Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 521.68K (4.77%) 12.21K
Increased by +2.34%
Dec 31, 25
2 Vanguard Capital Management, LLC 445.58K (4.08%) 445.58K
Increased by +100.00%
Mar 31, 26
3 Dimensional Fund Advisors, Inc. 331.46K (3.03%) 7.41K
Increased by +2.23%
Mar 31, 26
4 Marshall Wace Asset Management Ltd 143.72K (1.32%) 20.92K
Increased by +14.55%
Sep 30, 25
5 BlackRock Inc 127.05K (1.16%) 2.51K
Increased by +1.97%
Mar 31, 26
6 Archon Capital Management LLC 123.27K (1.13%) 123.27K
Increased by +100.00%
Mar 31, 26
7 Geode Capital Management, LLC 117.32K (1.07%) -5.13K
Decreased by -4.37%
Mar 31, 26
8 Millennium Management LLC 103.36K (0.95%) -12.84K
Decreased by -12.42%
Mar 31, 26
9 American Century Companies Inc 90.77K (0.83%) 75.93K
Increased by +83.65%
Mar 31, 24
10 EAM Investors, LLC 81.59K (0.75%) -86.47K
Decreased by -105.98%
Dec 31, 23
11 New York State Common Retirement Fund 68.90K (0.63%) 13.20K
Increased by +19.16%
Jun 30, 24
12 Goldman Sachs Group Inc 68.89K (0.63%) 25.78K
Increased by +37.43%
Jun 30, 25
13 Citadel Advisors Llc 68.06K (0.62%) 35.96K
Increased by +52.83%
Dec 31, 25
14 Calamos Advisors LLC 62.86K (0.58%) 62.86K
Increased by +100.00%
Mar 31, 24
15 Vanguard Fiduciary Trust Co 62.75K (0.57%) 62.75K
Increased by +100.00%
Mar 31, 26
16 United Advisor Group LLC 61.66K (0.56%) 7.96K
Increased by +12.91%
Mar 31, 26
17 Susquehanna International Group, LLP 58.88K (0.54%) 16.15K
Increased by +27.43%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 58.34K (0.53%) -16.87K
Decreased by -28.92%
Mar 31, 25
19 Perritt Capital Management Inc. 58.26K (0.53%) 0.00
Increased by 0.00%
Sep 30, 25
20 Sentinus, LLC 58.26K (0.53%) 58.26K
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 332.42K (3.04%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 324.29K (2.97%) 0.00
Increased by 0.00%
Apr 30, 26
3 Timpani Small Cap Growth Equity 159.59K (1.46%) 159.59K
Increased by +100.00%
Mar 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 126.85K (1.16%) 14.39K
Increased by +11.35%
Apr 30, 26
5 Fidelity Small Cap Index 114.00K (1.04%) 3.38K
Increased by +2.97%
May 31, 25
6 Calamos Timpani Small Cap Growth I 111.51K (1.02%) -48.08K
Decreased by -43.12%
May 31, 24
7 DFA US Small Cap Value I 100.56K (0.92%) 9.23K
Increased by +9.18%
Apr 30, 26
8 Auer Growth 59.00K (0.54%) 0.00
Increased by 0.00%
Mar 31, 24
9 Vanguard Russell 2000 ETF 58.59K (0.54%) 6.03K
Increased by +10.30%
May 31, 25
10 Perritt MicroCap Opportunities Investor 58.26K (0.53%) 0.00
Increased by 0.00%
Dec 31, 25
11 Fidelity® Extended Market Index 58.18K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
12 Palisades Small Cap Core 55.70K (0.51%) 0.00
Increased by 0.00%
Jun 30, 24
13 iShares Russell 2000 ETF 55.68K (0.51%) -12.37K
Decreased by -22.21%
Jun 30, 25
14 State St Russell Sm Cap® Indx SL Cl I 53.10K (0.49%) 0.00
Increased by 0.00%
May 31, 25
15 Fidelity Extended Market Index 48.66K (0.45%) -178.00
Decreased by -0.37%
Apr 30, 26
16 Pleiades Small Cap Equity A 44.31K (0.41%) -863.00
Decreased by -1.95%
Dec 31, 23
17 DFA US Targeted Value I 38.88K (0.36%) 0.00
Increased by 0.00%
Apr 30, 26
18 Dimensional US Small Cap Value ETF 36.50K (0.33%) 0.00
Increased by 0.00%
May 29, 26
19 State St Russell Sm/Mid Cp® Indx NL Cl C 36.05K (0.33%) 0.00
Increased by 0.00%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 36.05K (0.33%) 0.00
Increased by 0.00%
May 31, 25