Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GBGR 1.59%
2 FSCC 0.29%
3 IWC 0.04%
4 RFLR 0.04%
5 FESM 0.02%
6 DFAT 0.01%
7 EES 0.01%
8 AVSC 0.01%
9 IWN 0.01%
10 VTWO 0.01%
11 VTWV 0.01%
12 PRFZ 0.01%
13 PKW 0.01%
14 DFAS 0.01%
15 RSSL 0.01%
16 IWM 0.01%
17 SCHA 0.01%
18 UWM 0.00%
19 URTY 0.00%
20 RYLD 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Lynrock Lake LP 7.66M (30.00%) 329.71K
Increased by +4.30%
Mar 31, 25
2 Indaba Capital Management, LLC 4.24M (16.61%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Group Inc 2.57M (10.05%) 16.29K
Increased by +0.63%
Mar 31, 25
4 Greenhouse Funds LLLP 2.54M (9.95%) -212.01K
Decreased by -8.35%
Sep 30, 23
5 BlackRock Inc 2.44M (9.56%) 52.35K
Increased by +2.14%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 1.44M (5.65%) -5.11K
Decreased by -0.35%
Mar 31, 25
7 JPMorgan Chase & Co 1.43M (5.61%) 610.13K
Increased by +42.62%
Mar 31, 25
8 Federated Hermes Inc 1.17M (4.57%) -50.00
Decreased by -0.00%
Mar 31, 25
9 State Street Corp 762.06K (2.98%) 8.93K
Increased by +1.17%
Mar 31, 25
10 Geode Capital Management, LLC 749.92K (2.94%) 10.14K
Increased by +1.35%
Mar 31, 25
11 State Street Corporation 731.50K (2.87%) -322.00
Decreased by -0.04%
Mar 31, 24
12 Renaissance Technologies Corp 656.93K (2.57%) -68.00K
Decreased by -10.35%
Mar 31, 25
13 Arrowstreet Capital Limited Partnership 519.94K (2.04%) 29.86K
Increased by +5.74%
Mar 31, 25
14 Goldman Sachs Group Inc 461.81K (1.81%) 168.29K
Increased by +36.44%
Dec 31, 23
15 Circumference Group LLC 394.20K (1.54%) 0.00
Increased by 0.00%
Mar 31, 25
16 Horrell Capital Management, Inc. 394.20K (1.54%) 54.00K
Increased by +13.70%
Dec 31, 24
17 Bridgeway Capital Management, LLC 376.85K (1.48%) 12.90K
Increased by +3.42%
Mar 31, 25
18 Oak Hill Investment Management, L.P. 283.32K (1.11%) 0.00
Increased by 0.00%
Mar 31, 25
19 Charles Schwab Investment Management Inc 282.80K (1.11%) -2.27K
Decreased by -0.80%
Mar 31, 25
20 Northern Trust Corp 260.05K (1.02%) -6.97K
Decreased by -2.68%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.11M (4.36%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.11M (4.36%) 0.00
Increased by 0.00%
Sep 30, 24
3 Federated Hermes MDT SCC Institutional 762.02K (2.98%) 0.00
Increased by 0.00%
Mar 31, 25
4 Federated Hermes MDT Small Cap Core IS 762.02K (2.98%) 0.00
Increased by 0.00%
Mar 31, 25
5 iShares Russell 2000 ETF 663.35K (2.60%) 112.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Information Technology ETF 579.98K (2.27%) 566.00
Increased by +0.10%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 547.85K (2.15%) 0.00
Increased by 0.00%
Apr 30, 25
8 JPMorgan US Small Company L 394.80K (1.55%) 131.31K
Increased by +33.26%
Mar 31, 25
9 Federated Hermes MDT SCG Institutional 329.99K (1.29%) 0.00
Increased by 0.00%
Mar 31, 25
10 Federated Hermes MDT Small Cap Growth IS 329.99K (1.29%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity® Small Cap Index 314.24K (1.23%) 9.69K
Increased by +3.08%
Oct 31, 23
12 DFA US Targeted Value I 306.35K (1.20%) 0.00
Increased by 0.00%
Mar 31, 25
13 Bridgeway Ultra-Small Company 305.65K (1.20%) 25.30K
Increased by +8.28%
Mar 31, 25
14 Fidelity Small Cap Index 270.94K (1.06%) 0.00
Increased by 0.00%
Feb 28, 25
15 iShares Russell 2000 Value ETF 259.14K (1.02%) -880.00
Decreased by -0.34%
Apr 30, 25
16 Dimensional US Targeted Value ETF 254.97K (1.00%) 0.00
Increased by 0.00%
Apr 30, 25
17 JPMorgan Small Cap Value I 249.23K (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
18 BlackRock Global Equity Mkt Netrl Instl 237.66K (0.93%) 0.00
Increased by 0.00%
Mar 31, 24
19 Fidelity® Extended Market Index 227.29K (0.89%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity Extended Market Index 205.12K (0.80%) 1.88K
Increased by +0.92%
Mar 31, 25