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 Vanguard Group Inc 1.05M (3.41%) 0.00
Increased by 0.00%
Sep 30, 24
2 Balyasny Asset Management LLC 975.29K (3.16%) -221.22K
Decreased by -22.68%
Dec 31, 23
3 Wasatch Advisors Inc. 825.40K (2.67%) -834.61K
Decreased by -101.12%
Sep 30, 23
4 Fuller & Thaler Asset Management Inc 315.98K (1.02%) 315.98K
Increased by +100.00%
Sep 30, 23
5 American Century Companies Inc 295.59K (0.96%) 154.54K
Increased by +52.28%
Jun 30, 24
6 Kpp Advisory Services LLC 275.27K (0.89%) 37.55K
Increased by +13.64%
Dec 31, 24
7 Ameriprise Financial Inc 268.09K (0.87%) 0.00
Increased by 0.00%
Sep 30, 24
8 Geode Capital Management, LLC 250.90K (0.81%) 18.04K
Increased by +7.19%
Sep 30, 24
9 Goldman Sachs Group Inc 223.73K (0.72%) 154.56K
Increased by +69.08%
Mar 31, 24
10 BlackRock Inc 212.79K (0.69%) 0.00
Increased by 0.00%
Sep 30, 24
11 Man Group PLC 203.34K (0.66%) 190.95K
Increased by +93.90%
Mar 31, 24
12 King Luther Capital Management Corp 198.60K (0.64%) 100.00K
Increased by +50.35%
Jun 30, 24
13 D. E. Shaw & Co LP 187.08K (0.61%) 39.20K
Increased by +20.95%
Sep 30, 24
14 Renaissance Technologies Corp 171.06K (0.55%) 6.90K
Increased by +4.03%
Sep 30, 24
15 Marshall Wace Asset Management Ltd 153.38K (0.50%) 63.23K
Increased by +41.23%
Mar 31, 24
16 AQR Capital Management LLC 144.17K (0.47%) -262.63K
Decreased by -182.17%
Dec 31, 23
17 Rice Hall James & Associates, LLC 142.48K (0.46%) 1.74K
Increased by +1.22%
Mar 31, 24
18 Formula Growth Ltd 141.00K (0.46%) 141.00K
Increased by +100.00%
Mar 31, 24
19 Thurston Springer Miller Herd & Titak Inc 127.26K (0.41%) 109.40K
Increased by +85.97%
Dec 31, 24
20 GSA Capital Partners LLP 116.86K (0.38%) 116.86K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 760.74K (2.46%) 38.77K
Increased by +5.10%
Dec 31, 24
2 Kennedy Micro Cap 730.95K (2.37%) 730.95K
Increased by +100.00%
Dec 31, 24
3 Wasatch Micro Cap 524.25K (1.70%) -126.76K
Decreased by -24.18%
Sep 30, 23
4 Kennedy Micro Cap Opportunities 326.25K (1.06%) 326.25K
Increased by +100.00%
Dec 31, 24
5 Fuller & Thaler Behavrl Micro-Cap Core 315.98K (1.02%) 0.00
Increased by 0.00%
Sep 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 297.32K (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
7 Wasatch Micro Cap Value 162.23K (0.53%) -219.27K
Decreased by -135.15%
Sep 30, 23
8 EHP Select Alternative Cl F 135.00K (0.44%) 135.00K
Increased by +100.00%
Nov 30, 24
9 Fidelity Extended Market Index 130.18K (0.42%) -1.05K
Decreased by -0.81%
Dec 31, 24
10 AZ Fd 1 AZ Eq Glbl HC A-Ins EURO Acc 95.87K (0.31%) 95.87K
Increased by +100.00%
Dec 31, 24
11 Fidelity® Extended Market Index 92.46K (0.30%) 0.00
Increased by 0.00%
Nov 30, 23
12 EAM Ultra Micro Cap 72.20K (0.23%) 72.20K
Increased by +100.00%
Mar 31, 24
13 Invesco FTSE RAFI US 1500 Small-Mid ETF 61.31K (0.20%) 0.00
Increased by 0.00%
Jan 30, 25
14 Lazard Rathmore Alternative EA Acc USD 61.22K (0.20%) 0.00
Increased by 0.00%
Jun 30, 24
15 Royce Micro Cap Trust 50.77K (0.16%) 50.77K
Increased by +100.00%
Mar 31, 24
16 iShares Micro-Cap ETF 49.82K (0.16%) 0.00
Increased by 0.00%
Jan 29, 25
17 Fidelity Total Market Index 40.50K (0.13%) 0.00
Increased by 0.00%
Dec 31, 24
18 BlackRock Extended Mkt Composite 39.66K (0.13%) 0.00
Increased by 0.00%
Sep 30, 23
19 Pleiades Small Cap Equity A 37.85K (0.12%) 37.85K
Increased by +100.00%
Mar 31, 24
20 BlackRock Extended Equity Market K 34.57K (0.11%) -15.00
Decreased by -0.04%
Sep 30, 24