Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.04%
2 GSSC 0.02%
3 IWN 0.01%
4 VTWV 0.01%
5 VTWO 0.01%
6 RSSL 0.01%
7 IWM 0.01%
8 UWM 0.01%
9 AVSC 0.00%
10 URTY 0.00%
11 IWO 0.00%
12 HDG 0.00%
13 VTHR 0.00%
14 VTI 0.00%
15 VTWG 0.00%
16 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 SC ISRAEL IV GENPAR, LTD. 17.70M (16.46%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vintage Ventures Advisors Ltd 7.05M (6.56%) 0.00
Increased by 0.00%
Sep 30, 23
3 Phoenix Financial Ltd 6.22M (5.78%) 624.30K
Increased by +10.04%
Jun 30, 24
4 BlackRock Inc 5.71M (5.31%) 4.68M
Increased by +82.04%
Jun 30, 24
5 Phoenix Holdings Ltd 5.59M (5.20%) 1.00M
Increased by +17.88%
Mar 31, 24
6 Vanguard Group Inc 5.50M (5.11%) 944.08K
Increased by +17.16%
Jun 30, 24
7 Royce & Associates, LP 4.15M (3.86%) 249.10K
Increased by +6.00%
Jun 30, 24
8 Ameriprise Financial Inc 3.81M (3.54%) -475.97K
Decreased by -12.50%
Jun 30, 24
9 Whetstone Capital Advisors, LLC 3.25M (3.02%) -9.38K
Decreased by -0.29%
Jun 30, 24
10 ION Crossover Partners Ltd 2.48M (2.31%) 0.00
Increased by 0.00%
Sep 30, 23
11 Harel Insurance Invests & Fin Srvcs Ltd 2.42M (2.25%) 0.00
Increased by 0.00%
Dec 31, 23
12 Ion Asset Management Ltd. 2.34M (2.17%) -2.23M
Decreased by -95.38%
Jun 30, 24
13 Geode Capital Management, LLC 2.25M (2.09%) 1.34M
Increased by +59.36%
Jun 30, 24
14 Alpine Partners VI, LLC 1.21M (1.12%) 1.21M
Increased by +100.00%
Jun 30, 24
15 State Street Corp 1.05M (0.98%) 789.32K
Increased by +74.82%
Jun 30, 24
16 Susquehanna International Group, LLP 893.95K (0.83%) 252.95K
Increased by +28.30%
Mar 31, 24
17 Essex Investment Management Company, LLC 689.04K (0.64%) 689.04K
Increased by +100.00%
Jun 30, 24
18 Renaissance Technologies Corp 642.58K (0.60%) -248.90K
Decreased by -38.73%
Jun 30, 24
19 Goldman Sachs Group Inc 597.14K (0.56%) 429.29K
Increased by +71.89%
Mar 31, 24
20 Bridgeway Capital Management, LLC 556.83K (0.52%) 12.20K
Increased by +2.19%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.64M (3.39%) 0.00
Increased by 0.00%
Sep 30, 24
2 Columbia Small Cap Value I 2.81M (2.62%) 339.31K
Increased by +12.06%
Sep 30, 24
3 Columbia Small Cap Value I A 2.81M (2.62%) 24.60K
Increased by +0.87%
Sep 30, 24
4 iShares Russell 2000 ETF 2.40M (2.24%) -5.40K
Decreased by -0.22%
Oct 31, 24
5 Royce Small-Cap Opportunity Invmt 1.78M (1.66%) 61.67K
Increased by +3.46%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.24M (1.15%) 0.00
Increased by 0.00%
Sep 30, 24
7 FTGF RY US SmCp Opp A USD Dis(A) 1.19M (1.11%) 39.37K
Increased by +3.30%
Sep 30, 24
8 Fidelity Small Cap Index 1.10M (1.02%) -23.22K
Decreased by -2.12%
Aug 31, 24
9 iShares Russell 2000 Value ETF 935.33K (0.87%) 0.00
Increased by 0.00%
Oct 31, 24
10 Royce Micro-Cap Invmt 929.66K (0.86%) 13.43K
Increased by +1.44%
Sep 30, 24
11 Columbia VP Small Cap Value 1 902.04K (0.84%) -4.48K
Decreased by -0.50%
Sep 30, 24
12 Fidelity Extended Market Index 658.84K (0.61%) 83.39K
Increased by +12.66%
Sep 30, 24
13 Vanguard Russell 2000 ETF 488.91K (0.45%) 59.67K
Increased by +12.21%
Sep 30, 24
14 Fidelity® Extended Market Index 486.32K (0.45%) 0.00
Increased by 0.00%
Nov 30, 23
15 State St Russell Sm Cap® Indx SL Cl I 463.10K (0.43%) 0.00
Increased by 0.00%
Oct 31, 24
16 Royce Capital Micro-Cap Inv 408.41K (0.38%) 6.57K
Increased by +1.61%
Sep 30, 24
17 Bridgeway Ultra-Small Company Market 406.00K (0.38%) -25.00K
Decreased by -6.16%
Jun 30, 24
18 NT R2000 Index Fund - NL 270.86K (0.25%) 270.86K
Increased by +100.00%
Sep 30, 24
19 Galileo Midcap C 267.00K (0.25%) 0.00
Increased by 0.00%
Oct 31, 24
20 Schwab Small Cap Index 251.58K (0.23%) 0.00
Increased by 0.00%
Sep 30, 24