Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 VTWG 0.01%
3 VTWO 0.01%
4 IWO 0.01%
5 IWM 0.01%
6 RYLD 0%
7 UWM 0%
8 URTY 0%
9 IWN 0%
10 HDG 0%
11 VTI 0%
12 VTHR 0%
13 VTWV 0%
14 VXF 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.53M (6.06%) 150.26K
Increased by +9.79%
Dec 31, 23
2 Vanguard Group Inc 1.39M (5.47%) 63.84K
Increased by +4.61%
Dec 31, 23
3 Hollencrest Securities, LLC 775.16K (3.06%) -51.38K
Decreased by -6.63%
Dec 31, 23
4 Geode Capital Management, LLC 491.31K (1.94%) 25.25K
Increased by +5.14%
Dec 31, 23
5 State Street Corporation 425.63K (1.68%) 37.98K
Increased by +8.92%
Dec 31, 23
6 Baird Financial Group, Inc. 411.99K (1.63%) -24.33K
Decreased by -5.91%
Dec 31, 23
7 Avenir Corporation 315.72K (1.25%) 4.03K
Increased by +1.28%
Sep 30, 23
8 Susquehanna International Group, LLP 225.08K (0.89%) 37.82K
Increased by +16.8%
Dec 31, 23
9 Northern Trust Corp 196.64K (0.78%) 5.75K
Increased by +2.92%
Dec 31, 23
10 Jacob Asset Mgmt Of NY LLC 188.4K (0.74%) 19K
Increased by +10.08%
Sep 30, 23
11 Bard Associates Inc 179.7K (0.71%) -2.3K
Decreased by -1.28%
Dec 31, 23
12 Goss Wealth Management LLC 152.68K (0.6%) -3.12K
Decreased by -2.04%
Dec 31, 23
13 D. E. Shaw & Co LP 149.22K (0.59%) -63.42K
Decreased by -42.51%
Sep 30, 23
14 Sargent Investment Group, LLC 132.54K (0.52%) -2.17K
Decreased by -1.63%
Dec 31, 23
15 GSA Capital Partners LLP 107.37K (0.42%) 84.02K
Increased by +78.26%
Dec 31, 23
16 Millennium Management LLC 100.74K (0.4%) -127.12K
Decreased by -126.19%
Dec 31, 23
17 Westside Investment Management, Inc. 91.17K (0.36%) 4.61K
Increased by +5.06%
Dec 31, 23
18 Bank of New York Mellon Corp 88K (0.35%) -294
Decreased by -0.33%
Dec 31, 23
19 State Of Wisconsin Investment Board 82.7K (0.33%) 300
Increased by +0.36%
Sep 30, 23
20 Commonwealth Equity Services Inc 78.34K (0.31%) 0
Increased by 0%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 769.6K (3.04%) -86K
Decreased by -11.17%
Feb 29, 24
2 iShares Russell 2000 ETF 556.38K (2.2%) 267
Increased by +0.05%
Mar 28, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 369.49K (1.46%) 0
Increased by 0%
Feb 29, 24
4 Fidelity Small Cap Index 228.22K (0.9%) 11.44K
Increased by +5.01%
Jan 31, 24
5 Fidelity® Small Cap Index 206.02K (0.81%) 4.36K
Increased by +2.12%
Oct 31, 23
6 State St Russell Sm/Mid Cp® Indx NL Cl C 152.91K (0.6%) 16.4K
Increased by +10.73%
Mar 31, 24
7 Fidelity Extended Market Index 142.7K (0.56%) -691
Decreased by -0.48%
Feb 29, 24
8 iShares Russell 2000 Growth ETF 141.66K (0.56%) -165
Decreased by -0.12%
Mar 28, 24
9 Fidelity® Extended Market Index 134.72K (0.53%) 0
Increased by 0%
Nov 30, 23
10 Jacob Internet Inv 116.6K (0.46%) -3K
Decreased by -2.57%
Dec 31, 23
11 Vanguard Russell 2000 ETF 82.15K (0.32%) 6.41K
Increased by +7.8%
Feb 29, 24
12 State St Russell Sm Cap® Indx SL Cl I 78.93K (0.31%) 0
Increased by 0%
Mar 31, 24
13 Monega ARIAD Innovation R 66.6K (0.26%) 0
Increased by 0%
Feb 29, 24
14 Jacob Discovery Fd Instl 60.8K (0.24%) -8K
Decreased by -13.16%
Dec 31, 23
15 NT R2000 Index Fund - NL 60.71K (0.24%) 2.27K
Increased by +3.74%
Dec 31, 23
16 BlackRock Extended Mkt Composite 57.75K (0.23%) 371
Increased by +0.64%
Sep 30, 23
17 iShares Russell 2000 Value ETF 52.9K (0.21%) -34
Decreased by -0.06%
Mar 28, 24
18 Schwab Small Cap Index 52.43K (0.21%) 0
Increased by 0%
Feb 29, 24
19 BlackRock Extended Equity Market K 49.85K (0.2%) 18
Increased by +0.04%
Mar 31, 24
20 iShares Micro-Cap ETF 49.49K (0.2%) 1.52K
Increased by +3.08%
Mar 28, 24