Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBJ 2.59%
2 CBSE 2.26%
3 TXSS 1.97%
4 CBLS 1.89%
5 PSL 1.84%
6 EHLS 1.84%
7 BOUT 1.00%
8 FDLS 0.99%
9 FFTY 0.76%
10 BKIV 0.72%
11 NXTE 0.65%
12 FYC 0.52%
13 TFPN 0.39%
14 DWAS 0.35%
15 JSML 0.35%
16 SEIS 0.32%
17 PSC 0.32%
18 SCDS 0.29%
19 BFOR 0.28%
20 IWC 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.38M (9.85%) -109.09K
Decreased by -3.23%
Mar 31, 25
2 Wellington Management Company LLP 2.86M (8.34%) 432.85K
Increased by +15.11%
Mar 31, 25
3 Vanguard Group Inc 2.20M (6.40%) -40.04K
Decreased by -1.82%
Mar 31, 25
4 Millennium Management LLC 1.61M (4.70%) 1.12M
Increased by +69.37%
Sep 30, 24
5 Amazon.com Inc 1.53M (4.45%) 0.00
Increased by 0.00%
Mar 31, 25
6 Pictet Asset Manangement SA 1.45M (4.22%) 544.24K
Increased by +37.54%
Mar 31, 25
7 American Century Companies Inc 1.24M (3.62%) 1.16M
Increased by +93.56%
Mar 31, 25
8 Principal Financial Group Inc 1.21M (3.52%) 37.61K
Increased by +3.11%
Mar 31, 25
9 Divisadero Street Capital Management, LP 1.18M (3.45%) 400.80K
Increased by +33.83%
Mar 31, 25
10 Wasatch Advisors LP 1.15M (3.35%) 571.49K
Increased by +49.64%
Mar 31, 25
11 Citadel Advisors Llc 1.05M (3.06%) 463.92K
Increased by +44.09%
Sep 30, 24
12 Emerald Advisers, LLC 978.20K (2.85%) 113.87K
Increased by +11.64%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 961.93K (2.80%) 245.52K
Increased by +25.52%
Mar 31, 25
14 Fuller & Thaler Asset Management Inc 957.40K (2.79%) 957.40K
Increased by +100.00%
Jun 30, 24
15 Driehaus Capital Management LLC 936.81K (2.73%) 254.63K
Increased by +27.18%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 917.03K (2.67%) 15.49K
Increased by +1.69%
Mar 31, 25
17 Goldman Sachs Group Inc 906.93K (2.64%) 699.47K
Increased by +77.12%
Sep 30, 24
18 Marshall Wace Asset Management Ltd 793.03K (2.31%) 48.85K
Increased by +6.16%
Dec 31, 24
19 Geode Capital Management, LLC 788.32K (2.30%) 26.94K
Increased by +3.42%
Mar 31, 25
20 William Blair Investment Management, LLC 786.84K (2.29%) -169.05K
Decreased by -21.49%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.02M (2.96%) 0.00
Increased by 0.00%
Apr 30, 25
2 American Century Growth Inv 975.64K (2.84%) 0.00
Increased by 0.00%
Sep 30, 23
3 American Century U.S. Large Cap Growth 975.64K (2.84%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard US Total Market Shares ETF 904.40K (2.63%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 834.83K (2.43%) 141.00
Increased by +0.02%
Apr 30, 25
6 American Century Small Cap Growth Inv 803.92K (2.34%) 803.92K
Increased by +100.00%
Mar 31, 25
7 American Century U.S. Small Cap Growth 803.92K (2.34%) 803.92K
Increased by +100.00%
Mar 31, 25
8 FullerThaler Behavioral Sm-Cp Gr R6 619.40K (1.80%) 24.00K
Increased by +3.87%
Jul 31, 24
9 FullerThaler Behavioral Small-Cap Growth 605.95K (1.76%) 79.20K
Increased by +13.07%
Jun 30, 24
10 AZ InvestEd Ivy Small Cap Growth E 518.90K (1.51%) 0.00
Increased by 0.00%
Mar 31, 25
11 Macquarie Small Cap Growth C 518.90K (1.51%) 0.00
Increased by 0.00%
Mar 31, 25
12 Needham Aggressive Growth Retail 505.00K (1.47%) 50.00K
Increased by +9.90%
Mar 31, 25
13 T. Rowe Price Integrated US Sm Gr Eq 494.61K (1.44%) 0.00
Increased by 0.00%
Mar 31, 25
14 T. Rowe Price Integrated US SmCapGrEq 494.61K (1.44%) -494.61K
Decreased by -100.00%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 476.30K (1.39%) 636.00
Increased by +0.13%
Apr 30, 25
16 Wellington Global Impact USD S Ac 472.40K (1.38%) -40.09K
Decreased by -8.49%
Mar 31, 25
17 Principal SmallCap R5 463.40K (1.35%) 6.70K
Increased by +1.45%
Apr 30, 25
18 Pictet-Global Megatrend Sel I USD 462.72K (1.35%) 212.10K
Increased by +45.84%
Jan 31, 25
19 Eventide Gilead N 460.57K (1.34%) 460.57K
Increased by +100.00%
Dec 31, 24
20 Principal U.S. Small Cap Equity 456.70K (1.33%) 25.50K
Increased by +5.58%
Mar 31, 25