Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBW 2.88%
2 DRIV 1.19%
3 CARZ 0.58%
4 IWC 0.21%
5 VFMO 0.20%
6 CCSO 0.09%
7 IWO 0.05%
8 VTWG 0.03%
9 IWM 0.03%
10 VTWO 0.02%
11 AVSC 0.00%
12 SCHA 0.00%
13 RSSL 0.00%
14 UWM 0.00%
15 URTY 0.00%
16 HDG 0.00%
17 VXF 0.00%
18 RYLD 0.00%
19 VTHR 0.00%
20 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.86M (5.00%) 682.54K
Increased by +14.04%
Mar 31, 25
2 Board of Ttees Leland Stanford Jr Univ 1.46M (1.50%) 0.00
Increased by 0.00%
Mar 31, 25
3 Millennium Management LLC 1.40M (1.44%) 678.44K
Increased by +48.60%
Mar 31, 25
4 Amvescap Plc. 1.17M (1.20%) -1.32M
Decreased by -112.99%
Mar 31, 25
5 UBS Group AG 1.11M (1.14%) 934.65K
Increased by +84.19%
Mar 31, 25
6 BlackRock Inc 1.07M (1.11%) 502.47K
Increased by +46.78%
Mar 31, 25
7 Zazove Associates LLC 969.93K (1.00%) -1.24M
Decreased by -127.73%
Sep 30, 24
8 Marshall Wace Asset Management Ltd 951.94K (0.98%) 898.30K
Increased by +94.37%
Mar 31, 25
9 Essex Investment Management Company, LLC 935.82K (0.96%) 935.82K
Increased by +100.00%
Mar 31, 25
10 Stifel Financial Corp 900.78K (0.93%) 5.02K
Increased by +0.56%
Mar 31, 25
11 Susquehanna International Group, LLP 823.16K (0.85%) 155.24K
Increased by +18.86%
Mar 31, 25
12 Renaissance Technologies Corp 765.10K (0.79%) 752.00K
Increased by +98.29%
Dec 31, 24
13 Geode Capital Management, LLC 594.96K (0.61%) 14.14K
Increased by +2.38%
Mar 31, 25
14 Baird Financial Group, Inc. 500.50K (0.52%) 500.50K
Increased by +100.00%
Mar 31, 25
15 Oppenheimer & Co Inc 491.38K (0.51%) 374.23K
Increased by +76.16%
Mar 31, 25
16 Kestra Advisory Services, LLC 423.50K (0.44%) 300.00K
Increased by +70.84%
Sep 30, 24
17 State Street Corp 416.44K (0.43%) 32.96K
Increased by +7.91%
Mar 31, 25
18 Two Sigma Investments LLC 411.48K (0.42%) -31.83K
Decreased by -7.74%
Mar 31, 25
19 XTX Topco Ltd 280.09K (0.29%) 232.33K
Increased by +82.95%
Dec 31, 24
20 Legato Capital Management LLC 277.55K (0.29%) 277.55K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.67M (2.75%) -916.20K
Decreased by -34.30%
Jun 30, 25
2 iShares Russell 2000 ETF 2.24M (2.30%) -36.13K
Decreased by -1.62%
Jul 30, 25
3 Invesco WilderHill Clean Energy ETF 1.10M (1.13%) 0.00
Increased by 0.00%
Jul 31, 25
4 iShares Russell 2000 Growth ETF 826.11K (0.85%) -2.05K
Decreased by -0.25%
Jul 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 746.77K (0.77%) 186.19K
Increased by +24.93%
Jun 30, 25
6 Vanguard US Total Market Shares ETF 593.90K (0.61%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard US Momentum Factor ETF 539.86K (0.56%) 80.60K
Increased by +14.93%
Jun 30, 25
8 Vanguard Russell 2000 ETF 474.59K (0.49%) 388.76K
Increased by +81.91%
Jun 30, 25
9 State St Russell Sm Cap® Indx SL Cl I 328.90K (0.34%) 308.10K
Increased by +93.68%
Jun 30, 25
10 Fidelity Extended Market Index 247.97K (0.26%) 41.46K
Increased by +16.72%
Jun 30, 25
11 Pleiades Small Cap Equity A 243.92K (0.25%) 99.48K
Increased by +40.79%
Jun 30, 25
12 Schwab Small Cap Index 234.58K (0.24%) 194.69K
Increased by +82.99%
Jun 30, 25
13 NT R2000 Index Fund - NL 225.61K (0.23%) 184.71K
Increased by +81.87%
Jun 30, 25
14 IMC US Ultra Micro Cap 222.00K (0.23%) 222.00K
Increased by +100.00%
Jun 30, 25
15 Schwab US Small-Cap ETF™ 220.23K (0.23%) -48.00
Decreased by -0.02%
Jul 30, 25
16 iShares Micro-Cap ETF 211.99K (0.22%) 0.00
Increased by 0.00%
Jul 30, 25
17 1290 Essex Small Cap Growth I 208.81K (0.21%) 2.77K
Increased by +1.33%
May 31, 25
18 Bridgeway Ultra-Small Company Market 195.00K (0.20%) 0.00
Increased by 0.00%
Mar 31, 25
19 NT R2000 Index Fund - DC - NL - 3 179.88K (0.19%) 147.20K
Increased by +81.83%
Jun 30, 25
20 Fidelity Small Cap Index 167.45K (0.17%) -3.48K
Decreased by -2.08%
May 31, 25