Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 0.31%
2 JSML 0.03%
3 IWC 0.01%
4 JSMD 0.01%
5 DFSV 0.01%
6 AVUV 0.01%
7 IWO 0.00%
8 RSSL 0.00%
9 DFAT 0.00%
10 UWM 0.00%
11 IWM 0.00%
12 DFAS 0.00%
13 URTY 0.00%
14 AVSC 0.00%
15 HDG 0.00%
16 DFAC 0.00%
17 DFUS 0.00%
18 VTHR 0.00%
19 VTI 0.00%
20 VTWG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 701.92K (6.45%) 12.97K
Increased by +1.85%
Dec 31, 24
2 Vanguard Group Inc 593.10K (5.45%) 2.70K
Increased by +0.46%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 306.62K (2.82%) 74.22K
Increased by +24.20%
Dec 31, 24
4 Geode Capital Management, LLC 242.17K (2.23%) 4.97K
Increased by +2.05%
Dec 31, 24
5 State Street Corp 163.51K (1.50%) -500.00
Decreased by -0.31%
Dec 31, 24
6 Renaissance Technologies Corp 107.80K (0.99%) -15.51K
Decreased by -14.38%
Dec 31, 24
7 American Century Companies Inc 90.77K (0.83%) 75.93K
Increased by +83.65%
Mar 31, 24
8 Northern Trust Corp 87.60K (0.81%) 4.00K
Increased by +4.57%
Dec 31, 24
9 EAM Investors, LLC 81.59K (0.75%) -86.47K
Decreased by -105.98%
Dec 31, 23
10 Morgan Stanley - Brokerage Accounts 75.22K (0.69%) 7.42K
Increased by +9.86%
Dec 31, 24
11 New York State Common Retirement Fund 68.90K (0.63%) 13.20K
Increased by +19.16%
Jun 30, 24
12 Calamos Advisors LLC 62.86K (0.58%) 62.86K
Increased by +100.00%
Mar 31, 24
13 UBS Group AG 57.05K (0.52%) 49.18K
Increased by +86.21%
Dec 31, 24
14 Essex Investment Management Company, LLC 54.33K (0.50%) 0.00
Increased by 0.00%
Mar 31, 24
15 Goldman Sachs Group Inc 54.25K (0.50%) 38.07K
Increased by +70.18%
Dec 31, 24
16 Marshall Wace Asset Management Ltd 54.12K (0.50%) -8.34K
Decreased by -15.42%
Sep 30, 24
17 Millennium Management LLC 50.82K (0.47%) -10.48K
Decreased by -20.63%
Jun 30, 24
18 Resona Asset Management Co., Ltd. 46.58K (0.43%) 46.58K
Increased by +100.00%
Dec 31, 24
19 AQR Capital Management LLC 46.20K (0.42%) -130.12K
Decreased by -281.61%
Dec 31, 24
20 Acadian Asset Management LLC 45.94K (0.42%) 45.94K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 332.42K (3.06%) 0.00
Increased by 0.00%
Feb 28, 25
2 iShares Russell 2000 ETF 296.75K (2.73%) -2.58K
Decreased by -0.87%
Mar 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 163.69K (1.50%) 0.00
Increased by 0.00%
Feb 28, 25
4 Timpani Small Cap Growth Equity 159.59K (1.47%) 159.59K
Increased by +100.00%
Mar 31, 24
5 Calamos Timpani Small Cap Growth I 111.51K (1.03%) -48.08K
Decreased by -43.12%
May 31, 24
6 Fidelity Small Cap Index 107.52K (0.99%) -2.01K
Decreased by -1.87%
Jan 31, 25
7 iShares Russell 2000 Growth ETF 92.94K (0.85%) -444.00
Decreased by -0.48%
Mar 31, 25
8 Auer Growth 59.00K (0.54%) 0.00
Increased by 0.00%
Mar 31, 24
9 Fidelity® Extended Market Index 58.18K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Extended Market Index 57.62K (0.53%) -367.00
Decreased by -0.64%
Feb 28, 25
11 Palisades Small Cap Core 55.70K (0.51%) 0.00
Increased by 0.00%
Jun 30, 24
12 State St Russell Sm Cap® Indx SL Cl I 53.10K (0.49%) 0.00
Increased by 0.00%
Feb 28, 25
13 Vanguard Russell 2000 ETF 48.47K (0.45%) 1.14K
Increased by +2.36%
Feb 28, 25
14 DFA US Small Cap Value I 47.85K (0.44%) 0.00
Increased by 0.00%
Feb 28, 25
15 Pleiades Small Cap Equity A 44.31K (0.41%) -863.00
Decreased by -1.95%
Dec 31, 23
16 Dimensional US Small Cap Value ETF 42.45K (0.39%) 0.00
Increased by 0.00%
Mar 31, 25
17 Dimensional US Targeted Value ETF 40.95K (0.38%) 0.00
Increased by 0.00%
Mar 31, 25
18 Perritt MicroCap Opportunities Investor 40.00K (0.37%) 40.00K
Increased by +100.00%
Dec 31, 24
19 DFA US Targeted Value I 37.52K (0.34%) 4.28K
Increased by +11.41%
Feb 28, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 36.05K (0.33%) 0.00
Increased by 0.00%
Feb 28, 25