Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VERS 4.58%
2 TWEB 3.87%
3 FITE 0.73%
4 QQQS 0.58%
5 IWC 0.04%
6 RFLR 0.03%
7 RTLA 0.01%
8 SMD 0.01%
9 ITOT 0.00%
10 AVSC 0.00%
11 THRK 0.00%
12 VTI 0.00%
13 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Awm Investment Company Inc 9.71M (6.83%) -3.09M
Decreased by -31.84%
Mar 31, 25
2 Royce & Associates, LP 7.98M (5.61%) 255.45K
Increased by +3.20%
Mar 31, 25
3 Vanguard Group Inc 7.39M (5.20%) 1.38M
Increased by +18.70%
Mar 31, 25
4 Telemark Asset Management, LLC 3.00M (2.11%) 3.00M
Increased by +100.00%
Mar 31, 25
5 Marshall Wace Asset Management Ltd 2.43M (1.71%) 2.20M
Increased by +90.68%
Mar 31, 25
6 Millennium Management LLC 2.15M (1.51%) 1.87M
Increased by +87.02%
Mar 31, 25
7 Susquehanna International Group, LLP 2.00M (1.41%) 426.22K
Increased by +21.33%
Mar 31, 25
8 Archon Capital Management LLC 1.98M (1.39%) -116.63K
Decreased by -5.88%
Mar 31, 25
9 Geode Capital Management, LLC 1.69M (1.19%) 92.16K
Increased by +5.45%
Mar 31, 25
10 D. E. Shaw & Co LP 1.62M (1.14%) -318.30K
Decreased by -19.64%
Sep 30, 23
11 BlackRock Inc 1.62M (1.14%) 103.76K
Increased by +6.42%
Mar 31, 25
12 Herald Investment Management Ltd 1.53M (1.08%) 0.00
Increased by 0.00%
Mar 31, 25
13 Prescott Group Capital Management LLC 1.41M (0.99%) 1.10M
Increased by +78.01%
Sep 30, 24
14 Essex Investment Management Company, LLC 1.22M (0.86%) -96.67K
Decreased by -7.90%
Mar 31, 24
15 Bank of America Corp 922.70K (0.65%) 831.24K
Increased by +90.09%
Mar 31, 24
16 Qube Research & Technologies 907.16K (0.64%) -55.91K
Decreased by -6.16%
Mar 31, 25
17 Manatuck Hill Partners LLC 746.40K (0.52%) -153.60K
Decreased by -20.58%
Dec 31, 24
18 Silverberg Bernstein Capital Management LLC 737.50K (0.52%) 53.80K
Increased by +7.29%
Mar 31, 25
19 Citadel Advisors Llc 724.48K (0.51%) 724.48K
Increased by +100.00%
Dec 31, 24
20 Squarepoint Ops LLC 710.48K (0.50%) 648.58K
Increased by +91.29%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.80M (3.38%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 3.42M (2.40%) 0.00
Increased by 0.00%
Sep 30, 24
3 Royce Small-Cap Opportunity Invmt 2.70M (1.90%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 2.37M (1.67%) 0.00
Increased by 0.00%
Apr 30, 25
5 FTGF RY US SmCp Opp A USD Dis(A) 2.29M (1.61%) 32.54K
Increased by +1.42%
May 31, 25
6 Herald Ord 1.53M (1.08%) 0.00
Increased by 0.00%
Dec 31, 24
7 Royce Micro-Cap Invmt 1.44M (1.01%) 0.00
Increased by 0.00%
Mar 31, 25
8 Royce Micro Cap Trust 850.00K (0.60%) 240.00K
Increased by +28.24%
Mar 31, 25
9 Royce Micro-Cap Trust Inc 850.00K (0.60%) 240.00K
Increased by +28.24%
Mar 31, 25
10 Fidelity Extended Market Index 776.57K (0.55%) -7.42K
Decreased by -0.96%
Apr 30, 25
11 Royce Capital Micro-Cap Inv 631.18K (0.44%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity® Extended Market Index 555.38K (0.39%) 0.00
Increased by 0.00%
Nov 30, 23
13 iShares Core S&P Total US Stock Mkt ETF 396.09K (0.28%) 0.00
Increased by 0.00%
Feb 29, 24
14 EAM Ultra Micro Cap 347.05K (0.24%) 347.05K
Increased by +100.00%
Jan 31, 24
15 Extended Equity Market Fund K 316.06K (0.22%) 100.15K
Increased by +31.69%
Mar 31, 25
16 Fidelity Total Market Index 261.37K (0.18%) 0.00
Increased by 0.00%
Apr 30, 25
17 1290 Essex Small Cap Growth I 258.77K (0.18%) 0.00
Increased by 0.00%
Mar 31, 24
18 BlackRock Extended Mkt Composite 251.15K (0.18%) 0.00
Increased by 0.00%
Sep 30, 23
19 iShares Micro-Cap ETF 231.27K (0.16%) 0.00
Increased by 0.00%
May 31, 25
20 BlackRock Extended Equity Market K 218.88K (0.15%) -93.00
Decreased by -0.04%
Sep 30, 24