Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFTY 3.19%
2 CAFG 2.04%
3 IBUY 1.74%
4 SIXS 1.30%
5 GRPZ 1.22%
6 FDM 0.92%
7 RZG 0.79%
8 PRN 0.77%
9 EHLS 0.75%
10 SIXL 0.59%
11 SQLV 0.52%
12 DSMC 0.50%
13 SAWS 0.47%
14 EBIZ 0.44%
15 DWAS 0.40%
16 ETHO 0.34%
17 BFOR 0.27%
18 SSLY 0.26%
19 PSCI 0.22%
20 CSML 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.39M (15.55%) -28.23K
Decreased by -0.83%
Mar 31, 25
2 Vanguard Group Inc 1.83M (8.40%) 107.31K
Increased by +5.86%
Mar 31, 25
3 Renaissance Technologies Corp 1.79M (8.21%) -142.24K
Decreased by -7.95%
Mar 31, 25
4 Staley Capital Advisers Inc 950.91K (4.36%) -350.99K
Decreased by -36.91%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 932.17K (4.28%) -130.27K
Decreased by -13.97%
Mar 31, 25
6 Acadian Asset Management LLC 908.56K (4.17%) 908.52K
Increased by +100.00%
Mar 31, 25
7 State Street Corporation 862.21K (3.96%) 26.18K
Increased by +3.04%
Mar 31, 24
8 Ameriprise Financial Inc 826.34K (3.79%) 27.66K
Increased by +3.35%
Mar 31, 25
9 State Street Corp 823.28K (3.78%) -33.02K
Decreased by -4.01%
Mar 31, 25
10 Aristotle Capital Boston, LLC 652.16K (2.99%) -111.12K
Decreased by -17.04%
Mar 31, 25
11 Silvercrest Asset Management Group LLC 630.32K (2.89%) 11.18K
Increased by +1.77%
Mar 31, 25
12 Portolan Capital Management, LLC 626.36K (2.87%) 626.36K
Increased by +100.00%
Mar 31, 25
13 Arrowstreet Capital Limited Partnership 596.64K (2.74%) 139.29K
Increased by +23.35%
Mar 31, 25
14 Pacer Advisors, INC. 577.65K (2.65%) -303.58K
Decreased by -52.56%
Dec 31, 24
15 Royce & Associates, LP 540.93K (2.48%) 399.28K
Increased by +73.81%
Mar 31, 25
16 Geode Capital Management, LLC 527.86K (2.42%) 14.08K
Increased by +2.67%
Mar 31, 25
17 Amvescap Plc. 405.49K (1.86%) 287.30K
Increased by +70.85%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 341.17K (1.57%) 23.54K
Increased by +6.90%
Mar 31, 25
19 Wellington Management Company LLP 318.18K (1.46%) 68.32K
Increased by +21.47%
Mar 31, 25
20 Granahan Investment Management Inc.. 317.60K (1.46%) -481.69K
Decreased by -151.67%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.36M (6.24%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 796.28K (3.65%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 743.96K (3.41%) 24.51K
Increased by +3.29%
Apr 30, 25
4 CT (Lux) American Smaller Com 9U USD 635.85K (2.92%) 174.05K
Increased by +27.37%
Apr 30, 25
5 iShares Russell 2000 ETF 544.22K (2.50%) 0.00
Increased by 0.00%
May 31, 25
6 Pacer US Small Cap Cash Cows 100 ETF 498.47K (2.29%) -3.61K
Decreased by -0.72%
Feb 28, 25
7 CT American Smaller Coms(US) InstAccGBP 377.04K (1.73%) 99.75K
Increased by +26.45%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 351.32K (1.61%) 528.00
Increased by +0.15%
Apr 30, 25
9 Strategic Advisers U.S. Total Stock 303.10K (1.39%) 25.75K
Increased by +8.49%
Mar 31, 25
10 DFA US Small Cap I 299.56K (1.37%) 0.00
Increased by 0.00%
Apr 30, 25
11 Fidelity® Small Cap Index 225.16K (1.03%) 6.19K
Increased by +2.75%
Oct 31, 23
12 Granahan US Focused Growth A USD Acc 214.21K (0.98%) -38.56K
Decreased by -18.00%
Nov 30, 23
13 Fidelity Small Cap Index 213.75K (0.98%) 1.50K
Increased by +0.70%
Mar 31, 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 201.46K (0.92%) 0.00
Increased by 0.00%
May 31, 25
16 Franklin DynaTech A 200.00K (0.92%) 0.00
Increased by 0.00%
Apr 30, 25
17 Franklin DynaTech Fund A 200.00K (0.92%) 0.00
Increased by 0.00%
Mar 31, 25
18 Franklin Innovation Composite 200.00K (0.92%) 200.00K
Increased by +100.00%
Mar 31, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 198.24K (0.91%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 191.14K (0.88%) 0.00
Increased by 0.00%
May 30, 25