Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VBB 3.37%
2 ONLN 3.19%
3 CLIX 2.84%
4 BKC 2.42%
5 IBUY 0.65%
6 BLOK 0.60%
7 BLCN 0.49%
8 FSCC 0.21%
9 LMBO 0.19%
10 GBUY_old 0.17%
11 NBCC 0.17%
12 EBIZ 0.16%
13 AIEQ 0.16%
14 IWN 0.09%
15 GINN 0.06%
16 IWM 0.04%
17 ISCV 0.04%
18 RTLA 0.03%
19 GSSC 0.03%
20 ISCB 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.28M (9.61%) 4.07K
Increased by +0.10%
Sep 30, 23
2 Hampton Road Capital Management LP 4.17M (9.38%) 999.18K
Increased by +23.94%
Dec 31, 23
3 BlackRock Inc 3.63M (8.15%) 343.76K
Increased by +9.47%
Dec 31, 23
4 Dimensional Fund Advisors, Inc. 1.67M (3.76%) 535.19K
Increased by +32.00%
Dec 31, 23
5 Contrarius Investment Management Ltd 1.65M (3.70%) 1.65M
Increased by +100.00%
Dec 31, 23
6 Geode Capital Management, LLC 958.68K (2.15%) 46.88K
Increased by +4.89%
Sep 30, 23
7 State Street Corporation 953.77K (2.14%) 33.41K
Increased by +3.50%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 930.79K (2.09%) -161.76K
Decreased by -17.38%
Sep 30, 23
9 Rice Hall James & Associates, LLC 797.15K (1.79%) -15.27K
Decreased by -1.92%
Sep 30, 23
10 Renaissance Technologies Corp 764.60K (1.72%) 8.80K
Increased by +1.15%
Sep 30, 23
11 Toroso Investments LLC 722.14K (1.62%) -181.76K
Decreased by -25.17%
Sep 30, 23
12 Charles Schwab Investment Management Inc 717.24K (1.61%) 48.63K
Increased by +6.78%
Sep 30, 23
13 Discovery Capital Management LLC 709.87K (1.59%) 160.94K
Increased by +22.67%
Sep 30, 23
14 Soviero Asset Management, LP 510.00K (1.15%) 75.00K
Increased by +14.71%
Sep 30, 23
15 Amvescap Plc. 454.06K (1.02%) -143.49K
Decreased by -31.60%
Dec 31, 23
16 Northern Trust Corp 435.82K (0.98%) 769.00
Increased by +0.18%
Sep 30, 23
17 Susquehanna International Group, LLP 428.68K (0.96%) -37.69K
Decreased by -8.79%
Sep 30, 23
18 Balyasny Asset Management LLC 401.67K (0.90%) -134.86K
Decreased by -33.58%
Dec 31, 23
19 Marshall Wace Asset Management Ltd 400.13K (0.90%) 224.87K
Increased by +56.20%
Dec 31, 23
20 Royce & Associates, LP 351.68K (0.79%) -23.10K
Decreased by -6.57%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Contrarius Global Equity Investor 1.50M (3.38%) 1.50M
Increased by +100.00%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 1.44M (3.24%) 0.00
Increased by 0.00%
May 31, 24
3 Vanguard Small Cap Index 1.16M (2.60%) 2.76K
Increased by +0.24%
May 31, 24
4 Amplify Transformational Data Shrg ETF 1.07M (2.40%) 0.00
Increased by 0.00%
May 31, 24
5 iShares Russell 2000 ETF 1.03M (2.32%) 7.88K
Increased by +0.76%
May 30, 24
6 Fidelity Blue Chip Growth 754.40K (1.69%) 754.40K
Increased by +100.00%
Apr 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 683.13K (1.53%) 4.72K
Increased by +0.69%
May 31, 24
8 Vanguard Small Cap Growth Index Inv 659.17K (1.48%) 6.48K
Increased by +0.98%
May 31, 24
9 Fidelity Small Cap Index 453.50K (1.02%) -7.54K
Decreased by -1.66%
Mar 31, 24
10 Fidelity® Small Cap Index 435.14K (0.98%) 11.54K
Increased by +2.65%
Oct 31, 23
11 iShares Russell 2000 Value ETF 412.63K (0.93%) -546.00
Decreased by -0.13%
May 30, 24
12 Schwab Fundamental U.S. Small CompanyETF 386.96K (0.87%) 0.00
Increased by 0.00%
May 31, 24
13 Schwab Fundamental US Small Company ETF 366.61K (0.82%) 508.00
Increased by +0.14%
Feb 28, 24
14 DFA US Targeted Value I 318.06K (0.71%) -48.98K
Decreased by -15.40%
Jan 31, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 277.37K (0.62%) 2.90K
Increased by +1.05%
May 31, 24
16 Fidelity Extended Market Index 257.17K (0.58%) -5.92K
Decreased by -2.30%
Apr 30, 24
17 Fidelity® Extended Market Index 252.10K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
18 Dimensional US Targeted Value ETF 250.88K (0.56%) 0.00
Increased by 0.00%
Feb 29, 24
19 Invesco CoinShares Global Blockchain ETF 237.91K (0.53%) 0.00
Increased by 0.00%
May 31, 24
20 Columbia Small Cap Value I 224.13K (0.50%) 2.40K
Increased by +1.07%
Oct 31, 23