Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACT_old 5.00%
2 VICE 4.37%
3 MGMT 3.82%
4 MJX 2.81%
5 FDM 2.44%
6 PSL 1.79%
7 MJ 1.38%
8 DVP 1.15%
9 DEEP 1.15%
10 EHLS 1.15%
11 FYC 0.75%
12 WMCR 0.72%
13 VNAM 0.57%
14 SEIS 0.52%
15 FSCC 0.50%
16 DWAS 0.47%
17 JPSE 0.36%
18 AFSM 0.36%
19 EQWS 0.34%
20 IWC 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.50M (9.22%) -61.63K
Decreased by -4.10%
Mar 31, 25
2 Vanguard Group Inc 1.49M (9.16%) -30.53K
Decreased by -2.04%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 1.01M (6.16%) -18.74K
Decreased by -1.86%
Mar 31, 25
4 Mangrove Partners 855.72K (5.25%) 0.00
Increased by 0.00%
Sep 30, 23
5 FMR Inc 696.61K (4.27%) 214.45K
Increased by +30.78%
Mar 31, 25
6 Thrivent Financial For Lutherans 640.27K (3.93%) -116.31K
Decreased by -18.17%
Dec 31, 24
7 American Century Companies Inc 603.48K (3.70%) -19.28K
Decreased by -3.19%
Mar 31, 25
8 Assenagon Asset Management SA 521.98K (3.20%) 323.16K
Increased by +61.91%
Dec 31, 23
9 Geode Capital Management, LLC 502.64K (3.08%) 96.92K
Increased by +19.28%
Mar 31, 25
10 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 464.65K (2.85%) 31.25K
Increased by +6.73%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 458.49K (2.81%) 12.55K
Increased by +2.74%
Mar 31, 25
12 FIRST SABREPOINT CAPITAL MANAGEMENT LP 376.80K (2.31%) 96.80K
Increased by +25.69%
Mar 31, 25
13 State Street Corp 370.59K (2.27%) -18.74K
Decreased by -5.06%
Mar 31, 25
14 State Street Corporation 356.52K (2.19%) 19.34K
Increased by +5.43%
Mar 31, 24
15 Capitolis Liquid Global Markets LLC 350.00K (2.15%) 350.00K
Increased by +100.00%
Mar 31, 25
16 Divisadero Street Capital Management, LP 328.26K (2.01%) 328.26K
Increased by +100.00%
Mar 31, 25
17 Renaissance Technologies Corp 290.55K (1.78%) 5.10K
Increased by +1.76%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 286.00K (1.75%) -32.55K
Decreased by -11.38%
Mar 31, 25
19 JPMorgan Chase & Co 246.16K (1.51%) 112.73K
Increased by +45.79%
Sep 30, 24
20 Lord, Abbett & Co LLC 244.47K (1.50%) -263.24K
Decreased by -107.68%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 504.46K (3.09%) 80.00
Increased by +0.02%
Apr 30, 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 424.85K (2.61%) 72.00
Increased by +0.02%
Apr 30, 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 281.37K (1.73%) 466.00
Increased by +0.17%
Apr 30, 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 199.91K (1.23%) 900.00
Increased by +0.45%
Apr 30, 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 (1.04%) 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