Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 WISE 2.24%
3 VERS 2.03%
4 DRIV 1.10%
5 SSLY 0.57%
6 ITEQ 0.53%
7 PSCT 0.51%
8 XSD 0.38%
9 ISRA 0.21%
10 IWC 0.20%
11 CSML 0.18%
12 AIBU 0.08%
13 AVSC 0.08%
14 GBUY_old 0.08%
15 GINN 0.07%
16 IJS 0.07%
17 SMLV 0.06%
18 SLY 0.06%
19 IJR 0.06%
20 VIOV 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.78M (17.98%) -233.09K
Decreased by -6.17%
Sep 30, 24
2 Vanguard Group Inc 2.17M (10.30%) 24.31K
Increased by +1.12%
Dec 31, 24
3 RIMA MANAGEMENT, LLC 1.99M (9.45%) 0.00
Increased by 0.00%
Dec 31, 24
4 State Street Corporation 1.28M (6.08%) 47.83K
Increased by +3.74%
Mar 31, 24
5 State Street Corp 1.04M (4.94%) -19.65K
Decreased by -1.89%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 861.19K (4.10%) 56.58K
Increased by +6.57%
Sep 30, 24
7 Dimensional Fund Advisors, Inc. 797.69K (3.80%) -22.67K
Decreased by -2.84%
Dec 31, 24
8 Neuberger Berman Group LLC 746.55K (3.55%) 49.73K
Increased by +6.66%
Sep 30, 24
9 Amundi 654.36K (3.11%) -9.53K
Decreased by -1.46%
Sep 30, 23
10 OAKTOP CAPITAL MANAGEMENT II LP 631.38K (3.00%) 0.00
Increased by 0.00%
Dec 31, 24
11 Geode Capital Management, LLC 559.11K (2.66%) 3.65K
Increased by +0.65%
Sep 30, 24
12 Acadian Asset Management LLC 523.61K (2.49%) 211.70K
Increased by +40.43%
Mar 31, 24
13 Awm Investment Company Inc 508.49K (2.42%) 1.39K
Increased by +0.27%
Sep 30, 24
14 Disciplined Growth Investors Inc 447.92K (2.13%) -28.34K
Decreased by -6.33%
Dec 31, 24
15 Rice Hall James & Associates, LLC 447.36K (2.13%) -5.18K
Decreased by -1.16%
Dec 31, 24
16 Millennium Management LLC 370.37K (1.76%) 104.64K
Increased by +28.25%
Dec 31, 23
17 Migdal Insurance & Financial Holdings Ltd 355.82K (1.69%) -61.01K
Decreased by -17.15%
Dec 31, 24
18 Great West Life Assurance Co 341.30K (1.62%) 19.70K
Increased by +5.77%
Jun 30, 24
19 Herald Investment Management Ltd 325.00K (1.55%) 0.00
Increased by 0.00%
Dec 31, 24
20 Mirae Asset Global Investments (Korea) Co Ltd 317.63K (1.51%) -45.13K
Decreased by -14.21%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.52M (7.24%) 7.78K
Increased by +0.51%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 706.20K (3.36%) 0.00
Increased by 0.00%
Dec 31, 24
3 iShares Russell 2000 ETF 631.45K (3.00%) -4.80K
Decreased by -0.76%
Jan 31, 25
4 Vanguard Information Technology ETF 547.84K (2.61%) 7.31K
Increased by +1.33%
Dec 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 351.13K (1.67%) -22.60K
Decreased by -6.44%
Dec 31, 24
6 KBI Global Energy Transition A EUR 341.75K (1.63%) -163.09K
Decreased by -47.72%
Nov 30, 23
7 Herald Ord 325.00K (1.55%) 0.00
Increased by 0.00%
Sep 30, 24
8 iShares Future AI & Tech ETF 310.91K (1.48%) -3.27K
Decreased by -1.05%
Jul 31, 24
9 iShares Rbtcs&Artfcl Intllgnc Mltsct ETF 310.91K (1.48%) -3.27K
Decreased by -1.05%
Jul 31, 24
10 WisdomTree Art Intelligence ETF USD Acc 301.32K (1.43%) 0.00
Increased by 0.00%
Aug 30, 24
11 Vanguard Small Cap Index 283.59K (1.35%) 671.00
Increased by +0.24%
Aug 31, 24
12 Meridian Contrarian Legacy 254.68K (1.21%) 169.68K
Increased by +66.62%
Dec 31, 24
13 Fidelity Small Cap Index 238.76K (1.14%) -506.00
Decreased by -0.21%
Nov 30, 24
14 Neuberger Berman Intrinsic Value I 227.57K (1.08%) 0.00
Increased by 0.00%
Dec 31, 24
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 217.31K (1.03%) 78.00
Increased by +0.04%
Jan 31, 25
16 Fidelity® Small Cap Index 216.57K (1.03%) 3.77K
Increased by +1.74%
Sep 30, 23
17 Disciplined Growth - Small Cap Growth 216.45K (1.03%) 216.45K
Increased by +100.00%
Sep 30, 24
18 SPDR® Portfolio S&P 600 Sm Cap ETF 206.91K (0.98%) 215.00
Increased by +0.10%
Mar 28, 24
19 Global X Atnms & Elctrc Vhcls ETF 197.46K (0.94%) 0.00
Increased by 0.00%
Jan 31, 25
20 iShares Russell 2000 Growth ETF 177.01K (0.84%) -832.00
Decreased by -0.47%
Jan 31, 25