Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EHLS 2.11%
2 IWC 0.12%
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 1.39M (7.79%) -24.26K
Decreased by -1.75%
Mar 31, 25
2 Vanguard Group Inc 1.04M (5.87%) 24.25K
Increased by +2.32%
Mar 31, 25
3 Innovius Capital Management, LLC 694.77K (3.90%) 0.00
Increased by 0.00%
Sep 30, 24
4 Alyeska Investment Group, L.P. 459.37K (2.58%) 160.95K
Increased by +35.04%
Sep 30, 23
5 Clal Insurance Enterprises Holdings Ltd 457.42K (2.57%) -95.74K
Decreased by -20.93%
Mar 31, 25
6 Geode Capital Management, LLC 448.98K (2.52%) 8.36K
Increased by +1.86%
Mar 31, 25
7 State Street Corp 419.23K (2.36%) 13.77K
Increased by +3.28%
Mar 31, 25
8 Banco Bilbao Vizcaya Argentaria SA 403.59K (2.27%) 0.00
Increased by 0.00%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 273.07K (1.53%) 44.93K
Increased by +16.45%
Mar 31, 25
10 Westerly Capital Management LLC 250.00K (1.40%) -114.22K
Decreased by -45.69%
Mar 31, 25
11 State Street Corporation 238.94K (1.34%) -12.17K
Decreased by -5.09%
Dec 31, 23
12 Renaissance Technologies Corp 231.12K (1.30%) -37.20K
Decreased by -16.10%
Mar 31, 25
13 Hood River Capital Management LLC 181.88K (1.02%) 16.13K
Increased by +8.87%
Dec 31, 23
14 RBF LLC 180.00K (1.01%) 0.00
Increased by 0.00%
Mar 31, 25
15 Prudential Financial Inc 172.26K (0.97%) 46.41K
Increased by +26.94%
Mar 31, 25
16 Northern Trust Corp 161.25K (0.91%) 2.23K
Increased by +1.38%
Dec 31, 24
17 JPMorgan Chase & Co 159.79K (0.90%) -53.99K
Decreased by -33.79%
Mar 31, 25
18 Altshuler Shaham Ltd 158.00K (0.89%) 0.00
Increased by 0.00%
Dec 31, 24
19 Charles Schwab Investment Management Inc 154.13K (0.87%) 1.47K
Increased by +0.95%
Mar 31, 25
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 (3.10%) 0.00
Increased by 0.00%
Apr 30, 25
2 iShares Russell 2000 ETF 507.52K (2.85%) 249.00
Increased by +0.05%
May 28, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 290.59K (1.63%) 595.00
Increased by +0.20%
Apr 30, 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 183.92K (1.03%) 0.00
Increased by 0.00%
May 28, 25
6 State St Russell Sm/Mid Cp® Indx NL Cl C 119.44K (0.67%) 501.00
Increased by +0.42%
Apr 30, 25
7 State St Russell Sm/Mid Cp® Indx SL Cl I 119.44K (0.67%) 501.00
Increased by +0.42%
Apr 30, 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 Vanguard Russell 2000 ETF 98.75K (0.55%) 6.79K
Increased by +6.88%
Apr 30, 25
11 Invesco Dorsey Wright SmallCap Momt ETF 94.03K (0.53%) 0.00
Increased by 0.00%
May 29, 25
12 Schwab US Small-Cap ETF™ 85.58K (0.48%) 0.00
Increased by 0.00%
May 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%
Apr 30, 25
15 Dimensional US Core Equity 2 ETF 56.21K (0.32%) 0.00
Increased by 0.00%
May 29, 25
16 Hood River Small/Mid Cap Gr CITFounder's 54.49K (0.31%) -785.00
Decreased by -1.44%
Feb 29, 24
17 Dimensional US Small Cap ETF 54.31K (0.31%) 0.00
Increased by 0.00%
May 29, 25
18 Hood River Small/Mid-Cap Growth 53.52K (0.30%) -1.75K
Decreased by -3.27%
Mar 31, 24
19 Schwab Small Cap Index 48.78K (0.27%) 1.17K
Increased by +2.40%
Apr 30, 25
20 NT R2000 Value Index Fund - NL 48.11K (0.27%) 0.00
Increased by 0.00%
Dec 31, 24