Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 4.37%
2 WCLD 0.76%
3 FESM 0.15%
4 IWC 0.07%
5 SMLF 0.07%
6 IVES 0.05%
7 GSSC 0.05%
8 HAPS 0.04%
9 IWO 0.02%
10 VTWG 0.02%
11 IWM 0.01%
12 RSSL 0.01%
13 VGT 0.01%
14 VTWO 0.01%
15 UWM 0.01%
16 SCHA 0.01%
17 FTEC 0.01%
18 URTY 0.01%
19 SPGM 0.00%
20 RYLD 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.07M (15.65%) 62.93K
Increased by +1.24%
Sep 30, 24
2 BlackRock Inc 3.27M (10.10%) -122.50K
Decreased by -3.74%
Jun 30, 24
3 Ameriprise Financial Inc 2.38M (7.34%) 128.22K
Increased by +5.39%
Jun 30, 24
4 Acadian Asset Management LLC 984.11K (3.04%) 299.75K
Increased by +30.46%
Mar 31, 24
5 First Trust Advisors L.P. 845.67K (2.61%) 57.76K
Increased by +6.83%
Sep 30, 23
6 State Street Corporation 770.20K (2.38%) 25.39K
Increased by +3.30%
Mar 31, 24
7 Geode Capital Management, LLC 755.26K (2.33%) 44.79K
Increased by +5.93%
Jun 30, 24
8 State Street Corp 731.01K (2.26%) -39.19K
Decreased by -5.36%
Jun 30, 24
9 Twenty Acre Capital LP 661.40K (2.04%) 0.00
Increased by 0.00%
Sep 30, 24
10 Jacobs Levy Equity Management, Inc. 654.88K (2.02%) 26.38K
Increased by +4.03%
Jun 30, 24
11 Bank of New York Mellon Corp 602.74K (1.86%) -34.52K
Decreased by -5.73%
Dec 31, 23
12 Divisadero Street Capital Management, LP 551.64K (1.70%) 301.64K
Increased by +54.68%
Mar 31, 24
13 Nuveen Asset Management, LLC 515.47K (1.59%) -194.56K
Decreased by -37.74%
Dec 31, 23
14 JPMorgan Chase & Co 497.12K (1.53%) 472.92K
Increased by +95.13%
Mar 31, 24
15 CenterBook Partners LP 471.45K (1.45%) 277.22K
Increased by +58.80%
Mar 31, 24
16 Clearline Capital LP 463.52K (1.43%) 0.00
Increased by 0.00%
Jun 30, 24
17 Morgan Stanley - Brokerage Accounts 436.81K (1.35%) 56.54K
Increased by +12.94%
Jun 30, 24
18 Palogic Value Management LP 420.00K (1.30%) 0.00
Increased by 0.00%
Sep 30, 24
19 B. Riley Asset Management, LLC 416.46K (1.29%) 142.61K
Increased by +34.24%
Jun 30, 24
20 Millennium Management LLC 401.89K (1.24%) 11.73K
Increased by +2.92%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 CT American Smaller Coms(US) InstAccGBP 1.48M (4.56%) 227.34K
Increased by +15.39%
Sep 30, 24
2 CT (Lux) American Smaller Com 9U USD 1.46M (4.50%) 243.05K
Increased by +16.66%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 984.53K (3.04%) 0.00
Increased by 0.00%
Oct 31, 24
4 iShares Russell 2000 ETF 905.99K (2.80%) -2.03K
Decreased by -0.22%
Oct 31, 24
5 Vanguard Strategic Equity Inv 872.82K (2.69%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Explorer Inv 778.93K (2.40%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Information Technology ETF 744.56K (2.30%) 1.68K
Increased by +0.23%
Oct 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 482.42K (1.49%) 0.00
Increased by 0.00%
Sep 30, 24
9 WisdomTree Cloud Computing ETF 479.00K (1.48%) 1.91K
Increased by +0.40%
Jan 31, 24
10 Vanguard Strategic Small-Cap Equity Inv 442.56K (1.37%) 0.00
Increased by 0.00%
Sep 30, 24
11 Federated Hermes Kaufmann Small Cap A 400.00K (1.23%) -300.00K
Decreased by -75.00%
Sep 30, 23
12 Federated Hermes Kaufmann Small Cap Grow 400.00K (1.23%) -300.00K
Decreased by -75.00%
Sep 30, 23
13 Fidelity Small Cap Index 346.72K (1.07%) -5.58K
Decreased by -1.61%
Aug 31, 24
14 Vanguard VIF Small Co Gr 321.01K (0.99%) 21.50K
Increased by +6.70%
Sep 30, 24
15 CREF Stock R1 312.69K (0.96%) 35.44K
Increased by +11.33%
Aug 31, 24
16 Fidelity® Small Cap Index 304.79K (0.94%) 7.18K
Increased by +2.36%
Oct 31, 23
17 iShares Russell 2000 Growth ETF 301.71K (0.93%) 0.00
Increased by 0.00%
Oct 31, 24
18 WisdomTree Cloud Computing ETF - USD Acc 281.11K (0.87%) 0.00
Increased by 0.00%
Jan 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 278.33K (0.86%) -7.00K
Decreased by -2.52%
Oct 31, 24
20 BlackRock Advantage Small Cap Core Instl 255.47K (0.79%) 11.02K
Increased by +4.31%
Sep 30, 24