Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVAV 1.97%
2 ROBT 1.36%
3 WISE 0.27%
4 XSW 0.17%
5 BOTZ 0.15%
6 SLY 0.13%
7 CARZ 0.11%
8 IWC 0.10%
9 PSCT 0.08%
10 FSCC 0.07%
11 EES 0.06%
12 VTWV 0.04%
13 DMRM 0.04%
14 GSSC 0.03%
15 JPSE 0.03%
16 IWN 0.03%
17 SSLY 0.03%
18 IJS 0.02%
19 SLYV 0.02%
20 VIOV 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Van Berkom and Associates Inc 3.86M (9.10%) -87.36K
Decreased by -2.26%
Mar 31, 24
2 American Capital Management Inc 3.49M (8.21%) -430.94K
Decreased by -12.35%
Dec 31, 24
3 BlackRock Inc 3.46M (8.15%) 196.16K
Increased by +5.67%
Dec 31, 24
4 Vanguard Group Inc 3.16M (7.43%) 42.86K
Increased by +1.36%
Dec 31, 24
5 First Trust Advisors L.P. 2.68M (6.31%) 2.03M
Increased by +75.90%
Jun 30, 24
6 Paradigm Capital Management, Inc. 2.59M (6.10%) 842.90K
Increased by +32.50%
Dec 31, 24
7 Cooper Creek Partners Management LLC 1.95M (4.59%) 334.81K
Increased by +17.16%
Dec 31, 24
8 D. E. Shaw & Co LP 1.86M (4.39%) 814.90K
Increased by +43.72%
Dec 31, 24
9 State Street Corporation 1.81M (4.25%) 90.96K
Increased by +5.03%
Mar 31, 24
10 Amvescap Plc. 1.72M (4.05%) 1.24M
Increased by +72.28%
Dec 31, 23
11 Great West Life Assurance Co 1.12M (2.63%) 2.92K
Increased by +0.26%
Jun 30, 24
12 Trigran Investments Inc 1.07M (2.52%) -109.77K
Decreased by -10.23%
Sep 30, 23
13 Ameriprise Financial Inc 1.06M (2.50%) 56.78K
Increased by +5.35%
Dec 31, 24
14 Geode Capital Management, LLC 970.98K (2.29%) 21.32K
Increased by +2.20%
Dec 31, 24
15 Goldman Sachs Group Inc 902.55K (2.12%) -56.12K
Decreased by -6.22%
Dec 31, 24
16 State Street Corp 897.26K (2.11%) 64.67K
Increased by +7.21%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 869.32K (2.05%) -5.13K
Decreased by -0.59%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 844.68K (1.99%) 218.84K
Increased by +25.91%
Dec 31, 24
19 Jacobs Levy Equity Management, Inc. 823.43K (1.94%) 823.43K
Increased by +100.00%
Sep 30, 24
20 Connor Clark & Lunn Inv Mgmt Ltd 796.24K (1.87%) 425.19K
Increased by +53.40%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.81M (6.61%) 1.25K
Increased by +0.04%
Apr 30, 24
2 FT Nasdaq Artfcl Intllgnc and Rbtc ETF 2.30M (5.42%) 0.00
Increased by 0.00%
Aug 29, 24
3 Columbia Seligman Tech & Inf SMA Cmp 1.92M (4.51%) 1.92M
Increased by +100.00%
Dec 31, 23
4 Columbia Seligman Tech & Info A 1.92M (4.51%) 0.00
Increased by 0.00%
Mar 31, 24
5 Columbia Seligman Technology Growth 1.92M (4.51%) 0.00
Increased by 0.00%
Mar 31, 24
6 Invesco Small Cap Value A 1.50M (3.53%) 46.70K
Increased by +3.12%
Dec 31, 23
7 Vanguard Total Stock Mkt Idx Inv 1.27M (3.00%) 0.00
Increased by 0.00%
Feb 28, 25
8 iShares Russell 2000 ETF 1.13M (2.65%) -9.73K
Decreased by -0.86%
Mar 31, 25
9 WisdomTree Art Intelligence ETF USD Acc 1.07M (2.51%) 0.00
Increased by 0.00%
Aug 30, 24
10 Vanguard Information Technology ETF 932.76K (2.20%) -11.55K
Decreased by -1.24%
Feb 28, 25
11 Columbia Small Cap Value I 705.48K (1.66%) 302.80K
Increased by +42.92%
Dec 31, 24
12 Columbia Small Cap Value I A 705.48K (1.66%) -81.61K
Decreased by -11.57%
Dec 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 630.10K (1.48%) 945.00
Increased by +0.15%
Feb 28, 25
14 Candriam Eqs L Rbtc&Innov Tech I USD Cap 520.07K (1.22%) 0.00
Increased by 0.00%
Nov 30, 23
15 iShares S&P Small-Cap 600 Value ETF 511.33K (1.20%) -474.00
Decreased by -0.09%
Apr 30, 24
16 Vanguard Small Cap Index 502.46K (1.18%) 1.22K
Increased by +0.24%
Aug 31, 24
17 Global X Robotics & Artfcl Intllgnc ETF 472.25K (1.11%) 0.00
Increased by 0.00%
Mar 31, 25
18 Fidelity Small Cap Index 404.58K (0.95%) -7.58K
Decreased by -1.87%
Jan 31, 25
19 Paradigm Micro-Cap 400.00K (0.94%) 0.00
Increased by 0.00%
Mar 31, 25
20 Fidelity® Small Cap Index 386.78K (0.91%) 9.23K
Increased by +2.39%
Oct 31, 23