Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EHLS 2.11%
2 IWC 0.13%
3 JKL 0.02%
4 ISCV 0.02%
5 IWO 0.02%
6 IWM 0.02%
7 IWN 0.02%
8 JKJ 0.01%
9 ISCB 0.01%
10 IWV 0.00%
11 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.39M (7.58%) -24.26K
Decreased by -1.75%
Mar 31, 25
2 Vanguard Group Inc 1.04M (5.72%) 24.25K
Increased by +2.32%
Mar 31, 25
3 Innovius Capital Management, LLC 694.77K (3.80%) 0.00
Increased by 0.00%
Sep 30, 24
4 Alyeska Investment Group, L.P. 459.37K (2.51%) 160.95K
Increased by +35.04%
Sep 30, 23
5 Clal Insurance Enterprises Holdings Ltd 457.42K (2.50%) -95.74K
Decreased by -20.93%
Mar 31, 25
6 Geode Capital Management, LLC 448.98K (2.46%) 8.36K
Increased by +1.86%
Mar 31, 25
7 State Street Corp 419.23K (2.29%) 13.77K
Increased by +3.28%
Mar 31, 25
8 Banco Bilbao Vizcaya Argentaria SA 403.59K (2.21%) 0.00
Increased by 0.00%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 273.07K (1.49%) 44.93K
Increased by +16.45%
Mar 31, 25
10 Westerly Capital Management LLC 250.00K (1.37%) -114.22K
Decreased by -45.69%
Mar 31, 25
11 State Street Corporation 238.94K (1.31%) -12.17K
Decreased by -5.09%
Dec 31, 23
12 Renaissance Technologies Corp 231.12K (1.26%) -37.20K
Decreased by -16.10%
Mar 31, 25
13 Hood River Capital Management LLC 181.88K (1.00%) 16.13K
Increased by +8.87%
Dec 31, 23
14 RBF LLC 180.00K (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
15 Prudential Financial Inc 172.26K (0.94%) 46.41K
Increased by +26.94%
Mar 31, 25
16 JPMorgan Chase & Co 159.79K (0.87%) -53.99K
Decreased by -33.79%
Mar 31, 25
17 Altshuler Shaham Ltd 158.00K (0.86%) 0.00
Increased by 0.00%
Dec 31, 24
18 Charles Schwab Investment Management Inc 154.13K (0.84%) 1.47K
Increased by +0.95%
Mar 31, 25
19 Northern Trust Corp 150.79K (0.83%) -10.46K
Decreased by -6.94%
Mar 31, 25
20 Millennium Management LLC 148.93K (0.81%) 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 (3.02%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Russell 2000 ETF 433.84K (2.37%) -7.01K
Decreased by -1.62%
Jul 30, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 294.38K (1.61%) 1.23K
Increased by +0.42%
Jun 30, 25
4 Fidelity Small Cap Index 199.64K (1.09%) -652.00
Decreased by -0.33%
May 31, 25
5 State St Russell Sm/Mid Cp® Indx NL Cl C 119.44K (0.65%) 501.00
Increased by +0.42%
Apr 30, 25
6 State St Russell Sm/Mid Cp® Indx SL Cl I 119.44K (0.65%) 0.00
Increased by 0.00%
Jun 30, 25
7 Fidelity® Small Cap Index 101.64K (0.56%) 4.37K
Increased by +4.30%
Oct 31, 23
8 Fidelity Extended Market Index 99.64K (0.55%) -260.00
Decreased by -0.26%
Jun 30, 25
9 Hood River Small/Mid-Cap Growth 98.23K (0.54%) 98.23K
Increased by +100.00%
Jun 30, 25
10 Invesco Dorsey Wright SmallCap Momt ETF 93.32K (0.51%) 0.00
Increased by 0.00%
Jun 30, 25
11 Vanguard Russell 2000 ETF 91.19K (0.50%) -8.46K
Decreased by -9.28%
Jun 30, 25
12 Schwab US Small-Cap ETF™ 88.43K (0.48%) -18.00
Decreased by -0.02%
Jul 30, 25
13 iShares Russell 2000 Growth ETF 84.22K (0.46%) -210.00
Decreased by -0.25%
Jul 30, 25
14 Fidelity® Extended Market Index 73.66K (0.40%) 0.00
Increased by 0.00%
Nov 30, 23
15 State St Russell Sm Cap® Indx SL Cl I 72.47K (0.40%) 0.00
Increased by 0.00%
Jun 30, 25
16 iShares Russell 2000 Value ETF 71.15K (0.39%) 0.00
Increased by 0.00%
Jul 30, 25
17 Dimensional US Small Cap ETF 65.11K (0.36%) 0.00
Increased by 0.00%
Jul 31, 25
18 Hood River Small/Mid Cap Gr CITFounder's 54.49K (0.30%) -785.00
Decreased by -1.44%
Feb 29, 24
19 Dimensional US Core Equity 2 ETF 50.65K (0.28%) 0.00
Increased by 0.00%
Jul 31, 25
20 NT R2000 Value Index Fund - NL 48.11K (0.26%) 0.00
Increased by 0.00%
Dec 31, 24