Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRAD 2.75%
2 ERSX 1.47%
3 AOTG 1.11%
4 PTF 0.91%
5 XITK 0.70%
6 CLOU 0.42%
7 JSML 0.37%
8 SQLV 0.32%
9 SFLO 0.28%
10 ISMD 0.26%
11 QSML 0.11%
12 AVSC 0.08%
13 JSMD 0.07%
14 VTWV 0.06%
15 IWN 0.05%
16 PSC 0.05%
17 TMFX 0.04%
18 FCOM 0.04%
19 IWO 0.04%
20 RFLR 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.45M (9.28%) -44.89K
Decreased by -1.30%
Mar 31, 25
2 Vanguard Group Inc 3.41M (9.18%) -826.69K
Decreased by -24.22%
Mar 31, 25
3 Graham Holdings Co 2.83M (7.61%) 500.00K
Increased by +17.66%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.52M (4.09%) -11.06K
Decreased by -0.73%
Mar 31, 25
5 Renaissance Technologies Corp 1.10M (2.95%) 33.00K
Increased by +3.01%
Mar 31, 25
6 Wellington Management Company LLP 1.08M (2.90%) 179.95K
Increased by +16.69%
Mar 31, 25
7 State Street Corporation 971.62K (2.61%) -18.33K
Decreased by -1.89%
Mar 31, 24
8 Geode Capital Management, LLC 936.74K (2.52%) -12.22K
Decreased by -1.30%
Mar 31, 25
9 State Street Corp 930.67K (2.50%) -11.94K
Decreased by -1.28%
Mar 31, 25
10 Royal Bank of Canada 903.62K (2.43%) -165.80K
Decreased by -18.35%
Mar 31, 25
11 Jacobs Levy Equity Management, Inc. 662.30K (1.78%) -20.77K
Decreased by -3.14%
Mar 31, 25
12 Nixon Capital, LLC 628.75K (1.69%) 50.49K
Increased by +8.03%
Mar 31, 25
13 Marshall Wace Asset Management Ltd 475.95K (1.28%) 475.95K
Increased by +100.00%
Mar 31, 24
14 Nuveen Asset Management, LLC 436.08K (1.17%) 4.60K
Increased by +1.06%
Dec 31, 24
15 Qube Research & Technologies 423.81K (1.14%) 76.91K
Increased by +18.15%
Dec 31, 24
16 Mirae Asset Global Investments (Korea) Co Ltd 412.94K (1.11%) -23.18K
Decreased by -5.61%
Mar 31, 24
17 JPMorgan Chase & Co 401.00K (1.08%) 174.67K
Increased by +43.56%
Mar 31, 25
18 Northern Trust Corp 383.25K (1.03%) 10.75K
Increased by +2.80%
Dec 31, 24
19 Millennium Management LLC 361.38K (0.97%) 156.09K
Increased by +43.19%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 358.79K (0.96%) -59.95K
Decreased by -16.71%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.30M (3.49%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.29M (3.48%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 1.00M (2.69%) 169.00
Increased by +0.02%
Apr 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 637.85K (1.71%) 1.36K
Increased by +0.21%
Apr 30, 25
5 Vanguard Small Cap Index 492.47K (1.32%) 570.00
Increased by +0.12%
Apr 30, 25
6 Fidelity Small Cap Index 415.23K (1.12%) 0.00
Increased by 0.00%
Feb 28, 25
7 Fidelity® Small Cap Index 413.91K (1.11%) 10.12K
Increased by +2.44%
Oct 31, 23
8 iShares Russell 2000 Growth ETF 353.33K (0.95%) 0.00
Increased by 0.00%
Apr 30, 25
9 iShares Russell 2000 Value ETF 316.53K (0.85%) 0.00
Increased by 0.00%
Apr 30, 24
10 Nuveen Quant Small Cap Equity R6 315.43K (0.85%) 0.00
Increased by 0.00%
Mar 31, 25
11 DFA US Targeted Value I 288.67K (0.78%) 21.06K
Increased by +7.30%
Mar 31, 25
12 Vanguard Small Cap Growth Index Inv 274.37K (0.74%) -208.00
Decreased by -0.08%
Apr 30, 25
13 Nuveen Quant Small Cap Equity Instl 269.42K (0.72%) 5.43K
Increased by +2.02%
Feb 29, 24
14 TIAA-CREF Quant Small-Cap Equity Instl 263.99K (0.71%) 53.98K
Increased by +20.45%
Dec 31, 23
15 State St Russell Sm/Mid Cp® Indx NL Cl C 245.51K (0.66%) 1.08K
Increased by +0.44%
Apr 30, 25
16 State St Russell Sm/Mid Cp® Indx SL Cl I 245.51K (0.66%) 1.08K
Increased by +0.44%
Apr 30, 25
17 Dimensional US Targeted Value ETF 239.35K (0.64%) 0.00
Increased by 0.00%
Apr 30, 25
18 Fidelity® Extended Market Index 236.20K (0.64%) 0.00
Increased by 0.00%
Nov 30, 23
19 Pacer US Small Cap Cash Cows 100 ETF 231.10K (0.62%) -873.00
Decreased by -0.38%
Apr 30, 25
20 Fidelity Extended Market Index 218.60K (0.59%) 1.53K
Increased by +0.70%
Mar 31, 25