Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WWJD 0.51%
2 ZBIO 0.47%
3 BIS 0.47%
4 QQQS 0.45%
5 BLES 0.27%
6 RTLA 0.16%
7 THRK 0.03%
8 LNGR 0.03%
9 TLTE 0.02%
10 AGNG 0.02%
11 BTEC 0.02%
12 EWX 0.01%
13 VTWV 0.01%
14 FESM 0.01%
15 IWN 0.01%
16 IWC 0.01%
17 IWM 0.00%
18 UWM 0.00%
19 URTY 0.00%
20 PRFZ 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Acadian Asset Management LLC 3.91M (108.99%) 3.91M
Increased by +100.00%
Mar 31, 25
2 JPMorgan Chase & Co 3.35M (93.41%) 2.72M
Increased by +81.16%
Sep 30, 24
3 State Street Corporation 2.16M (60.36%) 352.20K
Increased by +16.28%
Mar 31, 24
4 683 Capital Management LLC 2.14M (59.68%) 0.00
Increased by 0.00%
Dec 31, 24
5 Jacobs Levy Equity Management, Inc. 2.11M (58.84%) 3.64K
Increased by +0.17%
Sep 30, 24
6 AQR Capital Management LLC 1.32M (36.86%) 769.59K
Increased by +58.26%
Jun 30, 24
7 Citadel Advisors Llc 1.25M (34.90%) 962.47K
Increased by +76.97%
Sep 30, 23
8 GSA Capital Partners LLP 1.10M (30.58%) -230.47K
Decreased by -21.03%
Sep 30, 24
9 Mackenzie Investments 1.09M (30.53%) 988.04K
Increased by +90.32%
Dec 31, 24
10 Point72 Asset Management, L.P. 1.08M (30.15%) 1.07M
Increased by +98.78%
Mar 31, 24
11 Pennant Investors LP 768.40K (21.44%) 0.00
Increased by 0.00%
Jun 30, 24
12 D. E. Shaw & Co LP 724.44K (20.22%) 690.61K
Increased by +95.33%
Sep 30, 23
13 Two Sigma Advisers, LLC 676.21K (18.87%) -202.19K
Decreased by -29.90%
Mar 31, 25
14 Jane Street Group LLC 449.95K (12.56%) 73.68K
Increased by +16.37%
Jun 30, 24
15 Millennium Management LLC 441.88K (12.33%) -388.73K
Decreased by -87.97%
Mar 31, 25
16 FMR Inc 414.58K (11.57%) 31.32K
Increased by +7.56%
Dec 31, 24
17 Squarepoint Ops LLC 386.75K (10.79%) 386.75K
Increased by +100.00%
Dec 31, 24
18 JANE STREET GROUP, LLC 376.28K (10.50%) -510.21K
Decreased by -135.59%
Dec 31, 23
19 HRT FINANCIAL LLC 355.77K (9.93%) 275.21K
Increased by +77.36%
Dec 31, 23
20 Assenagon Asset Management SA 351.85K (9.82%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.92M (81.40%) -1.00
Decreased by -0.00%
Sep 30, 24
2 PRIMECAP Odyssey Aggressive Growth 2.64M (73.55%) -1.27M
Decreased by -48.15%
Sep 30, 24
3 iShares Russell 2000 ETF 2.12M (59.12%) -23.62K
Decreased by -1.11%
May 29, 24
4 PRIMECAP Odyssey Growth 1.57M (43.73%) -826.01K
Decreased by -52.71%
Sep 30, 24
5 Vanguard Small Cap Index 1.20M (33.57%) 3.72K
Increased by +0.31%
Nov 30, 23
6 UWS Schroder US Mid Cap B 1.10M (30.81%) 694.86K
Increased by +62.94%
Jun 30, 23
7 Fidelity Small Cap Index 917.50K (25.60%) 0.00
Increased by 0.00%
Jun 30, 24
8 Vanguard Strategic Small-Cap Equity Inv 898.60K (25.08%) 0.00
Increased by 0.00%
Mar 31, 25
9 Fidelity® Small Cap Index 877.67K (24.49%) 46.02K
Increased by +5.24%
Oct 31, 23
10 iShares Russell 2000 Value ETF 866.07K (24.17%) 0.00
Increased by 0.00%
May 29, 24
11 Schroder US Smaller Companies Acc 863.18K (24.09%) 547.16K
Increased by +63.39%
Jun 30, 23
12 Vanguard Small Cap Growth Index Inv 673.97K (18.81%) 3.43K
Increased by +0.51%
Nov 30, 23
13 State St Russell Sm/Mid Cp® Indx NL Cl C 563.20K (15.72%) -38.78K
Decreased by -6.89%
Jun 30, 24
14 T. Rowe Price Integrated US SmCapGrEq 421.40K (11.76%) 421.40K
Increased by +100.00%
Mar 31, 24
15 State St Russell Sm Cap® Indx SL Cl I 383.54K (10.70%) 0.00
Increased by 0.00%
Apr 30, 24
16 Fidelity® Extended Market Index 365.27K (10.19%) 85.29K
Increased by +23.35%
Nov 30, 23
17 Fidelity Enhanced Small Cap ETF 361.69K (10.09%) 527.00
Increased by +0.15%
Jan 31, 25
18 Vanguard Russell 2000 ETF 350.78K (9.79%) 1.18K
Increased by +0.34%
Apr 30, 24
19 NT R2000 Value Index Fund - NL 308.69K (8.61%) 34.29K
Increased by +11.11%
Dec 31, 23
20 Multi-Manager Small Cap Eq Strat Inst 283.93K (7.92%) 0.00
Increased by 0.00%
Jan 31, 24