Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.21%
2 BSVO 0.06%
3 DES 0.05%
4 IWC 0.03%
5 VTWG 0.01%
6 VTWO 0.01%
7 IWO 0.01%
8 AVSC 0.01%
9 AVUV 0.01%
10 IWM 0.00%
11 DFUS 0.00%
12 DFSU 0.00%
13 DFAS 0.00%
14 DFAT 0.00%
15 DFAC 0.00%
16 DFSV 0.00%
17 DCOR 0.00%
18 VTI 0.00%
19 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 863.92K (10.09%) 83.10K
Increased by +9.62%
Mar 31, 25
2 Capital Management Corp 715.50K (8.35%) 413.92K
Increased by +57.85%
Mar 31, 25
3 Vanguard Group Inc 488.93K (5.71%) 14.90K
Increased by +3.05%
Mar 31, 25
4 Driehaus Capital Management LLC 459.62K (5.37%) 459.62K
Increased by +100.00%
Mar 31, 25
5 Wasatch Advisors LP 418.58K (4.89%) 418.58K
Increased by +100.00%
Mar 31, 25
6 Susquehanna International Group, LLP 308.05K (3.60%) 179.97K
Increased by +58.42%
Mar 31, 25
7 Acadian Asset Management LLC 291.70K (3.41%) 291.67K
Increased by +99.99%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 285.62K (3.33%) 12.87K
Increased by +4.51%
Mar 31, 25
9 LPL Financial Corp 211.04K (2.46%) 158.41K
Increased by +75.06%
Dec 31, 24
10 BlackRock Inc 210.70K (2.46%) 862.00
Increased by +0.41%
Mar 31, 25
11 Millennium Management LLC 200.50K (2.34%) 167.78K
Increased by +83.68%
Mar 31, 25
12 Kennedy Capital Management Inc 148.04K (1.73%) 148.04K
Increased by +100.00%
Mar 31, 25
13 Envestnet Asset Management Inc 137.53K (1.61%) -8.71K
Decreased by -6.34%
Mar 31, 25
14 American Century Companies Inc 122.43K (1.43%) 26.88K
Increased by +21.95%
Mar 31, 25
15 O'Shaughnessy Asset Management LLC 119.78K (1.40%) 26.21K
Increased by +21.88%
Mar 31, 25
16 Geode Capital Management, LLC 119.06K (1.39%) 2.47K
Increased by +2.07%
Mar 31, 25
17 Trexquant Investment LP 110.20K (1.29%) 110.20K
Increased by +100.00%
Mar 31, 25
18 Perkins Capital Management Inc 75.51K (0.88%) -400.00
Decreased by -0.53%
Mar 31, 25
19 Bank of New York Mellon Corp 70.54K (0.82%) -3.64K
Decreased by -5.16%
Mar 31, 25
20 Ancora Advisors LLC 64.93K (0.76%) 64.93K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Micro Cap 415.69K (4.85%) 415.69K
Increased by +100.00%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 315.51K (3.68%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 289.61K (3.38%) 0.00
Increased by 0.00%
Sep 30, 24
4 CMC SMID 241.47K (2.82%) 162.39K
Increased by +67.25%
Mar 31, 25
5 CMC DVD 190.49K (2.22%) 140.78K
Increased by +73.91%
Mar 31, 25
6 Heptagon Driehaus US Micro Cap Eq C$ Acc 180.08K (2.10%) -2.47K
Decreased by -1.37%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 161.40K (1.88%) 0.00
Increased by 0.00%
May 31, 25
8 Timpani Small Cap Growth Equity 126.81K (1.48%) 126.81K
Increased by +100.00%
Mar 31, 25
9 Kennedy Micro Cap 116.56K (1.36%) 116.56K
Increased by +100.00%
Mar 31, 25
10 Calamos Timpani Small Cap Growth I 106.65K (1.25%) -20.16K
Decreased by -18.90%
Apr 30, 25
11 Avantis US Small Cap Value ETF 99.32K (1.16%) -4.49K
Decreased by -4.52%
May 31, 25
12 CMC G&I 84.97K (0.99%) 84.97K
Increased by +100.00%
Sep 30, 24
13 CMC All-Cap Growth 80.17K (0.94%) 49.83K
Increased by +62.16%
Mar 31, 25
14 Lazard US Sm Cap Eq WW Dist EUR 79.33K (0.93%) 79.33K
Increased by +100.00%
Feb 28, 25
15 Driehaus Micro Cap Growth USD 74.31K (0.87%) 13.28K
Increased by +17.87%
Mar 31, 25
16 DFA US Small Cap I 72.73K (0.85%) 0.00
Increased by 0.00%
Apr 30, 25
17 WisdomTree US SmallCap Dividend ETF 67.47K (0.79%) -116.00
Decreased by -0.17%
May 30, 25
18 Driehaus Micro Cap Growth 61.04K (0.71%) 36.81K
Increased by +60.31%
Feb 28, 25
19 Fidelity® Extended Market Index 60.66K (0.71%) 0.00
Increased by 0.00%
Nov 30, 23
20 EAM Ultra Micro Cap 59.27K (0.69%) 59.27K
Increased by +100.00%
Dec 31, 24