Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 WISE 2.45%
3 VERS 1.96%
4 DRIV 0.91%
5 XSD 0.86%
6 SSLY 0.57%
7 EHLS 0.49%
8 ITEQ 0.44%
9 PSCT 0.41%
10 CSML 0.18%
11 IWC 0.16%
12 ISRA 0.16%
13 AVSC 0.08%
14 GBUY_old 0.08%
15 AIBU 0.08%
16 GINN 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 3.80M (17.86%) 19.52K
Increased by +0.51%
Dec 31, 24
2 Vanguard Group Inc 2.17M (10.18%) 24.31K
Increased by +1.12%
Dec 31, 24
3 RIMA MANAGEMENT, LLC 1.99M (9.34%) 0.00
Increased by 0.00%
Dec 31, 24
4 State Street Corporation 1.28M (6.01%) 47.83K
Increased by +3.74%
Mar 31, 24
5 State Street Corp 1.08M (5.06%) 36.18K
Increased by +3.36%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 813.33K (3.82%) -47.86K
Decreased by -5.88%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 797.69K (3.75%) -22.67K
Decreased by -2.84%
Dec 31, 24
8 Neuberger Berman Group LLC 746.17K (3.51%) -376.00
Decreased by -0.05%
Dec 31, 24
9 Amundi 654.36K (3.08%) -9.53K
Decreased by -1.46%
Sep 30, 23
10 OAKTOP CAPITAL MANAGEMENT II LP 631.38K (2.97%) 0.00
Increased by 0.00%
Dec 31, 24
11 Awm Investment Company Inc 600.16K (2.82%) 91.67K
Increased by +15.27%
Dec 31, 24
12 Geode Capital Management, LLC 553.63K (2.60%) -5.48K
Decreased by -0.99%
Dec 31, 24
13 Acadian Asset Management LLC 523.61K (2.46%) 211.70K
Increased by +40.43%
Mar 31, 24
14 Disciplined Growth Investors Inc 447.92K (2.11%) -28.34K
Decreased by -6.33%
Dec 31, 24
15 Rice Hall James & Associates, LLC 447.36K (2.10%) -5.18K
Decreased by -1.16%
Dec 31, 24
16 Millennium Management LLC 370.37K (1.74%) 104.64K
Increased by +28.25%
Dec 31, 23
17 Migdal Insurance & Financial Holdings Ltd 355.82K (1.67%) -61.01K
Decreased by -17.15%
Dec 31, 24
18 Great West Life Assurance Co 341.30K (1.61%) 19.70K
Increased by +5.77%
Jun 30, 24
19 Herald Investment Management Ltd 325.00K (1.53%) 0.00
Increased by 0.00%
Dec 31, 24
20 Mirae Asset Global Investments (Korea) Co Ltd 317.63K (1.49%) -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 1.46M (6.87%) 1.01K
Increased by +0.07%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 706.20K (3.32%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 705.14K (3.32%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 609.37K (2.87%) -5.28K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Information Technology ETF 559.89K (2.63%) 4.68K
Increased by +0.84%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 366.55K (1.72%) 14.79K
Increased by +4.03%
Mar 31, 25
7 KBI Global Energy Transition A EUR 341.75K (1.61%) -163.09K
Decreased by -47.72%
Nov 30, 23
8 SPDR® S&P Semiconductor ETF 331.25K (1.56%) 0.00
Increased by 0.00%
Mar 31, 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 WisdomTree Art Intelligence ETF USD Acc 301.32K (1.42%) 0.00
Increased by 0.00%
Aug 30, 24
13 Vanguard Small Cap Index 283.59K (1.33%) 671.00
Increased by +0.24%
Aug 31, 24
14 Meridian Contrarian Legacy 254.68K (1.20%) 169.68K
Increased by +66.62%
Dec 31, 24
15 Fidelity Small Cap Index 228.97K (1.08%) -4.29K
Decreased by -1.87%
Jan 31, 25
16 Neuberger Berman Intrinsic Value I 222.62K (1.05%) -4.95K
Decreased by -2.22%
Mar 31, 25
17 Fidelity® Small Cap Index 216.57K (1.02%) 3.77K
Increased by +1.74%
Sep 30, 23
18 Disciplined Growth - Small Cap Growth 216.45K (1.02%) 216.45K
Increased by +100.00%
Sep 30, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 210.34K (0.99%) 304.00
Increased by +0.14%
Mar 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 206.91K (0.97%) 215.00
Increased by +0.10%
Mar 28, 24