Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IBUY 3.63%
2 FFTY 3.19%
3 CAFG 2.88%
4 GRPZ 1.74%
5 FDM 1.44%
6 SIXS 1.30%
7 SAWS 1.15%
8 PRN 1.12%
9 EHLS 0.93%
10 RZG 0.79%
11 EBIZ 0.65%
12 ETHO 0.64%
13 SIXL 0.59%
14 SQLV 0.52%
15 DWAS 0.40%
16 PSCI 0.32%
17 BFOR 0.27%
18 SSLY 0.26%
19 CSML 0.20%
20 IWC 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.42M (15.96%) 20.19K
Increased by +0.59%
Dec 31, 24
2 Renaissance Technologies Corp 1.93M (9.02%) 2.42K
Increased by +0.13%
Dec 31, 24
3 Vanguard Group Inc 1.72M (8.04%) -144.07K
Decreased by -8.36%
Dec 31, 24
4 Staley Capital Advisers Inc 1.30M (6.08%) -453.05K
Decreased by -34.80%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 1.06M (4.96%) -18.16K
Decreased by -1.71%
Dec 31, 24
6 State Street Corporation 862.21K (4.03%) 26.18K
Increased by +3.04%
Mar 31, 24
7 State Street Corp 856.30K (4.00%) 4.00K
Increased by +0.47%
Dec 31, 24
8 Ameriprise Financial Inc 798.69K (3.73%) 692.39K
Increased by +86.69%
Dec 31, 24
9 Aristotle Capital Boston, LLC 763.28K (3.56%) -89.06K
Decreased by -11.67%
Dec 31, 24
10 Silvercrest Asset Management Group LLC 619.14K (2.89%) -467.73K
Decreased by -75.54%
Dec 31, 24
11 Pacer Advisors, INC. 577.65K (2.70%) -303.58K
Decreased by -52.56%
Dec 31, 24
12 Geode Capital Management, LLC 513.78K (2.40%) -1.80K
Decreased by -0.35%
Dec 31, 24
13 Punch & Associates Inv Mgmt Inc 498.36K (2.33%) 19.34K
Increased by +3.88%
Dec 31, 24
14 Arrowstreet Capital Limited Partnership 457.35K (2.14%) 167.77K
Increased by +36.68%
Dec 31, 24
15 Acadian Asset Management LLC 435.19K (2.03%) 29.07K
Increased by +6.68%
Mar 31, 24
16 Rice Hall James & Associates, LLC 334.25K (1.56%) -33.05K
Decreased by -9.89%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 317.63K (1.48%) 38.18K
Increased by +12.02%
Dec 31, 24
18 Granahan Investment Management Inc.. 317.60K (1.48%) -481.69K
Decreased by -151.67%
Dec 31, 23
19 Goldman Sachs Group Inc 312.53K (1.46%) 165.40K
Increased by +52.92%
Dec 31, 24
20 Hillsdale Investment Management Inc. 285.31K (1.33%) 22.47K
Increased by +7.88%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.41M (6.56%) 976.00
Increased by +0.07%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 719.46K (3.36%) 0.00
Increased by 0.00%
Feb 28, 25
3 iShares Russell 2000 ETF 567.52K (2.65%) -4.89K
Decreased by -0.86%
Mar 31, 25
4 Pacer US Small Cap Cash Cows 100 ETF 498.47K (2.33%) -3.61K
Decreased by -0.72%
Feb 28, 25
5 CT (Lux) American Smaller Com 9U USD 449.26K (2.10%) 5.85K
Increased by +1.30%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 345.98K (1.62%) -2.39K
Decreased by -0.69%
Feb 28, 25
7 DFA US Small Cap I 333.40K (1.56%) 0.00
Increased by 0.00%
Feb 28, 25
8 Strategic Advisers U.S. Total Stock 277.36K (1.29%) 109.63K
Increased by +39.53%
Feb 28, 25
9 CT American Smaller Coms(US) InstAccGBP 274.44K (1.28%) 0.00
Increased by 0.00%
Feb 28, 25
10 Fidelity® Small Cap Index 225.16K (1.05%) 6.19K
Increased by +2.75%
Oct 31, 23
11 Granahan US Focused Growth A USD Acc 214.21K (1.00%) -38.56K
Decreased by -18.00%
Nov 30, 23
12 Fidelity Small Cap Index 212.25K (0.99%) -3.98K
Decreased by -1.87%
Jan 31, 25
13 Roumell Opportunistic Value Instl 208.37K (0.97%) -25.20K
Decreased by -12.09%
Sep 30, 24
14 iShares S&P Small-Cap 600 Growth ETF 206.10K (0.96%) 0.00
Increased by 0.00%
Mar 31, 25
15 Franklin DynaTech Fund A 200.00K (0.93%) 0.00
Increased by 0.00%
Feb 28, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 198.24K (0.93%) 0.00
Increased by 0.00%
Apr 30, 24
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 194.80K (0.91%) 296.00
Increased by +0.15%
Mar 31, 25
18 iShares Russell 2000 Growth ETF 189.92K (0.89%) -904.00
Decreased by -0.48%
Mar 31, 25
19 Amplify Online Retail ETF 174.17K (0.81%) 0.00
Increased by 0.00%
Mar 31, 25
20 DFA US Micro Cap I 159.57K (0.74%) -33.18K
Decreased by -20.79%
Feb 28, 25