Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 0.31%
2 JSML 0.03%
3 IWC 0.02%
4 VTWG 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 BlackRock Inc 695.92K (6.40%) -6.00K
Decreased by -0.86%
Mar 31, 25
2 Vanguard Group Inc 584.63K (5.37%) -8.48K
Decreased by -1.45%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 328.38K (3.02%) 21.76K
Increased by +6.63%
Mar 31, 25
4 Geode Capital Management, LLC 252.13K (2.32%) 9.96K
Increased by +3.95%
Mar 31, 25
5 State Street Corp 165.01K (1.52%) 1.50K
Increased by +0.91%
Mar 31, 25
6 American Century Companies Inc 90.77K (0.83%) 75.93K
Increased by +83.65%
Mar 31, 24
7 Northern Trust Corp 83.89K (0.77%) -3.72K
Decreased by -4.43%
Mar 31, 25
8 EAM Investors, LLC 81.59K (0.75%) -86.47K
Decreased by -105.98%
Dec 31, 23
9 New York State Common Retirement Fund 68.90K (0.63%) 13.20K
Increased by +19.16%
Jun 30, 24
10 Susquehanna International Group, LLP 68.81K (0.63%) 36.45K
Increased by +52.97%
Mar 31, 25
11 Calamos Advisors LLC 62.86K (0.58%) 62.86K
Increased by +100.00%
Mar 31, 24
12 UBS Group AG 60.65K (0.56%) 3.60K
Increased by +5.94%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 58.34K (0.54%) -16.87K
Decreased by -28.92%
Mar 31, 25
14 Perritt Capital Management Inc. 58.26K (0.54%) 18.26K
Increased by +31.35%
Mar 31, 25
15 Renaissance Technologies Corp 56.60K (0.52%) -51.20K
Decreased by -90.46%
Mar 31, 25
16 Essex Investment Management Company, LLC 54.33K (0.50%) 0.00
Increased by 0.00%
Mar 31, 24
17 Marshall Wace Asset Management Ltd 54.12K (0.50%) -8.34K
Decreased by -15.42%
Sep 30, 24
18 Millennium Management LLC 50.82K (0.47%) -10.48K
Decreased by -20.63%
Jun 30, 24
19 Resona Asset Management Co., Ltd. 46.58K (0.43%) 46.58K
Increased by +100.00%
Dec 31, 24
20 AQR Capital Management LLC 46.20K (0.42%) -130.12K
Decreased by -281.61%
Dec 31, 24

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%
May 31, 25
2 Vanguard US Total Market Shares ETF 332.42K (3.06%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 280.25K (2.58%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 163.69K (1.50%) 0.00
Increased by 0.00%
May 31, 25
5 Timpani Small Cap Growth Equity 159.59K (1.47%) 159.59K
Increased by +100.00%
Mar 31, 24
6 Calamos Timpani Small Cap Growth I 111.51K (1.02%) -48.08K
Decreased by -43.12%
May 31, 24
7 Fidelity Small Cap Index 110.78K (1.02%) 3.27K
Increased by +2.95%
Mar 31, 25
8 iShares Russell 2000 Growth ETF 90.39K (0.83%) 0.00
Increased by 0.00%
May 31, 25
9 Auer Growth 59.00K (0.54%) 0.00
Increased by 0.00%
Mar 31, 24
10 Fidelity Extended Market Index 58.96K (0.54%) -563.00
Decreased by -0.95%
Apr 30, 25
11 Vanguard Russell 2000 ETF 58.59K (0.54%) 6.03K
Increased by +10.30%
May 31, 25
12 Perritt MicroCap Opportunities Investor 58.26K (0.54%) 18.26K
Increased by +31.35%
Mar 31, 25
13 Fidelity® Extended Market Index 58.18K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
14 Palisades Small Cap Core 55.70K (0.51%) 0.00
Increased by 0.00%
Jun 30, 24
15 State St Russell Sm Cap® Indx SL Cl I 53.10K (0.49%) 0.00
Increased by 0.00%
May 31, 25
16 DFA US Targeted Value I 52.04K (0.48%) 0.00
Increased by 0.00%
Apr 30, 25
17 DFA US Small Cap Value I 47.85K (0.44%) 0.00
Increased by 0.00%
Apr 30, 25
18 Pleiades Small Cap Equity A 44.31K (0.41%) -863.00
Decreased by -1.95%
Dec 31, 23
19 Dimensional US Small Cap Value ETF 42.45K (0.39%) 0.00
Increased by 0.00%
May 30, 25
20 Dimensional US Targeted Value ETF 41.19K (0.38%) 0.00
Increased by 0.00%
May 30, 25