Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BTEC 0.12%
2 IWC 0.03%
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 (4.53%) 0.00
Increased by 0.00%
Sep 30, 24
2 Balyasny Asset Management LLC 975.29K (4.20%) -221.22K
Decreased by -22.68%
Dec 31, 23
3 Wasatch Advisors Inc. 825.40K (3.55%) -834.61K
Decreased by -101.12%
Sep 30, 23
4 Fuller & Thaler Asset Management Inc 315.98K (1.36%) 315.98K
Increased by +100.00%
Sep 30, 23
5 American Century Companies Inc 295.59K (1.27%) 154.54K
Increased by +52.28%
Jun 30, 24
6 Ameriprise Financial Inc 268.09K (1.15%) 0.00
Increased by 0.00%
Sep 30, 24
7 Geode Capital Management, LLC 250.90K (1.08%) 18.04K
Increased by +7.19%
Sep 30, 24
8 Kpp Advisory Services LLC 237.72K (1.02%) -420.00
Decreased by -0.18%
Sep 30, 24
9 Goldman Sachs Group Inc 223.73K (0.96%) 154.56K
Increased by +69.08%
Mar 31, 24
10 BlackRock Inc 212.79K (0.92%) 0.00
Increased by 0.00%
Jun 30, 24
11 Man Group PLC 203.34K (0.88%) 190.95K
Increased by +93.90%
Mar 31, 24
12 King Luther Capital Management Corp 198.60K (0.86%) 100.00K
Increased by +50.35%
Jun 30, 24
13 D. E. Shaw & Co LP 187.08K (0.81%) 39.20K
Increased by +20.95%
Sep 30, 24
14 Renaissance Technologies Corp 171.06K (0.74%) 6.90K
Increased by +4.03%
Sep 30, 24
15 Marshall Wace Asset Management Ltd 153.38K (0.66%) 63.23K
Increased by +41.23%
Mar 31, 24
16 AQR Capital Management LLC 144.17K (0.62%) -262.63K
Decreased by -182.17%
Dec 31, 23
17 Rice Hall James & Associates, LLC 142.48K (0.61%) 1.74K
Increased by +1.22%
Mar 31, 24
18 Formula Growth Ltd 141.00K (0.61%) 141.00K
Increased by +100.00%
Mar 31, 24
19 GSA Capital Partners LLP 116.86K (0.50%) 116.86K
Increased by +100.00%
Sep 30, 23
20 Bank of New York Mellon Corp 116.04K (0.50%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 721.97K (3.11%) 0.00
Increased by 0.00%
Oct 31, 24
2 Wasatch Micro Cap 524.25K (2.26%) -126.76K
Decreased by -24.18%
Sep 30, 23
3 Fuller & Thaler Behavrl Micro-Cap Core 315.98K (1.36%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 297.32K (1.28%) 0.00
Increased by 0.00%
Oct 31, 24
5 Wasatch Micro Cap Value 162.23K (0.70%) -219.27K
Decreased by -135.15%
Sep 30, 23
6 EHP Select Alternative Cl F 135.00K (0.58%) 135.00K
Increased by +100.00%
Nov 30, 24
7 Fidelity Extended Market Index 132.09K (0.57%) -2.96K
Decreased by -2.24%
Oct 31, 24
8 Fidelity® Extended Market Index 92.46K (0.40%) 0.00
Increased by 0.00%
Nov 30, 23
9 EAM Ultra Micro Cap 72.20K (0.31%) 72.20K
Increased by +100.00%
Mar 31, 24
10 Lazard Rathmore Alternative EA Acc USD 61.22K (0.26%) 0.00
Increased by 0.00%
Jun 30, 24
11 Invesco FTSE RAFI US 1500 Small-Mid ETF 60.88K (0.26%) -80.00
Decreased by -0.13%
Nov 29, 24
12 Royce Micro Cap Trust 50.77K (0.22%) 50.77K
Increased by +100.00%
Mar 31, 24
13 iShares Micro-Cap ETF 49.82K (0.21%) 0.00
Increased by 0.00%
Nov 30, 24
14 Fidelity Total Market Index 40.50K (0.17%) 3.08K
Increased by +7.61%
Oct 31, 24
15 BlackRock Extended Mkt Composite 39.66K (0.17%) 0.00
Increased by 0.00%
Sep 30, 23
16 Kennedy Micro Cap Opportunities 39.63K (0.17%) 2.87K
Increased by +7.24%
Mar 31, 24
17 Pleiades Small Cap Equity A 37.85K (0.16%) 37.85K
Increased by +100.00%
Mar 31, 24
18 BlackRock Extended Equity Market K 34.57K (0.15%) -15.00
Decreased by -0.04%
Sep 30, 24
19 Fidelity Series Total Market Index 31.33K (0.13%) 0.00
Increased by 0.00%
Oct 31, 24
20 Fidelity® Total Market Index 29.27K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23