Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.91%
2 PEJ 2.70%
3 HERO 0.69%
4 CSML 0.20%
5 SMLV 0.14%
6 QSML 0.14%
7 SCDS 0.14%
8 EES 0.10%
9 AVSC 0.08%
10 VTWG 0.05%
11 IWO 0.05%
12 VCR 0.04%
13 FDIS 0.03%
14 PKW 0.03%
15 PRFZ 0.03%
16 JKL 0.02%
17 ISCV 0.02%
18 PSC 0.02%
19 IWM 0.02%
20 RSSL 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Darlington Partners Capital Management, LP 8.10M (17.73%) 0.00
Increased by 0.00%
Mar 31, 25
2 Greenvale Capital LLP 5.55M (12.15%) -300.00K
Decreased by -5.41%
Mar 31, 25
3 BlackRock Inc 4.47M (9.79%) 124.20K
Increased by +2.78%
Mar 31, 25
4 Vanguard Group Inc 3.51M (7.68%) 40.52K
Increased by +1.16%
Mar 31, 25
5 American Century Companies Inc 1.93M (4.22%) -456.72K
Decreased by -23.69%
Mar 31, 25
6 Honkamp Krueger Financial Services Inc 1.65M (3.60%) -20.00K
Decreased by -1.22%
Mar 31, 24
7 Geode Capital Management, LLC 1.24M (2.72%) 46.32K
Increased by +3.73%
Mar 31, 25
8 State Street Corp 1.23M (2.70%) -17.89K
Decreased by -1.45%
Mar 31, 25
9 State Street Corporation 1.23M (2.69%) -115.97K
Decreased by -9.43%
Mar 31, 24
10 LPL Financial Corp 1.05M (2.29%) 0.00
Increased by 0.00%
Mar 31, 25
11 Amvescap Plc. 912.13K (2.00%) 180.87K
Increased by +19.83%
Mar 31, 25
12 Renaissance Technologies Corp 794.21K (1.74%) -29.71K
Decreased by -3.74%
Mar 31, 25
13 TCG Advisory Services, LLC 713.70K (1.56%) 0.00
Increased by 0.00%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 689.26K (1.51%) -911.00
Decreased by -0.13%
Mar 31, 25
15 Hotchkis & Wiley Capital Management LLC 559.91K (1.23%) -136.60K
Decreased by -24.40%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 538.69K (1.18%) -646.52K
Decreased by -120.02%
Jun 30, 24
17 Nuveen Asset Management, LLC 508.46K (1.11%) -21.20K
Decreased by -4.17%
Mar 31, 24
18 Millennium Management LLC 502.52K (1.10%) 359.95K
Increased by +71.63%
Mar 31, 25
19 JPMorgan Chase & Co 483.40K (1.06%) -85.22K
Decreased by -17.63%
Dec 31, 24
20 Northern Trust Corp 479.08K (1.05%) -9.38K
Decreased by -1.96%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.92M (4.20%) 195.57K
Increased by +10.19%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.72M (3.77%) 0.00
Increased by 0.00%
Sep 30, 24
3 American Century Small Cap Value Inv 1.38M (3.02%) -418.67K
Decreased by -30.31%
Mar 31, 25
4 American Century U.S. Small Cap Value 1.38M (3.02%) -418.67K
Decreased by -30.31%
Mar 31, 25
5 iShares Russell 2000 ETF 1.32M (2.89%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 880.73K (1.93%) 1.58K
Increased by +0.18%
Apr 30, 25
7 Invesco Dynamic Leisure and Entmnt ETF 783.59K (1.72%) 2.52K
Increased by +0.32%
May 30, 25
8 Fidelity Small Cap Index 527.83K (1.16%) 18.63K
Increased by +3.53%
Mar 31, 25
9 Fidelity® Small Cap Index 523.47K (1.15%) 13.86K
Increased by +2.65%
Oct 31, 23
10 iShares Russell 2000 Growth ETF 460.92K (1.01%) 0.00
Increased by 0.00%
May 31, 25
11 Xtrackers MSCI World Swap ETF 1C 377.93K (0.83%) 0.00
Increased by 0.00%
Feb 28, 25
12 State St Russell Sm/Mid Cp® Indx SL Cl I 321.66K (0.70%) 9.06K
Increased by +2.82%
May 31, 25
13 State St Russell Sm/Mid Cp® Indx NL Cl C 312.60K (0.68%) 1.51K
Increased by +0.48%
Apr 30, 25
14 Fidelity® Extended Market Index 310.87K (0.68%) 3.48K
Increased by +1.12%
Nov 30, 23
15 Fidelity Extended Market Index 300.58K (0.66%) -2.87K
Decreased by -0.96%
Apr 30, 25
16 Avantis US Small Cap Value ETF 281.32K (0.62%) 7.70K
Increased by +2.74%
May 31, 25
17 Nuveen Small-Cap Value Opps I 273.22K (0.60%) 0.00
Increased by 0.00%
Mar 31, 24
18 Vanguard Russell 2000 ETF 267.55K (0.59%) 17.23K
Increased by +6.44%
Apr 30, 25
19 Schwab US Small-Cap ETF™ 259.53K (0.57%) -666.00
Decreased by -0.26%
May 31, 25
20 American Century US Small Cap Val Eq Tr 244.20K (0.53%) -49.36K
Decreased by -20.21%
Mar 31, 25