Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 ONEQ 0.00%
3 RSSL 0.00%
4 IWO 0.00%
5 UWM 0.00%
6 URTY 0.00%
7 IWM 0.00%
8 HDG 0.00%
9 AVSC 0.00%
10 DFAC 0.00%
11 VTHR 0.00%
12 VTI 0.00%
13 VTWG 0.00%
14 VTWO 0.00%
15 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.19M (5.76%) 14.44K
Increased by +1.22%
Sep 30, 25
2 Vanguard Group Inc 957.85K (4.65%) 81.55K
Increased by +8.51%
Dec 31, 25
3 Praetorian PR LLC 865.00K (4.20%) 52.79K
Increased by +6.10%
Mar 31, 25
4 CVI Holdings LLC 596.37K (2.89%) 596.37K
Increased by +100.00%
Jun 30, 24
5 Geode Capital Management, LLC 441.65K (2.14%) -27.79K
Decreased by -6.29%
Dec 31, 25
6 Raymond James Finl Svs Advisors, Inc. 369.44K (1.79%) 141.90K
Increased by +38.41%
Sep 30, 24
7 Dauntless Investment Group, LLC 304.92K (1.48%) 304.92K
Increased by +100.00%
Dec 31, 25
8 State Street Corp 283.83K (1.38%) 8.44K
Increased by +2.97%
Sep 30, 25
9 Susquehanna International Group, LLP 250.91K (1.22%) 93.96K
Increased by +37.45%
Dec 31, 25
10 Northern Trust Corp 189.12K (0.92%) 24.70K
Increased by +13.06%
Sep 30, 25
11 Renaissance Technologies Corp 185.80K (0.90%) 78.60K
Increased by +42.30%
Dec 31, 24
12 Rhenman Partners Asset Management AB 178.28K (0.87%) 0.00
Increased by 0.00%
Jun 30, 25
13 UBS Group AG 155.52K (0.75%) -293.70K
Decreased by -188.85%
Sep 30, 25
14 Janney Montgomery Scott LLC 140.91K (0.68%) -22.65K
Decreased by -16.07%
Mar 31, 24
15 JPMorgan Chase & Co 115.43K (0.56%) 42.33K
Increased by +36.67%
Sep 30, 25
16 Westside Investment Management, Inc. 108.95K (0.53%) 5.50K
Increased by +5.05%
Dec 31, 25
17 Citadel Advisors Llc 101.51K (0.49%) 49.31K
Increased by +48.58%
Mar 31, 25
18 Appleseed Capital 94.30K (0.46%) 10.95K
Increased by +11.61%
Mar 31, 25
19 Corton Capital Inc. 76.14K (0.37%) 55.60K
Increased by +73.02%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 75.71K (0.37%) -27.03K
Decreased by -35.70%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 490.27K (2.38%) 0.00
Increased by 0.00%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 434.27K (2.11%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 411.74K (2.00%) 411.74K
Increased by +100.00%
Feb 28, 26
4 Fidelity Small Cap Index 205.78K (1.00%) -27.61K
Decreased by -13.42%
Dec 31, 25
5 iShares Russell 2000 Growth ETF 204.05K (0.99%) 204.05K
Increased by +100.00%
Feb 28, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 196.75K (0.95%) 0.00
Increased by 0.00%
Feb 28, 26
7 Rhenman Healthcare Equity L/S RC2 SEK 178.28K (0.87%) 0.00
Increased by 0.00%
May 31, 25
8 Bridge Builder Tax Managed Sm/Md Cp 164.97K (0.80%) 164.97K
Increased by +100.00%
Jul 31, 25
9 Fidelity Extended Market Index 101.60K (0.49%) -422.00
Decreased by -0.42%
Jan 31, 26
10 Vanguard Russell 2000 ETF 100.02K (0.49%) 3.67K
Increased by +3.67%
Feb 28, 26
11 SSgA Russell Small Cap Completeness Idx 64.06K (0.31%) 0.00
Increased by 0.00%
Aug 31, 25
12 State St Russell Sm/Mid Cp® Indx NL Cl C 64.06K (0.31%) 0.00
Increased by 0.00%
Apr 30, 25
13 State St Russell Sm/Mid Cp® Indx SL Cl I 64.06K (0.31%) 0.00
Increased by 0.00%
Feb 28, 26
14 Fidelity® Extended Market Index 61.50K (0.30%) 0.00
Increased by 0.00%
Nov 30, 23
15 iShares Micro-Cap ETF 57.46K (0.28%) 31.82K
Increased by +55.37%
Feb 28, 26
16 Schwab Small Cap Index 50.25K (0.24%) 0.00
Increased by 0.00%
Feb 28, 26
17 NT R2000 Index Fund - NL 48.90K (0.24%) -2.42K
Decreased by -4.96%
Dec 31, 25
18 Blackrock Extended Mkt Fund CF 44.82K (0.22%) 0.00
Increased by 0.00%
Feb 28, 26
19 State St Russell Sm Cap® Indx SL Cl I 41.90K (0.20%) 0.00
Increased by 0.00%
Feb 28, 26
20 NT R2000 Index Fund - DC - NL - 3 38.95K (0.19%) -1.50K
Decreased by -3.85%
Dec 31, 25