Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 3.09%
2 STCE 2.88%
3 SATO 2.60%
4 PTH 1.64%
5 BLKC 1.39%
6 CBSE 1.39%
7 NODE 1.10%
8 DEEP 0.59%
9 DVP 0.59%
10 SFLO 0.56%
11 CRPT 0.47%
12 SQLV 0.42%
13 ROSC 0.40%
14 BFOR 0.28%
15 JSML 0.22%
16 VFMF 0.20%
17 PSC 0.15%
18 FSMD 0.14%
19 VFMO 0.10%
20 JSMD 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 HPM Partners LLC 1.35M (13.35%) 642.98K
Increased by +47.78%
Sep 30, 24
2 Interchange Capital Partners, LLC 1.28M (12.75%) 1.28M
Increased by +100.00%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 737.14K (7.32%) 110.74K
Increased by +15.02%
Mar 31, 25
4 Capital Research & Mgmt Co - Division 3 619.78K (6.15%) 49.17K
Increased by +7.93%
Mar 31, 25
5 BlackRock Inc 498.73K (4.95%) 126.32K
Increased by +25.33%
Mar 31, 25
6 Vanguard Group Inc 440.71K (4.37%) 134.47K
Increased by +30.51%
Mar 31, 25
7 LSV Asset Management 252.89K (2.51%) 92.85K
Increased by +36.72%
Mar 31, 24
8 Driehaus Capital Management LLC 186.76K (1.85%) -687.00
Decreased by -0.37%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 174.72K (1.73%) 24.39K
Increased by +13.96%
Mar 31, 25
10 Geode Capital Management, LLC 170.63K (1.69%) 30.21K
Increased by +17.71%
Mar 31, 25
11 Acadian Asset Management LLC 165.88K (1.65%) 67.28K
Increased by +40.56%
Mar 31, 24
12 Charles Schwab Investment Management Inc 158.58K (1.57%) 109.95K
Increased by +69.34%
Mar 31, 25
13 Nuveen Asset Management, LLC 124.55K (1.24%) 99.48K
Increased by +79.87%
Dec 31, 24
14 AltraVue Capital, LLC 122.00K (1.21%) -319.39K
Decreased by -261.79%
Sep 30, 23
15 UBS Group AG 119.81K (1.19%) 115.48K
Increased by +96.39%
Dec 31, 24
16 THAMES CAPITAL MANAGEMENT LLC 119.72K (1.19%) 119.72K
Increased by +100.00%
Dec 31, 24
17 State Street Corp 117.91K (1.17%) 17.44K
Increased by +14.79%
Mar 31, 25
18 Amvescap Plc. 110.44K (1.10%) 110.44K
Increased by +100.00%
Dec 31, 24
19 ShariaPortfolio, Inc. 104.80K (1.04%) -55.65K
Decreased by -53.10%
Mar 31, 25
20 Wells Fargo & Co 103.47K (1.03%) 89.06K
Increased by +86.08%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 619.78K (6.15%) 49.17K
Increased by +7.93%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 226.67K (2.25%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 181.35K (1.80%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 174.37K (1.73%) 0.00
Increased by 0.00%
May 31, 25
5 Morgan Stanley Inception 136.71K (1.36%) 40.08K
Increased by +29.32%
Mar 31, 25
6 Morgan Stanley Inst Inception I 136.71K (1.36%) 40.08K
Increased by +29.32%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 123.36K (1.22%) 1.03K
Increased by +0.83%
May 31, 25
8 Optimum Small-Mid Cap Growth Instl 104.68K (1.04%) 11.94K
Increased by +11.40%
Feb 28, 25
9 Nuveen Quant Small Cap Equity R6 96.53K (0.96%) -670.00
Decreased by -0.69%
Jan 31, 25
10 Schwab Crypto Thematic ETF 96.04K (0.95%) 0.00
Increased by 0.00%
May 31, 25
11 EQ/Morgan Stanley Small Cap Growth K 94.68K (0.94%) 8.93K
Increased by +9.43%
Apr 30, 25
12 Heptagon Driehaus US Micro Cap Eq C$ Acc 73.17K (0.73%) -1.00K
Decreased by -1.37%
Apr 30, 25
13 Fidelity Small Cap Index 67.33K (0.67%) 19.93K
Increased by +29.61%
Mar 31, 25
14 Fidelity Advisor Multi-Asset Income I 59.80K (0.59%) 44.80K
Increased by +74.92%
Feb 28, 25
15 Miller Value Partners Appreciation ETF 58.07K (0.58%) 58.07K
Increased by +100.00%
Mar 31, 25
16 iShares Russell 2000 Growth ETF 57.71K (0.57%) 0.00
Increased by 0.00%
May 31, 25
17 First Trust SkyBdg Cry Idt & Dgt Eco ETF 56.46K (0.56%) 0.00
Increased by 0.00%
May 29, 25
18 Miller Value Ptnrs Appreciation ETF 55.37K (0.55%) 0.00
Increased by 0.00%
May 30, 25
19 Miller Income A 53.00K (0.53%) 10.00K
Increased by +18.87%
Mar 31, 25
20 Invesco Dorsey Wright Healthcare MomtETF 49.07K (0.49%) 0.00
Increased by 0.00%
Mar 31, 25