Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EHLS 2.11%
2 IWC 0.11%
3 IWN 0.04%
4 IWM 0.02%
5 IWV 0.00%
6 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.41M (7.93%) 43.36K
Increased by +3.08%
Dec 31, 24
2 Vanguard Group Inc 1.02M (5.74%) 96.96K
Increased by +9.50%
Dec 31, 24
3 Innovius Capital Management, LLC 694.77K (3.91%) 0.00
Increased by 0.00%
Sep 30, 24
4 Clal Insurance Enterprises Holdings Ltd 553.15K (3.11%) -110.01K
Decreased by -19.89%
Dec 31, 24
5 Alyeska Investment Group, L.P. 459.37K (2.58%) 160.95K
Increased by +35.04%
Sep 30, 23
6 Geode Capital Management, LLC 440.62K (2.48%) -1.64K
Decreased by -0.37%
Dec 31, 24
7 State Street Corp 405.46K (2.28%) 27.93K
Increased by +6.89%
Dec 31, 24
8 Banco Bilbao Vizcaya Argentaria SA 403.59K (2.27%) 0.00
Increased by 0.00%
Dec 31, 24
9 Westerly Capital Management LLC 364.21K (2.05%) -212.78K
Decreased by -58.42%
Dec 31, 24
10 Renaissance Technologies Corp 268.32K (1.51%) 127.72K
Increased by +47.60%
Dec 31, 24
11 State Street Corporation 238.94K (1.34%) -12.17K
Decreased by -5.09%
Dec 31, 23
12 Dimensional Fund Advisors, Inc. 228.14K (1.28%) 112.11K
Increased by +49.14%
Dec 31, 24
13 JPMorgan Chase & Co 213.78K (1.20%) -78.57K
Decreased by -36.75%
Dec 31, 24
14 Hood River Capital Management LLC 181.88K (1.02%) 16.13K
Increased by +8.87%
Dec 31, 23
15 RBF LLC 180.00K (1.01%) 0.00
Increased by 0.00%
Dec 31, 24
16 Northern Trust Corp 161.25K (0.91%) 2.23K
Increased by +1.38%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 159.16K (0.90%) -2.98K
Decreased by -1.87%
Dec 31, 24
18 Altshuler Shaham Ltd 158.00K (0.89%) 0.00
Increased by 0.00%
Dec 31, 24
19 Charles Schwab Investment Management Inc 152.66K (0.86%) 1.42K
Increased by +0.93%
Dec 31, 24
20 Millennium Management LLC 148.93K (0.84%) 132.97K
Increased by +89.28%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 552.35K (3.11%) 0.00
Increased by 0.00%
Mar 31, 25
2 iShares Russell 2000 ETF 490.59K (2.76%) -3.98K
Decreased by -0.81%
Apr 29, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 290.00K (1.63%) 8.46K
Increased by +2.92%
Mar 31, 25
4 Fidelity Small Cap Index 200.51K (1.13%) 3.65K
Increased by +1.82%
Feb 28, 25
5 iShares Russell 2000 Value ETF 190.24K (1.07%) -645.00
Decreased by -0.34%
Apr 30, 25
6 State St Russell Sm/Mid Cp® Indx NL Cl C 118.94K (0.67%) -2.90K
Decreased by -2.44%
Mar 31, 25
7 State St Russell Sm/Mid Cp® Indx SL Cl I 118.94K (0.67%) -2.90K
Decreased by -2.44%
Mar 31, 25
8 Fidelity® Small Cap Index 101.64K (0.57%) 4.37K
Increased by +4.30%
Oct 31, 23
9 Fidelity Extended Market Index 101.30K (0.57%) 1.85K
Increased by +1.83%
Mar 31, 25
10 Invesco Dorsey Wright SmallCap Momt ETF 96.29K (0.54%) 0.00
Increased by 0.00%
Apr 30, 25
11 Vanguard Russell 2000 ETF 91.96K (0.52%) -80.00
Decreased by -0.09%
Mar 31, 25
12 Schwab US Small-Cap ETF™ 85.69K (0.48%) -42.00
Decreased by -0.05%
Apr 30, 25
13 Fidelity® Extended Market Index 73.66K (0.41%) 0.00
Increased by 0.00%
Nov 30, 23
14 State St Russell Sm Cap® Indx SL Cl I 72.47K (0.41%) 0.00
Increased by 0.00%
Mar 31, 25
15 Dimensional US Core Equity 2 ETF 60.22K (0.34%) 0.00
Increased by 0.00%
Apr 30, 25
16 Hood River Small/Mid Cap Gr CITFounder's 54.49K (0.31%) -785.00
Decreased by -1.44%
Feb 29, 24
17 Hood River Small/Mid-Cap Growth 53.52K (0.30%) -1.75K
Decreased by -3.27%
Mar 31, 24
18 Dimensional US Small Cap ETF 50.31K (0.28%) 0.00
Increased by 0.00%
Apr 30, 25
19 NT R2000 Value Index Fund - NL 48.11K (0.27%) 0.00
Increased by 0.00%
Dec 31, 24
20 Schwab Small Cap Index 47.61K (0.27%) -1.33K
Decreased by -2.79%
Mar 31, 25