Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 0.21%
2 IWC 0.03%
3 RFLR 0.02%
4 AVSC 0.01%
5 PKW 0.01%
6 VTWG 0.01%
7 IWO 0.01%
8 AVUV 0.01%
9 IWM 0.00%
10 RSSL 0.00%
11 DFSU 0.00%
12 UWM 0.00%
13 URTY 0.00%
14 DFAC 0.00%
15 DFAS 0.00%
16 AVUS 0.00%
17 HDG 0.00%
18 DFAT 0.00%
19 DFSV 0.00%
20 DFAU 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 436.37K (8.20%) 6.19K
Increased by +1.42%
Dec 31, 24
2 Vanguard Group Inc 314.99K (5.92%) 17.89K
Increased by +5.68%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 302.57K (5.69%) 0.00
Increased by 0.00%
Dec 31, 24
4 BlackRock Inc 263.09K (4.95%) 12.21K
Increased by +4.64%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 146.37K (2.75%) -5.96K
Decreased by -4.07%
Jun 30, 24
6 Beryl Capital Management LLC 145.45K (2.73%) 145.45K
Increased by +100.00%
Dec 31, 24
7 Test Hedge Fund Mgmt 141.60K (2.66%) 141.60K
Increased by +100.00%
Dec 31, 24
8 Vazirani Asset Management LLC 125.00K (2.35%) 125.00K
Increased by +100.00%
Sep 30, 24
9 Gamco Investors, Inc. Et Al 120.35K (2.26%) 1.05K
Increased by +0.87%
Dec 31, 24
10 Divisadero Street Capital Management, LP 117.95K (2.22%) 117.95K
Increased by +100.00%
Dec 31, 24
11 Geode Capital Management, LLC 115.64K (2.17%) -331.00
Decreased by -0.29%
Dec 31, 24
12 Marshall Wace Asset Management Ltd 105.59K (1.98%) -62.34K
Decreased by -59.04%
Dec 31, 24
13 D. E. Shaw & Co LP 96.44K (1.81%) 96.44K
Increased by +100.00%
Sep 30, 24
14 JPMorgan Chase & Co 85.96K (1.62%) 64.81K
Increased by +75.39%
Dec 31, 24
15 Two Sigma Investments LLC 73.15K (1.38%) -16.16K
Decreased by -22.09%
Sep 30, 24
16 American Century Companies Inc 69.30K (1.30%) 15.05K
Increased by +21.71%
Dec 31, 24
17 Navellier & Associates Inc 68.17K (1.28%) 30.99K
Increased by +45.46%
Mar 31, 24
18 Bridgeway Capital Management, LLC 67.14K (1.26%) 0.00
Increased by 0.00%
Jun 30, 24
19 State Street Corp 58.11K (1.09%) 4.43K
Increased by +7.62%
Dec 31, 24
20 Northern Trust Corp 58.04K (1.09%) 6.92K
Increased by +11.91%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 172.78K (3.25%) 0.00
Increased by 0.00%
Feb 28, 25
2 DFA US Targeted Value I 122.76K (2.31%) -2.76K
Decreased by -2.25%
Jan 31, 25
3 iShares Russell 2000 ETF 116.40K (2.19%) -1.39K
Decreased by -1.19%
Feb 28, 25
4 1290 VT GAMCO Small Company Value IB 109.00K (2.05%) 6.00K
Increased by +5.50%
Jan 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 81.77K (1.54%) 0.00
Increased by 0.00%
Feb 28, 25
6 SEI Tax-Managed Small/Mid Cap F (SIMT) 64.69K (1.22%) 0.00
Increased by 0.00%
Jun 30, 24
7 VT De Lisle America B USD 59.78K (1.12%) 0.00
Increased by 0.00%
Feb 28, 25
8 Avantis US Small Cap Value ETF 53.81K (1.01%) 0.00
Increased by 0.00%
Feb 28, 25
9 Fidelity Small Cap Index 45.99K (0.86%) 0.00
Increased by 0.00%
Dec 31, 24
10 WM Aktien Global UI-Fonds B 45.40K (0.85%) 0.00
Increased by 0.00%
Dec 31, 23
11 iShares Russell 2000 Growth ETF 39.58K (0.74%) -47.00
Decreased by -0.12%
Feb 28, 25
12 Bridgeway Ultra-Small Company Market 37.40K (0.70%) 0.00
Increased by 0.00%
Dec 31, 24
13 EAM Ultra Micro Cap 36.55K (0.69%) 0.00
Increased by 0.00%
Jun 30, 24
14 DFA US Micro Cap I 34.24K (0.64%) 0.00
Increased by 0.00%
Jan 31, 25
15 Fidelity Extended Market Index 28.64K (0.54%) -435.00
Decreased by -1.52%
Jan 31, 25
16 Bridgeway Ultra-Small Company 28.54K (0.54%) 0.00
Increased by 0.00%
Jun 30, 24
17 Fidelity® Extended Market Index 27.61K (0.52%) 1.27K
Increased by +4.59%
Nov 30, 23
18 Columbia Integrated Small Cap Core 26.88K (0.51%) -14.42K
Decreased by -53.65%
Dec 31, 24
19 DFA US Core Equity 2 I 25.14K (0.47%) 0.00
Increased by 0.00%
Jan 31, 25
20 GAMCO Intl SICAV Merger Arbtrg I (USD) 23.61K (0.44%) -71.00
Decreased by -0.30%
Feb 28, 25