Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EHLS 2.11%
2 IWC 0.14%
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 (7.94%) 43.36K
Increased by +3.08%
Dec 31, 24
2 Vanguard Group Inc 1.02M (5.75%) 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 (2.59%) 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 (1.35%) -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%
Feb 28, 25
2 iShares Russell 2000 ETF 526.12K (2.96%) -4.57K
Decreased by -0.87%
Mar 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 281.53K (1.59%) 498.00
Increased by +0.18%
Feb 28, 25
4 Fidelity Small Cap Index 196.86K (1.11%) -3.69K
Decreased by -1.87%
Jan 31, 25
5 iShares Russell 2000 Value ETF 187.14K (1.05%) 0.00
Increased by 0.00%
Mar 31, 25
6 State St Russell Sm/Mid Cp® Indx NL Cl C 121.84K (0.69%) 0.00
Increased by 0.00%
Feb 28, 25
7 Fidelity® Small Cap Index 101.64K (0.57%) 4.37K
Increased by +4.30%
Oct 31, 23
8 Fidelity Extended Market Index 99.45K (0.56%) -634.00
Decreased by -0.64%
Feb 28, 25
9 Vanguard Russell 2000 ETF 92.04K (0.52%) 2.16K
Increased by +2.35%
Feb 28, 25
10 Schwab US Small-Cap ETF™ 84.67K (0.48%) 300.00
Increased by +0.35%
Mar 29, 25
11 Fidelity® Extended Market Index 73.66K (0.41%) 0.00
Increased by 0.00%
Nov 30, 23
12 State St Russell Sm Cap® Indx SL Cl I 72.47K (0.41%) 0.00
Increased by 0.00%
Feb 28, 25
13 Dimensional US Core Equity 2 ETF 56.62K (0.32%) 1.00K
Increased by +1.77%
Mar 31, 25
14 Hood River Small/Mid Cap Gr CITFounder's 54.49K (0.31%) -785.00
Decreased by -1.44%
Feb 29, 24
15 Hood River Small/Mid-Cap Growth 53.52K (0.30%) -1.75K
Decreased by -3.27%
Mar 31, 24
16 Dimensional US Small Cap ETF 49.15K (0.28%) 200.00
Increased by +0.41%
Mar 31, 25
17 Schwab Small Cap Index 48.94K (0.28%) 0.00
Increased by 0.00%
Feb 28, 25
18 NT R2000 Value Index Fund - NL 48.11K (0.27%) 0.00
Increased by 0.00%
Dec 31, 24
19 NT R2000 Index Fund - NL 47.60K (0.27%) 38.00
Increased by +0.08%
Dec 31, 24
20 SPDR® Russell 2000 US Small Cap ETF 46.17K (0.26%) -600.00
Decreased by -1.30%
Feb 28, 25