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 0.02%
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 (9.46%) 2.13M
Increased by +28.57%
Dec 31, 23
2 Vanguard Group Inc 4.06M (5.16%) -2.94K
Decreased by -0.07%
Sep 30, 24
3 Morgan Stanley - Brokerage Accounts 3.05M (3.88%) -4.32M
Decreased by -141.49%
Sep 30, 24
4 Westwood Holdings Group Inc 2.22M (2.83%) 100.65K
Increased by +4.53%
Sep 30, 24
5 Millennium Management LLC 2.00M (2.55%) 243.40K
Increased by +12.14%
Sep 30, 24
6 Granahan Investment Management Inc.. 1.81M (2.29%) -732.01K
Decreased by -40.53%
Dec 31, 23
7 State Street Corporation 1.53M (1.94%) 148.14K
Increased by +9.71%
Mar 31, 24
8 BlackRock Inc 1.52M (1.93%) 71.92K
Increased by +4.73%
Sep 30, 24
9 Ameriprise Financial Inc 1.49M (1.90%) -950.70K
Decreased by -63.68%
Dec 31, 23
10 Zweig-DiMenna Associates LLC 1.43M (1.82%) 351.30K
Increased by +24.53%
Dec 31, 23
11 Balyasny Asset Management LLC 1.35M (1.72%) -2.69M
Decreased by -199.17%
Jun 30, 24
12 Driehaus Capital Management LLC 1.28M (1.63%) -1.46M
Decreased by -113.82%
Dec 31, 23
13 Susquehanna International Group, LLP 1.27M (1.62%) 26.75K
Increased by +2.10%
Sep 30, 24
14 Qube Research & Technologies 1.19M (1.51%) -958.88K
Decreased by -80.67%
Jun 30, 24
15 Point72 Asset Management, L.P. 1.10M (1.40%) -133.58K
Decreased by -12.11%
Sep 30, 24
16 Woodline Partners LP 1.09M (1.38%) 406.25K
Increased by +37.32%
Sep 30, 23
17 Valiant Capital Management LP 1.03M (1.30%) -1.32M
Decreased by -129.09%
Dec 31, 23
18 AllianceBernstein L.P. 1.02M (1.30%) -1.39M
Decreased by -136.26%
Sep 30, 23
19 Geode Capital Management, LLC 1.01M (1.29%) 130.18K
Increased by +12.83%
Sep 30, 24
20 Aristeia Capital, LLC 1.01M (1.28%) 1.01M
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Contrarius Global Equity Investor 6.80M (8.64%) 1.97M
Increased by +28.94%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 2.40M (3.05%) 0.00
Increased by 0.00%
Dec 31, 24
3 iShares Russell 2000 ETF 1.26M (1.61%) -10.06K
Decreased by -0.80%
Apr 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 1.18M (1.50%) 0.00
Increased by 0.00%
Dec 31, 24
5 Columbia Small Cap Growth Inst 1.14M (1.45%) -790.32K
Decreased by -69.10%
Dec 31, 23
6 ÖkoWorld Klima C 700.00K (0.89%) 0.00
Increased by 0.00%
Oct 31, 23
7 Schwab Fundamental US Small Company ETF 579.87K (0.74%) 615.00
Increased by +0.11%
Jan 31, 24
8 Fidelity Small Cap Index 536.96K (0.68%) -5.38K
Decreased by -1.00%
Apr 30, 24
9 Fidelity® Small Cap Index 524.97K (0.67%) 15.77K
Increased by +3.00%
Oct 31, 23
10 Heptagon Driehaus US Micro Cap Eq C$ Acc 512.48K (0.65%) -225.52K
Decreased by -44.01%
Dec 31, 23
11 iShares Russell 2000 Value ETF 501.96K (0.64%) 0.00
Increased by 0.00%
Apr 30, 24
12 Contrarius Global Balanced Institutional 484.10K (0.62%) 107.68K
Increased by +22.24%
Dec 31, 23
13 Fidelity Extended Market Index 447.07K (0.57%) -2.95K
Decreased by -0.66%
Nov 30, 24
14 Federated Hermes MDT SCC Institutional 437.01K (0.56%) -6.68K
Decreased by -1.53%
Sep 30, 23
15 Federated Hermes MDT Small Cap Core IS 437.01K (0.56%) -6.68K
Decreased by -1.53%
Sep 30, 23
16 Granahan US Focused Growth A USD Acc 435.76K (0.55%) -167.23K
Decreased by -38.38%
Dec 31, 23
17 Fidelity® Extended Market Index 420.62K (0.53%) 2.28K
Increased by +0.54%
Nov 30, 23
18 Schwab US Small-Cap ETF™ 372.77K (0.47%) 159.00
Increased by +0.04%
Jun 29, 24
19 Vanguard Consumer Discretionary ETF 351.21K (0.45%) -7.25K
Decreased by -2.06%
Dec 31, 24
20 Invesco FTSE RAFI US 1500 Small-Mid ETF 348.47K (0.44%) 0.00
Increased by 0.00%
Dec 31, 24