Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 IWM 1000.00%
3 IWN 1000.00%
4 IWV 1000.00%
5 EHLS 2.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 864.56K (4.95%) 36.74K
Increased by +4.25%
Dec 31, 23
2 Vanguard Group Inc 714.20K (4.09%) 7.31K
Increased by +1.02%
Dec 31, 23
3 Innovius Capital Management, LLC 694.77K (3.98%) 0.00
Increased by 0.00%
Dec 31, 23
4 Clal Insurance Enterprises Holdings Ltd 669.26K (3.83%) 0.00
Increased by 0.00%
Dec 31, 23
5 Westerly Capital Management LLC 652.00K (3.74%) 266.00K
Increased by +40.80%
Dec 31, 23
6 Alyeska Investment Group, L.P. 459.37K (2.63%) 160.95K
Increased by +35.04%
Sep 30, 23
7 Banco Bilbao Vizcaya Argentaria SA 404.00K (2.31%) 403.60K
Increased by +99.90%
Dec 31, 23
8 Geode Capital Management, LLC 280.60K (1.61%) 19.07K
Increased by +6.80%
Dec 31, 23
9 State Street Corporation 238.94K (1.37%) -12.17K
Decreased by -5.09%
Dec 31, 23
10 RBF LLC 200.00K (1.15%) 200.00K
Increased by +100.00%
Dec 31, 23
11 Hood River Capital Management LLC 181.88K (1.04%) 16.13K
Increased by +8.87%
Dec 31, 23
12 Renaissance Technologies Corp 181.52K (1.04%) 84.92K
Increased by +46.78%
Dec 31, 23
13 Altshuler Shaham Ltd 158.00K (0.91%) 0.00
Increased by 0.00%
Dec 31, 23
14 Millennium Management LLC 148.93K (0.85%) 132.97K
Increased by +89.28%
Dec 31, 23
15 Charles Schwab Investment Management Inc 110.50K (0.63%) 1.40K
Increased by +1.27%
Dec 31, 23
16 Northern Trust Corp 99.77K (0.57%) -626.00
Decreased by -0.63%
Dec 31, 23
17 GSA Capital Partners LLP 93.47K (0.54%) 44.67K
Increased by +47.79%
Dec 31, 23
18 Ibex Investors LLC 86.97K (0.50%) -170.89K
Decreased by -196.49%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 84.92K (0.49%) 2.79K
Increased by +3.29%
Dec 31, 23
20 HighTower Advisors, LLC 72.66K (0.42%) -35.00
Decreased by -0.05%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 435.25K (2.49%) 809.00
Increased by +0.19%
Mar 31, 24
2 iShares Russell 2000 ETF 254.10K (1.46%) -2.02K
Decreased by -0.80%
Apr 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 228.91K (1.31%) 6.13K
Increased by +2.68%
Mar 31, 24
4 Fidelity Small Cap Index 110.91K (0.64%) 2.33K
Increased by +2.10%
Feb 29, 24
5 Fidelity® Small Cap Index 101.64K (0.58%) 4.37K
Increased by +4.30%
Oct 31, 23
6 iShares Russell 2000 Value ETF 101.12K (0.58%) 0.00
Increased by 0.00%
Apr 30, 24
7 Fidelity Extended Market Index 92.88K (0.53%) 3.81K
Increased by +4.11%
Mar 31, 24
8 State St Russell Sm/Mid Cp® Indx NL Cl C 74.26K (0.43%) 0.00
Increased by 0.00%
Apr 30, 24
9 Schwab US Small-Cap ETF™ 73.97K (0.42%) 0.00
Increased by 0.00%
Apr 30, 24
10 Fidelity® Extended Market Index 73.66K (0.42%) 0.00
Increased by 0.00%
Nov 30, 23
11 Hood River Small/Mid Cap Gr CITFounder's 54.49K (0.31%) -785.00
Decreased by -1.44%
Feb 29, 24
12 Hood River Small/Mid-Cap Growth 53.52K (0.31%) -1.75K
Decreased by -3.27%
Mar 31, 24
13 Even Herd Long Short ETF 43.04K (0.25%) 0.00
Increased by 0.00%
Apr 30, 24
14 Vanguard Russell 2000 ETF 39.63K (0.23%) -311.00
Decreased by -0.78%
Mar 31, 24
15 State St Russell Sm Cap® Indx SL Cl I 39.07K (0.22%) 0.00
Increased by 0.00%
Apr 30, 24
16 BlackRock Extended Mkt Composite 38.45K (0.22%) 183.00
Increased by +0.48%
Sep 30, 23
17 BlackRock Extended Equity Market K 33.29K (0.19%) 12.00
Increased by +0.04%
Mar 31, 24
18 Acuitas US Microcap Strategy 31.21K (0.18%) 0.00
Increased by 0.00%
Dec 31, 23
19 Invesco FTSE RAFI US 1500 Small-Mid ETF 30.40K (0.17%) 0.00
Increased by 0.00%
Apr 30, 24
20 Pleiades Small Cap Equity A 29.99K (0.17%) -1.06K
Decreased by -3.54%
Mar 31, 24