Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 ITOT 0.00%
3 VTI 0.00%
4 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 629.93K (4.82%) 9.98K
Increased by +1.58%
Dec 31, 25
2 BlackRock Inc 225.50K (1.72%) -1.88K
Decreased by -0.83%
Sep 30, 25
3 Cove Street Capital, LLC 181.86K (1.39%) 4.78K
Increased by +2.63%
Sep 30, 25
4 The Informed Momentum Company (formerly EAM Investors) 166.14K (1.27%) 0.00
Increased by 0.00%
Dec 31, 25
5 Flower City Capital 148.40K (1.13%) -83.00K
Decreased by -55.93%
Mar 31, 24
6 Geode Capital Management, LLC 139.41K (1.07%) 13.28K
Increased by +9.53%
Dec 31, 25
7 Jacob Asset Mgmt Of NY LLC 114.65K (0.88%) 10.00K
Increased by +8.72%
Sep 30, 23
8 Schmeidler A R & CO Inc 106.84K (0.82%) 106.84K
Increased by +100.00%
Dec 31, 25
9 Renaissance Technologies Corp 92.44K (0.71%) -49.96K
Decreased by -54.04%
Dec 31, 25
10 Goss Wealth Management LLC 81.74K (0.63%) 79.22K
Increased by +96.92%
Dec 31, 25
11 Dimensional Fund Advisors, Inc. 62.31K (0.48%) 9.38K
Increased by +15.05%
Dec 31, 25
12 Marshall Wace Asset Management Ltd 52.62K (0.40%) 52.62K
Increased by +100.00%
Sep 30, 25
13 Susquehanna International Group, LLP 52.11K (0.40%) 52.11K
Increased by +100.00%
Dec 31, 25
14 State Street Corp 51.51K (0.39%) 0.00
Increased by 0.00%
Sep 30, 25
15 State Street Corporation 51.51K (0.39%) 0.00
Increased by 0.00%
Mar 31, 24
16 The Goldman Sachs Group Inc 43.79K (0.33%) 17.49K
Increased by +39.95%
Sep 30, 25
17 Citadel Advisors Llc 35.01K (0.27%) -40.61K
Decreased by -115.98%
Dec 31, 25
18 Northern Trust Corp 31.00K (0.24%) 0.00
Increased by 0.00%
Sep 30, 25
19 Acadian Asset Management LLC 26.69K (0.20%) 26.69K
Increased by +100.00%
Sep 30, 25
20 Goldman Sachs Group Inc 26.30K (0.20%) 26.30K
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 426.39K (3.26%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 406.82K (3.11%) 0.00
Increased by 0.00%
Feb 28, 26
3 Fidelity® Extended Market Index 159.51K (1.22%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 134.97K (1.03%) 0.00
Increased by 0.00%
Feb 28, 26
5 Pleiades Small Cap Equity A 101.33K (0.77%) 0.00
Increased by 0.00%
Dec 31, 25
6 Jacob Discovery Fd Instl 88.65K (0.68%) 51.15K
Increased by +57.70%
Dec 31, 25
7 Fidelity Extended Market Index 66.62K (0.51%) -277.00
Decreased by -0.42%
Jan 31, 26
8 iShares Micro-Cap ETF 35.90K (0.27%) 35.90K
Increased by +100.00%
Feb 28, 26
9 Dimensional US Small Cap ETF 29.18K (0.22%) 0.00
Increased by 0.00%
Feb 27, 26
10 BlackRock Extended Mkt Composite 27.24K (0.21%) 0.00
Increased by 0.00%
Sep 30, 23
11 Blackrock Extended Mkt Fund CF 27.24K (0.21%) 0.00
Increased by 0.00%
Feb 28, 26
12 BlackRock Extended Equity Market K 23.74K (0.18%) -10.00
Decreased by -0.04%
Sep 30, 24
13 Extended Equity Market Fund K 23.37K (0.18%) 15.00
Increased by +0.06%
Dec 31, 25
14 Mandarine Global Microcap G EUR 23.00K (0.18%) -2.50K
Decreased by -10.87%
Nov 30, 25
15 Fidelity Total Market Index 22.96K (0.18%) 0.00
Increased by 0.00%
Jan 31, 26
16 DFA US Targeted Value I 21.66K (0.17%) 0.00
Increased by 0.00%
Jul 31, 25
17 NT Ext Equity Mkt Idx Fd - L 19.12K (0.15%) 0.00
Increased by 0.00%
Jun 30, 25
18 Northern Trust Extended Eq Market Idx 19.12K (0.15%) 0.00
Increased by 0.00%
Sep 30, 25
19 Fidelity® Total Market Index 19.05K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
20 IMC US Ultra Micro Cap 18.50K (0.14%) -184.17K
Decreased by -995.75%
Jan 31, 26