Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VTWO 0.01%
2 VTWV 0.01%
3 IWN 0.01%
4 IWM 0.01%
5 RYLD 0.01%
6 UWM 0.00%
7 URTY 0.00%
8 AVSC 0.00%
9 HDG 0.00%
10 IWV 0.00%
11 VTHR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Zeno Equity Partners LLP 14.55M (47.86%) 14.55M
Increased by +100.00%
Dec 31, 23
2 Truxt Investimentos Ltda 4.08M (13.40%) 144.84K
Increased by +3.55%
Dec 31, 23
3 BlackRock Inc 1.89M (6.21%) 314.77K
Increased by +16.67%
Dec 31, 23
4 Bizma Investimentos Ltda 1.00M (3.29%) 0.00
Increased by 0.00%
Dec 31, 23
5 DYNAMO INTERNACIONAL GESTAO DE RECURSOS 810.00K (2.66%) -14.52M
Decreased by -1.79 K%
Dec 31, 23
6 State Street Corporation 491.93K (1.62%) 148.29K
Increased by +30.14%
Dec 31, 23
7 Geode Capital Management, LLC 449.98K (1.48%) 26.79K
Increased by +5.95%
Dec 31, 23
8 Northern Trust Corp 240.14K (0.79%) 17.84K
Increased by +7.43%
Dec 31, 23
9 Vanguard Group Inc 164.83K (0.54%) 12.17K
Increased by +7.38%
Dec 31, 23
10 JANE STREET GROUP, LLC 110.47K (0.36%) 110.47K
Increased by +100.00%
Dec 31, 23
11 Bank of New York Mellon Corp 91.53K (0.30%) 5.12K
Increased by +5.60%
Dec 31, 23
12 Charles Schwab Investment Management Inc 83.20K (0.27%) 0.00
Increased by 0.00%
Dec 31, 23
13 Morgan Stanley - Brokerage Accounts 74.76K (0.25%) 47.35K
Increased by +63.34%
Dec 31, 23
14 Bank of America Corp 69.30K (0.23%) 15.20K
Increased by +21.94%
Dec 31, 23
15 Goldman Sachs Group Inc 52.02K (0.17%) 28.80K
Increased by +55.37%
Dec 31, 23
16 Barclays PLC 49.67K (0.16%) 42.49K
Increased by +85.55%
Dec 31, 23
17 JPMorgan Chase & Co 44.44K (0.15%) 19.96K
Increased by +44.92%
Dec 31, 23
18 Nuveen Asset Management, LLC 42.77K (0.14%) 6.56K
Increased by +15.34%
Dec 31, 23
19 Rhumbline Advisers 42.31K (0.14%) 1.31K
Increased by +3.09%
Dec 31, 23
20 UBS Group AG 36.13K (0.12%) 16.10K
Increased by +44.57%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Milestones WPA Global FIA IE 1.00M (3.29%) 0.00
Increased by 0.00%
Nov 30, 23
2 iShares Russell 2000 ETF 745.27K (2.45%) 360.00
Increased by +0.05%
Mar 28, 24
3 Fidelity Small Cap Index 363.84K (1.20%) 6.07K
Increased by +1.67%
Jan 31, 24
4 Fidelity® Small Cap Index 343.42K (1.13%) 4.65K
Increased by +1.35%
Oct 31, 23
5 iShares Russell 2000 Value ETF 269.01K (0.88%) -171.00
Decreased by -0.06%
Mar 28, 24
6 State St Russell Sm/Mid Cp® Indx NL Cl C 157.39K (0.52%) 0.00
Increased by 0.00%
Mar 31, 24
7 State St Russell Sm Cap® Indx SL Cl I 123.20K (0.41%) 0.00
Increased by 0.00%
Mar 31, 24
8 NT R2000 Value Index Fund - NL 104.84K (0.34%) 0.00
Increased by 0.00%
Dec 31, 23
9 NT R2000 Index Fund - NL 104.09K (0.34%) 136.00
Increased by +0.13%
Dec 31, 23
10 Vanguard Russell 2000 ETF 103.71K (0.34%) -27.40K
Decreased by -26.42%
Mar 31, 24
11 NT R2000 Index Fund - DC - NL - 2 81.97K (0.27%) -208.00
Decreased by -0.25%
Dec 31, 23
12 NT R2000 Value Index Fund - L 72.08K (0.24%) 4.69K
Increased by +6.51%
Dec 31, 23
13 Northern Trust Russell 2000 Value Index 72.08K (0.24%) 4.69K
Increased by +6.51%
Dec 31, 23
14 Schwab Small Cap Index 63.20K (0.21%) -20.00K
Decreased by -31.65%
Mar 31, 24
15 iShares Russell 2000 Small-Cap Idx Instl 56.52K (0.19%) -9.38K
Decreased by -16.60%
Mar 31, 24
16 Fidelity Nasdaq Composite Index 54.61K (0.18%) 2.48K
Increased by +4.54%
Feb 29, 24
17 Russell 2000 Index Non-Lendable Fund E 50.78K (0.17%) -11.87K
Decreased by -23.37%
Mar 31, 24
18 BlackRock Russell 2500™ Index F 46.73K (0.15%) -14.20K
Decreased by -30.39%
Mar 31, 24
19 EQ/2000 Managed Volatility IB 41.49K (0.14%) 0.00
Increased by 0.00%
Feb 29, 24
20 SPDR® Russell 2000 US Small Cap ETF 36.78K (0.12%) 1.85K
Increased by +5.02%
Mar 31, 24