Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 BSVO 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 3.60M (9.57%) -619.70K
Decreased by -17.24%
Sep 30, 24
2 Kingdon Capital Management LLC 2.24M (5.96%) 0.00
Increased by 0.00%
Jun 30, 24
3 Vanguard Group Inc 1.69M (4.49%) -703.00
Decreased by -0.04%
Sep 30, 24
4 Avidity Partners Management LP 1.45M (3.86%) 0.00
Increased by 0.00%
Jun 30, 24
5 AMH Equity Ltd 600.00K (1.60%) 55.00K
Increased by +9.17%
Sep 30, 24
6 Bank of America Corp 581.84K (1.55%) 345.16K
Increased by +59.32%
Mar 31, 24
7 Decheng Capital LLC 555.55K (1.48%) 555.55K
Increased by +100.00%
Dec 31, 23
8 Davidson D A & Co 549.22K (1.46%) 24.75K
Increased by +4.51%
Jun 30, 24
9 BlackRock Inc 423.74K (1.13%) 82.00K
Increased by +19.35%
Jun 30, 24
10 Acadian Asset Management LLC 421.08K (1.12%) 21.70K
Increased by +5.15%
Mar 31, 24
11 Bridgeway Capital Management, LLC 372.75K (0.99%) -23.16K
Decreased by -6.21%
Jun 30, 24
12 Geode Capital Management, LLC 362.45K (0.97%) 7.24K
Increased by +2.00%
Jun 30, 24
13 Yakira Capital Management, Inc. 182.63K (0.49%) -18.30K
Decreased by -10.02%
Jun 30, 24
14 Renaissance Technologies Corp 145.70K (0.39%) 6.70K
Increased by +4.60%
Sep 30, 24
15 UBS O'Connor LLC 145.28K (0.39%) 3.55K
Increased by +2.44%
Jun 30, 24
16 Man Group PLC 123.45K (0.33%) 37.56K
Increased by +30.43%
Dec 31, 23
17 State Street Corp 107.33K (0.29%) 1.20K
Increased by +1.12%
Jun 30, 24
18 State Street Corporation 106.13K (0.28%) 0.00
Increased by 0.00%
Mar 31, 24
19 WEALTH EFFECTS LLC 102.00K (0.27%) -9.50K
Decreased by -9.31%
Sep 30, 24
20 Northern Trust Corp 101.05K (0.27%) -1.07K
Decreased by -1.06%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Federated Hermes Kaufmann Small Cap A 2.73M (7.27%) -272.00K
Decreased by -9.96%
Sep 30, 24
2 Federated Hermes Kaufmann Small Cap Grow 2.73M (7.27%) -272.00K
Decreased by -9.96%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.17M (3.11%) 0.00
Increased by 0.00%
Oct 31, 24
4 Federated Hermes Kaufmann Growth 842.00K (2.24%) -338.00K
Decreased by -40.14%
Sep 30, 24
5 Federated Hermes Kaufmann R 842.00K (2.24%) -338.00K
Decreased by -40.14%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 479.86K (1.28%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vifag 2002 SICAV 350.00K (0.93%) 0.00
Increased by 0.00%
Sep 30, 24
8 Fidelity Extended Market Index 220.93K (0.59%) 15.24K
Increased by +6.90%
Sep 30, 24
9 Bridgeway Omni Small-Cap Value 186.00K (0.50%) 0.00
Increased by 0.00%
Sep 30, 24
10 Bridgeway Omni Small-Cap Value N 186.00K (0.50%) 0.00
Increased by 0.00%
Jun 30, 24
11 Fidelity® Extended Market Index 158.75K (0.42%) 9.97K
Increased by +6.28%
Nov 30, 23
12 EA Bridgeway Omni Small-Cap Value ETF 101.52K (0.27%) 0.00
Increased by 0.00%
Oct 31, 24
13 Jacob Discovery Fd Instl 100.00K (0.27%) 25.00K
Increased by +25.00%
Sep 30, 24
14 BlackRock Extended Mkt Composite 90.20K (0.24%) 0.00
Increased by 0.00%
Sep 30, 23
15 Bridgeway Ultra-Small Company Market 89.50K (0.24%) -30.00K
Decreased by -33.52%
Jun 30, 24
16 iShares Micro-Cap ETF 82.76K (0.22%) 0.00
Increased by 0.00%
Oct 31, 24
17 BlackRock Extended Equity Market K 70.55K (0.19%) -30.00
Decreased by -0.04%
Sep 30, 24
18 Fidelity® Total Market Index 60.79K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity Total Market Index 60.29K (0.16%) 0.00
Increased by 0.00%
Sep 30, 24
20 Fidelity Series Total Market Index 51.08K (0.14%) 3.46K
Increased by +6.77%
Sep 30, 24