Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRAD 2.75%
2 ERSX 1.47%
3 AOTG 1.11%
4 PTF 0.91%
5 XITK 0.70%
6 JSML 0.37%
7 CLOU 0.33%
8 SQLV 0.32%
9 SFLO 0.28%
10 ISMD 0.22%
11 QSML 0.11%
12 AVSC 0.08%
13 JSMD 0.07%
14 VTWV 0.06%
15 IWN 0.05%
16 PSC 0.05%
17 TMFX 0.04%
18 RFLR 0.03%
19 VOX 0.03%
20 VTWG 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.24M (11.24%) -110.61K
Decreased by -2.61%
Dec 31, 24
2 BlackRock Inc 3.50M (9.27%) -16.98K
Decreased by -0.49%
Dec 31, 24
3 Graham Holdings Co 2.33M (6.18%) 0.00
Increased by 0.00%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 1.53M (4.06%) 84.32K
Increased by +5.50%
Dec 31, 24
5 Royal Bank of Canada 1.07M (2.83%) -11.23K
Decreased by -1.05%
Dec 31, 24
6 Renaissance Technologies Corp 1.06M (2.82%) -30.10K
Decreased by -2.83%
Dec 31, 24
7 State Street Corporation 971.62K (2.58%) -18.33K
Decreased by -1.89%
Mar 31, 24
8 Geode Capital Management, LLC 948.96K (2.52%) -12.20K
Decreased by -1.29%
Dec 31, 24
9 State Street Corp 942.61K (2.50%) -20.45K
Decreased by -2.17%
Dec 31, 24
10 Wellington Management Company LLP 897.97K (2.38%) 145.64K
Increased by +16.22%
Dec 31, 24
11 Jacobs Levy Equity Management, Inc. 683.06K (1.81%) 6.60K
Increased by +0.97%
Dec 31, 24
12 Nixon Capital, LLC 578.26K (1.53%) 7.97K
Increased by +1.38%
Dec 31, 24
13 Marshall Wace Asset Management Ltd 475.95K (1.26%) 475.95K
Increased by +100.00%
Mar 31, 24
14 Nuveen Asset Management, LLC 436.08K (1.16%) 4.60K
Increased by +1.06%
Dec 31, 24
15 Qube Research & Technologies 423.81K (1.12%) 76.91K
Increased by +18.15%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 418.74K (1.11%) 59.53K
Increased by +14.22%
Dec 31, 24
17 Mirae Asset Global Investments (Korea) Co Ltd 412.94K (1.09%) -23.18K
Decreased by -5.61%
Mar 31, 24
18 Goldman Sachs Group Inc 398.86K (1.06%) 194.00K
Increased by +48.64%
Dec 31, 24
19 Charles Schwab Investment Management Inc 385.09K (1.02%) -49.78K
Decreased by -12.93%
Dec 31, 24
20 Northern Trust Corp 383.25K (1.02%) 10.75K
Increased by +2.80%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.30M (3.44%) 0.00
Increased by 0.00%
Feb 28, 25
2 iShares Russell 2000 ETF 1.07M (2.84%) -9.29K
Decreased by -0.87%
Mar 31, 25
3 Vanguard Small Cap Index 1.01M (2.67%) 819.00
Increased by +0.08%
Feb 28, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 617.31K (1.64%) 1.06K
Increased by +0.17%
Feb 28, 25
5 Vanguard Small Cap Growth Index Inv 566.31K (1.50%) -1.89K
Decreased by -0.33%
Feb 28, 25
6 Fidelity Small Cap Index 415.23K (1.10%) -7.78K
Decreased by -1.87%
Jan 31, 25
7 Fidelity® Small Cap Index 413.91K (1.10%) 10.12K
Increased by +2.44%
Oct 31, 23
8 iShares Russell 2000 Growth ETF 352.08K (0.93%) -1.68K
Decreased by -0.48%
Mar 31, 25
9 iShares Russell 2000 Value ETF 316.53K (0.84%) 0.00
Increased by 0.00%
Apr 30, 24
10 Nuveen Quant Small Cap Equity R6 315.43K (0.84%) -2.19K
Decreased by -0.69%
Jan 31, 25
11 State St Russell Sm/Mid Cp® Indx NL Cl C 272.02K (0.72%) 0.00
Increased by 0.00%
Feb 28, 25
12 Nuveen Quant Small Cap Equity Instl 269.42K (0.71%) 5.43K
Increased by +2.02%
Feb 29, 24
13 Pacer US Small Cap Cash Cows 100 ETF 268.64K (0.71%) -1.75K
Decreased by -0.65%
Mar 31, 25
14 DFA US Targeted Value I 267.60K (0.71%) 4.77K
Increased by +1.78%
Feb 28, 25
15 TIAA-CREF Quant Small-Cap Equity Instl 263.99K (0.70%) 53.98K
Increased by +20.45%
Dec 31, 23
16 Dimensional US Targeted Value ETF 239.35K (0.63%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fidelity® Extended Market Index 236.20K (0.63%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity Extended Market Index 217.07K (0.58%) -1.38K
Decreased by -0.64%
Feb 28, 25
19 Invesco Dorsey Wright Technology MomtETF 199.31K (0.53%) 0.00
Increased by 0.00%
Apr 30, 24
20 Vanguard Russell 2000 ETF 191.78K (0.51%) 6.30K
Increased by +3.29%
Feb 28, 25