Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IJS 0.14%
2 IWO 0.09%
3 IJT 0.08%
4 SMLF 0.07%
5 JKL 0.06%
6 ISCV 0.06%
7 IWM 0.05%
8 ISCB 0.03%
9 JKJ 0.03%
10 IWN 0.02%
11 IGM 0.01%
12 ITOT 0.00%
13 IWV 0.00%
14 IJR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.17M (15.99%) 276.38K
Increased by +1.61%
Sep 30, 24
2 Vanguard Group Inc 14.42M (13.43%) 143.30K
Increased by +0.99%
Dec 31, 24
3 Ameriprise Financial Inc 13.78M (12.84%) -360.77K
Decreased by -2.62%
Sep 30, 24
4 Rubric Capital Management LP 4.64M (4.32%) 0.00
Increased by 0.00%
Sep 30, 24
5 State Street Corporation 4.40M (4.10%) 80.87K
Increased by +1.84%
Mar 31, 24
6 State Street Corp 4.35M (4.05%) 91.29K
Increased by +2.10%
Sep 30, 24
7 Neuberger Berman Group LLC 3.32M (3.09%) 226.53K
Increased by +6.83%
Sep 30, 24
8 LSV Asset Management 3.14M (2.93%) -262.30K
Decreased by -8.34%
Dec 31, 24
9 Harvey Partners LLC 3.05M (2.84%) 168.00K
Increased by +5.50%
Sep 30, 24
10 Pacer Advisors, INC. 3.01M (2.80%) -1.04M
Decreased by -34.53%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 2.85M (2.66%) 60.94K
Increased by +2.14%
Dec 31, 24
12 Geode Capital Management, LLC 2.62M (2.44%) 78.14K
Increased by +2.99%
Sep 30, 24
13 Boston Partners Global Investors, Inc 2.56M (2.39%) 129.92K
Increased by +5.07%
Dec 31, 24
14 Systematic Financial Management LP 2.16M (2.01%) 313.74K
Increased by +14.52%
Sep 30, 24
15 Manufacturers Life Insurance Co 2.04M (1.90%) -17.44K
Decreased by -0.86%
Sep 30, 24
16 JPMorgan Chase & Co 1.66M (1.54%) -7.33K
Decreased by -0.44%
Sep 30, 24
17 Minot Capital, LLC 1.56M (1.45%) -17.82K
Decreased by -1.14%
Dec 31, 23
18 Northern Trust Corp 1.14M (1.06%) 1.11K
Increased by +0.10%
Sep 30, 24
19 Bank of New York Mellon Corp 1.12M (1.05%) 13.62K
Increased by +1.21%
Dec 31, 24
20 Wellington Management Company LLP 1.11M (1.03%) 11.70K
Increased by +1.06%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Seligman Tech & Info A 7.97M (7.42%) 0.00
Increased by 0.00%
Dec 31, 24
2 Columbia Seligman Technology Growth 7.97M (7.42%) 675.80K
Increased by +8.48%
Dec 31, 24
3 Columbia Seligman Tech & Inf SMA Cmp 7.38M (6.87%) 7.38M
Increased by +100.00%
Dec 31, 23
4 iShares Core S&P Small-Cap ETF 7.03M (6.54%) 0.00
Increased by 0.00%
Jan 31, 25
5 Vanguard Total Stock Mkt Idx Inv 3.26M (3.03%) 0.00
Increased by 0.00%
Dec 31, 24
6 iShares Russell 2000 ETF 2.98M (2.77%) -22.65K
Decreased by -0.76%
Jan 31, 25
7 Pacer US Small Cap Cash Cows 100 ETF 2.86M (2.66%) 18.25K
Increased by +0.64%
Jan 31, 25
8 Harvey Partners Small-Cap Opportunity 2.78M (2.59%) 187.37K
Increased by +6.73%
Sep 30, 24
9 Vanguard Small Cap Index 2.64M (2.46%) 29.32K
Increased by +1.11%
Dec 31, 24
10 Vanguard Information Technology ETF 2.50M (2.33%) 38.88K
Increased by +1.55%
Dec 31, 24
11 JHancock Small Cap Core NAV 1.95M (1.82%) 49.51K
Increased by +2.54%
Dec 31, 24
12 Vanguard Small Cap Value Index Inv 1.75M (1.63%) -6.90K
Decreased by -0.39%
Dec 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.67M (1.56%) 28.54K
Increased by +1.70%
Dec 31, 24
14 Columbia Seligman Global Tech A 1.41M (1.31%) 0.00
Increased by 0.00%
Dec 31, 24
15 Fidelity Small Cap Index 1.10M (1.03%) -11.99K
Decreased by -1.09%
Nov 30, 24
16 Neuberger Berman Intrinsic Value I 1.04M (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
17 Fidelity® Small Cap Index 1.03M (0.96%) 29.34K
Increased by +2.84%
Oct 31, 23
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.02M (0.95%) 362.00
Increased by +0.04%
Jan 31, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 943.46K (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
20 iShares Russell 2000 Growth ETF 821.31K (0.76%) -3.85K
Decreased by -0.47%
Jan 31, 25