Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BTEC 0.12%
2 IWC 0.02%
3 PRFZ 0.01%
4 AVSC 0.00%
5 AVUV 0.00%
6 AVUS 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Silverback Aset Management LLC 1.33M (4.26%) 1.33M
Increased by +100.00%
Dec 31, 24
2 Vanguard Group Inc 1.29M (4.14%) 204.53K
Increased by +15.83%
Mar 31, 25
3 Balyasny Asset Management LLC 1.27M (4.07%) -33.79K
Decreased by -2.66%
Mar 31, 25
4 Kennedy Capital Management Inc 1.00M (3.21%) -264.30K
Decreased by -26.33%
Mar 31, 25
5 Wasatch Advisors Inc. 825.40K (2.64%) -834.61K
Decreased by -101.12%
Sep 30, 23
6 UBS Group AG 613.89K (1.97%) 613.75K
Increased by +99.98%
Dec 31, 24
7 Vantage Point Financial LLC 336.55K (1.08%) 0.00
Increased by 0.00%
Mar 31, 25
8 Geode Capital Management, LLC 328.48K (1.05%) 90.63K
Increased by +27.59%
Mar 31, 25
9 Fuller & Thaler Asset Management Inc 315.98K (1.01%) 315.98K
Increased by +100.00%
Sep 30, 23
10 American Century Companies Inc 295.59K (0.95%) 154.54K
Increased by +52.28%
Jun 30, 24
11 Millennium Management LLC 287.90K (0.92%) 243.86K
Increased by +84.70%
Dec 31, 24
12 Kpp Advisory Services LLC 249.90K (0.80%) -25.37K
Decreased by -10.15%
Mar 31, 25
13 Jane Street Group LLC 240.62K (0.77%) 240.62K
Increased by +100.00%
Dec 31, 24
14 Goldman Sachs Group Inc 223.73K (0.72%) 154.56K
Increased by +69.08%
Mar 31, 24
15 BlackRock Inc 212.79K (0.68%) 0.00
Increased by 0.00%
Mar 31, 25
16 Man Group PLC 203.34K (0.65%) 190.95K
Increased by +93.90%
Mar 31, 24
17 King Luther Capital Management Corp 198.60K (0.64%) 100.00K
Increased by +50.35%
Jun 30, 24
18 FourWorld Capital Management LLC 196.45K (0.63%) 46.80K
Increased by +23.82%
Mar 31, 25
19 D. E. Shaw & Co LP 187.08K (0.60%) 39.20K
Increased by +20.95%
Sep 30, 24
20 Renaissance Technologies Corp 184.06K (0.59%) -120.19K
Decreased by -65.30%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 908.43K (2.91%) 50.15K
Increased by +5.52%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 721.97K (2.31%) 0.00
Increased by 0.00%
Sep 30, 24
3 Kennedy Micro Cap 646.71K (2.07%) -84.24K
Decreased by -13.03%
Mar 31, 25
4 Wasatch Micro Cap 524.25K (1.68%) -126.76K
Decreased by -24.18%
Sep 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 445.81K (1.43%) 41.49K
Increased by +9.31%
Apr 30, 25
6 Calamos Timpani Small Cap Growth I 336.63K (1.08%) 4.66K
Increased by +1.38%
Feb 28, 25
7 Fuller & Thaler Behavrl Micro-Cap Core 315.98K (1.01%) 0.00
Increased by 0.00%
Sep 30, 23
8 Kennedy Micro Cap Opportunities 240.55K (0.77%) -85.70K
Decreased by -35.63%
Mar 31, 25
9 Timpani Small Cap Growth Equity 230.84K (0.74%) 230.84K
Increased by +100.00%
Dec 31, 24
10 Fidelity Extended Market Index 168.04K (0.54%) 40.63K
Increased by +24.18%
Mar 31, 25
11 Wasatch Micro Cap Value 162.23K (0.52%) -219.27K
Decreased by -135.15%
Sep 30, 23
12 EHP Select Alternative Cl F 135.00K (0.43%) 135.00K
Increased by +100.00%
Nov 30, 24
13 Pleiades Small Cap Equity A 115.20K (0.37%) 115.20K
Increased by +100.00%
Mar 31, 25
14 Fidelity® Extended Market Index 92.46K (0.30%) 0.00
Increased by 0.00%
Nov 30, 23
15 AZ Fd 1 AZ Eq Glbl HC A-Ins EURO Acc 89.07K (0.29%) -6.80K
Decreased by -7.63%
Jan 31, 25
16 EAM Ultra Micro Cap 72.20K (0.23%) 72.20K
Increased by +100.00%
Mar 31, 24
17 Invesco RAFI US 1500 Small-Mid ETF 67.91K (0.22%) -156.00
Decreased by -0.23%
Apr 30, 25
18 Invesco FTSE RAFI US 1500 Small-Mid ETF 61.31K (0.20%) 0.00
Increased by 0.00%
Jan 30, 25
19 Fidelity Total Market Index 57.20K (0.18%) 16.91K
Increased by +29.56%
Mar 31, 25
20 Royce Micro Cap Trust 50.77K (0.16%) 50.77K
Increased by +100.00%
Mar 31, 24