Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SIMS 2.20%
2 PTEC 1.25%
3 XITK 0.93%
4 PSCT 0.68%
5 SNSR 0.53%
6 RZG 0.46%
7 XSMO 0.38%
8 DWAS 0.34%
9 KOMP 0.30%
10 IWC 0.27%
11 SLYG 0.19%
12 FESM 0.19%
13 HAPS 0.16%
14 ESIX 0.15%
15 GSSC 0.12%
16 FYC 0.12%
17 QVMS 0.10%
18 SSLY 0.10%
19 SPSM 0.09%
20 IJT 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.45M (16.89%) 457.40K
Increased by +2.78%
Dec 31, 24
2 Vanguard Group Inc 9.82M (10.09%) 166.82K
Increased by +1.70%
Dec 31, 24
3 Brandes Investment Partners & Co 5.73M (5.89%) 375.90K
Increased by +6.56%
Dec 31, 24
4 PRIMECAP Management Company 4.63M (4.76%) -328.20K
Decreased by -7.08%
Dec 31, 24
5 Wasatch Advisors LP 4.54M (4.66%) 790.55K
Increased by +17.42%
Dec 31, 24
6 State Street Corp 4.16M (4.27%) -108.72K
Decreased by -2.61%
Dec 31, 24
7 Rice Hall James & Associates, LLC 4.07M (4.18%) 1.40K
Increased by +0.03%
Dec 31, 24
8 State Street Corporation 3.47M (3.57%) 83.00K
Increased by +2.39%
Mar 31, 24
9 Geode Capital Management, LLC 2.22M (2.28%) 26.80K
Increased by +1.21%
Dec 31, 24
10 Northern Trust Corp 1.71M (1.76%) 179.29K
Increased by +10.48%
Dec 31, 24
11 Emerald Advisers, LLC 1.67M (1.71%) 898.17K
Increased by +53.90%
Dec 31, 24
12 Royce & Associates, LP 1.64M (1.68%) 229.45K
Increased by +14.02%
Dec 31, 24
13 Granite Investment Partners, LLC 1.58M (1.62%) 181.66K
Increased by +11.51%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 1.54M (1.58%) -2.63K
Decreased by -0.17%
Sep 30, 23
15 Renaissance Technologies Corp 1.51M (1.55%) -83.50K
Decreased by -5.52%
Dec 31, 24
16 Westwood Holdings Group Inc 1.47M (1.51%) 409.49K
Increased by +27.77%
Dec 31, 24
17 Cannell Capital LLC 1.41M (1.45%) -217.54K
Decreased by -15.39%
Sep 30, 24
18 Needham Investment Management, LLC 1.29M (1.33%) 30.00K
Increased by +2.32%
Dec 31, 24
19 Herald Investment Management Ltd 1.28M (1.31%) 0.00
Increased by 0.00%
Dec 31, 24
20 Engle Capital Management, L.P. 1.21M (1.24%) -13.65K
Decreased by -1.13%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.20M (6.37%) 4.30K
Increased by +0.07%
Mar 31, 25
2 PRIMECAP Odyssey Aggressive Growth 2.96M (3.04%) -30.04K
Decreased by -1.02%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 2.95M (3.03%) 0.00
Increased by 0.00%
Feb 28, 25
4 iShares Russell 2000 ETF 2.58M (2.65%) -22.33K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Information Technology ETF 2.30M (2.36%) 14.49K
Increased by +0.63%
Feb 28, 25
6 Wasatch Small Cap Value 1.96M (2.02%) 6.01K
Increased by +0.31%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.58%) 2.30K
Increased by +0.15%
Feb 28, 25
8 Needham Aggressive Growth Retail 1.29M (1.33%) 30.00K
Increased by +2.32%
Dec 31, 24
9 Swedbank Robur Small Cap USA A 1.20M (1.23%) 0.00
Increased by 0.00%
Feb 28, 25
10 Herald Ord 1.10M (1.13%) 0.00
Increased by 0.00%
Sep 30, 24
11 Heptagon Driehaus US Micro Cap Eq C$ Acc 1.10M (1.13%) -40.31K
Decreased by -3.68%
Oct 31, 24
12 iShares S&P Small-Cap 600 Growth ETF 982.71K (1.01%) 0.00
Increased by 0.00%
Nov 27, 24
13 Fidelity Small Cap Index 963.63K (0.99%) -18.05K
Decreased by -1.87%
Jan 31, 25
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 864.59K (0.89%) 1.30K
Increased by +0.15%
Mar 31, 25
15 iShares Russell 2000 Growth ETF 862.01K (0.89%) -4.10K
Decreased by -0.48%
Mar 31, 25
16 Fidelity® Small Cap Index 845.03K (0.87%) 23.50K
Increased by +2.78%
Oct 31, 23
17 SPDR® Portfolio S&P 600 Sm Cap ETF 836.54K (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
18 Vanguard US Opportunities Ins USD Acc 719.97K (0.74%) -39.03K
Decreased by -5.42%
Dec 31, 24
19 Brandes Global Small Cap Equity Cl F 716.35K (0.74%) 28.49K
Increased by +3.98%
Feb 28, 25
20 Vanguard Tax-Managed Small Cap Adm 694.89K (0.71%) 0.00
Increased by 0.00%
Feb 28, 25