Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQQS 0.56%
2 IWC 0.03%
3 VTWG 0.01%
4 IWO 0.01%
5 IWM 0.00%
6 UWM 0.00%
7 URTY 0.00%
8 IWN 0.00%
9 RYLD 0.00%
10 HDG 0.00%
11 VTI 0.00%
12 VTHR 0.00%
13 VTWO 0.00%
14 VTWV 0.00%
15 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.24M (4.22%) 38.76K
Increased by +3.13%
Dec 31, 24
2 Baird Financial Group, Inc. 1.21M (4.12%) 486.89K
Increased by +40.30%
Dec 31, 24
3 Hollencrest Securities, LLC 686.12K (2.34%) -55.33K
Decreased by -8.06%
Dec 31, 24
4 Susquehanna International Group, LLP 624.54K (2.13%) 542.37K
Increased by +86.84%
Dec 31, 24
5 Avenir Corporation 516.52K (1.76%) 125.87K
Increased by +24.37%
Dec 31, 24
6 State Street Corporation 444.74K (1.52%) 19.11K
Increased by +4.30%
Mar 31, 24
7 BlackRock Inc 402.42K (1.37%) 22.23K
Increased by +5.52%
Dec 31, 24
8 Group One Trading, LP 371.94K (1.27%) 304.68K
Increased by +81.92%
Dec 31, 24
9 Geode Capital Management, LLC 334.20K (1.14%) 25.73K
Increased by +7.70%
Dec 31, 24
10 Sargent Investment Group, LLC 279.19K (0.95%) 186.24K
Increased by +66.71%
Dec 31, 24
11 Brown Advisory Holdings Inc 250.59K (0.85%) -81.00K
Decreased by -32.32%
Dec 31, 24
12 JANE STREET GROUP, LLC 247.33K (0.84%) 229.03K
Increased by +92.60%
Jun 30, 24
13 Jacob Asset Mgmt Of NY LLC 188.40K (0.64%) 19.00K
Increased by +10.08%
Sep 30, 23
14 Northern Trust Corp 180.24K (0.61%) -17.38K
Decreased by -9.64%
Jun 30, 24
15 Bard Associates Inc 168.88K (0.58%) -1.90K
Decreased by -1.13%
Dec 31, 24
16 Millennium Management LLC 157.74K (0.54%) 39.19K
Increased by +24.84%
Dec 31, 24
17 Hilltop Holdings Inc 133.39K (0.45%) 10.40K
Increased by +7.80%
Dec 31, 24
18 AMH Equity Ltd 125.00K (0.43%) 125.00K
Increased by +100.00%
Dec 31, 24
19 Westside Investment Management, Inc. 123.51K (0.42%) 7.81K
Increased by +6.32%
Dec 31, 24
20 State Street Corp 110.32K (0.38%) 16.85K
Increased by +15.27%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 819.08K (2.79%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 794.78K (2.71%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 556.38K (1.90%) 267.00
Increased by +0.05%
Mar 28, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 439.22K (1.50%) 0.00
Increased by 0.00%
Mar 31, 25
5 Fidelity Small Cap Index 233.16K (0.79%) 9.28K
Increased by +3.98%
Jun 30, 24
6 Fidelity® Small Cap Index 206.02K (0.70%) 4.36K
Increased by +2.12%
Oct 31, 23
7 Fidelity Extended Market Index 170.04K (0.58%) 12.72K
Increased by +7.48%
Mar 31, 25
8 Jacob Internet Inv 167.10K (0.57%) 0.00
Increased by 0.00%
Dec 31, 24
9 State St Russell Sm/Mid Cp® Indx NL Cl C 152.91K (0.52%) 16.40K
Increased by +10.73%
Mar 31, 24
10 iShares Russell 2000 Growth ETF 141.66K (0.48%) -165.00
Decreased by -0.12%
Mar 28, 24
11 Fidelity® Extended Market Index 134.72K (0.46%) 0.00
Increased by 0.00%
Nov 30, 23
12 Vanguard Russell 2000 ETF 82.15K (0.28%) 6.41K
Increased by +7.80%
Feb 29, 24
13 State St Russell Sm Cap® Indx SL Cl I 78.93K (0.27%) 0.00
Increased by 0.00%
Mar 31, 24
14 Monega ARIAD Innovation R 66.60K (0.23%) 0.00
Increased by 0.00%
Oct 31, 24
15 EAM Ultra Micro Cap 61.18K (0.21%) 61.18K
Increased by +100.00%
Dec 31, 24
16 IMC US Ultra Micro Cap 61.18K (0.21%) 61.18K
Increased by +100.00%
Dec 31, 24
17 Jacob Discovery Fd Instl 59.30K (0.20%) -4.00K
Decreased by -6.75%
Dec 31, 24
18 Fidelity Total Market Index 57.89K (0.20%) 4.91K
Increased by +8.48%
Mar 31, 25
19 BlackRock Extended Mkt Composite 57.75K (0.20%) 371.00
Increased by +0.64%
Sep 30, 23
20 iShares Russell 2000 Value ETF 52.90K (0.18%) -34.00
Decreased by -0.06%
Mar 28, 24