Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.05%
2 PRFZ 0.03%
3 VTWV 0.02%
4 RFLR 0.02%
5 IWN 0.02%
6 VTWO 0.01%
7 VCR 0.01%
8 RSSL 0.01%
9 IWM 0.01%
10 UWM 0.01%
11 SCHA 0.01%
12 URTY 0.01%
13 AVSC 0.00%
14 HDG 0.00%
15 SCHB 0.00%
16 VTHR 0.00%
17 VTI 0.00%
18 RYLD 0.00%
19 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.72M (7.43%) 39.80K
Increased by +0.46%
Dec 31, 24
2 Founders Circle Capital LLC 7.94M (6.77%) 0.00
Increased by 0.00%
Sep 30, 24
3 Potrero Capital Research, LLC 7.14M (6.08%) -186.35K
Decreased by -2.61%
Dec 31, 24
4 Vanguard Group Inc 6.45M (5.50%) 402.73K
Increased by +6.24%
Dec 31, 24
5 Capital Research Global Investors 4.50M (3.84%) 0.00
Increased by 0.00%
Dec 31, 23
6 Archon Capital Management LLC 3.93M (3.35%) 978.43K
Increased by +24.92%
Sep 30, 23
7 Geode Capital Management, LLC 2.77M (2.36%) -62.59K
Decreased by -2.26%
Dec 31, 24
8 State Street Corp 2.57M (2.19%) 166.62K
Increased by +6.50%
Dec 31, 24
9 State Street Corporation 2.23M (1.90%) 126.73K
Increased by +5.68%
Mar 31, 24
10 Kent Lake Capital LLC 2.00M (1.70%) 2.00M
Increased by +100.00%
Sep 30, 23
11 Tenzing Global Management LLC 1.80M (1.53%) 1.80M
Increased by +100.00%
Mar 31, 24
12 Fuller & Thaler Asset Management Inc 1.72M (1.46%) -66.08K
Decreased by -3.85%
Sep 30, 23
13 Arrowstreet Capital Limited Partnership 1.59M (1.35%) 1.25M
Increased by +78.88%
Dec 31, 24
14 JPMorgan Chase & Co 1.45M (1.23%) 933.50K
Increased by +64.54%
Dec 31, 24
15 Goldman Sachs Group Inc 1.26M (1.08%) 748.65K
Increased by +59.25%
Dec 31, 24
16 Renaissance Technologies Corp 1.26M (1.07%) 813.88K
Increased by +64.70%
Dec 31, 24
17 Northern Trust Corp 1.04M (0.89%) 49.67K
Increased by +4.77%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 1.03M (0.88%) 546.17K
Increased by +52.79%
Dec 31, 24
19 Citadel Advisors Llc 1.03M (0.88%) 821.16K
Increased by +79.66%
Dec 31, 24
20 Magnetar Financial LLC 1.00M (0.85%) -949.27K
Decreased by -94.93%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 4.50M (3.84%) 0.00
Increased by 0.00%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 3.84M (3.27%) 225.25K
Increased by +5.87%
Feb 28, 25
3 iShares Russell 2000 ETF 3.34M (2.85%) -39.27K
Decreased by -1.18%
Feb 28, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 1.91M (1.63%) 0.00
Increased by 0.00%
Feb 28, 25
5 Fuller & Thaler Behavrl Micro-Cap Core 1.72M (1.46%) 0.00
Increased by 0.00%
Sep 30, 23
6 Fidelity Small Cap Index 1.30M (1.11%) -59.53K
Decreased by -4.57%
Dec 31, 24
7 Fidelity® Small Cap Index 1.27M (1.08%) 0.00
Increased by 0.00%
Oct 31, 23
8 iShares Russell 2000 Value ETF 1.20M (1.02%) -9.09K
Decreased by -0.76%
Feb 28, 25
9 Morgan Stanley Inception 865.43K (0.74%) 18.91K
Increased by +2.18%
Sep 30, 23
10 Morgan Stanley Inst Inception I 842.61K (0.72%) -3.92K
Decreased by -0.47%
Sep 30, 23
11 State St Russell Sm/Mid Cp® Indx NL Cl C 669.13K (0.57%) 0.00
Increased by 0.00%
Feb 28, 25
12 Fidelity Extended Market Index 664.98K (0.57%) -10.10K
Decreased by -1.52%
Jan 31, 25
13 Vanguard Russell 2000 ETF 590.75K (0.50%) 13.84K
Increased by +2.34%
Feb 28, 25
14 Schwab US Small-Cap ETF™ 568.58K (0.48%) 0.00
Increased by 0.00%
Feb 28, 25
15 Fidelity® Extended Market Index 559.87K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Consumer Discretionary ETF 495.09K (0.42%) 1.01K
Increased by +0.20%
Apr 30, 24
17 EAM Ultra Micro Cap 486.59K (0.41%) 0.00
Increased by 0.00%
Sep 30, 24
18 State St Russell Sm Cap® Indx SL Cl I 442.61K (0.38%) 0.00
Increased by 0.00%
Feb 28, 25
19 Invesco FTSE RAFI US 1500 Small-Mid ETF 409.63K (0.35%) 0.00
Increased by 0.00%
Jan 30, 25
20 Invesco RAFI US 1500 Small-Mid ETF 407.41K (0.35%) 0.00
Increased by 0.00%
Feb 28, 25