Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 VTWV 0.01%
3 IWN 0.01%
4 RSSL 0.00%
5 AVSC 0.00%
6 IWM 0.00%
7 UWM 0.00%
8 URTY 0.00%
9 IWO 0.00%
10 DFAT 0.00%
11 DFAS 0.00%
12 DFSU 0.00%
13 HDG 0.00%
14 DFAC 0.00%
15 DCOR 0.00%
16 VXF 0.00%
17 VTHR 0.00%
18 VTI 0.00%
19 VTWG 0.00%
20 VTWO 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 INSIGHT HOLDINGS GROUP, LLC 4.21M (15.21%) -410.00K
Decreased by -9.73%
Mar 31, 24
2 Beck, Mack & Oliver LLC 3.22M (11.60%) 93.49K
Increased by +2.91%
Sep 30, 24
3 Foxhaven Asset Management, LP 1.74M (6.27%) -165.42K
Decreased by -9.53%
Sep 30, 24
4 Vanguard Group Inc 1.52M (5.47%) 79.67K
Increased by +5.26%
Sep 30, 24
5 Alibaba Group Holding Ltd 1.46M (5.29%) 0.00
Increased by 0.00%
Dec 31, 23
6 BlackRock Inc 1.44M (5.19%) 1.13M
Increased by +78.27%
Jun 30, 24
7 Fidelity International Ltd 1.30M (4.68%) 345.58K
Increased by +26.67%
Sep 30, 24
8 Joel Isaacson & CO., LLC 869.61K (3.14%) 168.23K
Increased by +19.34%
Sep 30, 24
9 Portolan Capital Management, LLC 707.65K (2.55%) 46.70K
Increased by +6.60%
Sep 30, 24
10 Geode Capital Management, LLC 664.08K (2.40%) 95.29K
Increased by +14.35%
Sep 30, 24
11 Harbert Fund Advisors Inc 486.70K (1.76%) -356.62K
Decreased by -73.27%
Mar 31, 24
12 Harspring Capital Management LLC 440.38K (1.59%) 199.95K
Increased by +45.40%
Sep 30, 24
13 Renaissance Technologies Corp 415.50K (1.50%) -120.50K
Decreased by -29.00%
Sep 30, 24
14 First Manhattan Co. LLC 337.77K (1.22%) 337.77K
Increased by +100.00%
Sep 30, 24
15 State Street Corp 294.33K (1.06%) 5.99K
Increased by +2.03%
Sep 30, 24
16 Royce & Associates, LP 274.44K (0.99%) 75.65K
Increased by +27.57%
Mar 31, 24
17 Dimensional Fund Advisors, Inc. 273.60K (0.99%) 93.22K
Increased by +34.07%
Sep 30, 24
18 Susquehanna International Group, LLP 247.16K (0.89%) 146.60K
Increased by +59.31%
Mar 31, 24
19 Northern Trust Corp 232.78K (0.84%) 153.79K
Increased by +66.07%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 209.76K (0.76%) -417.24K
Decreased by -198.91%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Climate Leadership F 1.30M (4.68%) 88.99K
Increased by +6.87%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 930.79K (3.36%) 0.00
Increased by 0.00%
Oct 31, 24
3 iShares Russell 2000 ETF 601.04K (2.17%) -1.26K
Decreased by -0.21%
Nov 27, 24
4 Fidelity Greater Canada Sr F 400.00K (1.44%) 0.00
Increased by 0.00%
Mar 31, 24
5 Strategic Advisers Small-Mid Cap 383.86K (1.39%) 28.77K
Increased by +7.50%
Jul 31, 24
6 Strategic Advisers U.S. Total Stock{mg} 383.86K (1.39%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 364.82K (1.32%) 0.00
Increased by 0.00%
Oct 31, 24
8 Strategic Advisers® Small-Mid Cap 290.87K (1.05%) 0.00
Increased by 0.00%
Oct 31, 23
9 Fidelity Climate Leadership Bal F5 285.04K (1.03%) 25.78K
Increased by +9.05%
Sep 30, 24
10 Royce Micro Cap Trust 274.44K (0.99%) 75.65K
Increased by +27.57%
Mar 31, 24
11 Fidelity Small Cap Index 258.72K (0.93%) -4.90K
Decreased by -1.89%
Sep 30, 24
12 iShares Russell 2000 Value ETF 208.22K (0.75%) 268.00
Increased by +0.13%
Nov 27, 24
13 Fidelity Canadian Asset Allocation B 200.00K (0.72%) 0.00
Increased by 0.00%
Mar 31, 24
14 Fidelity Extended Market Index 192.32K (0.69%) 48.28K
Increased by +25.10%
Sep 30, 24
15 SEI Tax-Managed Small/Mid Cap F (SIMT) 179.09K (0.65%) 0.00
Increased by 0.00%
Jun 30, 24
16 Fidelity® Extended Market Index 123.06K (0.44%) 0.00
Increased by 0.00%
Nov 30, 23
17 State St Russell Sm Cap® Indx SL Cl I 119.50K (0.43%) 0.00
Increased by 0.00%
Oct 31, 24
18 Vanguard Russell 2000 ETF 115.65K (0.42%) -714.00
Decreased by -0.62%
Oct 31, 24
19 Bridgeway Ultra-Small Company Market 103.00K (0.37%) 0.00
Increased by 0.00%
Sep 30, 24
20 NT R2000 Index Fund - NL 64.79K (0.23%) 64.79K
Increased by +100.00%
Sep 30, 24