Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.01%
2 IWC 0.01%
3 AVSC 0.00%
4 DFAC 0.00%
5 VTI 0.00%
6 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Federated Hermes Inc 2.90M (8.35%) 0.00
Increased by 0.00%
Mar 31, 25
2 Kingdon Capital Management LLC 2.24M (6.45%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Group Inc 1.66M (4.78%) -4.84K
Decreased by -0.29%
Mar 31, 25
4 Avidity Partners Management LP 1.23M (3.55%) 0.00
Increased by 0.00%
Mar 31, 25
5 AMH Equity Ltd 627.04K (1.81%) 985.00
Increased by +0.16%
Mar 31, 25
6 Bank of America Corp 581.84K (1.68%) 345.16K
Increased by +59.32%
Mar 31, 24
7 Decheng Capital LLC 555.55K (1.60%) 555.55K
Increased by +100.00%
Dec 31, 23
8 Davidson D A & Co 527.70K (1.52%) -21.52K
Decreased by -4.08%
Sep 30, 24
9 Acadian Asset Management LLC 443.06K (1.28%) 443.06K
Increased by +100.00%
Mar 31, 25
10 BlackRock Inc 422.32K (1.22%) -3.89K
Decreased by -0.92%
Mar 31, 25
11 Geode Capital Management, LLC 419.49K (1.21%) 14.42K
Increased by +3.44%
Mar 31, 25
12 Bridgeway Capital Management, LLC 353.49K (1.02%) -70.00K
Decreased by -19.80%
Mar 31, 25
13 UBS O'Connor LLC 195.39K (0.56%) 35.23K
Increased by +18.03%
Dec 31, 24
14 Yakira Capital Management, Inc. 189.80K (0.55%) 0.00
Increased by 0.00%
Mar 31, 25
15 Renaissance Technologies Corp 157.60K (0.45%) 8.50K
Increased by +5.39%
Mar 31, 25
16 Northern Trust Corp 137.61K (0.40%) -15.90K
Decreased by -11.56%
Mar 31, 25
17 Man Group PLC 123.45K (0.36%) 37.56K
Increased by +30.43%
Dec 31, 23
18 State Street Corp 120.73K (0.35%) 0.00
Increased by 0.00%
Mar 31, 25
19 Empowered Funds, LLC 107.25K (0.31%) 5.00K
Increased by +4.67%
Mar 31, 25
20 State Street Corporation 106.13K (0.31%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Federated Hermes Kaufmann Small Cap A 2.43M (7.01%) 0.00
Increased by 0.00%
Mar 31, 25
2 Federated Hermes Kaufmann Small Cap Grow 2.43M (7.01%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.17M (3.37%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard US Total Market Shares ETF 1.17M (3.37%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 479.86K (1.38%) 0.00
Increased by 0.00%
May 31, 25
6 Federated Hermes Kaufmann Growth 453.89K (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
7 Federated Hermes Kaufmann R 453.89K (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vifag 2002 SICAV 350.00K (1.01%) 0.00
Increased by 0.00%
Feb 28, 25
9 Fidelity Extended Market Index 207.25K (0.60%) -927.00
Decreased by -0.45%
May 31, 25
10 Bridgeway Omni Small-Cap Value 186.00K (0.54%) 0.00
Increased by 0.00%
Mar 31, 25
11 Bridgeway Omni Small-Cap Value N 186.00K (0.54%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity® Extended Market Index 158.75K (0.46%) 9.97K
Increased by +6.28%
Nov 30, 23
13 Jacob Discovery Fd Instl 140.00K (0.40%) 40.00K
Increased by +28.57%
Mar 31, 25
14 EA Bridgeway Omni Small-Cap Value ETF 121.66K (0.35%) 0.00
Increased by 0.00%
Jun 30, 25
15 BlackRock Extended Mkt Composite 90.20K (0.26%) 0.00
Increased by 0.00%
Sep 30, 23
16 iShares Micro-Cap ETF 74.20K (0.21%) 0.00
Increased by 0.00%
May 31, 25
17 BlackRock Extended Equity Market K 70.55K (0.20%) -30.00
Decreased by -0.04%
Sep 30, 24
18 Extended Equity Market Fund K 68.44K (0.20%) -1.37K
Decreased by -2.00%
Jun 30, 25
19 Fidelity Total Market Index 67.06K (0.19%) 0.00
Increased by 0.00%
May 31, 25
20 Fidelity® Total Market Index 60.79K (0.18%) 0.00
Increased by 0.00%
Nov 30, 23