Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.06%
2 IWO 0.01%
3 IWM 0.01%
4 IWN 0.01%
5 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.25M (14.85%) -60.66K
Decreased by -4.84%
Dec 31, 24
2 Garnet Capital Holdings, Inc. 1.17M (13.89%) 86.84K
Increased by +7.41%
Dec 31, 24
3 Vanguard Group Inc 920.62K (10.90%) -51.10K
Decreased by -5.55%
Dec 31, 24
4 Hennessy Advisors, Inc. 573.50K (6.79%) 36.60K
Increased by +6.38%
Dec 31, 24
5 Awm Investment Company Inc 485.35K (5.75%) -91.48K
Decreased by -18.85%
Dec 31, 24
6 Geode Capital Management, LLC 396.98K (4.70%) -13.10K
Decreased by -3.30%
Dec 31, 24
7 State Street Corp 372.30K (4.41%) 11.63K
Increased by +3.12%
Dec 31, 24
8 Nuveen Asset Management, LLC 348.73K (4.13%) 17.88K
Increased by +5.13%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 340.87K (4.04%) -3.44K
Decreased by -1.01%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 340.28K (4.03%) 110.68K
Increased by +32.53%
Dec 31, 24
11 D. E. Shaw & Co LP 303.18K (3.59%) -75.88K
Decreased by -25.03%
Dec 31, 24
12 Shay Capital LLC 250.39K (2.97%) -62.61K
Decreased by -25.00%
Dec 31, 24
13 Marshall Wace Asset Management Ltd 243.28K (2.88%) -185.12K
Decreased by -76.09%
Dec 31, 24
14 Caption Management, LLC 241.22K (2.86%) -26.85K
Decreased by -11.13%
Dec 31, 24
15 Essex Investment Management Company, LLC 204.96K (2.43%) -26.54K
Decreased by -12.95%
Dec 31, 24
16 Goldman Sachs Group Inc 180.11K (2.13%) 62.08K
Increased by +34.47%
Dec 31, 24
17 Jefferies Financial Group Inc 176.56K (2.09%) -7.44K
Decreased by -4.21%
Dec 31, 24
18 AQR Capital Management LLC 153.17K (1.81%) 63.28K
Increased by +41.32%
Dec 31, 24
19 Northern Trust Corp 139.04K (1.65%) -2.92K
Decreased by -2.10%
Dec 31, 24
20 JPMorgan Chase & Co 128.21K (1.52%) -91.81K
Decreased by -71.61%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Hennessy Cornerstone Growth Investor 573.50K (6.79%) 36.60K
Increased by +6.38%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 489.92K (5.80%) 0.00
Increased by 0.00%
Jan 31, 25
3 iShares Russell 2000 ETF 435.95K (5.16%) -8.49K
Decreased by -1.95%
Feb 26, 25
4 CREF Stock R1 305.45K (3.62%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 260.98K (3.09%) 0.00
Increased by 0.00%
Jan 31, 25
6 Fidelity Small Cap Index 173.68K (2.06%) 227.00
Increased by +0.13%
Nov 30, 24
7 North Star Micro Cap I 126.00K (1.49%) 55.00K
Increased by +43.65%
Jan 31, 25
8 US Equity Small Cap Corporate Cl OF 119.20K (1.41%) 0.00
Increased by 0.00%
Jun 30, 24
9 State St Russell Sm/Mid Cp® Indx NL Cl C 113.72K (1.35%) -3.20K
Decreased by -2.81%
Jan 31, 25
10 US Equity Small Cap Pool A 110.64K (1.31%) 0.00
Increased by 0.00%
Jun 30, 24
11 Fidelity Extended Market Index 92.15K (1.09%) -3.51K
Decreased by -3.81%
Dec 31, 24
12 iShares Russell 2000 Growth ETF 88.67K (1.05%) -105.00
Decreased by -0.12%
Feb 26, 25
13 DFA US Small Cap I 88.38K (1.05%) 0.00
Increased by 0.00%
Dec 31, 24
14 Vanguard Russell 2000 ETF 73.29K (0.87%) -4.93K
Decreased by -6.72%
Jan 31, 25
15 SEI Tax-Managed Small/Mid Cap F (SIMT) 71.63K (0.85%) 0.00
Increased by 0.00%
Jan 31, 25
16 iShares Russell 2000 Value ETF 69.14K (0.82%) -141.00
Decreased by -0.20%
Feb 26, 25
17 DFA US Micro Cap I 63.77K (0.76%) 0.00
Increased by 0.00%
Dec 31, 24
18 State St Russell Sm Cap® Indx SL Cl I 61.70K (0.73%) -2.70K
Decreased by -4.38%
Jan 31, 25
19 Virtus Small-Cap Institutional 48.28K (0.57%) 9.35K
Increased by +19.37%
Jan 31, 25
20 1290 Essex Small Cap Growth I 44.27K (0.52%) 0.00
Increased by 0.00%
Dec 31, 24