Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 IWN 0.00%
3 IWM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 First American Financial Corp 5.12M (31.00%) 0.00
Increased by 0.00%
Mar 31, 25
2 Kemnay Advisory Services Inc. 1.38M (8.35%) 0.00
Increased by 0.00%
Mar 31, 25
3 Ulysses Management LLC 771.88K (4.67%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Group Inc 765.91K (4.64%) -1.80K
Decreased by -0.23%
Mar 31, 25
5 Watts Gwilliam and Company, LLC 693.01K (4.20%) 0.00
Increased by 0.00%
Mar 31, 25
6 Bryn Mawr Trust Company 595.24K (3.60%) 0.00
Increased by 0.00%
Mar 31, 25
7 BlackRock Inc 561.11K (3.40%) -8.16K
Decreased by -1.45%
Mar 31, 25
8 IEQ CAPITAL, LLC 212.50K (1.29%) 212.50K
Increased by +100.00%
Mar 31, 25
9 Geode Capital Management, LLC 211.23K (1.28%) 4.06K
Increased by +1.92%
Mar 31, 25
10 State Street Corp 86.48K (0.52%) 0.00
Increased by 0.00%
Mar 31, 25
11 Northern Trust Corp 84.70K (0.51%) -11.16K
Decreased by -13.18%
Mar 31, 25
12 State Street Corporation 55.08K (0.33%) 0.00
Increased by 0.00%
Mar 31, 24
13 Marshall Wace Asset Management Ltd 51.81K (0.31%) 51.81K
Increased by +100.00%
Mar 31, 24
14 Corton Capital Inc. 47.87K (0.29%) 31.59K
Increased by +65.99%
Sep 30, 24
15 Deutsche Bank AG 39.06K (0.24%) 0.00
Increased by 0.00%
Mar 31, 25
16 Goldman Sachs Group Inc 37.79K (0.23%) 6.37K
Increased by +16.86%
Mar 31, 25
17 Millennium Management LLC 35.34K (0.21%) -109.54K
Decreased by -309.99%
Jun 30, 24
18 Citigroup Inc 35.16K (0.21%) -4.32K
Decreased by -12.28%
Mar 31, 24
19 SG Americas Securities, LLC 33.11K (0.20%) 2.61K
Increased by +7.89%
Mar 31, 25
20 Amvescap Plc. 29.91K (0.18%) 29.91K
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 564.66K (3.42%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Real Estate Index Investor 389.23K (2.36%) 2.52K
Increased by +0.65%
Mar 31, 24
3 iShares Russell 2000 ETF 158.13K (0.96%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 114.77K (0.70%) 0.00
Increased by 0.00%
May 31, 25
5 Fidelity Small Cap Index 100.61K (0.61%) 0.00
Increased by 0.00%
Mar 31, 25
6 iShares Russell 2000 Value ETF 78.56K (0.48%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Real Estate II Index 59.85K (0.36%) 0.00
Increased by 0.00%
Mar 31, 24
8 Vanguard Russell 2000 ETF 52.55K (0.32%) 477.00
Increased by +0.91%
May 31, 25
9 Fidelity® Extended Market Index 49.84K (0.30%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Extended Market Index 45.75K (0.28%) -437.00
Decreased by -0.96%
Apr 30, 25
11 Xtrackers Russell 2000 ETF 1C 39.06K (0.24%) 0.00
Increased by 0.00%
May 31, 25
12 Schwab US Small-Cap ETF™ 38.31K (0.23%) 0.00
Increased by 0.00%
Aug 31, 24
13 Invesco FTSE RAFI US 1500 Small-Mid ETF 31.27K (0.19%) 0.00
Increased by 0.00%
Jan 31, 24
14 Avantis US Small Cap Value ETF 28.95K (0.18%) 0.00
Increased by 0.00%
Apr 30, 24
15 Bridgeway Ultra-Small Company Market 25.40K (0.15%) 0.00
Increased by 0.00%
Mar 31, 25
16 Schwab Small Cap Index 25.04K (0.15%) 0.00
Increased by 0.00%
May 31, 25
17 NT R2000 Index Fund - NL 22.51K (0.14%) 3.72K
Increased by +16.52%
Mar 31, 25
18 US SMID CAP EQ INDEX 22.36K (0.14%) 45.00
Increased by +0.20%
Sep 30, 24
19 Russell 2500™ Index Fund F 22.36K (0.14%) -5.00
Decreased by -0.02%
Mar 31, 25
20 BlackRock Extended Mkt Composite 22.33K (0.14%) -14.44K
Decreased by -64.70%
Sep 30, 23