Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDLS 0.97%
2 WMCR 0.26%
3 SCDS 0.17%
4 IWC 0.09%
5 GSSC 0.06%
6 IWN 0.02%
7 EES 0.02%
8 VTWV 0.02%
9 IWM 0.01%
10 RSSL 0.01%
11 UWM 0.01%
12 VTWO 0.01%
13 VXF 0.01%
14 RTLA 0.01%
15 DFAS 0.01%
16 URTY 0.01%
17 IWO 0.00%
18 HDG 0.00%
19 RYLD 0.00%
20 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.82M (17.48%) -81.86K
Decreased by -2.14%
Dec 31, 24
2 Trigran Investments Inc 3.49M (15.96%) -337.00K
Decreased by -9.66%
Dec 31, 24
3 Vanguard Group Inc 1.34M (6.13%) 71.25K
Increased by +5.32%
Dec 31, 24
4 Awm Investment Company Inc 1.28M (5.88%) 0.00
Increased by 0.00%
Dec 31, 24
5 Wellington Management Company LLP 1.25M (5.70%) 60.50K
Increased by +4.85%
Dec 31, 23
6 Renaissance Technologies Corp 826.10K (3.78%) 3.20K
Increased by +0.39%
Dec 31, 24
7 JPMorgan Chase & Co 585.02K (2.68%) -608.18K
Decreased by -103.96%
Dec 31, 24
8 Geode Capital Management, LLC 554.21K (2.54%) 7.69K
Increased by +1.39%
Dec 31, 24
9 State Street Corp 490.50K (2.24%) 14.76K
Increased by +3.01%
Dec 31, 24
10 State Street Corporation 448.86K (2.05%) 3.76K
Increased by +0.84%
Mar 31, 24
11 Royce & Associates, LP 396.90K (1.82%) -363.15K
Decreased by -91.50%
Jun 30, 24
12 Boston Partners Global Investors, Inc 382.58K (1.75%) -199.34K
Decreased by -52.11%
Dec 31, 24
13 Wasatch Advisors Inc. 358.98K (1.64%) -8.10K
Decreased by -2.26%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 356.60K (1.63%) -17.91K
Decreased by -5.02%
Dec 31, 24
15 Acadian Asset Management LLC 325.56K (1.49%) -123.36K
Decreased by -37.89%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 285.52K (1.31%) -22.00K
Decreased by -7.70%
Dec 31, 24
17 Nuveen Asset Management, LLC 264.74K (1.21%) -13.16K
Decreased by -4.97%
Dec 31, 24
18 Herald Investment Management Ltd 260.00K (1.19%) 0.00
Increased by 0.00%
Dec 31, 24
19 Arrowstreet Capital Limited Partnership 253.02K (1.16%) 187.25K
Increased by +74.01%
Dec 31, 24
20 Goldman Sachs Group Inc 237.31K (1.09%) 16.84K
Increased by +7.10%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 759.52K (3.48%) 25.30K
Increased by +3.33%
Feb 28, 25
2 iShares Russell 2000 ETF 640.04K (2.93%) -5.55K
Decreased by -0.87%
Mar 31, 25
3 BlackRock Advantage Small Cap Core Instl 442.89K (2.03%) 0.00
Increased by 0.00%
Feb 28, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 403.35K (1.85%) 0.00
Increased by 0.00%
Feb 28, 25
5 Herald Ord 260.00K (1.19%) 0.00
Increased by 0.00%
Sep 30, 24
6 Fidelity Small Cap Index 248.07K (1.14%) -4.64K
Decreased by -1.87%
Jan 31, 25
7 Royce Small-Cap Opportunity Invmt 242.55K (1.11%) -230.07K
Decreased by -94.86%
Jun 30, 24
8 Fidelity® Small Cap Index 228.81K (1.05%) 5.11K
Increased by +2.23%
Oct 31, 23
9 iShares Russell 2000 Growth ETF 201.39K (0.92%) -482.00
Decreased by -0.24%
Apr 30, 24
10 CREF Stock R1 198.58K (0.91%) 0.00
Increased by 0.00%
Jan 31, 25
11 iShares Russell 2000 Value ETF 196.87K (0.90%) 0.00
Increased by 0.00%
Mar 31, 25
12 Wasatch Micro Cap Value 167.33K (0.77%) -4.47K
Decreased by -2.67%
Sep 30, 23
13 BlackRock Advantage Small Cap Gr Instl 163.15K (0.75%) -439.00
Decreased by -0.27%
Feb 28, 25
14 Column Small Cap Select 157.89K (0.72%) -114.00K
Decreased by -72.20%
Dec 31, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 141.47K (0.65%) 0.00
Increased by 0.00%
Feb 28, 25
16 Fidelity Extended Market Index 135.56K (0.62%) -864.00
Decreased by -0.64%
Feb 28, 25
17 Wellington Emerging Companies 132.95K (0.61%) 0.00
Increased by 0.00%
Dec 31, 23
18 AB Small Cap Core Z 125.82K (0.58%) 125.82K
Increased by +100.00%
Feb 28, 25
19 WPG Partners Select Small Cap Value 125.19K (0.57%) 4.97K
Increased by +3.97%
Sep 30, 24
20 FTGF RY US SmCp Opp A USD Dis(A) 123.91K (0.57%) -21.77K
Decreased by -17.57%
Jul 31, 24