Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QCLN 0.08%
2 IWC 0.02%
3 CCSO 0.01%
4 GSSC 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 (10.37%) 1.01K
Increased by +0.09%
Jun 30, 25
2 Dimensional Fund Advisors, Inc. 1.02M (9.67%) -20.09K
Decreased by -1.97%
Jun 30, 25
3 BlackRock Inc 638.82K (6.06%) -16.82K
Decreased by -2.63%
Mar 31, 25
4 Vanguard Group Inc 505.63K (4.80%) -69.97K
Decreased by -13.84%
Jun 30, 25
5 Janney Montgomery Scott LLC 446.25K (4.24%) 5.00K
Increased by +1.12%
Jun 30, 25
6 Renaissance Technologies Corp 298.79K (2.84%) 42.70K
Increased by +14.29%
Mar 31, 25
7 Essex Investment Management Company, LLC 238.88K (2.27%) 238.88K
Increased by +100.00%
Jun 30, 25
8 Geode Capital Management, LLC 238.62K (2.26%) 5.04K
Increased by +2.11%
Mar 31, 25
9 Acadian Asset Management LLC 172.94K (1.64%) 172.94K
Increased by +100.00%
Mar 31, 25
10 Connor Clark & Lunn Inv Mgmt Ltd 145.78K (1.38%) -22.98K
Decreased by -15.76%
Jun 30, 25
11 State Street Corp 126.59K (1.20%) 0.00
Increased by 0.00%
Mar 31, 25
12 Teton Advisors Inc 110.20K (1.05%) -500.00
Decreased by -0.45%
Jun 30, 25
13 First Trust Advisors L.P. 81.67K (0.78%) -3.86K
Decreased by -4.73%
Dec 31, 23
14 Millennium Management LLC 81.26K (0.77%) -8.22K
Decreased by -10.11%
Mar 31, 25
15 Northern Trust Corp 79.21K (0.75%) -8.42K
Decreased by -10.64%
Mar 31, 25
16 Citadel Advisors Llc 76.19K (0.72%) 23.48K
Increased by +30.82%
Mar 31, 25
17 Two Sigma Advisers, LLC 74.70K (0.71%) -10.90K
Decreased by -14.59%
Mar 31, 24
18 EAM Investors, LLC 73.92K (0.70%) 73.92K
Increased by +100.00%
Jun 30, 24
19 JPMorgan Chase & Co 68.95K (0.65%) -25.96K
Decreased by -37.66%
Dec 31, 24
20 Clarivest Asset Management LLC 66.66K (0.63%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 348.05K (3.30%) 0.00
Increased by 0.00%
Jun 30, 25
2 DFA US Small Cap Value I 226.96K (2.15%) 0.00
Increased by 0.00%
Jun 30, 25
3 iShares Russell 2000 ETF 213.43K (2.03%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 149.00K (1.41%) 0.00
Increased by 0.00%
Jun 30, 25
5 DFA US Targeted Value I 133.97K (1.27%) 0.00
Increased by 0.00%
Jun 30, 25
6 TETON Westwood Mighty Mites AAA 110.70K (1.05%) -300.00
Decreased by -0.27%
Mar 31, 25
7 Dimensional US Targeted Value ETF 106.09K (1.01%) 294.00
Increased by +0.28%
Jul 31, 25
8 Fidelity Small Cap Index 103.61K (0.98%) 1.75K
Increased by +1.69%
May 31, 25
9 iShares Russell 2000 Value ETF 85.56K (0.81%) 0.00
Increased by 0.00%
May 31, 25
10 DFA US Small Cap I 82.64K (0.78%) 0.00
Increased by 0.00%
Jun 30, 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 (0.70%) 0.00
Increased by 0.00%
Jun 30, 24
13 DFA US Micro Cap I 69.76K (0.66%) -2.11K
Decreased by -3.02%
Jun 30, 25
14 Dimensional US Small Cap Value ETF 67.94K (0.64%) 0.00
Increased by 0.00%
Jul 31, 25
15 1290 Essex Small Cap Growth I 53.92K (0.51%) 50.70K
Increased by +94.04%
Jun 30, 25
16 Acuitas US Microcap Strategy 53.20K (0.50%) 0.00
Increased by 0.00%
Mar 31, 24
17 Fidelity Extended Market Index 52.20K (0.50%) -136.00
Decreased by -0.26%
Jun 30, 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 (0.45%) 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%
Jun 30, 25