Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACT_old 5.00%
2 VICE 4.74%
3 MGMT 3.56%
4 MJX 2.81%
5 FDM 2.26%
6 PSL 1.71%
7 MJ 1.38%
8 DVP 1.15%
9 DEEP 1.15%
10 EHLS 1.13%
11 WMCR 0.72%
12 FYC 0.70%
13 FSCC 0.45%
14 DWAS 0.44%
15 JPSE 0.34%
16 AFSM 0.34%
17 EQWS 0.34%
18 SEIS 0.34%
19 IWC 0.32%
20 FYX 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.57M (9.59%) -7.66K
Decreased by -0.49%
Dec 31, 24
2 Vanguard Group Inc 1.52M (9.34%) 18.44K
Increased by +1.21%
Dec 31, 24
3 Morgan Stanley - Brokerage Accounts 1.02M (6.27%) -235.70K
Decreased by -23.02%
Dec 31, 24
4 Mangrove Partners 855.72K (5.24%) 0.00
Increased by 0.00%
Sep 30, 23
5 Thrivent Financial For Lutherans 640.27K (3.92%) -116.31K
Decreased by -18.17%
Dec 31, 24
6 American Century Companies Inc 622.76K (3.81%) -55.99K
Decreased by -8.99%
Dec 31, 24
7 Assenagon Asset Management SA 521.98K (3.20%) 323.16K
Increased by +61.91%
Dec 31, 23
8 FMR Inc 482.17K (2.95%) 478.32K
Increased by +99.20%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 445.93K (2.73%) -5.77K
Decreased by -1.29%
Dec 31, 24
10 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 433.40K (2.65%) -65.31K
Decreased by -15.07%
Dec 31, 24
11 Geode Capital Management, LLC 405.72K (2.49%) 111.00
Increased by +0.03%
Dec 31, 24
12 State Street Corp 389.33K (2.38%) 11.50K
Increased by +2.95%
Dec 31, 24
13 State Street Corporation 356.52K (2.18%) 19.34K
Increased by +5.43%
Mar 31, 24
14 Arrowstreet Capital Limited Partnership 318.55K (1.95%) 84.55K
Increased by +26.54%
Dec 31, 24
15 Renaissance Technologies Corp 285.45K (1.75%) -21.84K
Decreased by -7.65%
Dec 31, 24
16 FIRST SABREPOINT CAPITAL MANAGEMENT LP 280.00K (1.72%) 105.80K
Increased by +37.78%
Dec 31, 24
17 JPMorgan Chase & Co 246.16K (1.51%) 112.73K
Increased by +45.79%
Sep 30, 24
18 Lord, Abbett & Co LLC 244.47K (1.50%) -263.24K
Decreased by -107.68%
Sep 30, 24
19 D. E. Shaw & Co LP 243.69K (1.49%) 2.67K
Increased by +1.09%
Dec 31, 24
20 Millennium Management LLC 221.68K (1.36%) -128.15K
Decreased by -57.81%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 504.38K (3.09%) 0.00
Increased by 0.00%
Mar 31, 25
2 American Century Small Cap Value Inv 465.00K (2.85%) -20.00K
Decreased by -4.30%
Mar 31, 25
3 American Century U.S. Small Cap Value 465.00K (2.85%) -20.00K
Decreased by -4.30%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 446.63K (2.74%) -129.50K
Decreased by -28.99%
Sep 30, 24
5 Thrivent Small Cap Stock A 430.23K (2.64%) 0.00
Increased by 0.00%
Feb 28, 25
6 iShares Russell 2000 ETF 424.78K (2.60%) -3.46K
Decreased by -0.81%
Apr 29, 25
7 Fidelity Small Cap Growth 344.00K (2.11%) 59.50K
Increased by +17.30%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 280.90K (1.72%) 7.80K
Increased by +2.78%
Mar 31, 25
9 Strategic Advisers Small-Mid Cap 279.15K (1.71%) -64.94K
Decreased by -23.26%
Jul 31, 24
10 Strategic Advisers® Small-Mid Cap 272.24K (1.67%) 0.00
Increased by 0.00%
Oct 31, 23
11 ArrowMark Small Cap Gro 215.71K (1.32%) -23.49K
Decreased by -10.89%
Mar 31, 25
12 Meridian Small Cap Growth Legacy 215.71K (1.32%) -23.49K
Decreased by -10.89%
Mar 31, 25
13 Vanguard Consumer Staples ETF 199.01K (1.22%) 2.68K
Increased by +1.35%
Mar 31, 25
14 Lord Abbett Small Cap Value A 184.53K (1.13%) -1.68K
Decreased by -0.91%
Nov 30, 24
15 Fidelity Tactical High Income Sr F8 178.02K (1.09%) 19.03K
Increased by +10.69%
Mar 31, 23
16 Fidelity Small Cap Index 168.97K (1.03%) 994.00
Increased by +0.59%
Feb 28, 25
17 Fidelity® Small Cap Index 164.91K (1.01%) 4.91K
Increased by +2.98%
Oct 31, 23
18 Fidelity Small Cap Growth K6 156.49K (0.96%) 28.61K
Increased by +18.28%
Feb 28, 25
19 Fifth Third Asst Mgt All Cap Val 155.07K (0.95%) -65.03K
Decreased by -41.93%
Dec 31, 24
20 Vanguard Strategic Small-Cap Equity Inv 154.29K (0.95%) -16.59K
Decreased by -10.76%
Mar 31, 25