Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
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 (123.77%) 0.00
Increased by 0.00%
Mar 31, 26
2 Kemnay Advisory Services Inc. 1.38M (33.35%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard Capital Management, LLC 1.16M (28.13%) 1.16M
Increased by +100.00%
Mar 31, 26
4 Vanguard Group Inc 843.63K (20.40%) 53.05K
Increased by +6.29%
Dec 31, 25
5 Ulysses Management LLC 771.88K (18.66%) 0.00
Increased by 0.00%
Jun 30, 25
6 Two Sigma Investments LLC 762.01K (18.42%) 762.01K
Increased by +100.00%
Dec 31, 25
7 BlackRock Inc 638.85K (15.45%) 29.92K
Increased by +4.68%
Mar 31, 26
8 Bryn Mawr Trust Company 595.24K (14.39%) 0.00
Increased by 0.00%
Mar 31, 26
9 Investure, LLC 521.60K (12.61%) 521.60K
Increased by +100.00%
Sep 30, 25
10 Geode Capital Management, LLC 355.19K (8.59%) 164.68K
Increased by +46.36%
Mar 31, 26
11 Watts Gwilliam and Company, LLC 309.02K (7.47%) -24.50K
Decreased by -7.93%
Sep 30, 25
12 Two Sigma Advisers, LLC 300.60K (7.27%) 300.60K
Increased by +100.00%
Dec 31, 25
13 Shay Capital LLC 269.84K (6.52%) -89.53K
Decreased by -33.18%
Mar 31, 26
14 Quadrature Capital Limited 252.98K (6.12%) 252.98K
Increased by +100.00%
Dec 31, 25
15 UBS Group AG 201.85K (4.88%) 131.42K
Increased by +65.10%
Mar 31, 26
16 Jane Street Group LLC 200.64K (4.85%) -86.12K
Decreased by -42.92%
Dec 31, 25
17 Millennium Management LLC 186.52K (4.51%) 186.52K
Increased by +100.00%
Jun 30, 25
18 SIMPLEX TRADING, LLC 162.54K (3.93%) 159.17K
Increased by +97.92%
Sep 30, 25
19 XTX Topco Ltd 156.63K (3.79%) 104.95K
Increased by +67.00%
Mar 31, 26
20 Morgan Stanley - Brokerage Accounts 151.20K (3.66%) 70.00K
Increased by +46.30%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 868.89K (21.01%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard Real Estate Index Investor 389.23K (9.41%) 2.52K
Increased by +0.65%
Mar 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 374.76K (9.06%) 79.95K
Increased by +21.33%
Apr 30, 26
4 Fidelity Extended Market Index 204.33K (4.94%) -746.00
Decreased by -0.37%
Apr 30, 26
5 Fidelity Small Cap Index 100.46K (2.43%) 0.00
Increased by 0.00%
May 31, 25
6 iShares Micro-Cap ETF 97.69K (2.36%) 0.00
Increased by 0.00%
May 29, 26
7 Vanguard Real Estate II Index 59.85K (1.45%) 0.00
Increased by 0.00%
Mar 31, 24
8 Vanguard Russell 2000 ETF 52.55K (1.27%) 477.00
Increased by +0.91%
May 31, 25
9 Fidelity® Extended Market Index 49.84K (1.20%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Total Market Index 47.65K (1.15%) 0.00
Increased by 0.00%
Apr 30, 26
11 Bridgeway Ultra-Small Company Market 45.40K (1.10%) 20.00K
Increased by +44.05%
Mar 31, 26
12 Fidelity Series Total Market Index 43.89K (1.06%) 0.00
Increased by 0.00%
Apr 30, 26
13 Avantis® U.S. Small Cap Value Instl 43.56K (1.05%) 0.00
Increased by 0.00%
Jan 31, 26
14 Spartan Extended Market Index Pool F 43.08K (1.04%) 746.00
Increased by +1.73%
Apr 30, 26
15 Xtrackers Russell 2000 ETF 1C 39.06K (0.94%) 0.00
Increased by 0.00%
May 31, 25
16 Schwab US Small-Cap ETF™ 38.31K (0.93%) 0.00
Increased by 0.00%
Aug 31, 24
17 DFA US Small Cap I 35.08K (0.85%) 0.00
Increased by 0.00%
Jan 31, 26
18 iShares Russell 2000 ETF 34.97K (0.85%) -1.22K
Decreased by -3.49%
Jun 30, 25
19 Invesco FTSE RAFI US 1500 Small-Mid ETF 31.27K (0.76%) 0.00
Increased by 0.00%
Jan 31, 24
20 Avantis US Small Cap Value ETF 28.95K (0.70%) 0.00
Increased by 0.00%
Apr 30, 24