Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTLA 0.08%
2 DMRS 0.03%
3 PRFZ 0.02%
4 FNDA 0.02%
5 IWC 0.01%
6 VTWV 0.01%
7 GSSC 0.01%
8 FDIS 0.01%
9 HKND 0.01%
10 IWN 0.01%
11 IWM 0.00%
12 UWM 0.00%
13 SCHA 0.00%
14 URTY 0.00%
15 FNDB 0.00%
16 GBUY_old 0.00%
17 HDG 0.00%
18 SCHB 0.00%
19 SPGM 0.00%
20 DFUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Contrarius Investment Management Ltd 7.44M (86.63%) 2.13M
Increased by +28.57%
Dec 31, 23
2 Vanguard Group Inc 4.06M (47.27%) -8.65K
Decreased by -0.21%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 2.56M (29.82%) -355.38K
Decreased by -13.87%
Mar 31, 25
4 Granahan Investment Management Inc.. 1.81M (21.02%) -732.01K
Decreased by -40.53%
Dec 31, 23
5 State Street Corporation 1.53M (17.76%) 148.14K
Increased by +9.71%
Mar 31, 24
6 BlackRock Inc 1.51M (17.55%) 54.98K
Increased by +3.65%
Mar 31, 25
7 Ameriprise Financial Inc 1.49M (17.38%) -950.70K
Decreased by -63.68%
Dec 31, 23
8 Zweig-DiMenna Associates LLC 1.43M (16.67%) 351.30K
Increased by +24.53%
Dec 31, 23
9 Balyasny Asset Management LLC 1.35M (15.74%) -2.69M
Decreased by -199.17%
Jun 30, 24
10 Driehaus Capital Management LLC 1.28M (14.92%) -1.46M
Decreased by -113.82%
Dec 31, 23
11 Woodline Partners LP 1.09M (12.67%) 406.25K
Increased by +37.32%
Sep 30, 23
12 Point72 Asset Management, L.P. 1.05M (12.22%) -52.61K
Decreased by -5.01%
Dec 31, 24
13 Geode Capital Management, LLC 1.03M (11.95%) 41.51K
Increased by +4.04%
Mar 31, 25
14 Valiant Capital Management LP 1.03M (11.94%) -1.32M
Decreased by -129.09%
Dec 31, 23
15 AllianceBernstein L.P. 1.02M (11.88%) -1.39M
Decreased by -136.26%
Sep 30, 23
16 Masters Capital Management LLC 1.00M (11.64%) 200.00K
Increased by +20.00%
Dec 31, 23
17 Verition Fund Managegment, LLC 937.93K (10.92%) 911.99K
Increased by +97.23%
Mar 31, 24
18 Two Sigma Advisers, LLC 847.30K (9.86%) -741.60K
Decreased by -87.53%
Sep 30, 24
19 UBS Group AG 823.53K (9.58%) 698.60K
Increased by +84.83%
Mar 31, 25
20 JANE STREET GROUP, LLC 701.18K (8.16%) 244.92K
Increased by +34.93%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Contrarius Global Equity Investor 6.80M (79.11%) 1.97M
Increased by +28.94%
Dec 31, 23
2 Vanguard US Total Market Shares ETF 2.40M (27.94%) 1.00
Increased by +0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.40M (27.94%) 0.00
Increased by 0.00%
Apr 30, 25
4 iShares Russell 2000 ETF 1.26M (14.71%) -10.06K
Decreased by -0.80%
Apr 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 1.18M (13.75%) 0.00
Increased by 0.00%
Apr 30, 25
6 Columbia Small Cap Growth Inst 1.14M (13.31%) -790.32K
Decreased by -69.10%
Dec 31, 23
7 ÖkoWorld Klima C 700.00K (8.15%) 0.00
Increased by 0.00%
Oct 31, 23
8 Schwab Fundamental US Small Company ETF 579.87K (6.75%) 615.00
Increased by +0.11%
Jan 31, 24
9 Fidelity Small Cap Index 536.96K (6.25%) -5.38K
Decreased by -1.00%
Apr 30, 24
10 Fidelity® Small Cap Index 524.97K (6.11%) 15.77K
Increased by +3.00%
Oct 31, 23
11 Heptagon Driehaus US Micro Cap Eq C$ Acc 512.48K (5.96%) -225.52K
Decreased by -44.01%
Dec 31, 23
12 iShares Russell 2000 Value ETF 501.96K (5.84%) 0.00
Increased by 0.00%
Apr 30, 24
13 Contrarius Global Balanced Institutional 484.10K (5.63%) 107.68K
Increased by +22.24%
Dec 31, 23
14 Fidelity Extended Market Index 440.42K (5.13%) -4.21K
Decreased by -0.96%
Apr 30, 25
15 Federated Hermes MDT SCC Institutional 437.01K (5.09%) -6.68K
Decreased by -1.53%
Sep 30, 23
16 Federated Hermes MDT Small Cap Core IS 437.01K (5.09%) -6.68K
Decreased by -1.53%
Sep 30, 23
17 Granahan US Focused Growth A USD Acc 435.76K (5.07%) -167.23K
Decreased by -38.38%
Dec 31, 23
18 Fidelity® Extended Market Index 420.62K (4.90%) 2.28K
Increased by +0.54%
Nov 30, 23
19 Schwab US Small-Cap ETF™ 372.77K (4.34%) 159.00
Increased by +0.04%
Jun 29, 24
20 Invesco FTSE RAFI US 1500 Small-Mid ETF 348.47K (4.06%) 0.00
Increased by 0.00%
Dec 31, 24