Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.21%
2 IWN 0.06%
3 IWM 0.03%
4 JKK 0.02%
5 ISCG 0.01%
6 IWO 0.01%
7 JKJ 0.01%
8 ISCB 0.01%
9 ITOT 0.00%
10 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.72M (6.54%) 412.08K
Increased by +3.85%
Mar 31, 25
2 Vanguard Group Inc 10.00M (6.10%) 123.60K
Increased by +1.24%
Mar 31, 25
3 State Street Corporation 9.68M (5.91%) 3.04M
Increased by +31.35%
Mar 31, 24
4 Capricorn Investment Group LLC 9.18M (5.60%) 0.00
Increased by 0.00%
Mar 31, 25
5 State Street Corp 5.04M (3.08%) 231.38K
Increased by +4.59%
Mar 31, 25
6 Kodai Capital Management LP 4.68M (2.86%) 168.68K
Increased by +3.60%
Jun 30, 24
7 Neuberger Berman Group LLC 4.48M (2.74%) 4.48M
Increased by +100.00%
Dec 31, 24
8 Bank of America Corp 3.79M (2.31%) 2.55M
Increased by +67.42%
Mar 31, 25
9 Point72 Asset Management, L.P. 3.28M (2.00%) -4.01M
Decreased by -122.27%
Mar 31, 25
10 Geode Capital Management, LLC 3.22M (1.96%) 133.68K
Increased by +4.16%
Mar 31, 25
11 ELEQUIN CAPITAL LP 2.11M (1.29%) 2.11M
Increased by +100.00%
Mar 31, 24
12 Dimensional Fund Advisors, Inc. 2.01M (1.23%) 618.50K
Increased by +30.75%
Mar 31, 25
13 Amvescap Plc. 1.83M (1.12%) 331.83K
Increased by +18.13%
Mar 31, 25
14 Penn Capital Management Company LLC 1.72M (1.05%) -387.15K
Decreased by -22.52%
Jun 30, 24
15 Ameriprise Financial Inc 1.70M (1.04%) 349.84K
Increased by +20.52%
Mar 31, 25
16 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.61M (0.98%) 778.75K
Increased by +48.43%
Sep 30, 23
17 Intrinsic Edge Capital Management, LLC 1.59M (0.97%) -1.13M
Decreased by -71.36%
Mar 31, 24
18 Balyasny Asset Management LLC 1.44M (0.88%) -13.70K
Decreased by -0.95%
Dec 31, 24
19 D. E. Shaw & Co LP 1.39M (0.85%) 112.93K
Increased by +8.10%
Sep 30, 23
20 BAMCO Inc 1.39M (0.85%) -1.93M
Decreased by -138.96%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Jupiter Merian Glb Eq AbsRet I USD Acc 4.21M (2.57%) -24.27K
Decreased by -0.58%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.04M (2.47%) 45.00K
Increased by +1.11%
May 31, 25
3 iShares Russell 2000 ETF 3.23M (1.97%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Information Technology ETF 3.15M (1.92%) 297.96K
Increased by +9.46%
May 31, 25
5 Invesco Semiconductors ETF 2.34M (1.43%) 5.11K
Increased by +0.22%
Jan 31, 24
6 SPDR® S&P Semiconductor ETF 2.13M (1.30%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 2.13M (1.30%) 19.37K
Increased by +0.91%
May 31, 25
8 Invesco WilderHill Clean Energy ETF 2.12M (1.29%) 0.00
Increased by 0.00%
May 31, 25
9 Fidelity Small Cap Index 1.29M (0.79%) 27.66K
Increased by +2.14%
Mar 31, 25
10 Meridian Contrarian Legacy 1.14M (0.69%) -57.01K
Decreased by -5.01%
Mar 31, 25
11 Penn Capital Small Cap Equity 1.10M (0.67%) 0.00
Increased by 0.00%
Aug 31, 24
12 Baron Discovery Institutional 1.06M (0.65%) -1.50M
Decreased by -140.90%
Mar 31, 24
13 Baron Discovery Strategy 1.06M (0.65%) -1.50M
Decreased by -140.90%
Mar 31, 24
14 Fidelity® Small Cap Index 1.06M (0.64%) 28.32K
Increased by +2.68%
Oct 31, 23
15 iShares Russell 2000 Value ETF 1.02M (0.62%) 0.00
Increased by 0.00%
May 31, 25
16 Oberweis Micro-Cap 1.01M (0.62%) 206.60K
Increased by +20.39%
Jun 30, 24
17 Oberweis Micro-Cap Growth 1.01M (0.62%) 206.60K
Increased by +20.39%
Jun 30, 24
18 Columbia Small Cap Value I 954.38K (0.58%) 55.90K
Increased by +5.86%
Mar 31, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 753.19K (0.46%) 3.59K
Increased by +0.48%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 753.19K (0.46%) 0.00
Increased by 0.00%
May 31, 25