Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 0.31%
2 JSML 0.03%
3 IWC 0.02%
4 VTWG 0.01%
5 JSMD 0.01%
6 DFSV 0.01%
7 AVUV 0.01%
8 IWO 0.00%
9 RSSL 0.00%
10 IWM 0.00%
11 DFAT 0.00%
12 UWM 0.00%
13 DFAS 0.00%
14 URTY 0.00%
15 AVSC 0.00%
16 HDG 0.00%
17 DFAC 0.00%
18 DFUS 0.00%
19 VTI 0.00%
20 DCOR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 632.37K (5.83%) 527.99K
Increased by +83.49%
Jun 30, 24
2 Vanguard Group Inc 590.40K (5.45%) -2.63K
Decreased by -0.45%
Sep 30, 24
3 Geode Capital Management, LLC 237.20K (2.19%) -3.18K
Decreased by -1.34%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 232.40K (2.14%) 88.61K
Increased by +38.13%
Sep 30, 24
5 AQR Capital Management LLC 176.32K (1.63%) 176.32K
Increased by +100.00%
Sep 30, 24
6 State Street Corp 164.01K (1.51%) 39.10K
Increased by +23.84%
Sep 30, 24
7 Renaissance Technologies Corp 123.30K (1.14%) -82.80K
Decreased by -67.15%
Sep 30, 24
8 American Century Companies Inc 90.77K (0.84%) 75.93K
Increased by +83.65%
Mar 31, 24
9 Northern Trust Corp 83.60K (0.77%) 59.87K
Increased by +71.62%
Sep 30, 24
10 EAM Investors, LLC 81.59K (0.75%) -86.47K
Decreased by -105.98%
Dec 31, 23
11 New York State Common Retirement Fund 68.90K (0.64%) 13.20K
Increased by +19.16%
Jun 30, 24
12 Susquehanna International Group, LLP 68.83K (0.63%) -35.76K
Decreased by -51.95%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 67.80K (0.63%) -132.53K
Decreased by -195.47%
Sep 30, 24
14 Calamos Advisors LLC 62.86K (0.58%) 62.86K
Increased by +100.00%
Mar 31, 24
15 Essex Investment Management Company, LLC 54.33K (0.50%) 0.00
Increased by 0.00%
Mar 31, 24
16 Marshall Wace Asset Management Ltd 54.12K (0.50%) -8.34K
Decreased by -15.42%
Sep 30, 24
17 Millennium Management LLC 50.82K (0.47%) -10.48K
Decreased by -20.63%
Jun 30, 24
18 Acadian Asset Management LLC 45.94K (0.42%) 45.94K
Increased by +100.00%
Sep 30, 23
19 Trexquant Investment LP 45.69K (0.42%) -38.93K
Decreased by -85.20%
Sep 30, 24
20 State Street Corporation 41.33K (0.38%) 3.10K
Increased by +7.50%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 332.42K (3.07%) 0.00
Increased by 0.00%
Oct 31, 24
2 iShares Russell 2000 ETF 313.34K (2.89%) -658.00
Decreased by -0.21%
Nov 27, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 163.69K (1.51%) 0.00
Increased by 0.00%
Oct 31, 24
4 Timpani Small Cap Growth Equity 159.59K (1.47%) 159.59K
Increased by +100.00%
Mar 31, 24
5 Calamos Timpani Small Cap Growth I 111.51K (1.03%) -48.08K
Decreased by -43.12%
May 31, 24
6 Fidelity Small Cap Index 108.50K (1.00%) -1.77K
Decreased by -1.64%
Aug 31, 24
7 iShares Russell 2000 Growth ETF 94.47K (0.87%) 0.00
Increased by 0.00%
Nov 27, 24
8 Fidelity Extended Market Index 61.28K (0.57%) -5.38K
Decreased by -8.77%
Sep 30, 24
9 Auer Growth 59.00K (0.54%) 0.00
Increased by 0.00%
Mar 31, 24
10 Fidelity® Extended Market Index 58.18K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
11 Palisades Small Cap Core 55.70K (0.51%) 0.00
Increased by 0.00%
Jun 30, 24
12 State St Russell Sm Cap® Indx SL Cl I 53.10K (0.49%) 0.00
Increased by 0.00%
Oct 31, 24
13 Vanguard Russell 2000 ETF 48.33K (0.45%) -306.00
Decreased by -0.63%
Oct 31, 24
14 Pleiades Small Cap Equity A 44.31K (0.41%) -863.00
Decreased by -1.95%
Dec 31, 23
15 State St Russell Sm/Mid Cp® Indx NL Cl C 37.35K (0.34%) -2.20K
Decreased by -5.89%
Oct 31, 24
16 Avantis US Small Cap Value ETF 35.44K (0.33%) 0.00
Increased by 0.00%
Apr 30, 24
17 Dimensional US Small Cap Value ETF 35.28K (0.33%) 0.00
Increased by 0.00%
Nov 28, 24
18 Dimensional US Targeted Value ETF 35.17K (0.32%) 0.00
Increased by 0.00%
Nov 28, 24
19 AQR Small Cap Multi-Style I 33.30K (0.31%) 33.30K
Increased by +100.00%
Sep 30, 24
20 Russell Inv US Small Cap Equity E 31.70K (0.29%) 0.00
Increased by 0.00%
Mar 31, 24