Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 1.90%
2 PRN 1.07%
3 FYC 0.74%
4 JSML 0.54%
5 FYX 0.39%
6 DWAS 0.36%
7 IWC 0.31%
8 GSSC 0.24%
9 AIBU 0.14%
10 AVSC 0.10%
11 VFMO 0.10%
12 IWO 0.10%
13 PSC 0.08%
14 VTWG 0.08%
15 JKK 0.06%
16 ISCG 0.06%
17 IWM 0.05%
18 RFLR 0.04%
19 VTWO 0.04%
20 RSSL 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.00M (6.56%) -38.91K
Decreased by -1.94%
Mar 31, 25
2 Vanguard Group Inc 1.76M (5.77%) 120.63K
Increased by +6.85%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 1.29M (4.24%) 1.07M
Increased by +82.46%
Mar 31, 25
4 D. E. Shaw & Co LP 944.61K (3.10%) 892.66K
Increased by +94.50%
Dec 31, 24
5 Yong Rong (HK) Asset Management Ltd 795.20K (2.61%) 795.20K
Increased by +100.00%
Mar 31, 25
6 Wellington Management Company LLP 793.04K (2.60%) 507.54K
Increased by +64.00%
Mar 31, 25
7 Geode Capital Management, LLC 630.74K (2.07%) 17.73K
Increased by +2.81%
Mar 31, 25
8 Renaissance Technologies Corp 591.79K (1.94%) 99.80K
Increased by +16.86%
Mar 31, 25
9 State Street Corp 584.61K (1.92%) 34.97K
Increased by +5.98%
Mar 31, 25
10 HHG PLC 577.59K (1.89%) -75.27K
Decreased by -13.03%
Mar 31, 25
11 Driehaus Capital Management LLC 567.87K (1.86%) 144.97K
Increased by +25.53%
Mar 31, 25
12 Next Century Growth Investors LLC 502.05K (1.65%) 98.76K
Increased by +19.67%
Mar 31, 25
13 State Street Corporation 490.79K (1.61%) 3.83K
Increased by +0.78%
Mar 31, 24
14 Amvescap Plc. 414.97K (1.36%) 388.48K
Increased by +93.62%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 404.09K (1.32%) 123.79K
Increased by +30.63%
Mar 31, 25
16 Palisades Investment Partners, LLC 379.41K (1.24%) 10.76K
Increased by +2.84%
Mar 31, 25
17 Nuveen, LLC 342.91K (1.12%) 342.91K
Increased by +100.00%
Mar 31, 25
18 Ameriprise Financial Inc 318.10K (1.04%) 242.87K
Increased by +76.35%
Dec 31, 24
19 PlusTick Management LLC 315.00K (1.03%) -10.00K
Decreased by -3.17%
Mar 31, 25
20 Nuveen Asset Management, LLC 312.64K (1.02%) 53.38K
Increased by +17.07%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 971.42K (3.18%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 862.55K (2.83%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 685.61K (2.25%) 0.00
Increased by 0.00%
May 31, 25
4 Janus Henderson US Small Cap Growth MA 633.54K (2.08%) 633.43K
Increased by +99.98%
Dec 31, 24
5 Janus Henderson US Small Cap Growth 519.07K (1.70%) -114.47K
Decreased by -22.05%
Mar 31, 25
6 Janus Henderson Venture D 519.07K (1.70%) 256.00
Increased by +0.05%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 397.57K (1.30%) 490.00
Increased by +0.12%
Apr 30, 25
8 Fidelity Small Cap Index 270.28K (0.89%) 981.00
Increased by +0.36%
Mar 31, 25
9 Fidelity® Small Cap Index 237.60K (0.78%) 5.71K
Increased by +2.40%
Sep 30, 23
10 iShares Russell 2000 Growth ETF 235.17K (0.77%) 0.00
Increased by 0.00%
May 31, 25
11 Invesco Dorsey Wright SmallCap Momt ETF 214.62K (0.70%) 209.00
Increased by +0.10%
Jul 31, 24
12 State St Russell Sm/Mid Cp® Indx NL Cl C 162.94K (0.53%) 700.00
Increased by +0.43%
Apr 30, 25
13 State St Russell Sm/Mid Cp® Indx SL Cl I 162.94K (0.53%) 0.00
Increased by 0.00%
May 31, 25
14 Invesco Dorsey Wright IndustrialsMomtETF 161.48K (0.53%) 0.00
Increased by 0.00%
Jul 31, 24
15 Heptagon Driehaus US Micro Cap Eq C$ Acc 158.84K (0.52%) -66.75K
Decreased by -42.03%
Apr 30, 25
16 Fidelity Extended Market Index 142.60K (0.47%) 1.23K
Increased by +0.86%
Apr 30, 25
17 Palisades Small Cap Core 142.40K (0.47%) 0.00
Increased by 0.00%
Mar 31, 25
18 Vanguard Russell 2000 ETF 134.72K (0.44%) 8.33K
Increased by +6.18%
Apr 30, 25
19 Fidelity® Extended Market Index 126.81K (0.42%) 0.00
Increased by 0.00%
Oct 31, 23
20 GS Glb Sm Cp CORE Eq Base Inc USD Close 119.09K (0.39%) -51.96K
Decreased by -43.63%
Feb 28, 25