Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Advisors Inc. 5.35M (16.28%) -1.48M
Decreased by -27.68%
Dec 31, 23
2 Vanguard Group Inc 1.77M (5.38%) -565.00
Decreased by -0.03%
Jun 30, 24
3 Paradice Investment Management LLC 1.73M (5.25%) 0.00
Increased by 0.00%
Jun 30, 24
4 Wasatch Advisors LP 832.71K (2.54%) -2.35M
Decreased by -282.74%
Jun 30, 24
5 Geode Capital Management, LLC 257.38K (0.78%) 0.00
Increased by 0.00%
Jun 30, 24
6 Alberta Investment Management Corp 239.12K (0.73%) -373.56K
Decreased by -156.22%
Mar 31, 24
7 BlackRock Inc 214.08K (0.65%) -44.47K
Decreased by -20.77%
Jun 30, 24
8 Citadel Advisors Llc 193.43K (0.59%) 193.43K
Increased by +100.00%
Jun 30, 24
9 GSA Capital Partners LLP 190.48K (0.58%) -602.29K
Decreased by -316.20%
Dec 31, 23
10 Renaissance Technologies Corp 181.60K (0.55%) -140.10K
Decreased by -77.15%
Jun 30, 24
11 BMO Capital Markets Corp. 158.47K (0.48%) 156.85K
Increased by +98.97%
Dec 31, 23
12 Bank of Montreal 158.47K (0.48%) 156.85K
Increased by +98.97%
Dec 31, 23
13 State Street Corporation 129.10K (0.39%) 0.00
Increased by 0.00%
Mar 31, 24
14 Next Capital Management LLC 100.05K (0.30%) 0.00
Increased by 0.00%
Sep 30, 24
15 Amundi 67.81K (0.21%) 67.81K
Increased by +100.00%
Jun 30, 24
16 Verdence Capital Advisors LLC 67.05K (0.20%) 14.41K
Increased by +21.50%
Dec 31, 23
17 U.S. Capital Wealth Advisors, LLC 66.95K (0.20%) 0.00
Increased by 0.00%
Jun 30, 24
18 Virtu Financial LLC 60.65K (0.18%) 18.17K
Increased by +29.96%
Jun 30, 24
19 Baader Bank INC 58.44K (0.18%) 58.44K
Increased by +100.00%
Sep 30, 24
20 Stifel Financial Corp 40.00K (0.12%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.30M (3.95%) 0.00
Increased by 0.00%
Jul 31, 24
2 Wasatch Small Cap Growth Investor 1.19M (3.62%) -1.09M
Decreased by -91.41%
Mar 31, 24
3 Wasatch Ultra Growth 1.16M (3.54%) -1.06M
Decreased by -91.40%
Mar 31, 24
4 Wasatch Micro Cap 829.21K (2.53%) -4.30K
Decreased by -0.52%
Jun 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 431.24K (1.31%) 0.00
Increased by 0.00%
Jun 30, 24
6 Bridgeway Ultra-Small Company Market 250.10K (0.76%) 0.00
Increased by 0.00%
Mar 31, 24
7 BlackRock Extended Mkt Composite 102.31K (0.31%) 0.00
Increased by 0.00%
Sep 30, 23
8 BlackRock Extended Equity Market K 89.20K (0.27%) -86.00
Decreased by -0.10%
Jun 30, 24
9 Momentum GF Global Equity I USD 86.05K (0.26%) 0.00
Increased by 0.00%
Jun 30, 24
10 Fidelity® Extended Market Index 85.37K (0.26%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Extended Market Index 83.98K (0.26%) 0.00
Increased by 0.00%
Jun 30, 24
12 Vanguard Consumer Staples ETF 80.17K (0.24%) -311.46K
Decreased by -388.48%
Nov 30, 23
13 SG Actions US Techno C 67.81K (0.21%) 0.00
Increased by 0.00%
Sep 30, 24
14 Fidelity Total Market Index 65.67K (0.20%) 0.00
Increased by 0.00%
Jun 30, 24
15 Fidelity® Total Market Index 65.67K (0.20%) 0.00
Increased by 0.00%
Nov 30, 23
16 iShares Micro-Cap ETF 51.25K (0.16%) -712.00
Decreased by -1.39%
May 30, 24
17 Fidelity® Series Total Market Index 45.67K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity Series Total Market Index 39.68K (0.12%) 0.00
Increased by 0.00%
Jun 30, 24
19 Fidelity Nasdaq Composite Index 37.37K (0.11%) 0.00
Increased by 0.00%
Jul 31, 24
20 Schwab Total Stock Market Index 29.57K (0.09%) 0.00
Increased by 0.00%
May 31, 24