Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 RTLA 0.01%
3 DFAS 0.00%
4 DCOR 0.00%
5 DFAC 0.00%
6 DFSU 0.00%
7 DFUS 0.00%
8 THRK 0.00%
9 VTI 0.00%
10 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Allianz Asset Management AG 1.55M (10.99%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Group Inc 608.89K (4.33%) 26.32K
Increased by +4.32%
Dec 31, 24
3 Arrowstreet Capital Limited Partnership 389.02K (2.76%) 216.31K
Increased by +55.60%
Dec 31, 24
4 Ancora Advisors LLC 302.62K (2.15%) 302.62K
Increased by +100.00%
Dec 31, 24
5 Renaissance Technologies Corp 282.20K (2.00%) 158.70K
Increased by +56.24%
Dec 31, 24
6 Marshall Wace Asset Management Ltd 267.78K (1.90%) 267.78K
Increased by +100.00%
Dec 31, 24
7 BlackRock Inc 260.53K (1.85%) 48.40K
Increased by +18.58%
Dec 31, 24
8 Susquehanna International Group, LLP 255.81K (1.82%) 255.81K
Increased by +100.00%
Dec 31, 24
9 Minerva Advisors LLC 219.00K (1.56%) -200.10K
Decreased by -91.37%
Dec 31, 24
10 Allspring Global Investments Holdings, LLC 188.37K (1.34%) 89.47K
Increased by +47.50%
Dec 31, 24
11 Geode Capital Management, LLC 177.84K (1.26%) -2.78K
Decreased by -1.56%
Dec 31, 24
12 Wittenberg Investment Management Inc 163.15K (1.16%) -11.59K
Decreased by -7.10%
Jun 30, 24
13 Millennium Management LLC 140.11K (1.00%) 88.36K
Increased by +63.06%
Dec 31, 24
14 Jane Street Group LLC 96.11K (0.68%) -88.49K
Decreased by -92.06%
Dec 31, 24
15 UBS Group AG 94.49K (0.67%) 46.46K
Increased by +49.16%
Dec 31, 24
16 EAM Investors, LLC 93.05K (0.66%) 93.05K
Increased by +100.00%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 87.21K (0.62%) 13.70K
Increased by +15.71%
Dec 31, 24
18 Consolidated Portfolio Review Corp. 82.97K (0.59%) 82.97K
Increased by +100.00%
Dec 31, 24
19 Walleye Trading Advisors, LLC 75.38K (0.54%) 75.38K
Increased by +100.00%
Sep 30, 24
20 Engineers Gate Manager LP 73.07K (0.52%) 73.07K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 389.90K (2.77%) 6.70K
Increased by +1.72%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 383.20K (2.72%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 208.61K (1.48%) 0.00
Increased by 0.00%
Mar 31, 25
4 Ancora/Thelen Small Mid Cap Core 205.29K (1.46%) -57.81K
Decreased by -28.16%
Mar 31, 25
5 Allspring Small Company Val 157.36K (1.12%) -5.98K
Decreased by -3.80%
Feb 28, 25
6 Allspring Small Company Value Admin 144.34K (1.03%) -5.68K
Decreased by -3.94%
Feb 28, 25
7 EAM Ultra Micro Cap 93.05K (0.66%) 0.00
Increased by 0.00%
Oct 31, 24
8 Russell Inv Tax-Managed US Mid&Sm Cap S 88.86K (0.63%) 88.86K
Increased by +100.00%
Mar 31, 25
9 Ancora/Thelen Small-Mid Cap I 79.10K (0.56%) -33.24K
Decreased by -42.02%
Mar 31, 25
10 Fidelity Extended Market Index 78.63K (0.56%) 616.00
Increased by +0.78%
Mar 31, 25
11 Fidelity® Extended Market Index 75.56K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
12 Bridgeway Ultra-Small Company Market 50.00K (0.36%) 0.00
Increased by 0.00%
Dec 31, 24
13 Pleiades Small Cap Equity A 48.76K (0.35%) 48.76K
Increased by +100.00%
Sep 30, 24
14 iShares Micro-Cap ETF 33.34K (0.24%) 0.00
Increased by 0.00%
Apr 30, 25
15 Extended Equity Market Fund K 29.49K (0.21%) 90.00
Increased by +0.31%
Mar 31, 25
16 Russell Inv Equity II 26.39K (0.19%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fidelity Total Market Index 25.62K (0.18%) 0.00
Increased by 0.00%
Mar 31, 25
18 Fidelity Nasdaq Composite Index 23.21K (0.16%) -2.27K
Decreased by -9.76%
Mar 31, 25
19 Acadian Global Small-Cap Equity CIT Cl A 20.54K (0.15%) -12.87K
Decreased by -62.67%
Feb 4, 25
20 BlackRock Extended Mkt Composite 19.83K (0.14%) 0.00
Increased by 0.00%
Sep 30, 23