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 (60.65%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 1.58M (4.34%) 214.74K
Increased by +13.63%
Mar 31, 25
3 Silvercrest Asset Management Group LLC 1.32M (3.62%) -7.62K
Decreased by -0.58%
Mar 31, 25
4 Emerald Advisers, LLC 1.21M (3.33%) 217.00
Increased by +0.02%
Mar 31, 24
5 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.20M (3.30%) 200.00K
Increased by +16.67%
Mar 31, 25
6 Millennium Management LLC 709.16K (1.95%) 454.20K
Increased by +64.05%
Mar 31, 25
7 Acadian Asset Management LLC 607.30K (1.67%) 465.03K
Increased by +76.57%
Mar 31, 25
8 Geode Capital Management, LLC 560.74K (1.54%) 21.09K
Increased by +3.76%
Mar 31, 25
9 Jacobs Levy Equity Management, Inc. 544.10K (1.50%) 524.67K
Increased by +96.43%
Mar 31, 25
10 Susquehanna International Group, LLP 514.53K (1.42%) 402.42K
Increased by +78.21%
Mar 31, 25
11 State Street Corporation 474.93K (1.31%) -11.78K
Decreased by -2.48%
Mar 31, 24
12 BlackRock Inc 385.55K (1.06%) 1.80K
Increased by +0.47%
Mar 31, 25
13 Kennedy Capital Management Inc 381.02K (1.05%) -257.39K
Decreased by -67.55%
Jun 30, 24
14 Emerald Mutual Fund Advisers Trust 381.01K (1.05%) 83.78K
Increased by +21.99%
Mar 31, 25
15 The Colony Group LLC 285.87K (0.79%) 142.93K
Increased by +50.00%
Dec 31, 24
16 Renaissance Technologies Corp 256.73K (0.71%) 106.00K
Increased by +41.29%
Mar 31, 25
17 Stephens Inc 247.01K (0.68%) -25.22K
Decreased by -10.21%
Sep 30, 23
18 Marshall Wace Asset Management Ltd 216.03K (0.59%) 11.23K
Increased by +5.20%
Mar 31, 25
19 Lakewood Capital Management, LP 215.89K (0.59%) 0.00
Increased by 0.00%
Dec 31, 23
20 State Street Corp 214.13K (0.59%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Meridian Contrarian Legacy 1.20M (3.30%) 200.00K
Increased by +16.67%
Mar 31, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 787.60K (2.17%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 759.20K (2.09%) 3.36K
Increased by +0.44%
Apr 30, 25
4 iShares Russell 2000 ETF 521.75K (1.44%) -4.14K
Decreased by -0.79%
Apr 30, 24
5 Silvercrest U.S. Small Cap Growth 416.55K (1.15%) 0.00
Increased by 0.00%
Mar 31, 25
6 Kennedy Extended Small Cap 381.02K (1.05%) -257.39K
Decreased by -67.55%
Jun 30, 24
7 Emerald Growth A 381.01K (1.05%) 0.00
Increased by 0.00%
Apr 30, 25
8 Principal SmallCap Growth I Instl 334.07K (0.92%) 0.00
Increased by 0.00%
Mar 31, 24
9 Fidelity Extended Market Index 292.86K (0.81%) -2.80K
Decreased by -0.96%
Apr 30, 25
10 Fidelity® Extended Market Index 262.45K (0.72%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity® Small Cap Index 235.61K (0.65%) 4.63K
Increased by +1.96%
Oct 31, 23
12 Fidelity Small Cap Index 227.13K (0.63%) 0.00
Increased by 0.00%
Jun 30, 24
13 Timpani Small Cap Growth Equity 200.33K (0.55%) -190.74K
Decreased by -95.21%
Mar 31, 25
14 Calamos Timpani Small Cap Growth I 193.79K (0.53%) -6.54K
Decreased by -3.37%
Apr 30, 25
15 Empower Small Cap Growth/Emerald SP 169.41K (0.47%) 0.00
Increased by 0.00%
Dec 31, 23
16 Empower Small Cap Value/Kennedy SP 146.21K (0.40%) -1.47K
Decreased by -1.01%
Jun 30, 24
17 Emerald Small Cap Growth CIT Founders 129.86K (0.36%) 38.99K
Increased by +30.02%
May 31, 25
18 AST Small-Cap Growth 128.21K (0.35%) -1.79K
Decreased by -1.40%
Mar 31, 24
19 iShares Russell 2000 Growth ETF 119.57K (0.33%) -286.00
Decreased by -0.24%
Apr 30, 24
20 State St Russell Sm Cap® Indx SL Cl I 117.00K (0.32%) 0.00
Increased by 0.00%
Dec 31, 23