Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LOPX 1.37%
2 UFO 1.33%
3 DWAS 0.56%
4 IWC 0.11%
5 SHLD 0.10%
6 VFMO 0.08%
7 PPA 0.07%
8 RFLR 0.05%
9 IWN 0.04%
10 VTWV 0.02%
11 IWM 0.02%
12 VTWO 0.01%
13 RSSL 0.01%
14 UWM 0.00%
15 SCHA 0.00%
16 URTY 0.00%
17 AVSC 0.00%
18 ITOT 0.00%
19 HDG 0.00%
20 SCHB 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Awm Investment Company Inc 2.39M (9.26%) -264.08K
Decreased by -11.06%
Mar 31, 25
2 State Street Corporation 2.24M (8.68%) 104.08K
Increased by +4.65%
Mar 31, 24
3 BlackRock Inc 1.80M (6.98%) 159.36K
Increased by +8.85%
Mar 31, 25
4 Vanguard Group Inc 1.58M (6.11%) 275.86K
Increased by +17.51%
Mar 31, 25
5 Nantahala Capital Management, LLC 1.38M (5.34%) -1.07M
Decreased by -77.92%
Dec 31, 24
6 Samlyn Capital, LLC 1.26M (4.88%) 14.21K
Increased by +1.13%
Sep 30, 23
7 Cercano Management LLC 1.24M (4.82%) 0.00
Increased by 0.00%
Mar 31, 25
8 Alaska Permanent Capital Management 1.06M (4.12%) 0.00
Increased by 0.00%
Mar 31, 24
9 Essex Investment Management Company, LLC 940.23K (3.64%) -66.71K
Decreased by -7.10%
Dec 31, 23
10 La Financière de l'Echiquier 933.00K (3.62%) 112.00K
Increased by +12.00%
Jun 30, 24
11 Millennium Management LLC 900.76K (3.49%) 441.17K
Increased by +48.98%
Mar 31, 25
12 Kennedy Capital Management Inc 886.01K (3.43%) 886.01K
Increased by +100.00%
Sep 30, 24
13 Alyeska Investment Group, L.P. 742.11K (2.88%) 742.11K
Increased by +100.00%
Sep 30, 24
14 Oakmont Corp 665.91K (2.58%) 0.00
Increased by 0.00%
Jun 30, 24
15 Geode Capital Management, LLC 571.00K (2.21%) 19.55K
Increased by +3.42%
Mar 31, 25
16 Goldman Sachs Group Inc 557.73K (2.16%) 432.02K
Increased by +77.46%
Mar 31, 25
17 State Street Corp 516.94K (2.00%) 178.70K
Increased by +34.57%
Mar 31, 25
18 Nuveen Asset Management, LLC 484.12K (1.88%) 0.00
Increased by 0.00%
Jun 30, 24
19 Susquehanna International Group, LLP 414.66K (1.61%) 327.57K
Increased by +79.00%
Dec 31, 24
20 Legato Capital Management LLC 377.61K (1.46%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Small Cap Index 1.15M (4.47%) 28.09K
Increased by +2.44%
Oct 31, 23
2 Vanguard Total Stock Mkt Idx Inv 880.10K (3.41%) 0.00
Increased by 0.00%
Apr 30, 25
3 Kennedy Micro Cap 747.58K (2.90%) 747.58K
Increased by +100.00%
Sep 30, 24
4 iShares Russell 2000 ETF 653.26K (2.53%) 0.00
Increased by 0.00%
May 31, 25
5 Fidelity® Extended Market Index 438.98K (1.70%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 386.30K (1.50%) 0.00
Increased by 0.00%
Apr 30, 25
7 Invesco Dorsey Wright SmallCap Momt ETF 269.57K (1.04%) -1.93K
Decreased by -0.71%
Mar 31, 25
8 Fidelity Small Cap Index 257.25K (1.00%) 6.31K
Increased by +2.45%
Mar 31, 25
9 Russell 2000 Index Non-Lendable Fund E 238.95K (0.93%) 3.74K
Increased by +1.57%
Jun 30, 24
10 iShares Russell 2000 Value ETF 228.73K (0.89%) 0.00
Increased by 0.00%
May 31, 25
11 Invesco Aerospace & Defense ETF 212.66K (0.82%) 216.00
Increased by +0.10%
May 30, 25
12 iShares Russell 2000 Small-Cap Idx Instl 192.56K (0.75%) -47.98K
Decreased by -24.92%
Aug 31, 24
13 SPDR® Russell 2000 US Small Cap ETF 162.44K (0.63%) 628.00
Increased by +0.39%
Aug 31, 24
14 Nuveen Small Cap Blend Idx R6 162.42K (0.63%) 0.00
Increased by 0.00%
Aug 31, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 160.53K (0.62%) 0.00
Increased by 0.00%
Apr 30, 25
16 State St Russell Sm/Mid Cp® Indx SL Cl I 160.53K (0.62%) 0.00
Increased by 0.00%
May 31, 25
17 EQ/2000 Managed Volatility IB 148.31K (0.57%) 0.00
Increased by 0.00%
Aug 31, 24
18 Kennedy Micro Cap Opportunities 137.60K (0.53%) 137.60K
Increased by +100.00%
Sep 30, 24
19 Fidelity Extended Market Index 133.72K (0.52%) -1.28K
Decreased by -0.96%
Apr 30, 25
20 Vanguard Russell 2000 ETF 128.49K (0.50%) 7.24K
Increased by +5.63%
Apr 30, 25