Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 0.82%
2 PTH 0.66%
3 JSML 0.40%
4 EDOC 0.39%
5 JSMD 0.37%
6 KOMP 0.13%
7 IWC 0.12%
8 JPSE 0.03%
9 GSSC 0.03%
10 RFLR 0.02%
11 IWO 0.02%
12 IWM 0.02%
13 IWN 0.02%
14 VTWV 0.01%
15 VTWG 0.01%
16 VTWO 0.01%
17 RSSL 0.01%
18 UWM 0.01%
19 URTY 0.00%
20 HDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.52M (6.87%) -19.95K
Decreased by -0.79%
Mar 31, 25
2 Vanguard Group Inc 1.88M (5.12%) 120.28K
Increased by +6.40%
Mar 31, 25
3 Divisadero Street Capital Management, LP 1.51M (4.10%) 10.02K
Increased by +0.66%
Sep 30, 24
4 Amvescap Plc. 1.17M (3.17%) 314.40K
Increased by +26.97%
Mar 31, 24
5 Royce & Associates, LP 1.16M (3.14%) 39.24K
Increased by +3.40%
Mar 31, 25
6 Connor Clark & Lunn Inv Mgmt Ltd 981.89K (2.67%) 50.60K
Increased by +5.15%
Mar 31, 25
7 Millennium Management LLC 885.99K (2.41%) 129.33K
Increased by +14.60%
Dec 31, 24
8 Geode Capital Management, LLC 857.73K (2.33%) 35.52K
Increased by +4.14%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 746.02K (2.03%) 327.33K
Increased by +43.88%
Mar 31, 25
10 State Street Corp 724.79K (1.97%) -1.46K
Decreased by -0.20%
Mar 31, 25
11 Cubist Systematic Strategies, LLC 551.34K (1.50%) 72.20K
Increased by +13.10%
Jun 30, 24
12 Renaissance Technologies Corp 486.10K (1.32%) -23.90K
Decreased by -4.92%
Mar 31, 25
13 Susquehanna International Group, LLP 439.42K (1.20%) 65.21K
Increased by +14.84%
Mar 31, 24
14 Nuveen Asset Management, LLC 413.50K (1.13%) 129.47K
Increased by +31.31%
Dec 31, 24
15 EAM Investors, LLC 411.61K (1.12%) -121.60K
Decreased by -29.54%
Mar 31, 24
16 Uniplan Investment Counsel, Inc. 388.29K (1.06%) 3.04K
Increased by +0.78%
Mar 31, 25
17 American Financial Group Inc 340.00K (0.93%) 0.00
Increased by 0.00%
Dec 31, 23
18 Quinn Opportunity Partners LLC 326.36K (0.89%) 92.16K
Increased by +28.24%
Mar 31, 25
19 Qube Research & Technologies 324.49K (0.88%) -80.24K
Decreased by -24.73%
Dec 31, 24
20 Northern Trust Corp 323.97K (0.88%) 6.63K
Increased by +2.05%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Invesco Dorsey Wright SmallCap Momt ETF 1.05M (2.85%) 0.00
Increased by 0.00%
Apr 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.02M (2.79%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 932.53K (2.54%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 924.81K (2.52%) 156.00
Increased by +0.02%
Apr 30, 25
5 Royce Small-Cap Opportunity Invmt 606.58K (1.65%) 11.83K
Increased by +1.95%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 567.63K (1.54%) 0.00
Increased by 0.00%
Apr 30, 25
7 FTGF RY US SmCp Opp A USD Dis(A) 491.03K (1.34%) -33.28K
Decreased by -6.78%
Apr 30, 25
8 SPDR® S&P Kensho New Economies Comps ETF 489.31K (1.33%) 0.00
Increased by 0.00%
Nov 27, 24
9 Fidelity Small Cap Index 362.76K (0.99%) 11.57K
Increased by +3.19%
Feb 28, 25
10 First Eagle Small Cap Opportunity I 255.70K (0.70%) -16.62K
Decreased by -6.50%
Feb 28, 25
11 Calamos Timpani Small Cap Growth I 235.08K (0.64%) 161.28K
Increased by +68.60%
May 31, 24
12 Nuveen Equity Index R6 220.91K (0.60%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fidelity Extended Market Index 208.99K (0.57%) 3.88K
Increased by +1.85%
Mar 31, 25
14 State St Russell Sm/Mid Cp® Indx NL Cl C 208.41K (0.57%) 0.00
Increased by 0.00%
Apr 30, 25
15 State St Russell Sm/Mid Cp® Indx SL Cl I 208.41K (0.57%) 0.00
Increased by 0.00%
Apr 30, 25
16 iShares Russell 2000 Growth ETF 192.90K (0.52%) 0.00
Increased by 0.00%
Apr 30, 25
17 Vanguard Russell 2000 ETF 182.45K (0.50%) 10.20K
Increased by +5.59%
Apr 30, 25
18 EAM Micro Cap 178.58K (0.49%) 0.00
Increased by 0.00%
Nov 30, 23
19 Bridgeway Ultra-Small Company 163.66K (0.45%) 0.00
Increased by 0.00%
Mar 31, 25
20 Timpani Small Cap Growth Equity 158.46K (0.43%) 158.46K
Increased by +100.00%
Jun 30, 24