Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 WISE 2.25%
3 VERS 1.95%
4 DRIV 1.68%
5 ITEQ 0.60%
6 SSLY 0.57%
7 PSCT 0.47%
8 XSD 0.31%
9 ISRA 0.21%
10 IWC 0.18%
11 CSML 0.18%
12 AVSC 0.08%
13 GBUY_old 0.08%
14 GINN 0.07%
15 SMLV 0.06%
16 SLY 0.06%
17 IJS 0.06%
18 SLYV 0.06%
19 QVMS 0.05%
20 DMRS 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.01M (19.10%) -87.68K
Decreased by -2.19%
Jun 30, 24
2 Vanguard Group Inc 2.14M (10.19%) -453.13K
Decreased by -21.16%
Sep 30, 24
3 RIMA MANAGEMENT, LLC 1.99M (9.46%) 0.00
Increased by 0.00%
Sep 30, 24
4 State Street Corporation 1.28M (6.08%) 47.83K
Increased by +3.74%
Mar 31, 24
5 State Street Corp 1.04M (4.95%) -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. 820.37K (3.91%) -14.77K
Decreased by -1.80%
Sep 30, 24
8 Neuberger Berman Group LLC 746.55K (3.55%) 49.73K
Increased by +6.66%
Sep 30, 24
9 Amundi 654.36K (3.12%) -9.53K
Decreased by -1.46%
Sep 30, 23
10 OAKTOP CAPITAL MANAGEMENT II LP 631.38K (3.01%) 0.00
Increased by 0.00%
Sep 30, 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 476.25K (2.27%) -4.51K
Decreased by -0.95%
Sep 30, 24
15 Rice Hall James & Associates, LLC 452.54K (2.15%) 23.57K
Increased by +5.21%
Sep 30, 24
16 Migdal Insurance & Financial Holdings Ltd 417.18K (1.99%) -552.00
Decreased by -0.13%
Jun 30, 24
17 Millennium Management LLC 370.37K (1.76%) 104.64K
Increased by +28.25%
Dec 31, 23
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%
Sep 30, 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 1.53M (7.29%) 792.00
Increased by +0.05%
Nov 27, 24
2 Vanguard Total Stock Mkt Idx Inv 706.20K (3.36%) 1.06K
Increased by +0.15%
Oct 31, 24
3 iShares Russell 2000 ETF 635.24K (3.02%) -1.33K
Decreased by -0.21%
Nov 27, 24
4 Vanguard Information Technology ETF 529.34K (2.52%) 2.25K
Increased by +0.42%
Oct 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 371.61K (1.77%) -1.19K
Decreased by -0.32%
Oct 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%
Jun 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 Fidelity Small Cap Index 238.01K (1.13%) -126.00
Decreased by -0.05%
Sep 30, 24
13 Neuberger Berman Intrinsic Value I 227.57K (1.08%) 0.00
Increased by 0.00%
Oct 31, 24
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 219.66K (1.05%) 160.00
Increased by +0.07%
Nov 27, 24
15 Global X Atnms & Elctrc Vhcls ETF 217.87K (1.04%) 0.00
Increased by 0.00%
Nov 27, 24
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 (0.99%) 215.00
Increased by +0.10%
Mar 28, 24
19 iShares Russell 2000 Growth ETF 177.03K (0.84%) 0.00
Increased by 0.00%
Nov 27, 24
20 Vanguard Tax-Managed Small Cap Adm 158.05K (0.75%) -3.78K
Decreased by -2.39%
Oct 31, 24