Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 IWV 1000.00%
3 IWO 1000.00%
4 IWM 1000.00%
5 BIGY 4.37%
6 WCLD 0.72%
7 SMLF 0.11%
8 IVES 0.06%
9 GSSC 0.05%
10 VTWG 0.03%
11 VGT 0.01%
12 VTWO 0.01%
13 VXF 0.01%
14 UWM 0.01%
15 RYLD 0.01%
16 SCHA 0.01%
17 URTY 0.01%
18 SPGM 0.01%
19 FTEC 0.01%
20 HDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.54M (14.86%) 190.50K
Increased by +4.19%
Sep 30, 23
2 BlackRock Inc 3.35M (10.97%) -60.11K
Decreased by -1.79%
Sep 30, 23
3 Ameriprise Financial Inc 1.77M (5.79%) 828.34K
Increased by +46.75%
Sep 30, 23
4 State Street Corporation 1.11M (3.63%) -4.82K
Decreased by -0.43%
Sep 30, 23
5 First Trust Advisors L.P. 845.67K (2.76%) 57.76K
Increased by +6.83%
Sep 30, 23
6 Nuveen Asset Management, LLC 710.03K (2.32%) 72.51K
Increased by +10.21%
Sep 30, 23
7 Geode Capital Management, LLC 650.44K (2.13%) 27.61K
Increased by +4.24%
Sep 30, 23
8 Bank of New York Mellon Corp 637.26K (2.08%) 509.11K
Increased by +79.89%
Sep 30, 23
9 Acadian Asset Management LLC 628.20K (2.05%) 590.20K
Increased by +93.95%
Sep 30, 23
10 Jacobs Levy Equity Management, Inc. 618.57K (2.02%) 167.94K
Increased by +27.15%
Sep 30, 23
11 Palogic Value Management LP 495.00K (1.62%) 145.00K
Increased by +29.29%
Sep 30, 23
12 CenterBook Partners LP 420.36K (1.37%) 312.68K
Increased by +74.38%
Sep 30, 23
13 Invenomic Capital Management, LP 417.65K (1.37%) -88.64K
Decreased by -21.22%
Sep 30, 23
14 Federated Hermes Inc 400.00K (1.31%) -300.00K
Decreased by -75.00%
Sep 30, 23
15 Renaissance Technologies Corp 394.40K (1.29%) -126.20K
Decreased by -32.00%
Sep 30, 23
16 Divisadero Street Capital Management, LP 393.49K (1.29%) 268.49K
Increased by +68.23%
Sep 30, 23
17 Clearline Capital LP 373.01K (1.22%) -10.27K
Decreased by -2.75%
Sep 30, 23
18 Woodline Partners LP 371.10K (1.21%) 371.10K
Increased by +100.00%
Sep 30, 23
19 D. E. Shaw & Co LP 353.24K (1.15%) -249.17K
Decreased by -70.54%
Sep 30, 23
20 FMR Inc 327.61K (1.07%) -28.58K
Decreased by -8.72%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 CT American Smaller Coms(US) InstAccGBP 1.03M (3.38%) -35.33K
Decreased by -3.42%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 900.57K (2.94%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Strategic Equity Inv 872.82K (2.85%) 80.49K
Increased by +9.22%
Sep 30, 23
4 iShares Russell 2000 ETF 856.20K (2.80%) 5.46K
Increased by +0.64%
Dec 29, 23
5 Vanguard Explorer Inv 743.60K (2.43%) 54.20K
Increased by +7.29%
Sep 30, 23
6 First Trust Cloud Computing ETF 741.85K (2.43%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Information Technology ETF 674.76K (2.21%) 23.66K
Increased by +3.51%
Nov 30, 23
8 CT (Lux) American Smaller Com 9U USD 591.78K (1.93%) 15.60K
Increased by +2.64%
Nov 30, 23
9 WisdomTree Cloud Computing ETF 493.00K (1.61%) -1.28K
Decreased by -0.26%
Dec 29, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 465.60K (1.52%) 950.00
Increased by +0.20%
Nov 30, 23
11 CREF Stock R1 441.01K (1.44%) 0.00
Increased by 0.00%
Nov 30, 23
12 Federated Hermes Kaufmann Small Cap A 400.00K (1.31%) -300.00K
Decreased by -75.00%
Sep 30, 23
13 Federated Hermes Kaufmann Small Cap Grow 400.00K (1.31%) -300.00K
Decreased by -75.00%
Sep 30, 23
14 Invenomic Institutional 375.38K (1.23%) -94.80K
Decreased by -25.25%
Oct 31, 23
15 Vanguard Strategic Small-Cap Equity Inv 320.14K (1.05%) -8.15K
Decreased by -2.55%
Sep 30, 23
16 Fidelity® Small Cap Index 304.79K (1.00%) 7.18K
Increased by +2.36%
Oct 31, 23
17 WisdomTree Cloud Computing ETF - USD Acc 292.89K (0.96%) -6.00K
Decreased by -2.05%
Dec 29, 23
18 iShares Russell 2000 Growth ETF 283.13K (0.93%) 0.00
Increased by 0.00%
Dec 29, 23
19 BlackRock Advantage Small Cap Core Instl 259.38K (0.85%) -4.07K
Decreased by -1.57%
Nov 30, 23
20 State St Russell Sm/Mid Cp® Indx NL Cl C 232.73K (0.76%) -9.80K
Decreased by -4.21%
Dec 31, 23