Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 WISE 1.68%
3 VERS 1.37%
4 DRIV 0.66%
5 SSLY 0.57%
6 XSD 0.55%
7 EHLS 0.49%
8 ITEQ 0.31%
9 PSCT 0.29%
10 CSML 0.18%
11 IWC 0.12%
12 ISRA 0.11%
13 AVSC 0.08%
14 GBUY_old 0.08%
15 GINN 0.07%
16 AIBU 0.07%
17 SMLV 0.06%
18 SLY 0.06%
19 SLYV 0.06%
20 QVMS 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.71M (17.41%) -89.96K
Decreased by -2.43%
Mar 31, 25
2 Vanguard Group Inc 2.45M (11.49%) 281.27K
Increased by +11.50%
Mar 31, 25
3 RIMA MANAGEMENT, LLC 1.99M (9.32%) -757.00
Decreased by -0.04%
Mar 31, 25
4 State Street Corporation 1.28M (6.00%) 47.83K
Increased by +3.74%
Mar 31, 24
5 State Street Corp 1.23M (5.78%) 155.48K
Increased by +12.63%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 1.03M (4.85%) 220.31K
Increased by +21.31%
Mar 31, 25
7 Neuberger Berman Group LLC 741.91K (3.48%) -4.26K
Decreased by -0.57%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 714.27K (3.35%) -83.43K
Decreased by -11.68%
Mar 31, 25
9 Amundi 654.36K (3.07%) -9.53K
Decreased by -1.46%
Sep 30, 23
10 OAKTOP CAPITAL MANAGEMENT II LP 631.38K (2.96%) 0.00
Increased by 0.00%
Mar 31, 25
11 Awm Investment Company Inc 615.16K (2.89%) 15.00K
Increased by +2.44%
Mar 31, 25
12 Geode Capital Management, LLC 558.76K (2.62%) 5.13K
Increased by +0.92%
Mar 31, 25
13 Acadian Asset Management LLC 523.61K (2.46%) 211.70K
Increased by +40.43%
Mar 31, 24
14 Capitolis Liquid Global Markets LLC 494.00K (2.32%) 494.00K
Increased by +100.00%
Mar 31, 25
15 Disciplined Growth Investors Inc 440.72K (2.07%) -7.20K
Decreased by -1.63%
Mar 31, 25
16 Rice Hall James & Associates, LLC 435.48K (2.04%) -11.88K
Decreased by -2.73%
Mar 31, 25
17 Millennium Management LLC 370.37K (1.74%) 104.64K
Increased by +28.25%
Dec 31, 23
18 Great West Life Assurance Co 341.30K (1.60%) 19.70K
Increased by +5.77%
Jun 30, 24
19 Migdal Insurance & Financial Holdings Ltd 330.85K (1.55%) -24.97K
Decreased by -7.55%
Mar 31, 25
20 Herald Investment Management Ltd 325.00K (1.53%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.43M (6.71%) -1.51K
Decreased by -0.11%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 706.20K (3.32%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 705.14K (3.31%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 579.15K (2.72%) 98.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Information Technology ETF 564.45K (2.65%) 4.56K
Increased by +0.81%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 367.16K (1.72%) 605.00
Increased by +0.16%
Apr 30, 25
7 KBI Global Energy Transition A EUR 341.75K (1.60%) -163.09K
Decreased by -47.72%
Nov 30, 23
8 SPDR® S&P Semiconductor ETF 336.08K (1.58%) -3.22K
Decreased by -0.96%
Apr 30, 25
9 Herald Ord 325.00K (1.53%) 0.00
Increased by 0.00%
Sep 30, 24
10 iShares Future AI & Tech ETF 310.91K (1.46%) -3.27K
Decreased by -1.05%
Jul 31, 24
11 iShares Rbtcs&Artfcl Intllgnc Mltsct ETF 310.91K (1.46%) -3.27K
Decreased by -1.05%
Jul 31, 24
12 Meridian Contrarian Legacy 307.00K (1.44%) 52.32K
Increased by +17.04%
Mar 31, 25
13 WisdomTree Art Intelligence ETF USD Acc 301.32K (1.41%) 0.00
Increased by 0.00%
Aug 30, 24
14 Vanguard Small Cap Index 283.59K (1.33%) 671.00
Increased by +0.24%
Aug 31, 24
15 Fidelity Small Cap Index 230.11K (1.08%) 1.14K
Increased by +0.50%
Feb 28, 25
16 Fidelity® Small Cap Index 216.57K (1.02%) 3.77K
Increased by +1.74%
Sep 30, 23
17 Disciplined Growth - Small Cap Growth 216.45K (1.02%) 216.45K
Increased by +100.00%
Sep 30, 24
18 Neuberger Berman Intrinsic Value I 211.73K (0.99%) -10.89K
Decreased by -5.14%
Apr 30, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 206.91K (0.97%) 215.00
Increased by +0.10%
Mar 28, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 202.14K (0.95%) 0.00
Increased by 0.00%
Apr 30, 25