Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WISE 2.83%
2 DWAS 0.26%
3 IWC 0.02%
4 AVSC 0.01%
5 VTWG 0.01%
6 EES 0.01%
7 IWO 0.01%
8 RSSL 0.00%
9 IWM 0.00%
10 UWM 0.00%
11 URTY 0.00%
12 HDG 0.00%
13 VTI 0.00%
14 VTHR 0.00%
15 VTWO 0.00%
16 VXF 0.00%
17 DFAU 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 859.72K (6.27%) -12.98K
Decreased by -1.51%
Mar 31, 25
2 Vanguard Group Inc 731.85K (5.34%) -10.36K
Decreased by -1.41%
Mar 31, 25
3 Herald Investment Management Ltd 730.38K (5.33%) 0.00
Increased by 0.00%
Mar 31, 25
4 Geode Capital Management, LLC 320.18K (2.34%) 8.93K
Increased by +2.79%
Mar 31, 25
5 Awm Investment Company Inc 320.02K (2.34%) -95.21K
Decreased by -29.75%
Dec 31, 23
6 Millennium Management LLC 294.80K (2.15%) 210.53K
Increased by +71.41%
Mar 31, 24
7 Taylor Frigon Capital Management LLC 276.05K (2.01%) -14.04K
Decreased by -5.09%
Mar 31, 25
8 Amvescap Plc. 215.60K (1.57%) 215.60K
Increased by +100.00%
Mar 31, 24
9 Perkins Capital Management Inc 202.96K (1.48%) 0.00
Increased by 0.00%
Mar 31, 25
10 State Street Corp 200.88K (1.47%) -12.47K
Decreased by -6.21%
Mar 31, 25
11 Raymond James & Associates 155.20K (1.13%) 25.91K
Increased by +16.69%
Sep 30, 24
12 1492 Capital Management, LLC 153.49K (1.12%) 153.49K
Increased by +100.00%
Mar 31, 25
13 Deutsche Bank AG 138.37K (1.01%) 67.11K
Increased by +48.50%
Mar 31, 25
14 Essex Investment Management Company, LLC 126.77K (0.92%) 19.55K
Increased by +15.42%
Jun 30, 24
15 UBS Group AG 116.33K (0.85%) 1.20K
Increased by +1.03%
Dec 31, 24
16 Northern Trust Corp 109.84K (0.80%) -3.06K
Decreased by -2.78%
Dec 31, 24
17 Renaissance Technologies Corp 88.59K (0.65%) 47.90K
Increased by +54.07%
Dec 31, 23
18 Susquehanna International Group, LLP 84.72K (0.62%) 19.63K
Increased by +23.17%
Dec 31, 24
19 Qube Research & Technologies 70.83K (0.52%) -12.95K
Decreased by -18.29%
Mar 31, 25
20 EAM Investors, LLC 64.86K (0.47%) -13.34K
Decreased by -20.57%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Herald Ord 500.00K (3.65%) 45.85K
Increased by +9.17%
Sep 30, 24
2 TFCM Core Growth 499.54K (3.64%) -1.49K
Decreased by -0.30%
Oct 31, 23
3 Vanguard Total Stock Mkt Idx Inv 408.79K (2.98%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 408.79K (2.98%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 339.54K (2.48%) 57.00
Increased by +0.02%
Apr 30, 25
6 Invesco Dorsey Wright SmallCap Momt ETF 218.56K (1.59%) 0.00
Increased by 0.00%
Apr 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 209.18K (1.53%) 0.00
Increased by 0.00%
Apr 30, 25
8 Themes Generative Artificial Int ETF 142.89K (1.04%) 0.00
Increased by 0.00%
Apr 30, 25
9 Fidelity Small Cap Index 141.35K (1.03%) 0.00
Increased by 0.00%
Feb 28, 25
10 iShares Russell 2000 Growth ETF 122.97K (0.90%) 0.00
Increased by 0.00%
Apr 30, 25
11 DWS Global Small Cap S 99.15K (0.72%) 47.96K
Increased by +48.37%
Mar 31, 25
12 Fidelity Extended Market Index 78.11K (0.57%) 5.40K
Increased by +6.92%
Mar 31, 25
13 Fidelity® Extended Market Index 74.39K (0.54%) 3.18K
Increased by +4.27%
Nov 30, 23
14 Vanguard Russell 2000 ETF 68.73K (0.50%) 3.95K
Increased by +5.74%
Apr 30, 25
15 Taylor Frigon Core Growth 66.60K (0.49%) 0.00
Increased by 0.00%
Feb 28, 25
16 EAM Ultra Micro Cap 64.86K (0.47%) 0.00
Increased by 0.00%
Mar 31, 24
17 SEI Tax-Managed Small/Mid Cap F (SIMT) 61.91K (0.45%) 0.00
Increased by 0.00%
Jul 31, 24
18 State St Russell Sm Cap® Indx SL Cl I 53.70K (0.39%) 0.00
Increased by 0.00%
Apr 30, 25
19 Pleiades Small Cap Equity A 52.07K (0.38%) 9.58K
Increased by +18.40%
Mar 31, 24
20 SEB Blockchain Economy Exposure B USD 40.32K (0.29%) -1.63K
Decreased by -4.03%
Apr 30, 25