Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EASI 2.70%
2 FSGS 0.97%
3 RNSC 0.95%
4 FDLS 0.81%
5 SFLO 0.57%
6 JSML 0.48%
7 DWAS 0.47%
8 JSMD 0.45%
9 EHLS 0.43%
10 BFOR 0.26%
11 MMSC 0.22%
12 SMIZ 0.21%
13 AFSM 0.17%
14 IWC 0.16%
15 SEIS 0.09%
16 QSML 0.09%
17 GSSC 0.08%
18 FCOM 0.05%
19 VOX 0.05%
20 VTWG 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.38M (12.15%) -486.80K
Decreased by -14.41%
Mar 31, 25
2 Vanguard Group Inc 2.00M (7.18%) -21.53K
Decreased by -1.08%
Mar 31, 25
3 UBS Group AG 948.21K (3.41%) 768.93K
Increased by +81.09%
Dec 31, 24
4 JPMorgan Chase & Co 771.26K (2.77%) 746.56K
Increased by +96.80%
Sep 30, 24
5 Divisadero Street Capital Management, LP 665.00K (2.39%) 49.13K
Increased by +7.39%
Mar 31, 25
6 Arrowstreet Capital Limited Partnership 656.59K (2.36%) 2.44K
Increased by +0.37%
Mar 31, 25
7 Qube Research & Technologies 628.33K (2.26%) 8.59K
Increased by +1.37%
Mar 31, 25
8 Geode Capital Management, LLC 626.89K (2.25%) 26.52K
Increased by +4.23%
Mar 31, 25
9 Marshall Wace Asset Management Ltd 577.22K (2.08%) -282.91K
Decreased by -49.01%
Dec 31, 24
10 Renaissance Technologies Corp 570.99K (2.05%) 101.90K
Increased by +17.85%
Mar 31, 25
11 Millennium Management LLC 562.98K (2.02%) -98.89K
Decreased by -17.57%
Dec 31, 24
12 Goldman Sachs Group Inc 555.45K (2.00%) 66.17K
Increased by +11.91%
Dec 31, 24
13 State Street Corp 552.53K (1.99%) -10.64K
Decreased by -1.93%
Mar 31, 25
14 Arnhold & S. Bleichroeder Advisers, LLC 533.03K (1.92%) 890.00
Increased by +0.17%
Jun 30, 24
15 Emerald Mutual Fund Advisers Trust 504.08K (1.81%) 429.08K
Increased by +85.12%
Sep 30, 24
16 Earnest Partners LLC 467.95K (1.68%) -227.74K
Decreased by -48.67%
Jun 30, 24
17 Toronado Partners, LLC 463.61K (1.67%) -255.16K
Decreased by -55.04%
Mar 31, 25
18 Point72 Asset Management, L.P. 461.01K (1.66%) 441.81K
Increased by +95.84%
Dec 31, 24
19 Granahan Investment Management Inc.. 458.90K (1.65%) -259.51K
Decreased by -56.55%
Dec 31, 24
20 Envestnet Asset Management Inc 448.78K (1.61%) 448.78K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 907.81K (3.26%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 827.85K (2.98%) 31.04K
Increased by +3.75%
Apr 30, 25
3 EARNEST Small Cap Core 738.27K (2.66%) 725.77K
Increased by +98.31%
Dec 31, 23
4 iShares Russell 2000 ETF 648.87K (2.33%) 318.00
Increased by +0.05%
May 28, 25
5 Strategic Advisers Small-Mid Cap 625.91K (2.25%) 237.61K
Increased by +37.96%
Feb 29, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 421.58K (1.52%) 630.00
Increased by +0.15%
Apr 30, 25
7 BlackRock Global Equity Mkt Netrl Instl 400.42K (1.44%) -3.27K
Decreased by -0.82%
Apr 30, 25
8 Nuveen Quant Small Cap Equity R6 355.82K (1.28%) 0.00
Increased by 0.00%
Mar 31, 25
9 BlackRock Advantage Small Cap Core Instl 310.47K (1.12%) 0.00
Increased by 0.00%
Apr 30, 25
10 First Eagle US Small Cap Strategy 257.95K (0.93%) -390.00
Decreased by -0.15%
Mar 31, 25
11 First Eagle Small Cap Opportunity I 257.72K (0.93%) -4.72K
Decreased by -1.83%
Apr 30, 25
12 Fidelity Small Cap Index 251.31K (0.90%) 1.08K
Increased by +0.43%
Mar 31, 25
13 Baillie Gifford Global Discovery A Acc 250.22K (0.90%) -1.01K
Decreased by -0.40%
Mar 31, 24
14 Vanguard Explorer Inv 219.77K (0.79%) 0.00
Increased by 0.00%
Mar 31, 25
15 Emerald Growth A 219.63K (0.79%) 30.41K
Increased by +13.85%
Mar 31, 25
16 iShares Russell 2000 Growth ETF 218.29K (0.79%) 0.00
Increased by 0.00%
May 28, 25
17 Fidelity® Small Cap Index 203.49K (0.73%) 6.03K
Increased by +2.96%
Oct 31, 23
18 Calamos Timpani Small Cap Growth I 202.74K (0.73%) -52.94K
Decreased by -26.11%
Jun 30, 24
19 Timpani Small Cap Growth Equity 202.74K (0.73%) -19.88K
Decreased by -9.81%
Jun 30, 24
20 Invesco Dorsey Wright SmallCap Momt ETF 199.15K (0.72%) 0.00
Increased by 0.00%
Apr 30, 24