Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LOPX 1.65%
2 RTLA 0.01%
3 EELV 0.01%
4 DFEM 0.00%
5 DFAE 0.00%
6 IWC 0.00%
7 TLTE 0.00%
8 VGT 0.00%
9 VTI 0.00%
10 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Summit Partners L P 34.12M (102.33%) 0.00
Increased by 0.00%
Mar 31, 24
2 Vanguard Group Inc 2.39M (7.17%) 47.89K
Increased by +2.00%
Mar 31, 24
3 Ameriprise Financial Inc 2.37M (7.11%) -4.96K
Decreased by -0.21%
Mar 31, 24
4 Westerly Capital Management LLC 2.19M (6.58%) -1.41M
Decreased by -64.01%
Mar 31, 24
5 AllianceBernstein L.P. 2.13M (6.39%) -1.90M
Decreased by -89.01%
Dec 31, 23
6 BlackRock Inc 535.39K (1.61%) -788.00
Decreased by -0.15%
Mar 31, 24
7 Renaissance Technologies Corp 505.80K (1.52%) 40.50K
Increased by +8.01%
Mar 31, 24
8 Geode Capital Management, LLC 352.70K (1.06%) 0.00
Increased by 0.00%
Mar 31, 24
9 Jacobs Levy Equity Management, Inc. 279.92K (0.84%) -266.57K
Decreased by -95.23%
Mar 31, 24
10 Benefit Street Partners L.L.C. 243.02K (0.73%) -857.00K
Decreased by -352.65%
Sep 30, 23
11 Kennedy Capital Management Inc 222.31K (0.67%) -132.85K
Decreased by -59.76%
Mar 31, 24
12 Bridgeway Capital Management, LLC 178.00K (0.53%) -50.00K
Decreased by -28.09%
Mar 31, 24
13 D. E. Shaw & Co LP 146.14K (0.44%) 0.00
Increased by 0.00%
Mar 31, 24
14 State Street Corporation 145.70K (0.44%) 0.00
Increased by 0.00%
Mar 31, 24
15 Acadian Asset Management LLC 84.09K (0.25%) -45.23K
Decreased by -53.78%
Mar 31, 24
16 Worth Venture Partners, LLC 70.09K (0.21%) -19.40K
Decreased by -27.68%
Sep 30, 23
17 Northern Trust Corp 61.32K (0.18%) 0.00
Increased by 0.00%
Mar 31, 24
18 Citigroup Inc 61.24K (0.18%) -12.82K
Decreased by -20.94%
Dec 31, 23
19 Creative Planning Inc 50.00K (0.15%) 0.00
Increased by 0.00%
Mar 31, 24
20 TWO SIGMA SECURITIES, LLC 46.24K (0.14%) 46.24K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Small Cap Value I 1.54M (4.63%) 13.60K
Increased by +0.88%
Mar 31, 24
2 Columbia Small Cap Value I A 1.54M (4.63%) 15.00K
Increased by +0.97%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 957.38K (2.87%) 0.00
Increased by 0.00%
Mar 31, 24
4 Vanguard Information Technology ETF 845.30K (2.53%) 5.29K
Increased by +0.63%
Mar 31, 24
5 Columbia VP Small Cap Value 1 595.61K (1.79%) -18.00K
Decreased by -3.02%
Mar 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 538.47K (1.61%) 0.00
Increased by 0.00%
Mar 31, 24
7 AB Small Cap Value Advisor 365.40K (1.10%) -157.11K
Decreased by -43.00%
Jan 31, 24
8 Kennedy Micro Cap Opportunities 222.31K (0.67%) -128.27K
Decreased by -57.70%
Mar 31, 24
9 Fidelity® Extended Market Index 180.58K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Extended Market Index 179.26K (0.54%) 0.00
Increased by 0.00%
Mar 31, 24
11 Bridgeway Ultra-Small Company Market 178.00K (0.53%) -50.00K
Decreased by -28.09%
Mar 31, 24
12 Pacific Select Small-Cap Value I 143.26K (0.43%) -64.74K
Decreased by -45.19%
Jan 31, 24
13 MassMutual Small Company Val Svc 108.40K (0.33%) -95.38K
Decreased by -87.99%
Dec 31, 23
14 BlackRock Extended Mkt Composite 88.69K (0.27%) 0.00
Increased by 0.00%
Sep 30, 23
15 BlackRock Extended Equity Market K 77.40K (0.23%) 28.00
Increased by +0.04%
Mar 31, 24
16 iShares Micro-Cap ETF 68.33K (0.20%) 0.00
Increased by 0.00%
Feb 29, 24
17 AB Small Cap Value Equity 63.33K (0.19%) -55.72K
Decreased by -87.98%
Dec 31, 23
18 PF Small-Cap Value P 54.86K (0.16%) 0.00
Increased by 0.00%
Mar 31, 23
19 Fidelity Total Market Index 51.70K (0.16%) 0.00
Increased by 0.00%
Mar 31, 24
20 Fidelity® Total Market Index 51.70K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23