Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 0.43%
2 IWC 0.07%
3 GSSC 0.05%
4 IWO 0.02%
5 IWM 0.01%
6 VTWG 0.01%
7 VTWO 0.01%
8 UWM 0.01%
9 URTY 0.01%
10 AVSC 0.00%
11 HDG 0.00%
12 DFUS 0.00%
13 VTHR 0.00%
14 VTI 0.00%
15 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.76M (10.77%) -238.59K
Decreased by -13.58%
Mar 31, 24
2 Vanguard Group Inc 800.05K (4.90%) 14.76K
Increased by +1.84%
Mar 31, 24
3 FNY Investment Advisers, LLC 717.37K (4.40%) 10.00K
Increased by +1.39%
Mar 31, 24
4 Sontag Advisory LLC 553.08K (3.39%) 10.00K
Increased by +1.81%
Mar 31, 24
5 FMR Inc 494.26K (3.03%) 494.26K
Increased by +100.00%
Mar 31, 24
6 Amvescap Plc. 375.96K (2.30%) 375.96K
Increased by +100.00%
Mar 31, 24
7 BlackRock Inc 320.05K (1.96%) 30.93K
Increased by +9.66%
Mar 31, 24
8 Millennium Management LLC 209.65K (1.29%) 209.65K
Increased by +100.00%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 200.41K (1.23%) 13.58K
Increased by +6.77%
Mar 31, 24
10 Susquehanna International Group, LLP 197.88K (1.21%) 127.65K
Increased by +64.51%
Mar 31, 24
11 Geode Capital Management, LLC 194.35K (1.19%) 8.05K
Increased by +4.14%
Mar 31, 24
12 M&T Bank Corp 151.68K (0.93%) -14.37K
Decreased by -9.47%
Mar 31, 24
13 Goldman Sachs Group Inc 116.05K (0.71%) 116.05K
Increased by +100.00%
Mar 31, 24
14 Sound View Wealth Advisors, LLC 114.18K (0.70%) 0.00
Increased by 0.00%
Dec 31, 23
15 Qube Research & Technologies 112.33K (0.69%) 82.91K
Increased by +73.81%
Mar 31, 24
16 Raymond James & Associates 109.45K (0.67%) -18.14K
Decreased by -16.57%
Mar 31, 24
17 EAM Investors, LLC 91.78K (0.56%) 91.78K
Increased by +100.00%
Mar 31, 24
18 Bank of New York Mellon Corp 86.87K (0.53%) 86.87K
Increased by +100.00%
Mar 31, 24
19 Marshall Wace Asset Management Ltd 76.76K (0.47%) 76.76K
Increased by +100.00%
Mar 31, 24
20 State Street Corporation 67.78K (0.42%) 12.00K
Increased by +17.70%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ArrowMark Small Cap Gro 865.71K (5.31%) -154.57K
Decreased by -17.85%
Mar 31, 24
2 Meridian Small Cap Growth Legacy 865.71K (5.31%) -154.57K
Decreased by -17.85%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 503.35K (3.09%) 0.00
Increased by 0.00%
May 31, 24
4 Invesco Dorsey Wright SmallCap Momt ETF 400.58K (2.46%) 0.00
Increased by 0.00%
May 31, 24
5 Fidelity Tactical High Income Sr F8 315.10K (1.93%) 0.00
Increased by 0.00%
Mar 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 265.41K (1.63%) 8.08K
Increased by +3.04%
May 31, 24
7 Fidelity Advisor Multi-Asset Income I 179.16K (1.10%) 0.00
Increased by 0.00%
Mar 31, 24
8 Federated Hermes Prudent Bear A 160.00K (0.98%) 40.00K
Increased by +25.00%
Sep 30, 23
9 SEI Small Cap Growth F (SIMT) 152.38K (0.93%) -12.94K
Decreased by -8.49%
Apr 30, 24
10 Fidelity Extended Market Index 102.08K (0.63%) -925.00
Decreased by -0.91%
Apr 30, 24
11 Fidelity® Extended Market Index 94.81K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
12 EAM Ultra Micro Cap 64.03K (0.39%) -27.75K
Decreased by -43.33%
May 31, 24
13 SEI Tax-Managed Small/Mid Cap F (SIMT) 62.21K (0.38%) 62.21K
Increased by +100.00%
May 31, 24
14 Bridgeway Ultra-Small Company 61.77K (0.38%) 0.00
Increased by 0.00%
Mar 31, 24
15 Pleiades Small Cap Equity A 48.10K (0.29%) 48.10K
Increased by +100.00%
Mar 31, 24
16 BlackRock Extended Equity Market K 40.92K (0.25%) 13.98K
Increased by +34.17%
Mar 31, 24
17 iShares Micro-Cap ETF 36.87K (0.23%) -512.00
Decreased by -1.39%
May 30, 24
18 Fidelity® Total Market Index 36.12K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity Total Market Index 33.30K (0.20%) 0.00
Increased by 0.00%
Apr 30, 24
20 BlackRock Extended Mkt Composite 30.88K (0.19%) 0.00
Increased by 0.00%
Sep 30, 23