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 1.09M (10.43%) 1.01K
Increased by +0.09%
Jun 30, 25
2 Dimensional Fund Advisors, Inc. 1.02M (9.72%) -20.09K
Decreased by -1.97%
Jun 30, 25
3 Vanguard Group Inc 505.63K (4.82%) -69.97K
Decreased by -13.84%
Jun 30, 25
4 Janney Montgomery Scott LLC 446.25K (4.26%) 5.00K
Increased by +1.12%
Jun 30, 25
5 Truffle Hound Capital, LLC 250.00K (2.38%) 250.00K
Increased by +100.00%
Jun 30, 25
6 Essex Investment Management Company, LLC 238.88K (2.28%) 238.88K
Increased by +100.00%
Jun 30, 25
7 Renaissance Technologies Corp 236.19K (2.25%) -62.60K
Decreased by -26.50%
Jun 30, 25
8 RBF LLC 225.00K (2.15%) 225.00K
Increased by +100.00%
Jun 30, 25
9 Acadian Asset Management LLC 172.94K (1.65%) 172.94K
Increased by +100.00%
Mar 31, 25
10 Connor Clark & Lunn Inv Mgmt Ltd 145.78K (1.39%) -22.98K
Decreased by -15.76%
Jun 30, 25
11 BlackRock Inc 145.35K (1.39%) -493.47K
Decreased by -339.51%
Jun 30, 25
12 Geode Capital Management, LLC 113.05K (1.08%) -125.56K
Decreased by -111.07%
Jun 30, 25
13 Teton Advisors Inc 110.20K (1.05%) -500.00
Decreased by -0.45%
Jun 30, 25
14 Millennium Management LLC 96.63K (0.92%) 15.37K
Increased by +15.90%
Jun 30, 25
15 Ancora Advisors LLC 84.76K (0.81%) 84.76K
Increased by +100.00%
Jun 30, 25
16 First Trust Advisors L.P. 81.67K (0.78%) -3.86K
Decreased by -4.73%
Dec 31, 23
17 Northern Trust Corp 79.21K (0.76%) -8.42K
Decreased by -10.64%
Mar 31, 25
18 Two Sigma Advisers, LLC 74.70K (0.71%) -10.90K
Decreased by -14.59%
Mar 31, 24
19 EAM Investors, LLC 73.92K (0.71%) 73.92K
Increased by +100.00%
Jun 30, 24
20 Legato Capital Management LLC 71.14K (0.68%) 71.14K
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 340.55K (3.25%) -7.50K
Decreased by -2.20%
Jul 31, 25
2 DFA US Small Cap Value I 226.96K (2.16%) 0.00
Increased by 0.00%
Jul 31, 25
3 iShares Russell 2000 ETF 213.43K (2.04%) 0.00
Increased by 0.00%
May 31, 25
4 DFA US Targeted Value I 133.97K (1.28%) 0.00
Increased by 0.00%
Jul 31, 25
5 TETON Westwood Mighty Mites AAA 110.32K (1.05%) -377.00
Decreased by -0.34%
Jun 30, 25
6 Dimensional US Targeted Value ETF 106.30K (1.01%) 0.00
Increased by 0.00%
Aug 29, 25
7 Fidelity Small Cap Index 103.61K (0.99%) 1.75K
Increased by +1.69%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 102.36K (0.98%) -46.64K
Decreased by -45.57%
Jul 31, 25
9 iShares Russell 2000 Value ETF 85.56K (0.82%) 0.00
Increased by 0.00%
May 31, 25
10 DFA US Small Cap I 77.99K (0.74%) -4.64K
Decreased by -5.95%
Jul 31, 25
11 First Trust NASDAQ® Cln Edge® GrnEngyETF 75.67K (0.72%) -596.00
Decreased by -0.79%
Jan 31, 24
12 EAM Ultra Micro Cap 73.92K (0.71%) 0.00
Increased by 0.00%
Jun 30, 24
13 Dimensional US Small Cap Value ETF 67.94K (0.65%) 0.00
Increased by 0.00%
Aug 29, 25
14 DFA US Micro Cap I 62.84K (0.60%) -6.92K
Decreased by -11.00%
Jul 31, 25
15 1290 Essex Small Cap Growth I 54.22K (0.52%) 306.00
Increased by +0.56%
Jul 31, 25
16 Acuitas US Microcap Strategy 53.20K (0.51%) 0.00
Increased by 0.00%
Mar 31, 24
17 Fidelity Extended Market Index 51.77K (0.49%) -426.00
Decreased by -0.82%
Jul 31, 25
18 Vanguard Russell 2000 ETF 49.67K (0.47%) 477.00
Increased by +0.96%
May 31, 25
19 State St Russell Sm Cap® Indx SL Cl I 47.90K (0.46%) 0.00
Increased by 0.00%
May 31, 25
20 DFA US Core Equity 1 I 46.90K (0.45%) 0.00
Increased by 0.00%
Jul 31, 25