Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PRFZ 0.03%
2 RFLR 0.02%
3 IWC 0.01%
4 VCR 0.01%
5 RSSL 0.01%
6 UWM 0.01%
7 SCHA 0.01%
8 URTY 0.01%
9 IWO 0.00%
10 AVSC 0.00%
11 IWM 0.00%
12 IWN 0.00%
13 HDG 0.00%
14 SCHB 0.00%
15 VTWO 0.00%
16 VTWV 0.00%
17 RYLD 0.00%
18 VXF 0.00%
19 VTHR 0.00%
20 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Founders Circle Capital LLC 7.94M (7.63%) 0.00
Increased by 0.00%
Sep 30, 24
2 BlackRock Inc 7.25M (6.96%) -1.28M
Decreased by -17.71%
Jun 30, 25
3 Vanguard Group Inc 6.88M (6.61%) 213.74K
Increased by +3.11%
Jun 30, 25
4 Capital Research Global Investors 4.50M (4.32%) 0.00
Increased by 0.00%
Dec 31, 23
5 Potrero Capital Research, LLC 4.35M (4.18%) -2.30M
Decreased by -52.77%
Jun 30, 25
6 Archon Capital Management LLC 3.93M (3.77%) 978.43K
Increased by +24.92%
Sep 30, 23
7 Geode Capital Management, LLC 2.68M (2.57%) -160.96K
Decreased by -6.01%
Jun 30, 25
8 State Street Corp 2.47M (2.37%) -37.79K
Decreased by -1.53%
Jun 30, 25
9 State Street Corporation 2.23M (2.14%) 126.73K
Increased by +5.68%
Mar 31, 24
10 Kent Lake Capital LLC 2.00M (1.92%) 2.00M
Increased by +100.00%
Sep 30, 23
11 Prescott Group Capital Management LLC 1.97M (1.90%) 1.82M
Increased by +92.00%
Jun 30, 25
12 Shay Capital LLC 1.81M (1.74%) 1.61M
Increased by +89.06%
Jun 30, 25
13 Tenzing Global Management LLC 1.80M (1.73%) 1.80M
Increased by +100.00%
Mar 31, 24
14 Fuller & Thaler Asset Management Inc 1.72M (1.65%) -66.08K
Decreased by -3.85%
Sep 30, 23
15 Arrowstreet Capital Limited Partnership 1.69M (1.63%) 230.13K
Increased by +13.60%
Jun 30, 25
16 JPMorgan Chase & Co 1.45M (1.39%) 933.50K
Increased by +64.54%
Dec 31, 24
17 Citadel Advisors Llc 1.03M (0.99%) 821.16K
Increased by +79.66%
Dec 31, 24
18 Northern Trust Corp 907.53K (0.87%) -103.81K
Decreased by -11.44%
Jun 30, 25
19 Charles Schwab Investment Management Inc 874.76K (0.84%) -39.09K
Decreased by -4.47%
Jun 30, 25
20 Morgan Stanley - Brokerage Accounts 859.09K (0.83%) 65.97K
Increased by +7.68%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 4.50M (4.32%) 0.00
Increased by 0.00%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 4.00M (3.84%) -88.20K
Decreased by -2.21%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 3.62M (3.47%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 2.74M (2.63%) 0.00
Increased by 0.00%
Aug 31, 25
5 Fuller & Thaler Behavrl Micro-Cap Core 1.72M (1.65%) 0.00
Increased by 0.00%
Sep 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 1.31M (1.26%) -598.29K
Decreased by -45.57%
Jul 31, 25
7 Fidelity® Small Cap Index 1.27M (1.22%) 0.00
Increased by 0.00%
Oct 31, 23
8 Fidelity Small Cap Index 1.10M (1.05%) -206.23K
Decreased by -18.80%
Jun 30, 25
9 Morgan Stanley Inception 865.43K (0.83%) 18.91K
Increased by +2.18%
Sep 30, 23
10 Morgan Stanley Inst Inception I 842.61K (0.81%) -3.92K
Decreased by -0.47%
Sep 30, 23
11 Fidelity Extended Market Index 652.88K (0.63%) -5.37K
Decreased by -0.82%
Jul 31, 25
12 State St Russell Sm/Mid Cp® Indx NL Cl C 635.43K (0.61%) 0.00
Increased by 0.00%
Apr 30, 25
13 State St Russell Sm/Mid Cp® Indx SL Cl I 635.43K (0.61%) 0.00
Increased by 0.00%
Jul 31, 25
14 iShares Russell 2000 Growth ETF 620.35K (0.60%) 0.00
Increased by 0.00%
Aug 31, 25
15 Fidelity® Extended Market Index 559.87K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
16 Schwab US Small-Cap ETF™ 552.94K (0.53%) 1.40K
Increased by +0.25%
Aug 30, 25
17 Vanguard Russell 2000 ETF 514.49K (0.49%) -28.95K
Decreased by -5.63%
Jul 31, 25
18 Vanguard Consumer Discretionary ETF 495.09K (0.48%) 1.01K
Increased by +0.20%
Apr 30, 24
19 EAM Ultra Micro Cap 486.59K (0.47%) 0.00
Increased by 0.00%
Sep 30, 24
20 State St Russell Sm Cap® Indx SL Cl I 442.61K (0.43%) 0.00
Increased by 0.00%
Aug 31, 25