Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MYLD 1.23%
2 TXSS 0.60%
3 FDM 0.51%
4 ISMD 0.24%
5 SFLO 0.17%
6 TMFX 0.07%
7 EES 0.07%
8 TXS 0.06%
9 AVSC 0.03%
10 TMFE 0.02%
11 PKW 0.01%
12 VIS 0.01%
13 VBR 0.01%
14 DFAT 0.01%
15 DFAS 0.01%
16 FIDU 0.01%
17 DFAC 0.00%
18 SPGM 0.00%
19 DFSU 0.00%
20 AVUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Think Investments LP 3.25M (28.33%) 371.85K
Increased by +11.43%
Mar 31, 25
2 Vanguard Group Inc 1.62M (14.15%) -7.04K
Decreased by -0.43%
Mar 31, 25
3 Ameriprise Financial Inc 883.79K (7.70%) -73.86K
Decreased by -8.36%
Mar 31, 25
4 Royce & Associates, LP 790.29K (6.88%) 47.61K
Increased by +6.02%
Mar 31, 25
5 Dalton Investments LLC. 750.15K (6.53%) 69.90K
Increased by +9.32%
Mar 31, 25
6 SG Americas Securities, LLC 651.84K (5.68%) 301.12K
Increased by +46.20%
Mar 31, 25
7 FMR Inc 604.10K (5.26%) -1.85M
Decreased by -306.40%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 573.24K (4.99%) 102.23K
Increased by +17.83%
Mar 31, 25
9 Wasatch Advisors Inc. 487.56K (4.25%) -2.30M
Decreased by -471.24%
Sep 30, 23
10 Marshall Wace Asset Management Ltd 464.20K (4.04%) 230.96K
Increased by +49.75%
Mar 31, 25
11 Renaissance Technologies Corp 460.82K (4.01%) -36.80K
Decreased by -7.99%
Mar 31, 25
12 Lord, Abbett & Co LLC 423.30K (3.69%) -495.00K
Decreased by -116.94%
Sep 30, 24
13 BlackRock Inc 387.85K (3.38%) -30.60K
Decreased by -7.89%
Mar 31, 25
14 Balyasny Asset Management LLC 380.56K (3.31%) 332.72K
Increased by +87.43%
Mar 31, 25
15 Bank of America Corp 336.37K (2.93%) 267.59K
Increased by +79.55%
Mar 31, 25
16 D. E. Shaw & Co LP 313.65K (2.73%) -61.39K
Decreased by -19.57%
Dec 31, 24
17 Invenomic Capital Management, LP 307.76K (2.68%) -10.54K
Decreased by -3.42%
Sep 30, 23
18 Massachusetts Financial Services Company 285.28K (2.48%) -6.50K
Decreased by -2.28%
Mar 31, 25
19 Millennium Management LLC 281.58K (2.45%) 38.11K
Increased by +13.53%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 278.00K (2.42%) -25.99K
Decreased by -9.35%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Advisor Emerging Markets 2.98M (25.96%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard US Total Market Shares ETF 576.20K (5.02%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 546.22K (4.76%) 0.00
Increased by 0.00%
Apr 30, 25
4 Wasatch Micro Cap 484.89K (4.22%) -129.19K
Decreased by -26.64%
Sep 30, 23
5 Columbia Small Cap Value I 484.37K (4.22%) 28.20K
Increased by +5.82%
Mar 31, 25
6 Columbia Small Cap Value I A 484.37K (4.22%) 0.00
Increased by 0.00%
Apr 30, 25
7 Vanguard Small Cap Index 432.94K (3.77%) 510.00
Increased by +0.12%
Apr 30, 25
8 Fidelity Emerging Markets Fund 416.57K (3.63%) -135.50K
Decreased by -32.53%
Mar 31, 25
9 Royce Small-Cap Opportunity Invmt 414.44K (3.61%) 19.26K
Increased by +4.65%
Mar 31, 25
10 FTGF RY US SmCp Opp A USD Dis(A) 359.20K (3.13%) 0.00
Increased by 0.00%
Apr 30, 25
11 Vanguard Small Cap Value Index Inv 281.19K (2.45%) 554.00
Increased by +0.20%
Apr 30, 25
12 Invenomic Institutional 277.35K (2.41%) -18.25K
Decreased by -6.58%
Oct 31, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 269.92K (2.35%) 0.00
Increased by 0.00%
Apr 30, 25
14 MFS Blended Research Small Cap Eq R6 235.99K (2.05%) 8.33K
Increased by +3.53%
Apr 30, 25
15 Strategic Advisers Fidelity Em Mkts 135.13K (1.18%) -44.07K
Decreased by -32.61%
Mar 31, 25
16 Carmignac Pf Emerg Discv A EUR Acc 130.00K (1.13%) -5.00K
Decreased by -3.85%
Aug 31, 24
17 GS Glb Sm Cp CORE Eq Base Inc USD Close 129.91K (1.13%) 0.00
Increased by 0.00%
Mar 31, 24
18 Columbia VP Small Cap Value 1 128.33K (1.12%) 100.00
Increased by +0.08%
Apr 30, 25
19 Fidelity® Extended Market Index 121.40K (1.06%) 22.86K
Increased by +18.83%
Nov 30, 23
20 Vanguard Small Cap Growth Index Inv 115.99K (1.01%) 66.00
Increased by +0.06%
Oct 31, 24