Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 DFAT 0.00%
3 DFAC 0.00%
4 VTI 0.00%
5 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Canada Pension Plan Investment Board 7.50M (817.95%) 0.00
Increased by 0.00%
Jun 30, 25
2 Institutional Venture Management XV, LLC 3.77M (411.55%) 0.00
Increased by 0.00%
Jun 30, 25
3 Institutional Venture Management XVI, LLC 3.77M (411.55%) 0.00
Increased by 0.00%
Jun 30, 25
4 Principal Financial Group Inc 1.61M (176.05%) -119.70K
Decreased by -7.41%
Jun 30, 25
5 Ameriprise Financial Inc 1.39M (152.03%) -69.70K
Decreased by -5.00%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 1.02M (111.44%) 1.02M
Increased by +100.00%
Jun 30, 25
7 Vanguard Group Inc 766.69K (83.61%) -24.77K
Decreased by -3.23%
Jun 30, 25
8 Citadel Advisors Llc 234.99K (25.63%) 181.12K
Increased by +77.08%
Jun 30, 25
9 Awm Investment Company Inc 200.00K (21.81%) 0.00
Increased by 0.00%
Mar 31, 24
10 Geode Capital Management, LLC 175.29K (19.12%) -5.85K
Decreased by -3.34%
Jun 30, 25
11 Retirement Systems of Alabama 116.98K (12.76%) 0.00
Increased by 0.00%
Jun 30, 25
12 Paradigm Capital Management, Inc. 80.00K (8.72%) 0.00
Increased by 0.00%
Sep 30, 23
13 BB&T Corp. 61.70K (6.73%) 0.00
Increased by 0.00%
Jun 30, 25
14 Turtle Creek Asset Management Inc. 55.00K (6.00%) 0.00
Increased by 0.00%
Mar 31, 25
15 Renaissance Technologies Corp 54.00K (5.89%) 6.00K
Increased by +11.11%
Jun 30, 25
16 SWEENEY & MICHEL, LLC 51.06K (5.57%) 0.00
Increased by 0.00%
Mar 31, 25
17 Susquehanna International Group, LLP 43.35K (4.73%) 2.39K
Increased by +5.52%
Mar 31, 25
18 Bank of New York Mellon Corp 37.93K (4.14%) 1.51K
Increased by +3.99%
Sep 30, 23
19 Virtu Financial LLC 33.98K (3.71%) 33.98K
Increased by +100.00%
Dec 31, 23
20 Victory Capital Management Inc. 32.86K (3.58%) 32.86K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Small Cap Value I 943.12K (102.86%) -23.52K
Decreased by -2.49%
Mar 31, 25
2 Columbia Small Cap Value I A 943.12K (102.86%) -53.32K
Decreased by -5.65%
Mar 31, 25
3 Principal U.S. Small Cap Equity 390.63K (42.60%) 0.00
Increased by 0.00%
Jun 30, 25
4 Columbia VP Small Cap Value 1 259.85K (28.34%) -14.66K
Decreased by -5.64%
Mar 31, 25
5 Bridgeway Ultra-Small Company Market 112.90K (12.31%) 0.00
Increased by 0.00%
Dec 31, 24
6 Fidelity® Extended Market Index 88.76K (9.68%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Total Stock Mkt Idx Inv 41.25K (4.50%) -896.00
Decreased by -2.17%
Jul 31, 25
8 Principal U.S. Small Cap Select Equity 37.20K (4.06%) 0.00
Increased by 0.00%
Jun 30, 25
9 IST America Small Mid Caps Kat III 36.79K (4.01%) 3.00
Increased by +0.01%
Jun 30, 25
10 IST America Small Mid Caps II 36.79K (4.01%) -26.00
Decreased by -0.07%
Mar 31, 25
11 iShares Micro-Cap ETF 35.54K (3.88%) 0.00
Increased by 0.00%
May 31, 25
12 Principal U.S. Small Cap Select Value Eq 33.40K (3.64%) 0.00
Increased by 0.00%
Mar 31, 25
13 Principal SmallCap R5 26.04K (2.84%) 3.00
Increased by +0.01%
Jul 31, 25
14 Bridgeway Omni Small-Cap Value N 25.00K (2.73%) 0.00
Increased by 0.00%
Jun 30, 25
15 Fidelity Series Total Market Index 22.38K (2.44%) 0.00
Increased by 0.00%
Jun 30, 25
16 Northern Trust Extended Eq Market Idx 18.32K (2.00%) 10.77K
Increased by +58.80%
Sep 30, 23
17 Principal SMA Small Cap Select Equity 18.16K (1.98%) -263.00
Decreased by -1.45%
Jun 30, 25
18 Fidelity Nasdaq Composite Index 17.48K (1.91%) 0.00
Increased by 0.00%
Jun 30, 25
19 Vanguard Balanced Index Inv 15.11K (1.65%) 0.00
Increased by 0.00%
May 31, 25
20 Spartan Extended Market Index Pool F 14.68K (1.60%) 0.00
Increased by 0.00%
Jun 30, 25