Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRAD 2.25%
2 EVNT 1.00%
3 XSW 0.80%
4 DFE 0.23%
5 XITK 0.21%
6 PSCT 0.19%
7 JFWD 0.17%
8 GWX 0.17%
9 IWC 0.16%
10 DMRM 0.11%
11 TXS 0.11%
12 ISCF 0.10%
13 VFMO 0.10%
14 EUSC 0.09%
15 SLY 0.09%
16 IPKW 0.09%
17 VFVA 0.08%
18 JSML 0.07%
19 DLS 0.07%
20 SSLY 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.87M (9.26%) 893.03K
Increased by +10.07%
Mar 31, 25
2 BlackRock Inc 7.20M (7.52%) -108.31K
Decreased by -1.50%
Mar 31, 25
3 Marshall Wace Asset Management Ltd 4.65M (4.86%) 3.65M
Increased by +78.41%
Mar 31, 25
4 AIGH Capital Management, LLC 4.49M (4.69%) 4.49M
Increased by +100.00%
Sep 30, 24
5 D. E. Shaw & Co LP 4.41M (4.61%) 1.55M
Increased by +35.02%
Mar 31, 25
6 State Street Corporation 2.50M (2.61%) -1.69M
Decreased by -67.54%
Mar 31, 24
7 American Century Companies Inc 2.33M (2.44%) 869.00
Increased by +0.04%
Sep 30, 23
8 Geode Capital Management, LLC 2.33M (2.43%) 31.59K
Increased by +1.36%
Mar 31, 25
9 State Street Corp 2.07M (2.16%) 39.47K
Increased by +1.91%
Mar 31, 25
10 Bank of America Corp 2.01M (2.10%) -19.14K
Decreased by -0.95%
Mar 31, 25
11 Rice Hall James & Associates, LLC 1.97M (2.06%) 77.19K
Increased by +3.92%
Sep 30, 24
12 Two Sigma Investments LLC 1.69M (1.77%) -414.13K
Decreased by -24.48%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 1.62M (1.69%) 825.58K
Increased by +51.04%
Mar 31, 25
14 Citadel Advisors Llc 1.42M (1.48%) 620.08K
Increased by +43.71%
Sep 30, 23
15 JANE STREET GROUP, LLC 1.35M (1.41%) 1.13M
Increased by +83.38%
Jun 30, 24
16 Two Sigma Advisers, LLC 1.30M (1.35%) -344.70K
Decreased by -26.57%
Mar 31, 25
17 Arrowstreet Capital Limited Partnership 1.13M (1.18%) 1.13M
Increased by +100.00%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 1.04M (1.09%) -449.27K
Decreased by -43.09%
Mar 31, 24
19 Greenhaven Road Investment Management, L.P. 1.03M (1.07%) 1.03M
Increased by +100.00%
Mar 31, 25
20 Goldman Sachs Group Inc 1.02M (1.07%) 437.31K
Increased by +42.80%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.22M (6.49%) 5.60K
Increased by +0.09%
Jan 31, 24
2 Vanguard US Total Market Shares ETF 3.22M (3.36%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.20M (3.34%) 0.00
Increased by 0.00%
May 31, 25
4 iShares Russell 2000 ETF 2.52M (2.63%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Information Technology ETF 2.35M (2.46%) 145.17K
Increased by +6.17%
May 31, 25
6 American Century Small Cap Value Inv 1.91M (1.99%) 0.00
Increased by 0.00%
Sep 30, 23
7 American Century U.S. Small Cap Value 1.91M (1.99%) 0.00
Increased by 0.00%
Sep 30, 23
8 Embark Small Cap Equity Retirement 1.55M (1.62%) 1.10M
Increased by +70.72%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.47M (1.54%) 11.03K
Increased by +0.75%
May 31, 25
10 Vanguard Small Cap Index 1.23M (1.29%) -735.00
Decreased by -0.06%
Apr 30, 24
11 iShares S&P Small-Cap 600 Value ETF 1.12M (1.17%) -3.12K
Decreased by -0.28%
Jan 31, 24
12 Fidelity Small Cap Index 975.96K (1.02%) 19.63K
Increased by +2.01%
Mar 31, 25
13 Fidelity® Small Cap Index 923.27K (0.96%) 24.63K
Increased by +2.67%
Oct 31, 23
14 Jupiter Merian Glb Eq AbsRet I USD Acc 917.20K (0.96%) 851.71K
Increased by +92.86%
Jun 30, 23
15 iShares Russell 2000 Value ETF 908.27K (0.95%) 0.00
Increased by 0.00%
May 31, 25
16 Vanguard Small Cap Value Index Inv 829.13K (0.87%) 1.22K
Increased by +0.15%
Apr 30, 24
17 SPDR® Portfolio S&P 600 Sm Cap ETF 782.13K (0.82%) 504.00
Increased by +0.06%
Jan 31, 24
18 Vanguard Tax-Managed Small Cap Adm 712.33K (0.74%) 0.00
Increased by 0.00%
Jan 31, 24
19 Vanguard Small Cap Growth Index Inv 685.46K (0.72%) 128.00
Increased by +0.02%
Jan 31, 24
20 Artemis US Smaller Companies I Acc GBP 660.13K (0.69%) -10.99K
Decreased by -1.67%
Oct 31, 23