Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QCLN 0.08%
2 CCSO 0.01%
3 GSSC 0.01%
4 IWC 0.01%
5 EES 0.01%
6 DFSV 0.01%
7 VTWV 0.01%
8 AVSC 0.01%
9 IWN 0.01%
10 DFAT 0.01%
11 BSVO 0.00%
12 DFAS 0.00%
13 IWM 0.00%
14 RSSL 0.00%
15 UWM 0.00%
16 URTY 0.00%
17 DFUS 0.00%
18 DCOR 0.00%
19 IWO 0.00%
20 DFAC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Visionary Wealth Advisors 1.11M (11.50%) 15.95K
Increased by +1.44%
Mar 31, 26
2 Dimensional Fund Advisors, Inc. 994.85K (10.34%) -5.82K
Decreased by -0.58%
Mar 31, 26
3 Janney Montgomery Scott LLC 518.00K (5.39%) 10.20K
Increased by +1.97%
Mar 31, 26
4 Vanguard Group Inc 513.59K (5.34%) 7.97K
Increased by +1.55%
Dec 31, 25
5 Vanguard Capital Management, LLC 457.84K (4.76%) 457.84K
Increased by +100.00%
Mar 31, 26
6 Truffle Hound Capital, LLC 250.00K (2.60%) 0.00
Increased by 0.00%
Mar 31, 26
7 Essex Investment Management Company, LLC 238.88K (2.48%) 238.88K
Increased by +100.00%
Jun 30, 25
8 RBF LLC 218.71K (2.27%) -231.29K
Decreased by -105.75%
Mar 31, 26
9 Renaissance Technologies Corp 198.09K (2.06%) -12.90K
Decreased by -6.51%
Mar 31, 26
10 Connor Clark & Lunn Inv Mgmt Ltd 155.02K (1.61%) 3.29K
Increased by +2.12%
Mar 31, 26
11 BlackRock Inc 146.27K (1.52%) 174.00
Increased by +0.12%
Mar 31, 26
12 Geode Capital Management, LLC 127.34K (1.32%) 7.38K
Increased by +5.80%
Mar 31, 26
13 Arrowstreet Capital Limited Partnership 126.75K (1.32%) -9.71K
Decreased by -7.66%
Mar 31, 26
14 Teton Advisors Inc 110.20K (1.15%) -500.00
Decreased by -0.45%
Jun 30, 25
15 Teton Advisors, LLC 109.00K (1.13%) 0.00
Increased by 0.00%
Mar 31, 26
16 Acadian Asset Management LLC 83.80K (0.87%) 34.80K
Increased by +41.53%
Mar 31, 26
17 First Trust Advisors L.P. 81.67K (0.85%) -3.86K
Decreased by -4.73%
Dec 31, 23
18 Northern Trust Corp 79.21K (0.82%) -8.42K
Decreased by -10.64%
Mar 31, 25
19 Two Sigma Advisers, LLC 74.70K (0.78%) -10.90K
Decreased by -14.59%
Mar 31, 24
20 EAM Investors, LLC 73.92K (0.77%) 73.92K
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 339.59K (3.53%) 0.00
Increased by 0.00%
Jun 30, 26
2 iShares Russell 2000 ETF 213.43K (2.22%) 0.00
Increased by 0.00%
May 31, 25
3 DFA US Small Cap Value I 202.96K (2.11%) 0.00
Increased by 0.00%
May 31, 26
4 DFA US Targeted Value I 122.06K (1.27%) -6.23K
Decreased by -5.10%
May 31, 26
5 Acuitas US Microcap Strategy 117.70K (1.22%) 23.56K
Increased by +20.01%
Mar 31, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 117.54K (1.22%) 0.00
Increased by 0.00%
Jun 30, 26
7 TETON Westwood Mighty Mites AAA 109.00K (1.13%) 0.00
Increased by 0.00%
Mar 31, 26
8 Fidelity Small Cap Index 103.61K (1.08%) 1.75K
Increased by +1.69%
May 31, 25
9 Dimensional US Targeted Value ETF 98.07K (1.02%) 0.00
Increased by 0.00%
Jun 30, 26
10 iShares Russell 2000 Value ETF 85.56K (0.89%) 0.00
Increased by 0.00%
May 31, 25
11 DFA US Small Cap I 77.99K (0.81%) 0.00
Increased by 0.00%
May 31, 26
12 First Trust NASDAQ® Cln Edge® GrnEngyETF 75.67K (0.79%) -596.00
Decreased by -0.79%
Jan 31, 24
13 EAM Ultra Micro Cap 73.92K (0.77%) 0.00
Increased by 0.00%
Jun 30, 24
14 Perritt MicroCap Opportunities Investor 65.00K (0.68%) 0.00
Increased by 0.00%
Dec 31, 25
15 Dimensional US Small Cap Value ETF 62.74K (0.65%) -1.61K
Decreased by -2.56%
Jun 30, 26
16 DFA US Micro Cap I 60.77K (0.63%) 0.00
Increased by 0.00%
May 31, 26
17 Dimensional US Small Cap ETF 58.17K (0.60%) 0.00
Increased by 0.00%
Jun 30, 26
18 DNB Fund Disrpt Opps A EUR Acc 56.36K (0.59%) 56.36K
Increased by +100.00%
Jan 31, 26
19 Fidelity Extended Market Index 56.19K (0.58%) 0.00
Increased by 0.00%
May 31, 26
20 Ancora/Thelen Small Cap Core 55.69K (0.58%) 0.00
Increased by 0.00%
Jun 30, 26