Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 2.95%
2 IZRL 1.38%
3 ITEQ 0.91%
4 DVP 0.77%
5 DEEP 0.74%
6 FSCC 0.73%
7 EIS 0.65%
8 JPSV 0.62%
9 SCDS 0.43%
10 ISRA 0.41%
11 AFSM 0.28%
12 ILDR 0.24%
13 PSC 0.23%
14 VIDI 0.19%
15 GWX 0.13%
16 EBIT 0.10%
17 GSSC 0.09%
18 IWN 0.09%
19 VFMF 0.09%
20 VTWV 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.65M (9.71%) -348.66K
Decreased by -6.17%
Mar 31, 25
2 Renaissance Technologies Corp 2.31M (3.97%) 40.30K
Increased by +1.75%
Mar 31, 25
3 Doma Perpetual Capital Management LLC 2.24M (3.85%) 0.00
Increased by 0.00%
Mar 31, 25
4 LSV Asset Management 2.01M (3.46%) 295.30K
Increased by +14.69%
Mar 31, 25
5 State Street Corporation 1.89M (3.24%) 51.65K
Increased by +2.74%
Mar 31, 24
6 UBS Group AG 1.87M (3.21%) 1.59M
Increased by +85.04%
Dec 31, 24
7 State Street Corp 1.83M (3.15%) -168.98K
Decreased by -9.22%
Mar 31, 25
8 Deerfield Management Co 1.58M (2.71%) 0.00
Increased by 0.00%
Mar 31, 25
9 William Blair Investment Management, LLC 1.44M (2.48%) -18.46K
Decreased by -1.28%
Sep 30, 23
10 JPMorgan Chase & Co 1.41M (2.42%) 325.73K
Increased by +23.10%
Mar 31, 25
11 BTIM Corp 1.37M (2.35%) -2.08K
Decreased by -0.15%
Mar 31, 25
12 Meitav Dash Investments Ltd 1.33M (2.28%) -8.95K
Decreased by -0.68%
Mar 31, 25
13 Macquarie Group Ltd 1.20M (2.06%) 1.20M
Increased by +100.00%
Sep 30, 23
14 MENORA MIVTACHIM HOLDINGS LIMITED 1.17M (2.02%) 0.00
Increased by 0.00%
Jun 30, 24
15 Goldman Sachs Group Inc 1.12M (1.93%) 788.16K
Increased by +70.14%
Mar 31, 25
16 Manufacturers Life Insurance Co 1.11M (1.90%) 748.41K
Increased by +67.57%
Mar 31, 24
17 Systematic Financial Management LP 1.05M (1.80%) 22.79K
Increased by +2.17%
Mar 31, 25
18 Clark Capital Management Group Inc 1.02M (1.75%) 132.13K
Increased by +12.98%
Sep 30, 23
19 DDD Partners, LLC 989.90K (1.70%) 382.94K
Increased by +38.68%
Mar 31, 25
20 American Century Companies Inc 974.81K (1.68%) -30.85K
Decreased by -3.16%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 1.65M (2.84%) 0.00
Increased by 0.00%
May 31, 25
2 Quantex Global Value CHF R 1.60M (2.75%) 0.00
Increased by 0.00%
Jan 31, 24
3 JHancock Small Cap Core NAV 1.01M (1.74%) 20.86K
Increased by +2.06%
May 31, 24
4 Neumeier Poma Small Cap Value 831.84K (1.43%) 1.25K
Increased by +0.15%
Sep 30, 23
5 Delaware Ivy Small Cap Growth C 778.48K (1.34%) 0.00
Increased by 0.00%
Sep 30, 23
6 Fidelity® Small Cap Index 726.59K (1.25%) 15.73K
Increased by +2.17%
Sep 30, 23
7 Fidelity Small Cap Index 657.11K (1.13%) -58.07K
Decreased by -8.84%
Mar 31, 25
8 iShares Russell 2000 Growth ETF 655.12K (1.13%) 0.00
Increased by 0.00%
May 29, 24
9 North Growth US Equity 606.17K (1.04%) 0.00
Increased by 0.00%
Mar 31, 25
10 Boston Trust Walden Small Cap 551.02K (0.95%) -7.79K
Decreased by -1.41%
Apr 30, 25
11 Federated Hermes MDT SCC Institutional 523.20K (0.90%) -121.25K
Decreased by -23.17%
Sep 30, 24
12 Federated Hermes MDT Small Cap Core IS 523.20K (0.90%) -121.25K
Decreased by -23.17%
Sep 30, 24
13 iShares Russell 2000 Value ETF 515.43K (0.89%) 0.00
Increased by 0.00%
May 31, 25
14 iShares Core MSCI EAFE ETF 508.63K (0.87%) 0.00
Increased by 0.00%
May 31, 25
15 CREF Stock R1 485.94K (0.84%) 0.00
Increased by 0.00%
May 31, 24
16 Fidelity CanAm Opps F5 485.12K (0.83%) -2.13K
Decreased by -0.44%
Jun 30, 24
17 CPR Invest Global Silver Age I EUR Acc 464.22K (0.80%) 61.27K
Increased by +13.20%
Sep 30, 23
18 Putnam Small Cap Growth A 456.20K (0.78%) -32.80K
Decreased by -7.19%
Dec 31, 23
19 Putnam US Small Cap Growth Equity 456.20K (0.78%) -32.80K
Decreased by -7.19%
Dec 31, 23
20 Putnam US Small Cap Growth Managed Acct 456.20K (0.78%) -32.80K
Decreased by -7.19%
Dec 31, 23