Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 1000.00%
2 IWM 1000.00%
3 IWV 1000.00%
4 JKK 1000.00%
5 JKJ 1000.00%
6 ISCB 1000.00%
7 ISCG 1000.00%
8 ISCV 1000.00%
9 ITOT 1000.00%
10 JETS 2.30%
11 VTWG 0.02%
12 AVSC 0.02%
13 VIS 0.01%
14 VTWO 0.01%
15 VBK 0.01%
16 DFAS 0.01%
17 SCHA 0.01%
18 UWM 0.01%
19 RYLD 0.01%
20 URTY 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Indigo Partners LLC 178.83M (459.41%) 0.00
Increased by 0.00%
Sep 30, 23
2 Ancient Art, L.P. 7.96M (20.45%) 2.73M
Increased by +34.34%
Sep 30, 23
3 US Global Investors Inc 7.18M (18.44%) 1.60M
Increased by +22.33%
Sep 30, 23
4 Vanguard Group Inc 3.82M (9.82%) 636.92K
Increased by +16.67%
Sep 30, 23
5 BlackRock Inc 2.89M (7.42%) 231.11K
Increased by +8.00%
Sep 30, 23
6 Millennium Management LLC 2.49M (6.39%) 957.82K
Increased by +38.48%
Sep 30, 23
7 Par Capital Management Inc 2.00M (5.14%) -1.32M
Decreased by -66.11%
Sep 30, 23
8 Towle & Co 1.86M (4.79%) 1.86M
Increased by +100.00%
Sep 30, 23
9 Hodges Capital Management Inc 1.47M (3.78%) -822.88K
Decreased by -55.94%
Sep 30, 23
10 First Dallas Securities Inc 952.75K (2.45%) 865.00K
Increased by +90.79%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 950.49K (2.44%) 592.51K
Increased by +62.34%
Sep 30, 23
12 Squarepoint Ops LLC 922.98K (2.37%) 467.08K
Increased by +50.61%
Sep 30, 23
13 Geode Capital Management, LLC 888.08K (2.28%) -1.50K
Decreased by -0.17%
Sep 30, 23
14 Peregrine Capital Management,LLC 809.34K (2.08%) -34.74K
Decreased by -4.29%
Sep 30, 23
15 State Street Corporation 789.83K (2.03%) -440.96K
Decreased by -55.83%
Sep 30, 23
16 Renaissance Technologies Corp 550.40K (1.41%) 154.80K
Increased by +28.13%
Sep 30, 23
17 Susquehanna International Group, LLP 544.11K (1.40%) 332.67K
Increased by +61.14%
Sep 30, 23
18 Connor Clark & Lunn Inv Mgmt Ltd 435.17K (1.12%) 98.85K
Increased by +22.72%
Sep 30, 23
19 Jump Financial, LLC 385.83K (0.99%) 385.83K
Increased by +100.00%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 374.87K (0.96%) -222.69K
Decreased by -59.40%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 US Global Jets ETF 10.48M (26.93%) -35.53K
Decreased by -0.34%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 1.36M (3.49%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Small Cap Index 1.14M (2.92%) 3.50K
Increased by +0.31%
Nov 30, 23
4 iShares Russell 2000 ETF 1.03M (2.66%) 6.58K
Increased by +0.64%
Dec 29, 23
5 Vanguard Small Cap Growth Index Inv 637.59K (1.64%) 3.24K
Increased by +0.51%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 578.48K (1.49%) 23.29K
Increased by +4.03%
Nov 30, 23
7 Hodges Retail 410.00K (1.05%) 410.00K
Increased by +100.00%
Jun 30, 23
8 Hodges Small Cap Retail 380.00K (0.98%) 105.00K
Increased by +27.63%
Jun 30, 23
9 Fidelity® Small Cap Index 364.32K (0.94%) 5.29K
Increased by +1.45%
Oct 31, 23
10 iShares Russell 2000 Growth ETF 341.36K (0.88%) 0.00
Increased by 0.00%
Dec 29, 23
11 Fidelity® Select Transportation 302.31K (0.78%) 0.00
Increased by 0.00%
Oct 31, 23
12 State St Russell Sm/Mid Cp® Indx NL Cl C 277.58K (0.71%) 101.10K
Increased by +36.42%
Dec 31, 23
13 Hodges Small Cap Core 275.00K (0.71%) 75.00K
Increased by +27.27%
Mar 31, 23
14 Towle Deep Value 254.41K (0.65%) 254.41K
Increased by +100.00%
Sep 30, 23
15 Peregrine Small Cap Value CIT Class P 216.36K (0.56%) -7.39K
Decreased by -3.42%
Nov 30, 23
16 Transamerica Partners Small Value 210.46K (0.54%) -70.21K
Decreased by -33.36%
Oct 31, 23
17 Select Transportation 177.31K (0.46%) -125.00K
Decreased by -70.50%
Nov 30, 23
18 Schwab US Small-Cap ETF™ 171.31K (0.44%) 75.00
Increased by +0.04%
Dec 30, 23
19 Fidelity® Extended Market Index 169.38K (0.44%) 68.91K
Increased by +40.68%
Nov 30, 23
20 Peregrine Capital Mgt Sm-Cap Val 166.12K (0.43%) -23.00K
Decreased by -13.85%
Dec 31, 23