Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 IWN 0.01%
3 IWM 0.00%
4 IWV 0.00%

Top 20 institutional holders

Rank Holder Shares Change Date reported
1 BlackRock Inc 1.61M 137.98K
Increased by +8.58%
Dec 31, 23
2 Vanguard Group Inc 1.14M 49.37K
Increased by +4.33%
Dec 31, 23
3 Formation8 GP, LLC 995.33K -561.35K
Decreased by -56.40%
Dec 31, 23
4 Charles Schwab Investment Management Inc 865.77K 306.02K
Increased by +35.35%
Dec 31, 23
5 GGV Capital LLC 856.92K 0.00
Increased by 0.00%
Dec 31, 23
6 General Atlantic Llc 609.62K 1.00
Increased by +0.00%
Dec 31, 23
7 Geode Capital Management, LLC 475.20K 29.03K
Increased by +6.11%
Dec 31, 23
8 Portolan Capital Management, LLC 474.36K 474.36K
Increased by +100.00%
Dec 31, 23
9 Cannell Capital LLC 464.48K -417.34K
Decreased by -89.85%
Dec 31, 23
10 State Street Corporation 454.59K 51.94K
Increased by +11.42%
Dec 31, 23
11 Comprehensive Financial Management LLC 280.23K 0.00
Increased by 0.00%
Dec 31, 23
12 Two Sigma Investments LLC 272.30K 272.30K
Increased by +100.00%
Dec 31, 23
13 Soviero Asset Management, LP 270.00K -169.66K
Decreased by -62.84%
Sep 30, 23
14 FMR Inc 256.64K -197.00K
Decreased by -76.76%
Dec 31, 23
15 Northern Trust Corp 205.21K 29.09K
Increased by +14.18%
Dec 31, 23
16 Federated Hermes Inc 193.82K 3.36K
Increased by +1.73%
Dec 31, 23
17 Renaissance Technologies Corp 175.60K -32.98K
Decreased by -18.78%
Dec 31, 23
18 Morgan Stanley - Brokerage Accounts 149.60K 312.00
Increased by +0.21%
Dec 31, 23
19 Yarra Square Partners LP 138.84K 138.84K
Increased by +100.00%
Mar 31, 24
20 SIMPLEX TRADING, LLC 120.02K 115.69K
Increased by +96.39%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 Schwab Fundamental US Small Company ETF 862.95K 0.00
Increased by 0.00%
Apr 30, 24
2 Vanguard Total Stock Mkt Idx Inv 647.24K 27.99K
Increased by +4.32%
Mar 31, 24
3 iShares Russell 2000 ETF 575.48K -4.61K
Decreased by -0.80%
Apr 30, 24
4 Voya MI Dynamic Small Cap 575.32K 575.32K
Increased by +100.00%
Mar 31, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 304.63K 0.00
Increased by 0.00%
Mar 31, 24
6 Strategic Advisers Small-Mid Cap 240.82K 240.82K
Increased by +100.00%
Dec 31, 23
7 Invesco FTSE RAFI US 1500 Small-Mid ETF 232.78K 0.00
Increased by 0.00%
Apr 30, 24
8 Fidelity Small Cap Index 229.23K 4.24K
Increased by +1.85%
Feb 29, 24
9 iShares Russell 2000 Value ETF 219.54K 0.00
Increased by 0.00%
Apr 30, 24
10 Fidelity® Small Cap Index 212.85K 4.61K
Increased by +2.17%
Oct 31, 23
11 Schwab Fundamental US Small Company Idx 199.21K 41.79K
Increased by +20.98%
Mar 31, 24
12 Federated Hermes MDT SCC Institutional 181.41K 3.95K
Increased by +2.18%
Dec 31, 23
13 Federated Hermes MDT Small Cap Core IS 181.41K 3.95K
Increased by +2.18%
Dec 31, 23
14 Fidelity® VIP Disciplined Small Cap Init 172.46K 7.60K
Increased by +4.41%
Oct 31, 23
15 State St Russell Sm/Mid Cp® Indx NL Cl C 147.69K 0.00
Increased by 0.00%
Apr 30, 24
16 Fidelity VIP Disciplined Small Cap Init 123.73K -48.73K
Decreased by -39.39%
Nov 30, 23
17 Fidelity Extended Market Index 120.30K 33.49K
Increased by +27.84%
Mar 31, 24
18 IQ Merger Arbitrage ETF 115.17K -6.05K
Decreased by -5.25%
Apr 30, 24
19 Vanguard Consumer Discretionary ETF 94.66K -190.00
Decreased by -0.20%
Mar 31, 24
20 Fidelity® Extended Market Index 90.06K 12.14K
Increased by +13.48%
Nov 30, 23