Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 0.31%
2 JSML 0.03%
3 IWC 0.01%
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 Vanguard Group Inc 509.47K (4.68%) -75.16K
Decreased by -14.75%
Jun 30, 25
2 Dimensional Fund Advisors, Inc. 318.89K (2.93%) -9.49K
Decreased by -2.98%
Jun 30, 25
3 BlackRock Inc 229.99K (2.11%) -465.93K
Decreased by -202.59%
Jun 30, 25
4 Millennium Management LLC 139.30K (1.28%) 139.30K
Increased by +100.00%
Jun 30, 25
5 Marshall Wace Asset Management Ltd 122.80K (1.13%) 122.80K
Increased by +100.00%
Jun 30, 25
6 Geode Capital Management, LLC 119.27K (1.10%) -132.87K
Decreased by -111.40%
Jun 30, 25
7 American Century Companies Inc 90.77K (0.83%) 75.93K
Increased by +83.65%
Mar 31, 24
8 Susquehanna International Group, LLP 89.69K (0.82%) 20.88K
Increased by +23.28%
Jun 30, 25
9 EAM Investors, LLC 81.59K (0.75%) -86.47K
Decreased by -105.98%
Dec 31, 23
10 New York State Common Retirement Fund 68.90K (0.63%) 13.20K
Increased by +19.16%
Jun 30, 24
11 Goldman Sachs Group Inc 68.89K (0.63%) 25.78K
Increased by +37.43%
Jun 30, 25
12 Calamos Advisors LLC 62.86K (0.58%) 62.86K
Increased by +100.00%
Mar 31, 24
13 UBS Group AG 60.65K (0.56%) 3.60K
Increased by +5.94%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 58.34K (0.54%) -16.87K
Decreased by -28.92%
Mar 31, 25
15 Perritt Capital Management Inc. 58.26K (0.54%) 0.00
Increased by 0.00%
Jun 30, 25
16 Essex Investment Management Company, LLC 54.33K (0.50%) 0.00
Increased by 0.00%
Mar 31, 24
17 Jane Street Group LLC 48.29K (0.44%) 48.29K
Increased by +100.00%
Jun 30, 25
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 US Total Market Shares ETF 332.42K (3.05%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 325.31K (2.99%) -7.11K
Decreased by -2.19%
Jul 31, 25
3 Timpani Small Cap Growth Equity 159.59K (1.47%) 159.59K
Increased by +100.00%
Mar 31, 24
4 Fidelity Small Cap Index 114.00K (1.05%) 3.38K
Increased by +2.97%
May 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 112.45K (1.03%) -51.24K
Decreased by -45.57%
Jul 31, 25
6 Calamos Timpani Small Cap Growth I 111.51K (1.02%) -48.08K
Decreased by -43.12%
May 31, 24
7 Auer Growth 59.00K (0.54%) 0.00
Increased by 0.00%
Mar 31, 24
8 Vanguard Russell 2000 ETF 58.59K (0.54%) 6.03K
Increased by +10.30%
May 31, 25
9 Perritt MicroCap Opportunities Investor 58.26K (0.54%) 0.00
Increased by 0.00%
Jun 30, 25
10 Fidelity® Extended Market Index 58.18K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Extended Market Index 58.07K (0.53%) -477.00
Decreased by -0.82%
Jul 31, 25
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 DFA US Targeted Value I 52.04K (0.48%) 0.00
Increased by 0.00%
Jul 31, 25
16 DFA US Small Cap Value I 47.85K (0.44%) 0.00
Increased by 0.00%
Jul 31, 25
17 Pleiades Small Cap Equity A 44.31K (0.41%) -863.00
Decreased by -1.95%
Dec 31, 23
18 Dimensional US Small Cap Value ETF 42.45K (0.39%) 0.00
Increased by 0.00%
Aug 29, 25
19 Dimensional US Targeted Value ETF 41.45K (0.38%) 0.00
Increased by 0.00%
Aug 29, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 36.05K (0.33%) 0.00
Increased by 0.00%
Apr 30, 25