Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFTY 3.19%
2 IBUY 2.45%
3 CAFG 2.15%
4 SIXS 1.30%
5 GRPZ 1.30%
6 SAWS 1.13%
7 FDM 1.03%
8 PRN 0.82%
9 RZG 0.79%
10 EHLS 0.75%
11 SIXL 0.59%
12 SQLV 0.52%
13 EBIZ 0.45%
14 DWAS 0.40%
15 ETHO 0.34%
16 PSCI 0.31%
17 BFOR 0.27%
18 SSLY 0.26%
19 CSML 0.20%
20 IWC 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.42M (15.80%) 20.19K
Increased by +0.59%
Dec 31, 24
2 Renaissance Technologies Corp 1.93M (8.93%) 2.42K
Increased by +0.13%
Dec 31, 24
3 Vanguard Group Inc 1.72M (7.96%) -144.07K
Decreased by -8.36%
Dec 31, 24
4 Staley Capital Advisers Inc 1.30M (6.02%) -453.05K
Decreased by -34.80%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 1.06M (4.91%) -18.16K
Decreased by -1.71%
Dec 31, 24
6 State Street Corporation 862.21K (3.98%) 26.18K
Increased by +3.04%
Mar 31, 24
7 State Street Corp 856.30K (3.96%) 4.00K
Increased by +0.47%
Dec 31, 24
8 Ameriprise Financial Inc 798.69K (3.69%) 692.39K
Increased by +86.69%
Dec 31, 24
9 Aristotle Capital Boston, LLC 763.28K (3.53%) -89.06K
Decreased by -11.67%
Dec 31, 24
10 Silvercrest Asset Management Group LLC 619.14K (2.86%) -467.73K
Decreased by -75.54%
Dec 31, 24
11 Pacer Advisors, INC. 577.65K (2.67%) -303.58K
Decreased by -52.56%
Dec 31, 24
12 Geode Capital Management, LLC 513.78K (2.37%) -1.80K
Decreased by -0.35%
Dec 31, 24
13 Punch & Associates Inv Mgmt Inc 498.36K (2.30%) 19.34K
Increased by +3.88%
Dec 31, 24
14 Arrowstreet Capital Limited Partnership 457.35K (2.11%) 167.77K
Increased by +36.68%
Dec 31, 24
15 Acadian Asset Management LLC 435.19K (2.01%) 29.07K
Increased by +6.68%
Mar 31, 24
16 Morgan Stanley - Brokerage Accounts 317.63K (1.47%) 38.18K
Increased by +12.02%
Dec 31, 24
17 Granahan Investment Management Inc.. 317.60K (1.47%) -481.69K
Decreased by -151.67%
Dec 31, 23
18 Goldman Sachs Group Inc 312.53K (1.44%) 165.40K
Increased by +52.92%
Dec 31, 24
19 Rice Hall James & Associates, LLC 305.78K (1.41%) -28.47K
Decreased by -9.31%
Mar 31, 25
20 Hillsdale Investment Management Inc. 285.31K (1.32%) 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 1.37M (6.35%) -1.44K
Decreased by -0.10%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 796.28K (3.68%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 719.46K (3.32%) 0.00
Increased by 0.00%
Mar 31, 25
4 iShares Russell 2000 ETF 529.51K (2.45%) 89.00
Increased by +0.02%
Apr 30, 25
5 Pacer US Small Cap Cash Cows 100 ETF 498.47K (2.30%) -3.61K
Decreased by -0.72%
Feb 28, 25
6 CT (Lux) American Smaller Com 9U USD 461.80K (2.13%) 12.54K
Increased by +2.72%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 350.79K (1.62%) 4.81K
Increased by +1.37%
Mar 31, 25
8 Strategic Advisers U.S. Total Stock 303.10K (1.40%) 25.75K
Increased by +8.49%
Mar 31, 25
9 DFA US Small Cap I 299.56K (1.38%) -33.85K
Decreased by -11.30%
Mar 31, 25
10 CT American Smaller Coms(US) InstAccGBP 277.30K (1.28%) 2.86K
Increased by +1.03%
Mar 31, 25
11 Fidelity® Small Cap Index 225.16K (1.04%) 6.19K
Increased by +2.75%
Oct 31, 23
12 Granahan US Focused Growth A USD Acc 214.21K (0.99%) -38.56K
Decreased by -18.00%
Nov 30, 23
13 Fidelity Small Cap Index 212.25K (0.98%) 0.00
Increased by 0.00%
Feb 28, 25
14 Roumell Opportunistic Value Instl 208.37K (0.96%) -25.20K
Decreased by -12.09%
Sep 30, 24
15 iShares S&P Small-Cap 600 Growth ETF 201.68K (0.93%) 0.00
Increased by 0.00%
Apr 30, 25
16 Franklin DynaTech Fund A 200.00K (0.92%) 0.00
Increased by 0.00%
Mar 31, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 198.24K (0.92%) 0.00
Increased by 0.00%
Apr 30, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 194.80K (0.90%) 0.00
Increased by 0.00%
Apr 30, 25
19 iShares Russell 2000 Growth ETF 190.60K (0.88%) 0.00
Increased by 0.00%
Apr 30, 25
20 Royce Micro-Cap Trust Inc 164.30K (0.76%) 54.80K
Increased by +33.35%
Mar 31, 25