Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCI 2.47%
2 AIRR 2.30%
3 VNMC 1.91%
4 ENTR 1.82%
5 RFG 1.68%
6 GRPM 1.40%
7 SMAP 1.35%
8 XSMO 1.34%
9 GRNR 1.23%
10 PXSG 1.20%
11 LSAF 1.10%
12 VIOG 0.98%
13 RZG 0.96%
14 CCSO 0.96%
15 BOUT 0.94%
16 IJT 0.90%
17 JSMD 0.86%
18 QMID 0.77%
19 FXR 0.71%
20 XMMO 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.08M (10.54%) 875.41K
Increased by +12.37%
Dec 31, 24
2 Vanguard Group Inc 6.24M (9.29%) 75.83K
Increased by +1.22%
Dec 31, 24
3 JPMorgan Chase & Co 2.98M (4.44%) -3.54M
Decreased by -118.52%
Dec 31, 24
4 State Street Corporation 2.49M (3.71%) 48.83K
Increased by +1.96%
Mar 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 2.40M (3.57%) -1.10M
Decreased by -45.82%
Dec 31, 24
6 State Street Corp 2.05M (3.06%) 74.47K
Increased by +3.63%
Dec 31, 24
7 Amvescap Plc. 2.03M (3.03%) 274.12K
Increased by +13.49%
Dec 31, 24
8 Conestoga Capital Advisors, LLC 1.89M (2.81%) -1.73K
Decreased by -0.09%
Mar 31, 25
9 Geneva Capital Management 1.68M (2.50%) -20.29K
Decreased by -1.21%
Dec 31, 24
10 Wasatch Advisors LP 1.58M (2.35%) -289.46K
Decreased by -18.35%
Dec 31, 24
11 FMR Inc 1.37M (2.04%) -357.49K
Decreased by -26.06%
Dec 31, 24
12 T. Rowe Price Investment Management,Inc. 1.37M (2.04%) 1.39K
Increased by +0.10%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 1.36M (2.02%) 75.08K
Increased by +5.53%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 1.34M (1.99%) -140.91K
Decreased by -10.54%
Dec 31, 24
15 Geode Capital Management, LLC 1.24M (1.84%) 3.64K
Increased by +0.29%
Dec 31, 24
16 Blair William & Co 1.17M (1.74%) 47.25K
Increased by +4.04%
Dec 31, 24
17 First Trust Advisors L.P. 1.07M (1.59%) 493.22K
Increased by +46.13%
Dec 31, 24
18 Ameriprise Financial Inc 1.05M (1.56%) -470.67K
Decreased by -44.79%
Dec 31, 24
19 Wasatch Advisors Inc. 975.85K (1.45%) -864.00
Decreased by -0.09%
Sep 30, 23
20 Northern Trust Corp 811.79K (1.21%) 23.86K
Increased by +2.94%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.55M (6.78%) -5.81K
Decreased by -0.13%
Mar 28, 24
2 Vanguard Total Stock Mkt Idx Inv 2.19M (3.26%) 143.57K
Increased by +6.55%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 2.18M (3.25%) -7.05K
Decreased by -0.32%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 2.08M (3.10%) 1.71K
Increased by +0.08%
Sep 30, 24
5 Vanguard Small Cap Index 1.73M (2.58%) 70.78K
Increased by +4.09%
Mar 31, 25
6 iShares Russell 2000 ETF 1.65M (2.46%) 3.45K
Increased by +0.21%
Mar 28, 24
7 Virtus KAR Small-Cap Growth I 1.51M (2.25%) -794.79K
Decreased by -52.63%
Dec 31, 24
8 Conestoga Small Cap Investors 1.35M (2.01%) -11.15K
Decreased by -0.83%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.04M (1.54%) 11.75K
Increased by +1.13%
Mar 31, 25
10 Vanguard Small Cap Growth Index Inv 970.65K (1.45%) 38.38K
Increased by +3.95%
Mar 31, 25
11 Pictet - Global Envir Opps I USD 924.49K (1.38%) 231.86K
Increased by +25.08%
Mar 31, 25
12 JPM US Mid Cap Growth-Composite 837.17K (1.25%) -133.09K
Decreased by -15.90%
Mar 31, 25
13 JPMorgan Mid Cap Growth I 837.17K (1.25%) -133.09K
Decreased by -15.90%
Mar 31, 25
14 BlackRock Mid-Cap Growth Equity Instl 773.73K (1.15%) 33.23K
Increased by +4.29%
Feb 28, 25
15 First Trust RBA Amer Indl RenaisTM ETF 764.14K (1.14%) 0.00
Increased by 0.00%
Apr 30, 25
16 T. Rowe Price Integrated US SmCapGrEq 727.42K (1.08%) 405.21K
Increased by +55.70%
Dec 31, 24
17 Fidelity Small Cap Index 671.95K (1.00%) -2.96K
Decreased by -0.44%
Apr 30, 24
18 iShares S&P Small-Cap 600 Growth ETF 659.17K (0.98%) 0.00
Increased by 0.00%
Mar 28, 24
19 Fidelity® Small Cap Index 653.57K (0.97%) 17.96K
Increased by +2.75%
Oct 31, 23
20 Vanguard Explorer Inv 632.21K (0.94%) 126.60K
Increased by +20.03%
Mar 31, 25