Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINY 1.05%
2 ISMD 0.27%
3 IWC 0.06%
4 VTWG 0.02%
5 IWO 0.02%
6 EES 0.01%
7 VTWO 0.01%
8 IWM 0.01%
9 RSSL 0.01%
10 UWM 0.01%
11 SCHA 0.00%
12 URTY 0.00%
13 AVSC 0.00%
14 DFAS 0.00%
15 RYLD 0.00%
16 HDG 0.00%
17 ITOT 0.00%
18 IWV 0.00%
19 SCHB 0.00%
20 DCOR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.72M (6.63%) 13.06K
Increased by +0.76%
Mar 31, 25
2 Baillie Gifford & Co Limited. 1.63M (6.28%) -37.95K
Decreased by -2.33%
Mar 31, 25
3 Ameriprise Financial Inc 1.46M (5.65%) 1.45M
Increased by +99.05%
Mar 31, 25
4 Emerald Advisers, LLC 1.00M (3.86%) 12.56K
Increased by +1.26%
Mar 31, 25
5 Vanguard Group Inc 943.33K (3.64%) -505.41K
Decreased by -53.58%
Mar 31, 25
6 Driehaus Capital Management LLC 705.00K (2.72%) 5.27K
Increased by +0.75%
Sep 30, 24
7 Emerald Mutual Fund Advisers Trust 602.30K (2.33%) 2.56K
Increased by +0.42%
Mar 31, 25
8 Geode Capital Management, LLC 601.92K (2.32%) 17.11K
Increased by +2.84%
Mar 31, 25
9 State Street Corp 510.15K (1.97%) -3.49K
Decreased by -0.68%
Mar 31, 25
10 D. E. Shaw & Co LP 378.00K (1.46%) 201.52K
Increased by +53.31%
Mar 31, 25
11 State Street Corporation 353.23K (1.36%) 24.00K
Increased by +6.79%
Mar 31, 24
12 AQR Capital Management LLC 313.99K (1.21%) 165.87K
Increased by +52.82%
Mar 31, 25
13 Millennium Management LLC 310.56K (1.20%) -107.58K
Decreased by -34.64%
Dec 31, 24
14 Lountzis Asset Management, LLC 291.94K (1.13%) 4.62K
Increased by +1.58%
Mar 31, 25
15 Nuveen Asset Management, LLC 277.96K (1.07%) 223.94K
Increased by +80.56%
Dec 31, 24
16 Nuveen, LLC 270.71K (1.05%) 270.71K
Increased by +100.00%
Mar 31, 25
17 Goldman Sachs Group Inc 263.56K (1.02%) -11.56K
Decreased by -4.38%
Mar 31, 25
18 Bank of America Corp 255.22K (0.99%) 91.58K
Increased by +35.88%
Mar 31, 25
19 Trexquant Investment LP 254.40K (0.98%) 17.90K
Increased by +7.04%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 248.93K (0.96%) 174.61K
Increased by +70.14%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.01M (3.90%) 706.00K
Increased by +69.87%
Jun 30, 25
2 Edinburgh Worldwide Ord 989.80K (3.82%) 0.00
Increased by 0.00%
Apr 30, 25
3 CT (Lux) American Smaller Com 9U USD 958.81K (3.70%) 0.00
Increased by 0.00%
Jun 30, 25
4 ERSTE STOCK TECHNO A EUR R01 869.46K (3.36%) 869.46K
Increased by +100.00%
May 31, 25
5 Vanguard US Total Market Shares ETF 815.62K (3.15%) 0.00
Increased by 0.00%
Sep 30, 24
6 iShares Russell 2000 ETF 647.08K (2.50%) -10.46K
Decreased by -1.62%
Jul 30, 25
7 Baillie Gifford Global Discovery A Acc 633.43K (2.45%) -14.41K
Decreased by -2.27%
Jun 30, 25
8 CT American Smaller Coms(US) InstAccGBP 557.58K (2.15%) -1.18K
Decreased by -0.21%
Jun 30, 25
9 Emerald Growth A 406.72K (1.57%) 39.07K
Increased by +9.61%
May 31, 25
10 CREF Stock R1 340.58K (1.31%) 0.00
Increased by 0.00%
Feb 28, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 338.39K (1.31%) 0.00
Increased by 0.00%
Jun 30, 25
12 Heptagon Driehaus US Micro Cap Eq C$ Acc 300.94K (1.16%) 0.00
Increased by 0.00%
Oct 31, 24
13 Principal SmallCap Growth I Instl 294.48K (1.14%) 20.78K
Increased by +7.06%
Jun 30, 25
14 Fidelity Small Cap Index 277.90K (1.07%) -2.04K
Decreased by -0.73%
May 31, 25
15 iShares Russell 2000 Growth ETF 239.87K (0.93%) -596.00
Decreased by -0.25%
Jul 30, 25
16 Pacer US Small Cap Cash Cows 100 ETF 218.82K (0.84%) -981.00
Decreased by -0.45%
Jul 31, 25
17 CREF Stock R3 216.69K (0.84%) 0.00
Increased by 0.00%
May 31, 25
18 Vanguard Explorer Inv 206.81K (0.80%) 105.48K
Increased by +51.00%
Jun 30, 25
19 Fidelity® Small Cap Index 167.52K (0.65%) 3.97K
Increased by +2.37%
Oct 31, 23
20 Vanguard VIF Small Co Gr 163.62K (0.63%) 75.20K
Increased by +45.96%
Jun 30, 25