Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 VERS 3.87%
3 WISE 2.23%
4 DRIV 1.46%
5 SSLY 0.57%
6 ITEQ 0.55%
7 PSCT 0.41%
8 XSD 0.29%
9 ISRA 0.20%
10 CSML 0.18%
11 IWC 0.15%
12 GBUY_old 0.08%
13 AVSC 0.07%
14 SLY 0.06%
15 SMLV 0.05%
16 DMRS 0.05%
17 SLYV 0.05%
18 IJR 0.05%
19 VIOV 0.05%
20 IJS 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 2.59M (12.35%) -374.99K
Decreased by -14.46%
Jun 30, 24
3 RIMA MANAGEMENT, LLC 1.99M (9.46%) 15.55K
Increased by +0.78%
Jun 30, 24
4 State Street Corporation 1.28M (6.08%) 47.83K
Increased by +3.74%
Mar 31, 24
5 State Street Corp 1.06M (5.04%) -218.47K
Decreased by -20.64%
Jun 30, 24
6 Dimensional Fund Advisors, Inc. 835.13K (3.98%) 44.50K
Increased by +5.33%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 804.61K (3.83%) 296.35K
Increased by +36.83%
Jun 30, 24
8 Neuberger Berman Group LLC 696.82K (3.32%) -80.19K
Decreased by -11.51%
Jun 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%
Jun 30, 24
11 Geode Capital Management, LLC 555.46K (2.64%) 26.31K
Increased by +4.74%
Jun 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 507.10K (2.41%) 0.00
Increased by 0.00%
Jun 30, 24
14 Disciplined Growth Investors Inc 480.76K (2.29%) -5.91K
Decreased by -1.23%
Jun 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%
Jun 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 1.51M (7.20%) 1.58K
Increased by +0.10%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 705.14K (3.36%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 590.21K (2.81%) -1.33K
Decreased by -0.23%
Oct 31, 24
4 Vanguard Information Technology ETF 527.09K (2.51%) 1.28K
Increased by +0.24%
Sep 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 372.80K (1.77%) -12.94K
Decreased by -3.47%
Sep 30, 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 238.13K (1.13%) -5.55K
Decreased by -2.33%
Aug 31, 24
13 Global X Atnms & Elctrc Vhcls ETF 228.28K (1.09%) 0.00
Increased by 0.00%
Oct 31, 24
14 Neuberger Berman Intrinsic Value I 227.57K (1.08%) 0.00
Increased by 0.00%
Sep 30, 24
15 Fidelity® Small Cap Index 216.57K (1.03%) 3.77K
Increased by +1.74%
Sep 30, 23
16 Disciplined Growth - Small Cap Growth 216.45K (1.03%) 216.45K
Increased by +100.00%
Sep 30, 24
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 214.82K (1.02%) 1.60K
Increased by +0.74%
Oct 31, 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 175.37K (0.83%) 0.00
Increased by 0.00%
Oct 31, 24
20 Vanguard Tax-Managed Small Cap Adm 161.83K (0.77%) -22.62K
Decreased by -13.98%
Sep 30, 24