Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IBUY 3.36%
2 GRPZ 1.79%
3 FDM 1.38%
4 CAFG 1.30%
5 SIXS 1.30%
6 SAWS 1.22%
7 EHLS 0.81%
8 RZG 0.79%
9 SIXL 0.69%
10 ETHO 0.65%
11 EBIZ 0.64%
12 SQLV 0.56%
13 PSCI 0.33%
14 SSLY 0.26%
15 CSML 0.20%
16 IWC 0.19%
17 QSML 0.11%
18 IJT 0.11%
19 SLYG 0.11%
20 CCSO 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.40M (16.01%) -7.57K
Decreased by -0.22%
Sep 30, 24
2 Renaissance Technologies Corp 1.93M (9.09%) 41.80K
Increased by +2.17%
Sep 30, 24
3 Vanguard Group Inc 1.87M (8.80%) 19.39K
Increased by +1.04%
Sep 30, 24
4 Staley Capital Advisers Inc 1.75M (8.27%) -265.82K
Decreased by -15.15%
Sep 30, 24
5 Silvercrest Asset Management Group LLC 1.09M (5.12%) 187.40K
Increased by +17.24%
Sep 30, 24
6 Dimensional Fund Advisors, Inc. 1.08M (5.09%) -19.99K
Decreased by -1.85%
Sep 30, 24
7 State Street Corporation 862.21K (4.06%) 26.18K
Increased by +3.04%
Mar 31, 24
8 Aristotle Capital Boston, LLC 852.34K (4.02%) 31.82K
Increased by +3.73%
Sep 30, 24
9 State Street Corp 852.31K (4.02%) 13.95K
Increased by +1.64%
Sep 30, 24
10 Pacer Advisors, INC. 577.65K (2.72%) -303.58K
Decreased by -52.56%
Dec 31, 24
11 Geode Capital Management, LLC 515.58K (2.43%) 2.39K
Increased by +0.46%
Sep 30, 24
12 Punch & Associates Inv Mgmt Inc 479.02K (2.26%) 11.50K
Increased by +2.40%
Sep 30, 24
13 Acadian Asset Management LLC 435.19K (2.05%) 29.07K
Increased by +6.68%
Mar 31, 24
14 Wellington Management Company LLP 370.05K (1.74%) -158.25K
Decreased by -42.76%
Sep 30, 24
15 Rice Hall James & Associates, LLC 367.30K (1.73%) 4.84K
Increased by +1.32%
Sep 30, 24
16 Granahan Investment Management Inc.. 317.60K (1.50%) -481.69K
Decreased by -151.67%
Dec 31, 23
17 Arrowstreet Capital Limited Partnership 289.58K (1.36%) -11.79K
Decreased by -4.07%
Sep 30, 24
18 Hillsdale Investment Management Inc. 285.31K (1.34%) 22.47K
Increased by +7.88%
Mar 31, 24
19 Morgan Stanley - Brokerage Accounts 279.46K (1.32%) -184.59K
Decreased by -66.05%
Sep 30, 24
20 Roumell Asset Management, LLC 233.56K (1.10%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.43M (6.73%) 0.00
Increased by 0.00%
Jan 29, 25
2 Vanguard Total Stock Mkt Idx Inv 658.87K (3.10%) -137.41K
Decreased by -20.86%
Dec 31, 24
3 iShares Russell 2000 ETF 581.93K (2.74%) -88.00
Decreased by -0.02%
Jan 29, 25
4 Pacer US Small Cap Cash Cows 100 ETF 544.31K (2.56%) -2.51K
Decreased by -0.46%
Jan 30, 25
5 CT (Lux) American Smaller Com 9U USD 416.51K (1.96%) 416.51K
Increased by +100.00%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 348.27K (1.64%) -15.65K
Decreased by -4.49%
Dec 31, 24
7 DFA US Small Cap I 333.69K (1.57%) 0.00
Increased by 0.00%
Nov 30, 24
8 CT American Smaller Coms(US) InstAccGBP 272.98K (1.29%) 272.98K
Increased by +100.00%
Dec 31, 24
9 Fidelity® Small Cap Index 225.16K (1.06%) 6.19K
Increased by +2.75%
Oct 31, 23
10 Fidelity Small Cap Index 216.22K (1.02%) -3.71K
Decreased by -1.72%
Nov 30, 24
11 Granahan US Focused Growth A USD Acc 214.21K (1.01%) -38.56K
Decreased by -18.00%
Nov 30, 23
12 Roumell Opportunistic Value Instl 208.37K (0.98%) -25.20K
Decreased by -12.09%
Sep 30, 24
13 iShares S&P Small-Cap 600 Growth ETF 206.66K (0.97%) -218.00
Decreased by -0.11%
Jan 29, 25
14 DFA US Micro Cap I 205.90K (0.97%) 0.00
Increased by 0.00%
Nov 30, 24
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 201.31K (0.95%) 0.00
Increased by 0.00%
Jan 30, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 198.24K (0.93%) 0.00
Increased by 0.00%
Apr 30, 24
17 Amplify Online Retail ETF 191.25K (0.90%) 0.00
Increased by 0.00%
Jan 30, 25
18 iShares Russell 2000 Growth ETF 190.67K (0.90%) 0.00
Increased by 0.00%
Jan 29, 25
19 Vanguard Tax-Managed Small Cap Adm 156.85K (0.74%) 0.00
Increased by 0.00%
Dec 31, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 145.84K (0.69%) -2.60K
Decreased by -1.78%
Dec 31, 24