Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IBUY 3.10%
2 GRPZ 1.74%
3 CAFG 1.58%
4 SIXS 1.30%
5 FDM 1.19%
6 SAWS 0.80%
7 RZG 0.75%
8 SIXL 0.59%
9 ETHO 0.57%
10 SQLV 0.50%
11 EBIZ 0.47%
12 PSCI 0.29%
13 SSLY 0.26%
14 CSML 0.20%
15 IWC 0.16%
16 CCSO 0.12%
17 QSML 0.11%
18 SLYG 0.11%
19 IJT 0.10%
20 SFLO 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.41M (16.69%) -107.34K
Decreased by -3.15%
Jun 30, 24
2 Renaissance Technologies Corp 1.93M (9.45%) 41.80K
Increased by +2.17%
Sep 30, 24
3 Vanguard Group Inc 1.87M (9.15%) 19.39K
Increased by +1.04%
Sep 30, 24
4 Staley Capital Advisers Inc 1.75M (8.60%) -265.82K
Decreased by -15.15%
Sep 30, 24
5 Silvercrest Asset Management Group LLC 1.09M (5.33%) 187.40K
Increased by +17.24%
Sep 30, 24
6 Dimensional Fund Advisors, Inc. 1.08M (5.29%) -19.99K
Decreased by -1.85%
Sep 30, 24
7 Pacer Advisors, INC. 881.23K (4.32%) 76.79K
Increased by +8.71%
Sep 30, 24
8 State Street Corporation 862.21K (4.22%) 26.18K
Increased by +3.04%
Mar 31, 24
9 Aristotle Capital Boston, LLC 852.34K (4.18%) 31.82K
Increased by +3.73%
Sep 30, 24
10 State Street Corp 852.31K (4.18%) 13.95K
Increased by +1.64%
Sep 30, 24
11 Geode Capital Management, LLC 515.58K (2.53%) 2.39K
Increased by +0.46%
Sep 30, 24
12 Punch & Associates Inv Mgmt Inc 479.02K (2.35%) 11.50K
Increased by +2.40%
Sep 30, 24
13 Acadian Asset Management LLC 435.19K (2.13%) 29.07K
Increased by +6.68%
Mar 31, 24
14 Wellington Management Company LLP 370.05K (1.81%) -158.25K
Decreased by -42.76%
Sep 30, 24
15 Rice Hall James & Associates, LLC 367.30K (1.80%) 4.84K
Increased by +1.32%
Sep 30, 24
16 Granahan Investment Management Inc.. 317.60K (1.56%) -481.69K
Decreased by -151.67%
Dec 31, 23
17 Arrowstreet Capital Limited Partnership 289.58K (1.42%) -11.79K
Decreased by -4.07%
Sep 30, 24
18 Hillsdale Investment Management Inc. 285.31K (1.40%) 22.47K
Increased by +7.88%
Mar 31, 24
19 Morgan Stanley - Brokerage Accounts 279.46K (1.37%) -184.59K
Decreased by -66.05%
Sep 30, 24
20 Assenagon Asset Management SA 237.72K (1.16%) 11.02K
Increased by +4.64%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.43M (7.02%) 0.00
Increased by 0.00%
Nov 30, 24
2 Pacer US Small Cap Cash Cows 100 ETF 839.65K (4.11%) -2.86K
Decreased by -0.34%
Nov 29, 24
3 Vanguard Total Stock Mkt Idx Inv 796.28K (3.90%) 0.00
Increased by 0.00%
Oct 31, 24
4 iShares Russell 2000 ETF 599.65K (2.94%) 0.00
Increased by 0.00%
Nov 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 361.45K (1.77%) -1.48K
Decreased by -0.41%
Oct 31, 24
6 DFA US Small Cap I 333.69K (1.63%) 0.00
Increased by 0.00%
Oct 31, 24
7 Fidelity® Small Cap Index 225.16K (1.10%) 6.19K
Increased by +2.75%
Oct 31, 23
8 iShares S&P Small-Cap 600 Growth ETF 219.63K (1.08%) 0.00
Increased by 0.00%
Nov 30, 24
9 Fidelity Small Cap Index 218.13K (1.07%) -611.00
Decreased by -0.28%
Sep 30, 24
10 SPDR® Portfolio S&P 600™ Sm Cap ETF 214.59K (1.05%) 185.00
Increased by +0.09%
Nov 29, 24
11 Granahan US Focused Growth A USD Acc 214.21K (1.05%) -38.56K
Decreased by -18.00%
Nov 30, 23
12 Roumell Opportunistic Value Instl 208.37K (1.02%) -25.20K
Decreased by -12.09%
Sep 30, 24
13 DFA US Micro Cap I 205.90K (1.01%) 0.00
Increased by 0.00%
Oct 31, 24
14 SPDR® Portfolio S&P 600 Sm Cap ETF 198.24K (0.97%) 0.00
Increased by 0.00%
Apr 30, 24
15 iShares Russell 2000 Growth ETF 193.53K (0.95%) 0.00
Increased by 0.00%
Nov 30, 24
16 Amplify Online Retail ETF 187.83K (0.92%) 0.00
Increased by 0.00%
Nov 29, 24
17 Vanguard Tax-Managed Small Cap Adm 156.85K (0.77%) 0.00
Increased by 0.00%
Oct 31, 24
18 State St Russell Sm/Mid Cp® Indx NL Cl C 148.44K (0.73%) -4.60K
Decreased by -3.10%
Oct 31, 24
19 Fidelity Extended Market Index 126.00K (0.62%) -3.87K
Decreased by -3.07%
Oct 31, 24
20 North Star Micro Cap I 126.00K (0.62%) 0.00
Increased by 0.00%
Oct 31, 24