Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VFMO 0.08%
2 IWC 0.04%
3 VTWG 0.02%
4 IWO 0.01%
5 VTWO 0.01%
6 IWM 0.01%
7 DFUS 0.00%
8 DFAC 0.00%
9 VXF 0.00%
10 VTHR 0.00%
11 VTI 0.00%
12 DCOR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Philadelphia Financial Mgmt Of San Franc 1.21M (10.43%) 351.92K
Increased by +29.09%
Dec 31, 25
2 Vanguard Group Inc 682.14K (5.88%) 33.22K
Increased by +4.87%
Dec 31, 25
3 BlackRock Inc 642.15K (5.54%) 65.59K
Increased by +10.21%
Sep 30, 25
4 Geode Capital Management, LLC 278.04K (2.40%) 26.71K
Increased by +9.61%
Sep 30, 25
5 State Street Corp 236.38K (2.04%) 89.04K
Increased by +37.67%
Sep 30, 25
6 Millennium Management LLC 226.75K (1.96%) 226.75K
Increased by +100.00%
Sep 30, 25
7 Northern Trust Corp 97.75K (0.84%) 13.47K
Increased by +13.78%
Sep 30, 25
8 Renaissance Technologies Corp 93.90K (0.81%) 70.21K
Increased by +74.78%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 89.95K (0.78%) -7.14K
Decreased by -7.94%
Sep 30, 25
10 UBS Group AG 65.24K (0.56%) 44.57K
Increased by +68.32%
Sep 30, 25
11 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 60.91K (0.53%) 5.19K
Increased by +8.52%
Sep 30, 25
12 Citadel Advisors Llc 51.54K (0.44%) 40.74K
Increased by +79.04%
Sep 30, 25
13 Prospera Financial Services Inc 46.75K (0.40%) -2.65K
Decreased by -5.67%
Sep 30, 25
14 The Informed Momentum Company (formerly EAM Investors) 44.97K (0.39%) 44.97K
Increased by +100.00%
Dec 31, 25
15 The Goldman Sachs Group Inc 40.98K (0.35%) 40.98K
Increased by +100.00%
Sep 30, 25
16 Charles Schwab Investment Management Inc 37.58K (0.32%) -314.00
Decreased by -0.84%
Dec 31, 25
17 Squarepoint Ops LLC 36.79K (0.32%) 25.50K
Increased by +69.31%
Mar 31, 25
18 Commonwealth Equity Services Inc 31.00K (0.27%) 31.00K
Increased by +100.00%
Dec 31, 24
19 Susquehanna International Group, LLP 29.68K (0.26%) 12.56K
Increased by +42.33%
Jun 30, 25
20 OCCUDO QUANTITATIVE STRATEGIES LP 29.55K (0.25%) -3.85K
Decreased by -13.03%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 361.02K (3.11%) 38.90K
Increased by +10.78%
Jan 31, 26
2 iShares Russell 2000 ETF 306.46K (2.64%) 306.46K
Increased by +100.00%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 228.63K (1.97%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 136.49K (1.18%) 4.97K
Increased by +3.64%
Jan 31, 26
5 OCM Gold Investor 130.00K (1.12%) 0.00
Increased by 0.00%
Jan 31, 26
6 Fidelity Small Cap Index 116.99K (1.01%) -7.40K
Decreased by -6.32%
Dec 31, 25
7 iShares Russell 2000 Growth ETF 102.26K (0.88%) 102.26K
Increased by +100.00%
Feb 28, 26
8 State St Russell Sm/Mid Cp® Indx SL Cl I 75.20K (0.65%) 0.00
Increased by 0.00%
Jan 31, 26
9 Fidelity Extended Market Index 68.01K (0.59%) -283.00
Decreased by -0.42%
Jan 31, 26
10 Vanguard Russell 2000 ETF 56.59K (0.49%) -1.89K
Decreased by -3.34%
Jan 31, 26
11 IMC US Ultra Micro Cap 54.75K (0.47%) 0.00
Increased by 0.00%
Jan 31, 26
12 Vanguard US Momentum Factor ETF 49.85K (0.43%) 15.03K
Increased by +30.14%
Dec 31, 25
13 Goldman Sachs Small Cap Eq Insghts Instl 45.72K (0.39%) 45.72K
Increased by +100.00%
Oct 31, 25
14 Fidelity® Extended Market Index 44.36K (0.38%) 0.00
Increased by 0.00%
Nov 30, 23
15 State St Russell Sm Cap® Indx SL Cl I 38.50K (0.33%) 0.00
Increased by 0.00%
Feb 28, 26
16 AWEA Goldminen – A 38.46K (0.33%) 38.46K
Increased by +100.00%
Dec 31, 25
17 Blackrock Extended Mkt Fund CF 38.19K (0.33%) 38.19K
Increased by +100.00%
Jan 31, 26
18 Extended Equity Market Fund K 32.75K (0.28%) 9.81K
Increased by +29.94%
Dec 31, 25
19 iShares Micro-Cap ETF 31.60K (0.27%) 13.19K
Increased by +41.76%
Feb 28, 26
20 Schwab Small Cap Index 30.31K (0.26%) 0.00
Increased by 0.00%
Jan 31, 26