Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATV 0.12%
2 IWC 0.01%
3 IWO 0.00%
4 IWM 0.00%
5 IWN 0.00%
6 UWM 0.00%
7 URTY 0.00%
8 AVSC 0.00%
9 HDG 0.00%
10 DFAC 0.00%
11 VXF 0.00%
12 RYLD 0.00%
13 VTI 0.00%
14 VTWG 0.00%
15 VTWO 0.00%
16 VTWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Caisse De Depot Et Placement Du Quebec 22.02M (80.54%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Group Inc 1.36M (4.98%) 83.03K
Increased by +6.10%
Dec 31, 24
3 Silvercrest Asset Management Group LLC 1.32M (4.84%) 616.24K
Increased by +46.55%
Dec 31, 24
4 Emerald Advisers, LLC 1.21M (4.42%) 217.00
Increased by +0.02%
Mar 31, 24
5 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.00M (3.66%) 1.00M
Increased by +100.00%
Dec 31, 24
6 Geode Capital Management, LLC 539.65K (1.97%) 3.18K
Increased by +0.59%
Dec 31, 24
7 State Street Corporation 474.93K (1.74%) -11.78K
Decreased by -2.48%
Mar 31, 24
8 BlackRock Inc 383.75K (1.40%) -2.67K
Decreased by -0.70%
Dec 31, 24
9 Kennedy Capital Management Inc 381.02K (1.39%) -257.39K
Decreased by -67.55%
Jun 30, 24
10 Emerald Mutual Fund Advisers Trust 381.01K (1.39%) 83.78K
Increased by +21.99%
Mar 31, 25
11 Goldman Sachs Group Inc 275.38K (1.01%) 275.38K
Increased by +100.00%
Dec 31, 24
12 Millennium Management LLC 254.97K (0.93%) -11.37K
Decreased by -4.46%
Dec 31, 24
13 Stephens Inc 247.01K (0.90%) -25.22K
Decreased by -10.21%
Sep 30, 23
14 Lakewood Capital Management, LP 215.89K (0.79%) 0.00
Increased by 0.00%
Dec 31, 23
15 State Street Corp 214.13K (0.78%) 70.77K
Increased by +33.05%
Dec 31, 24
16 Soviero Asset Management, LP 210.00K (0.77%) 210.00K
Increased by +100.00%
Dec 31, 24
17 Marshall Wace Asset Management Ltd 204.80K (0.75%) 204.80K
Increased by +100.00%
Dec 31, 24
18 BSW Wealth Partners 153.31K (0.56%) 0.00
Increased by 0.00%
Dec 31, 23
19 Renaissance Technologies Corp 150.73K (0.55%) 51.30K
Increased by +34.04%
Dec 31, 24
20 Buckingham Asset Management, LLC 142.93K (0.52%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Meridian Contrarian Legacy 1.20M (4.39%) 200.00K
Increased by +16.67%
Mar 31, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 787.60K (2.88%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 755.85K (2.76%) 0.00
Increased by 0.00%
Mar 31, 25
4 iShares Russell 2000 ETF 521.75K (1.91%) -4.14K
Decreased by -0.79%
Apr 30, 24
5 Silvercrest U.S. Small Cap Growth 416.55K (1.52%) 0.00
Increased by 0.00%
Mar 31, 25
6 Timpani Small Cap Growth Equity 391.07K (1.43%) 391.07K
Increased by +100.00%
Dec 31, 24
7 Kennedy Extended Small Cap 381.02K (1.39%) -257.39K
Decreased by -67.55%
Jun 30, 24
8 Emerald Growth A 381.01K (1.39%) 83.78K
Increased by +21.99%
Feb 28, 25
9 Principal SmallCap Growth I Instl 334.07K (1.22%) 0.00
Increased by 0.00%
Mar 31, 24
10 Fidelity Extended Market Index 295.66K (1.08%) 3.76K
Increased by +1.27%
Mar 31, 25
11 Fidelity® Extended Market Index 262.45K (0.96%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity® Small Cap Index 235.61K (0.86%) 4.63K
Increased by +1.96%
Oct 31, 23
13 Fidelity Small Cap Index 227.13K (0.83%) 0.00
Increased by 0.00%
Jun 30, 24
14 Calamos Timpani Small Cap Growth I 209.49K (0.77%) -196.02K
Decreased by -93.57%
Feb 28, 25
15 Empower Small Cap Growth/Emerald SP 169.41K (0.62%) 0.00
Increased by 0.00%
Dec 31, 23
16 Empower Small Cap Value/Kennedy SP 146.21K (0.53%) -1.47K
Decreased by -1.01%
Jun 30, 24
17 AST Small-Cap Growth 128.21K (0.47%) -1.79K
Decreased by -1.40%
Mar 31, 24
18 iShares Russell 2000 Growth ETF 119.57K (0.44%) -286.00
Decreased by -0.24%
Apr 30, 24
19 State St Russell Sm Cap® Indx SL Cl I 117.00K (0.43%) 0.00
Increased by 0.00%
Dec 31, 23
20 Bridgeway Ultra-Small Company Market 110.60K (0.40%) 20.60K
Increased by +18.63%
Dec 31, 24