Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOAT 0.25%
2 GUR 0.07%
3 PRFZ 0.02%
4 EWX 0.01%
5 SPEM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Appleseed Capital 2.42M (5.30%) -1.05M
Decreased by -43.43%
Mar 31, 25
2 Renaissance Technologies Corp 2.09M (4.58%) 4.20K
Increased by +0.20%
Mar 31, 25
3 Hosking Partners LLP 2.01M (4.40%) -19.18K
Decreased by -0.95%
Mar 31, 25
4 UBS Group AG 992.86K (2.17%) 990.99K
Increased by +99.81%
Dec 31, 24
5 Lesa Sroufe & Company Inc 662.66K (1.45%) -14.80K
Decreased by -2.23%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 641.90K (1.40%) -111.98K
Decreased by -17.45%
Mar 31, 25
7 Vident Advisory, LLC 459.05K (1.00%) 312.60K
Increased by +68.10%
Mar 31, 25
8 Amvescap Plc. 317.37K (0.69%) -2.08K
Decreased by -0.65%
Dec 31, 24
9 Winton Capital Group Ltd 270.92K (0.59%) -43.97K
Decreased by -16.23%
Mar 31, 24
10 SG Americas Securities, LLC 246.41K (0.54%) 2.19K
Increased by +0.89%
Sep 30, 24
11 Two Sigma Investments LLC 246.25K (0.54%) -140.84K
Decreased by -57.20%
Sep 30, 24
12 Arrowstreet Capital Limited Partnership 243.20K (0.53%) 156.54K
Increased by +64.36%
Mar 31, 25
13 Cable Car Capital LLC 227.84K (0.50%) 227.84K
Increased by +100.00%
Dec 31, 24
14 Ronald Blue Trust, Inc. 224.97K (0.49%) 8.52K
Increased by +3.79%
Mar 31, 25
15 Oppenheimer & Co Inc 177.07K (0.39%) -18.68K
Decreased by -10.55%
Mar 31, 24
16 GSA Capital Partners LLP 163.81K (0.36%) 95.52K
Increased by +58.31%
Dec 31, 24
17 State Street Corporation 160.52K (0.35%) 1.32K
Increased by +0.82%
Mar 31, 24
18 Citadel Advisors Llc 157.71K (0.35%) 154.61K
Increased by +98.04%
Dec 31, 24
19 Stifel Financial Corp 155.44K (0.34%) -34.82K
Decreased by -22.40%
Dec 31, 24
20 Balyasny Asset Management LLC 145.93K (0.32%) 145.93K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ART Lifecycle Balanced Sup 708.96K (1.55%) 708.96K
Increased by +100.00%
Jun 30, 24
2 Appleseed Investor 600.00K (1.31%) 0.00
Increased by 0.00%
Apr 30, 25
3 Invesco FTSE RAFI US 1500 Small-Mid ETF 317.58K (0.69%) 0.00
Increased by 0.00%
Feb 28, 25
4 Mackenzie Emerging Markets F 288.01K (0.63%) 0.00
Increased by 0.00%
Jun 30, 24
5 Hosking Global No.1 A1 266.65K (0.58%) -19.36K
Decreased by -7.26%
Mar 31, 25
6 Invesco RAFI US 1500 Small-Mid ETF 227.26K (0.50%) 0.00
Increased by 0.00%
May 29, 25
7 ART High Growth Sup 176.82K (0.39%) 176.82K
Increased by +100.00%
Jun 30, 24
8 Lesa Sroufe Fully Invested Value Equity 154.03K (0.34%) 932.00
Increased by +0.61%
Jun 30, 24
9 SFL STANLIB Multi Manager Glbl Equity A 149.53K (0.33%) -21.05K
Decreased by -14.08%
Jun 30, 24
10 Sigma Internacional A FI 130.00K (0.28%) 0.00
Increased by 0.00%
Oct 31, 24
11 RAM (Lux) Sys Emg Mkts Equities B USD 120.48K (0.26%) 102.31K
Increased by +84.92%
Sep 30, 24
12 Lesa Sroufe & Co. Opportunistic Val Eq 91.17K (0.20%) 159.00
Increased by +0.17%
Jun 30, 24
13 ART Lifecycle Retirement Sup 87.60K (0.19%) 87.60K
Increased by +100.00%
Jun 30, 24
14 SonicShares™ Global Shipping ETF 50.17K (0.11%) 0.00
Increased by 0.00%
Nov 27, 24
15 Acadian Emerging Markets Small-Cap Comp 42.27K (0.09%) 42.27K
Increased by +100.00%
Mar 31, 24
16 Virtus AlphaSimplex Global Alts I 37.94K (0.08%) 37.94K
Increased by +100.00%
Oct 31, 23
17 ART Balanced Sup 37.93K (0.08%) 37.93K
Increased by +100.00%
Jun 30, 24
18 ART Conservative Balanced Pen 36.09K (0.08%) 36.09K
Increased by +100.00%
Jun 30, 24
19 SPDR® S&P Emerging Markets Small Cap ETF 34.71K (0.08%) 0.00
Increased by 0.00%
Nov 27, 24
20 FTSE RAFI US 1500 Mid Small Index Fd F 34.65K (0.08%) -3.10K
Decreased by -8.96%
Mar 31, 25