Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 7.56%
2 VICE 7.14%
3 DWAS 0.86%
4 DES 0.08%
5 IWC 0.08%
6 GSSC 0.06%
7 AVSC 0.05%
8 EES 0.04%
9 AVUV 0.03%
10 IWN 0.03%
11 VTWV 0.02%
12 DFSV 0.02%
13 DFAS 0.02%
14 RYLD 0.01%
15 IWM 0.01%
16 DFAT 0.01%
17 VTWO 0.01%
18 UWM 0.01%
19 AVSU 0.01%
20 URTY 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.72M (7.55%) -699.23K
Decreased by -25.71%
Mar 31, 24
2 Fidelity International Ltd 2.30M (6.37%) 2.30M
Increased by +100.00%
Mar 31, 24
3 Vanguard Group Inc 1.77M (4.92%) 36.71K
Increased by +2.07%
Mar 31, 24
4 Gabelli Funds LLC 1.54M (4.28%) 1.54M
Increased by +100.00%
Mar 31, 24
5 Divisadero Street Capital Management, LP 1.50M (4.15%) 1.50M
Increased by +100.00%
Sep 30, 23
6 Dimensional Fund Advisors, Inc. 1.39M (3.87%) -830.59K
Decreased by -59.65%
Mar 31, 24
7 Solel Partners LP 1.34M (3.72%) -200.00K
Decreased by -14.92%
Sep 30, 23
8 Renaissance Technologies Corp 1.22M (3.37%) 98.90K
Increased by +8.14%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 1.08M (3.00%) 363.05K
Increased by +33.63%
Mar 31, 24
10 First Trust Capital Management L.P. 1.07M (2.96%) 1.07M
Increased by +100.00%
Mar 31, 24
11 Royce & Associates, LP 978.20K (2.72%) -241.70K
Decreased by -24.71%
Sep 30, 23
12 Glazer Capital, LLC 949.65K (2.64%) 949.65K
Increased by +100.00%
Mar 31, 24
13 Acadian Asset Management LLC 859.12K (2.38%) 606.27K
Increased by +70.57%
Sep 30, 23
14 Qube Research & Technologies 794.04K (2.20%) 700.24K
Increased by +88.19%
Mar 31, 24
15 Geode Capital Management, LLC 736.63K (2.04%) -28.33K
Decreased by -3.85%
Mar 31, 24
16 Amvescap Plc. 730.76K (2.03%) 716.59K
Increased by +98.06%
Sep 30, 23
17 State Street Corporation 728.61K (2.02%) -16.14K
Decreased by -2.22%
Mar 31, 24
18 Two Sigma Advisers, LLC 695.06K (1.93%) 102.10K
Increased by +14.69%
Mar 31, 24
19 HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS 629.13K (1.75%) 629.13K
Increased by +100.00%
Mar 31, 24
20 Hillsdale Investment Management Inc. 624.82K (1.73%) 593.80K
Increased by +95.04%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Canadian Large Cap Sr B 1.15M (3.19%) 1.15M
Increased by +100.00%
Mar 31, 24
2 First Trust Merger Arbitrage Cl I 1.02M (2.82%) 1.02M
Increased by +100.00%
Mar 31, 24
3 iShares Russell 2000 ETF 972.96K (2.70%) 6.19K
Increased by +0.64%
Dec 29, 23
4 Vanguard Total Stock Mkt Idx Inv 945.47K (2.62%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Canadian Large Cp Mlt Ast Bs O 930.38K (2.58%) 0.00
Increased by 0.00%
Apr 30, 24
6 Royce Small-Cap Opportunity Invmt 628.55K (1.74%) -153.32K
Decreased by -24.39%
Sep 30, 23
7 Invesco Dorsey Wright SmallCap Momt ETF 627.84K (1.74%) 4.15K
Increased by +0.66%
Dec 29, 23
8 Gabelli ABC AAA 600.00K (1.67%) 600.00K
Increased by +100.00%
Mar 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 499.19K (1.39%) 825.00
Increased by +0.17%
Nov 30, 23
10 NexPoint Merger Arbitrage Z 464.88K (1.29%) 464.88K
Increased by +100.00%
Mar 31, 24
11 SEI Tax-Managed Small/Mid Cap F (SIMT) 355.44K (0.99%) -67.59K
Decreased by -19.02%
Dec 31, 23
12 Fidelity® Small Cap Index 353.49K (0.98%) 8.96K
Increased by +2.53%
Oct 31, 23
13 iShares Russell 2000 Value ETF 346.40K (0.96%) 645.00
Increased by +0.19%
Dec 29, 23
14 Fidelity Small Cap Index 346.33K (0.96%) 556.00
Increased by +0.16%
Apr 30, 24
15 DFA US Targeted Value I 340.84K (0.95%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fuller & Thaler Behavrl Micro-Cap Core 338.35K (0.94%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity Monthly Income Series F 337.33K (0.94%) 337.33K
Increased by +100.00%
Mar 31, 24
18 FTGF RY US SmCp Opp A USD Dis(A) 327.05K (0.91%) -70.40K
Decreased by -21.53%
Sep 30, 23
19 Avantis US Small Cap Value ETF 318.03K (0.88%) 3.26K
Increased by +1.02%
Dec 30, 23
20 BlackRock Advantage Small Cap Core Instl 311.52K (0.86%) -4.88K
Decreased by -1.57%
Nov 30, 23