Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXSG 2.26%
2 DWAQ 2.22%
3 EDOC 0.27%
4 EBIZ 0.19%
5 TXSS 0.07%
6 IWC 0.05%
7 PRFZ 0.03%
8 DMRS 0.02%
9 SMD 0.02%
10 AVSC 0.02%
11 VTWV 0.01%
12 RTLA 0.01%
13 VTWO 0.01%
14 DFAT 0.01%
15 IWN 0.01%
16 IWM 0.01%
17 UWM 0.00%
18 DFSV 0.00%
19 DFAS 0.00%
20 IWO 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nantahala Capital Management, LLC 2.01M (9.13%) 97.68K
Increased by +4.86%
Dec 31, 24
2 Palo Alto Investors, LLC 1.88M (8.53%) -469.39K
Decreased by -24.99%
Dec 31, 24
3 Findell Capital Management LLC 1.37M (6.24%) 193.00K
Increased by +14.06%
Dec 31, 24
4 Vanguard Group Inc 1.28M (5.83%) 0.00
Increased by 0.00%
Dec 31, 24
5 BlackRock Inc 1.18M (5.35%) -12.07K
Decreased by -1.02%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 845.61K (3.84%) -16.91K
Decreased by -2.00%
Dec 31, 24
7 Prudential Financial Inc 694.64K (3.16%) -85.90K
Decreased by -12.37%
Mar 31, 24
8 Prudential Investment Management Inc 694.64K (3.16%) -85.90K
Decreased by -12.37%
Mar 31, 24
9 Aristotle Capital Boston, LLC 612.10K (2.78%) -62.30K
Decreased by -10.18%
Dec 31, 24
10 Dsc Advisors LP 600.00K (2.73%) 0.00
Increased by 0.00%
Sep 30, 24
11 State Street Corporation 582.95K (2.65%) 27.05K
Increased by +4.64%
Mar 31, 24
12 Morgan Stanley - Brokerage Accounts 492.26K (2.24%) -720.90K
Decreased by -146.45%
Jun 30, 24
13 Redwood Capital Management, LLC 467.39K (2.12%) 291.99K
Increased by +62.47%
Dec 31, 24
14 Goldman Sachs Group Inc 442.64K (2.01%) 365.58K
Increased by +82.59%
Jun 30, 24
15 G2 Investment Partners Management LLC 442.64K (2.01%) -450.97K
Decreased by -101.88%
Dec 31, 23
16 RBF LLC 435.42K (1.98%) -7.72K
Decreased by -1.77%
Dec 31, 24
17 Millennium Management LLC 404.91K (1.84%) 183.96K
Increased by +45.43%
Dec 31, 24
18 JANE STREET GROUP, LLC 392.77K (1.78%) 351.30K
Increased by +89.44%
Jun 30, 24
19 Jane Street Group LLC 392.77K (1.78%) 351.30K
Increased by +89.44%
Jun 30, 24
20 Geode Capital Management, LLC 325.97K (1.48%) 7.68K
Increased by +2.36%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 839.80K (3.81%) 22.20K
Increased by +2.64%
Feb 28, 25
2 iShares Russell 2000 ETF 669.19K (3.04%) -5.31K
Decreased by -0.79%
Apr 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 437.99K (1.99%) 12.62K
Increased by +2.88%
Feb 28, 25
4 Fidelity Small Cap Index 282.25K (1.28%) 9.24K
Increased by +3.27%
Jun 30, 24
5 Fidelity® Small Cap Index 258.44K (1.17%) 35.10K
Increased by +13.58%
Sep 30, 23
6 DFA US Targeted Value I 197.15K (0.90%) 0.00
Increased by 0.00%
Feb 28, 25
7 BlackRock Advantage Small Cap Core Instl 185.26K (0.84%) -1.41K
Decreased by -0.76%
Feb 28, 25
8 iShares Russell 2000 Value ETF 183.34K (0.83%) 0.00
Increased by 0.00%
Apr 30, 24
9 Dimensional US Targeted Value ETF 171.77K (0.78%) 0.00
Increased by 0.00%
Mar 31, 25
10 Invesco FTSE RAFI US 1500 Small-Mid ETF 168.98K (0.77%) 0.00
Increased by 0.00%
Feb 27, 25
11 Fidelity Extended Market Index 159.17K (0.72%) -1.01K
Decreased by -0.64%
Feb 28, 25
12 Fidelity® Extended Market Index 143.86K (0.65%) 0.00
Increased by 0.00%
Oct 31, 23
13 Invesco RAFI US 1500 Small-Mid ETF 131.07K (0.60%) 0.00
Increased by 0.00%
Mar 31, 25
14 DFA US Small Cap I 117.81K (0.54%) 6.08K
Increased by +5.16%
Feb 28, 25
15 Vanguard Russell 2000 ETF 105.16K (0.48%) 3.37K
Increased by +3.21%
Mar 31, 24
16 Empower PGIM Mid Cap Quant Core Eq SP 102.90K (0.47%) 0.00
Increased by 0.00%
Mar 31, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 100.40K (0.46%) -70.51K
Decreased by -70.23%
Jun 30, 24
18 State St Russell Sm Cap® Indx SL Cl I 90.40K (0.41%) 0.00
Increased by 0.00%
Mar 31, 24
19 AST Prudential Growth Allocation Port 82.60K (0.38%) -10.80K
Decreased by -13.08%
May 31, 24
20 SEI Small Cap F (SIMT) 81.20K (0.37%) 0.00
Increased by 0.00%
Jun 30, 24