Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIS 0.47%
2 ZBIO 0.47%
3 QQQS 0.45%
4 RTLA 0.16%
5 THRK 0.03%
6 LNGR 0.03%
7 TLTE 0.02%
8 AGNG 0.02%
9 BTEC 0.02%
10 EWX 0.01%
11 VTWV 0.01%
12 FESM 0.01%
13 IWN 0.01%
14 IWC 0.01%
15 IWM 0.00%
16 UWM 0.00%
17 URTY 0.00%
18 PRFZ 0.00%
19 DFEM 0.00%
20 HDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Acadian Asset Management LLC 3.91M (107.64%) 3.91M
Increased by +100.00%
Mar 31, 25
2 JPMorgan Chase & Co 3.35M (92.25%) 2.72M
Increased by +81.16%
Sep 30, 24
3 BlackRock Inc 2.37M (65.39%) -4.70K
Decreased by -0.20%
Mar 31, 25
4 State Street Corporation 2.16M (59.61%) 352.20K
Increased by +16.28%
Mar 31, 24
5 683 Capital Management LLC 2.14M (58.94%) 0.00
Increased by 0.00%
Dec 31, 24
6 Jacobs Levy Equity Management, Inc. 2.11M (58.11%) 3.64K
Increased by +0.17%
Sep 30, 24
7 AQR Capital Management LLC 1.32M (36.41%) 769.59K
Increased by +58.26%
Jun 30, 24
8 Citadel Advisors Llc 1.25M (34.46%) 962.47K
Increased by +76.97%
Sep 30, 23
9 GSA Capital Partners LLP 1.10M (30.20%) -230.47K
Decreased by -21.03%
Sep 30, 24
10 Mackenzie Investments 1.09M (30.15%) 988.04K
Increased by +90.32%
Dec 31, 24
11 Point72 Asset Management, L.P. 1.08M (29.77%) 1.07M
Increased by +98.78%
Mar 31, 24
12 Geode Capital Management, LLC 1.08M (29.75%) 21.15K
Increased by +1.96%
Mar 31, 25
13 Pennant Investors LP 768.40K (21.18%) 0.00
Increased by 0.00%
Jun 30, 24
14 D. E. Shaw & Co LP 724.44K (19.97%) 690.61K
Increased by +95.33%
Sep 30, 23
15 Two Sigma Advisers, LLC 676.21K (18.64%) -202.19K
Decreased by -29.90%
Mar 31, 25
16 Two Sigma Investments LLC 584.45K (16.11%) -19.97K
Decreased by -3.42%
Mar 31, 25
17 Renaissance Technologies Corp 481.26K (13.26%) -877.45K
Decreased by -182.32%
Mar 31, 25
18 Jane Street Group LLC 449.95K (12.40%) 73.68K
Increased by +16.37%
Jun 30, 24
19 Millennium Management LLC 441.88K (12.18%) -388.73K
Decreased by -87.97%
Mar 31, 25
20 FMR Inc 414.58K (11.43%) 31.32K
Increased by +7.56%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.92M (80.39%) -1.00
Decreased by -0.00%
Sep 30, 24
2 PRIMECAP Odyssey Aggressive Growth 2.64M (72.64%) -1.27M
Decreased by -48.15%
Sep 30, 24
3 iShares Russell 2000 ETF 2.12M (58.39%) -23.62K
Decreased by -1.11%
May 29, 24
4 PRIMECAP Odyssey Growth 1.57M (43.19%) -826.01K
Decreased by -52.71%
Sep 30, 24
5 Vanguard Small Cap Index 1.20M (33.16%) 3.72K
Increased by +0.31%
Nov 30, 23
6 UWS Schroder US Mid Cap B 1.10M (30.43%) 694.86K
Increased by +62.94%
Jun 30, 23
7 Fidelity Small Cap Index 917.50K (25.29%) 0.00
Increased by 0.00%
Jun 30, 24
8 Vanguard Strategic Small-Cap Equity Inv 898.60K (24.77%) 0.00
Increased by 0.00%
Mar 31, 25
9 Fidelity® Small Cap Index 877.67K (24.19%) 46.02K
Increased by +5.24%
Oct 31, 23
10 iShares Russell 2000 Value ETF 866.07K (23.87%) 0.00
Increased by 0.00%
May 29, 24
11 Schroder US Smaller Companies Acc 863.18K (23.79%) 547.16K
Increased by +63.39%
Jun 30, 23
12 Vanguard Small Cap Growth Index Inv 673.97K (18.58%) 3.43K
Increased by +0.51%
Nov 30, 23
13 State St Russell Sm/Mid Cp® Indx NL Cl C 563.20K (15.52%) -38.78K
Decreased by -6.89%
Jun 30, 24
14 T. Rowe Price Integrated US SmCapGrEq 421.40K (11.61%) 421.40K
Increased by +100.00%
Mar 31, 24
15 State St Russell Sm Cap® Indx SL Cl I 383.54K (10.57%) 0.00
Increased by 0.00%
Apr 30, 24
16 Fidelity® Extended Market Index 365.27K (10.07%) 85.29K
Increased by +23.35%
Nov 30, 23
17 Fidelity Enhanced Small Cap ETF 361.69K (9.97%) 527.00
Increased by +0.15%
Jan 31, 25
18 Vanguard Russell 2000 ETF 350.78K (9.67%) 1.18K
Increased by +0.34%
Apr 30, 24
19 NT R2000 Value Index Fund - NL 308.69K (8.51%) 34.29K
Increased by +11.11%
Dec 31, 23
20 Multi-Manager Small Cap Eq Strat Inst 283.93K (7.83%) 0.00
Increased by 0.00%
Jan 31, 24