Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.06%
2 AVSC 0.01%
3 ITOT 0.00%
4 DFAC 0.00%
5 DFAU 0.00%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Whetstone Capital Advisors, LLC 3.40M (4.48%) 16.85K
Increased by +0.50%
Mar 31, 24
2 Ameriprise Financial Inc 2.90M (3.82%) 152.48K
Increased by +5.26%
Mar 31, 24
3 Vanguard Group Inc 1.50M (1.97%) 255.34K
Increased by +17.06%
Mar 31, 24
4 CAZ Investments LP 1.46M (1.92%) -220.00K
Decreased by -15.11%
Mar 31, 24
5 Kennedy Capital Management Inc 824.15K (1.09%) 824.15K
Increased by +100.00%
Mar 31, 24
6 BlackRock Inc 823.77K (1.09%) 55.09K
Increased by +6.69%
Mar 31, 24
7 Millennium Management LLC 762.35K (1.01%) 632.72K
Increased by +83.00%
Mar 31, 24
8 Geode Capital Management, LLC 382.61K (0.50%) 9.63K
Increased by +2.52%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 382.27K (0.50%) 382.27K
Increased by +100.00%
Mar 31, 24
10 AMG National Trust Bank 360.16K (0.47%) -140.00K
Decreased by -38.87%
Sep 30, 23
11 Acadian Asset Management LLC 338.13K (0.45%) 81.60K
Increased by +24.13%
Mar 31, 24
12 Susquehanna International Group, LLP 295.93K (0.39%) 274.29K
Increased by +92.69%
Mar 31, 24
13 Ancora Advisors LLC 291.53K (0.38%) 291.53K
Increased by +100.00%
Dec 31, 23
14 Renaissance Technologies Corp 286.21K (0.38%) 10.31K
Increased by +3.60%
Dec 31, 23
15 EAM Investors, LLC 261.37K (0.34%) 261.37K
Increased by +100.00%
Mar 31, 24
16 Circumference Group LLC 252.85K (0.33%) -103.00K
Decreased by -40.74%
Mar 31, 24
17 Horrell Capital Management, Inc. 252.85K (0.33%) -103.00K
Decreased by -40.74%
Mar 31, 24
18 Goldman Sachs Group Inc 244.95K (0.32%) 244.95K
Increased by +100.00%
Mar 31, 24
19 Qube Research & Technologies 241.44K (0.32%) 80.57K
Increased by +33.37%
Mar 31, 24
20 Manatuck Hill Partners LLC 200.00K (0.26%) 200.00K
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Small Cap Value I 1.82M (2.40%) 34.09K
Increased by +1.88%
Mar 31, 24
2 Columbia Small Cap Value I A 1.82M (2.40%) 24.90K
Increased by +1.37%
Mar 31, 24
3 Fidelity Canadian Large Cp Mlt Ast Bs O 1.05M (1.39%) 603.93K
Increased by +57.30%
May 31, 24
4 Vanguard Total Stock Mkt Idx Inv 873.21K (1.15%) 19.16K
Increased by +2.19%
Mar 31, 24
5 Kennedy Micro Cap Opportunities 824.15K (1.09%) 824.15K
Increased by +100.00%
Mar 31, 24
6 Columbia VP Small Cap Value 1 698.51K (0.92%) -12.50K
Decreased by -1.79%
Mar 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 569.80K (0.75%) 0.00
Increased by 0.00%
Mar 31, 24
8 EAM Ultra Micro Cap 261.37K (0.34%) 0.00
Increased by 0.00%
Mar 31, 24
9 Fidelity Extended Market Index 196.79K (0.26%) -553.00
Decreased by -0.28%
May 31, 24
10 Fidelity® Extended Market Index 179.22K (0.24%) 0.00
Increased by 0.00%
Nov 30, 23
11 SEI Tax-Managed Small/Mid Cap F (SIMT) 170.00K (0.22%) 170.00K
Increased by +100.00%
Mar 31, 24
12 iShares Micro-Cap ETF 143.47K (0.19%) -976.00
Decreased by -0.68%
Apr 30, 24
13 Pleiades Small Cap Equity A 136.86K (0.18%) 136.86K
Increased by +100.00%
Mar 31, 24
14 TETON Westwood Mighty Mites AAA 135.00K (0.18%) 35.00K
Increased by +25.93%
Mar 31, 24
15 Ancora/Thelen Small Cap Core 126.31K (0.17%) 9.56K
Increased by +7.57%
Mar 31, 24
16 BlackRock Extended Mkt Composite 100.69K (0.13%) 0.00
Increased by 0.00%
Sep 30, 23
17 Bridgeway Ultra-Small Company 97.07K (0.13%) 18.20K
Increased by +18.75%
Mar 31, 24
18 BlackRock Extended Equity Market K 87.88K (0.12%) 32.00
Increased by +0.04%
Mar 31, 24
19 SEI Small Cap F (SIMT) 81.00K (0.11%) 81.00K
Increased by +100.00%
Mar 31, 24
20 Fidelity Global Equity+ Fund - F 68.63K (0.09%) 68.63K
Increased by +100.00%
Apr 30, 24