00%
Nov 30, 24
13 Pleiades Small Cap Equity A 115.20K (0.36%) 115.20K
Increased by +100.00%
Mar 31, 25
14 Fidelity® Extended Market Index 92.46K (0.29%) 0.00
Increased by 0.00%
Nov 30, 23
15 AZ Fd 1 AZ Eq Glbl HC A-Ins EURO Acc 89.07K (0.28%) -6.80K
Decreased by -7.63%
Jan 31, 25
16 Invesco RAFI US 1500 Small-Mid ETF 86.44K (0.27%) 0.00
Increased by 0.00%
Feb 27, 26
17 iShares Micro-Cap ETF 85.18K (0.27%) 35.36K
Increased by +41.51%
Feb 28, 26
18 EAM Ultra Micro Cap 72.20K (0.23%) 72.20K
Increased by +100.00%
Mar 31, 24
19 Invesco FTSE RAFI US 1500 Small-Mid ETF 61.31K (0.19%) 0.00
Increased by 0.00%
Jan 30, 25
20 NT Ext Equity Mkt Idx Fd - L 61.14K (0.19%) 24.76K
Increased by +40.50%
Dec 31, 25