Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RW 4.84%
2 OAIM 1.84%
3 FPXI 0.61%
4 FPXE 0.47%
5 IWC 0.04%
6 IWO 0.01%
7 IWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 4.75M (7.10%) -1.49K
Decreased by -0.03%
Sep 30, 24
2 Deerfield Management Co 3.36M (5.02%) 0.00
Increased by 0.00%
Mar 31, 25
3 TIFF Advisory Services Inc 2.98M (4.45%) 0.00
Increased by 0.00%
Mar 31, 25
4 Balyasny Asset Management LLC 2.15M (3.21%) 421.77K
Increased by +19.64%
Mar 31, 25
5 JOSH ARNOLD INVESTMENT CONSULTANT, LLC 1.99M (2.97%) 1.99M
Increased by +100.00%
Mar 31, 25
6 Vanguard Group Inc 1.75M (2.62%) -3.67K
Decreased by -0.21%
Mar 31, 25
7 Kent Lake Capital LLC 1.75M (2.61%) 563.29K
Increased by +32.19%
Jun 30, 24
8 Cincinnati Insurance Co 1.24M (1.85%) -793.25K
Decreased by -63.93%
Mar 31, 25
9 Hongkou Capital LP 802.97K (1.20%) -81.72K
Decreased by -10.18%
Jun 30, 24
10 Freegulliver, LLC 544.36K (0.81%) -56.39K
Decreased by -10.36%
Mar 31, 25
11 Geode Capital Management, LLC 385.75K (0.58%) 38.40K
Increased by +9.95%
Mar 31, 25
12 Manatuck Hill Partners LLC 350.00K (0.52%) 350.00K
Increased by +100.00%
Mar 31, 25
13 BlackRock Inc 262.35K (0.39%) 8.76K
Increased by +3.34%
Mar 31, 25
14 FourWorld Capital Management LLC 257.00K (0.38%) 0.00
Increased by 0.00%
Mar 31, 25
15 Renaissance Technologies Corp 247.60K (0.37%) 65.60K
Increased by +26.49%
Mar 31, 25
16 ELEMENT POINTE ADVISORS, LLC 199.03K (0.30%) -199.03K
Decreased by -100.00%
Mar 31, 24
17 QUATTRO FINANCIAL ADVISORS LLC 162.72K (0.24%) 0.00
Increased by 0.00%
Mar 31, 25
18 Virtu Financial LLC 131.76K (0.20%) 131.76K
Increased by +100.00%
Dec 31, 24
19 Jane Street Group LLC 127.66K (0.19%) 109.77K
Increased by +85.99%
Dec 31, 24
20 Bank of New York Mellon Corp 125.14K (0.19%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.57M (2.35%) 223.53K
Increased by +14.21%
May 31, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 543.59K (0.81%) 0.00
Increased by 0.00%
May 31, 25
3 EAM Ultra Micro Cap 478.15K (0.71%) 478.15K
Increased by +100.00%
Nov 30, 23
4 IMC US Ultra Micro Cap 224.87K (0.34%) 0.00
Increased by 0.00%
May 31, 25
5 Fidelity Extended Market Index 201.29K (0.30%) -1.92K
Decreased by -0.96%
Apr 30, 25
6 Fidelity® Extended Market Index 163.81K (0.24%) 0.00
Increased by 0.00%
Nov 30, 23
7 iShares Micro-Cap ETF 90.05K (0.13%) 0.00
Increased by 0.00%
May 31, 25
8 BlackRock Extended Mkt Composite 88.42K (0.13%) 88.42K
Increased by +100.00%
Sep 30, 23
9 BlackRock Extended Equity Market K 77.14K (0.12%) -155.00
Decreased by -0.20%
Dec 31, 23
10 Fidelity® Total Market Index 56.89K (0.08%) 14.86K
Increased by +26.12%
Nov 30, 23
11 Fidelity Total Market Index 56.50K (0.08%) 0.00
Increased by 0.00%
Apr 30, 25
12 Fidelity Series Total Market Index 51.26K (0.08%) 1.60K
Increased by +3.12%
Apr 30, 25
13 Ayalon Global Stocks 50.04K (0.07%) 50.04K
Increased by +100.00%
Jan 31, 24
14 Fidelity® Series Total Market Index 45.65K (0.07%) 14.33K
Increased by +31.39%
Nov 30, 23
15 Spartan Extended Market Index Pool F 41.20K (0.06%) 1.92K
Increased by +4.67%
Apr 30, 25
16 Spartan Extended Market Index Pool E 39.27K (0.06%) 13.69K
Increased by +34.87%
Mar 31, 25
17 NT Ext Equity Mkt Idx Fd - L 38.80K (0.06%) 12.09K
Increased by +31.16%
Mar 31, 25
18 Northern Trust Extended Eq Market Idx 38.80K (0.06%) 12.09K
Increased by +31.16%
Mar 31, 25
19 NT Ext Equity Mkt Idx Fd - NL 36.14K (0.05%) 0.00
Increased by 0.00%
Mar 31, 25
20 Vanguard Balanced Index Inv 35.83K (0.05%) 0.00
Increased by 0.00%
May 31, 25