Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
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 (21.64%) 0.00
Increased by 0.00%
Jun 30, 25
2 Kemnay Advisory Services Inc. 1.38M (5.83%) 0.00
Increased by 0.00%
Jun 30, 25
3 Ulysses Management LLC 771.88K (3.26%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard Group Inc 703.43K (2.97%) -62.48K
Decreased by -8.88%
Jun 30, 25
5 Watts Gwilliam and Company, LLC 693.01K (2.93%) 0.00
Increased by 0.00%
Mar 31, 25
6 Bryn Mawr Trust Company 595.24K (2.52%) 0.00
Increased by 0.00%
Jun 30, 25
7 BlackRock Inc 244.93K (1.04%) -316.17K
Decreased by -129.08%
Jun 30, 25
8 IEQ CAPITAL, LLC 212.50K (0.90%) 0.00
Increased by 0.00%
Jun 30, 25
9 Millennium Management LLC 186.52K (0.79%) 186.52K
Increased by +100.00%
Jun 30, 25
10 Geode Capital Management, LLC 88.06K (0.37%) -123.17K
Decreased by -139.88%
Jun 30, 25
11 Northern Trust Corp 84.70K (0.36%) -11.16K
Decreased by -13.18%
Mar 31, 25
12 Goldman Sachs Group Inc 59.36K (0.25%) 21.57K
Increased by +36.34%
Jun 30, 25
13 Susquehanna International Group, LLP 57.22K (0.24%) 34.80K
Increased by +60.82%
Jun 30, 25
14 State Street Corp 55.53K (0.23%) -30.95K
Decreased by -55.74%
Jun 30, 25
15 State Street Corporation 55.08K (0.23%) 0.00
Increased by 0.00%
Mar 31, 24
16 Marshall Wace Asset Management Ltd 51.81K (0.22%) 51.81K
Increased by +100.00%
Mar 31, 24
17 Jane Street Group LLC 48.64K (0.21%) 48.64K
Increased by +100.00%
Jun 30, 25
18 Corton Capital Inc. 47.87K (0.20%) 31.59K
Increased by +65.99%
Sep 30, 24
19 Citadel Advisors Llc 44.43K (0.19%) 44.43K
Increased by +100.00%
Jun 30, 25
20 Deutsche Bank AG 39.06K (0.17%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 552.59K (2.34%) -12.08K
Decreased by -2.19%
Jul 31, 25
2 Vanguard Real Estate Index Investor 389.23K (1.65%) 2.52K
Increased by +0.65%
Mar 31, 24
3 Fidelity Small Cap Index 100.46K (0.42%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 78.84K (0.33%) -35.93K
Decreased by -45.57%
Jul 31, 25
5 Vanguard Real Estate II Index 59.85K (0.25%) 0.00
Increased by 0.00%
Mar 31, 24
6 iShares Micro-Cap ETF 55.85K (0.24%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Russell 2000 ETF 52.55K (0.22%) 477.00
Increased by +0.91%
May 31, 25
8 Fidelity® Extended Market Index 49.84K (0.21%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Extended Market Index 45.18K (0.19%) -371.00
Decreased by -0.82%
Jul 31, 25
10 Xtrackers Russell 2000 ETF 1C 39.06K (0.17%) 0.00
Increased by 0.00%
May 31, 25
11 Schwab US Small-Cap ETF™ 38.31K (0.16%) 0.00
Increased by 0.00%
Aug 31, 24
12 iShares Russell 2000 ETF 34.97K (0.15%) -1.22K
Decreased by -3.49%
Jun 30, 25
13 Invesco FTSE RAFI US 1500 Small-Mid ETF 31.27K (0.13%) 0.00
Increased by 0.00%
Jan 31, 24
14 Avantis US Small Cap Value ETF 28.95K (0.12%) 0.00
Increased by 0.00%
Apr 30, 24
15 Bridgeway Ultra-Small Company Market 25.40K (0.11%) 0.00
Increased by 0.00%
Jun 30, 25
16 Schwab Small Cap Index 25.04K (0.11%) 0.00
Increased by 0.00%
May 31, 25
17 NT R2000 Index Fund - NL 22.51K (0.10%) 3.72K
Increased by +16.52%
Mar 31, 25
18 US SMID CAP EQ INDEX 22.36K (0.09%) 45.00
Increased by +0.20%
Sep 30, 24
19 BlackRock Extended Mkt Composite 22.33K (0.09%) -14.44K
Decreased by -64.70%
Sep 30, 23
20 BlackRock Russell 2500™ Index F 22.32K (0.09%) 22.32K
Increased by +100.00%
Jun 30, 24