Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQQS 0.52%
2 IWC 0.04%
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 Baird Financial Group, Inc. 1.35M (4.59%) 139.78K
Increased by +10.37%
Mar 31, 25
2 Vanguard Group Inc 1.30M (4.42%) 58.18K
Increased by +4.48%
Mar 31, 25
3 Hollencrest Securities, LLC 645.01K (2.20%) -41.10K
Decreased by -6.37%
Mar 31, 25
4 Susquehanna International Group, LLP 624.54K (2.13%) 542.37K
Increased by +86.84%
Dec 31, 24
5 Avenir Corporation 530.30K (1.81%) 13.78K
Increased by +2.60%
Mar 31, 25
6 Marshall Wace Asset Management Ltd 470.27K (1.60%) 470.27K
Increased by +100.00%
Mar 31, 25
7 State Street Corporation 444.74K (1.51%) 19.11K
Increased by +4.30%
Mar 31, 24
8 BlackRock Inc 425.61K (1.45%) 23.19K
Increased by +5.45%
Mar 31, 25
9 Millennium Management LLC 401.68K (1.37%) 243.94K
Increased by +60.73%
Mar 31, 25
10 Group One Trading, LP 371.94K (1.27%) 304.68K
Increased by +81.92%
Dec 31, 24
11 Geode Capital Management, LLC 362.93K (1.24%) 28.73K
Increased by +7.92%
Mar 31, 25
12 JANE STREET GROUP, LLC 247.33K (0.84%) 229.03K
Increased by +92.60%
Jun 30, 24
13 Brown Advisory Holdings Inc 200.59K (0.68%) -50.00K
Decreased by -24.93%
Mar 31, 25
14 Jacob Asset Mgmt Of NY LLC 188.40K (0.64%) 19.00K
Increased by +10.08%
Sep 30, 23
15 Sargent Investment Group, LLC 184.05K (0.63%) -95.14K
Decreased by -51.69%
Mar 31, 25
16 Northern Trust Corp 180.24K (0.61%) -17.38K
Decreased by -9.64%
Jun 30, 24
17 Westside Investment Management, Inc. 169.15K (0.58%) 45.63K
Increased by +26.98%
Mar 31, 25
18 Bard Associates Inc 168.88K (0.57%) -1.90K
Decreased by -1.13%
Dec 31, 24
19 Goldman Sachs Group Inc 140.25K (0.48%) 63.30K
Increased by +45.14%
Mar 31, 25
20 Hilltop Holdings Inc 133.39K (0.45%) 10.40K
Increased by +7.80%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 913.42K (3.11%) 94.35K
Increased by +10.33%
Apr 30, 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 (1.89%) 267.00
Increased by +0.05%
Mar 28, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 463.61K (1.58%) 24.39K
Increased by +5.26%
Apr 30, 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 168.43K (0.57%) -1.61K
Decreased by -0.96%
Apr 30, 25
8 State St Russell Sm/Mid Cp® Indx NL Cl C 152.91K (0.52%) 16.40K
Increased by +10.73%
Mar 31, 24
9 iShares Russell 2000 Growth ETF 141.66K (0.48%) -165.00
Decreased by -0.12%
Mar 28, 24
10 Fidelity® Extended Market Index 134.72K (0.46%) 0.00
Increased by 0.00%
Nov 30, 23
11 Jacob Internet Inv 102.10K (0.35%) -65.00K
Decreased by -63.66%
Mar 31, 25
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 Fidelity Total Market Index 57.89K (0.20%) 0.00
Increased by 0.00%
Apr 30, 25
18 BlackRock Extended Mkt Composite 57.75K (0.20%) 371.00
Increased by +0.64%
Sep 30, 23
19 iShares Russell 2000 Value ETF 52.90K (0.18%) -34.00
Decreased by -0.06%
Mar 28, 24
20 Schwab Small Cap Index 52.43K (0.18%) 0.00
Increased by 0.00%
Feb 29, 24