Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDOC 1.88%
2 XHS 1.75%
3 PSCH 1.00%
4 FMED 0.86%
5 RZG 0.82%
6 SQLV 0.55%
7 SSLY 0.51%
8 PTH 0.45%
9 WMCR 0.43%
10 FYC 0.38%
11 QSML 0.27%
12 IJT 0.23%
13 SLYG 0.22%
14 FYX 0.21%
15 IHF 0.21%
16 VIOG 0.19%
17 JPSE 0.17%
18 SLY 0.14%
19 AVSC 0.14%
20 IWO 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.43M (17.14%) 55.03K
Increased by +0.86%
Dec 31, 24
2 Vanguard Group Inc 4.69M (12.48%) 20.76K
Increased by +0.44%
Dec 31, 24
3 State Street Corp 1.67M (4.44%) 79.24K
Increased by +4.75%
Dec 31, 24
4 State Street Corporation 1.61M (4.28%) 58.87K
Increased by +3.67%
Mar 31, 24
5 FMR Inc 1.25M (3.34%) 416.96K
Increased by +33.29%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 1.05M (2.79%) 101.19K
Increased by +9.68%
Dec 31, 24
7 Geode Capital Management, LLC 1.02M (2.71%) -1.24K
Decreased by -0.12%
Dec 31, 24
8 325 Capital LLC 886.92K (2.36%) 206.01K
Increased by +23.23%
Dec 31, 24
9 Steel Peak Wealth Management LLC 541.98K (1.44%) -138.00K
Decreased by -25.46%
Dec 31, 24
10 Charles Schwab Investment Management Inc 471.33K (1.26%) 23.53K
Increased by +4.99%
Dec 31, 24
11 Northern Trust Corp 467.18K (1.24%) 43.03K
Increased by +9.21%
Dec 31, 24
12 NorthCrest Asset Management, LLC 448.90K (1.20%) -11.99K
Decreased by -2.67%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 412.42K (1.10%) 69.83K
Increased by +16.93%
Dec 31, 24
14 Goldman Sachs Group Inc 362.16K (0.96%) 103.29K
Increased by +28.52%
Dec 31, 24
15 Loomis, Sayles & Company LP 319.67K (0.85%) -202.44K
Decreased by -63.33%
Dec 31, 24
16 Fort Washington Investment Advisors Inc 299.80K (0.80%) -200.56K
Decreased by -66.90%
Sep 30, 24
17 Bank of New York Mellon Corp 266.88K (0.71%) -1.83K
Decreased by -0.68%
Dec 31, 24
18 Royal Bank of Canada 261.59K (0.70%) 7.02K
Increased by +2.68%
Dec 31, 24
19 Amvescap Plc. 258.52K (0.69%) 16.72K
Increased by +6.47%
Dec 31, 24
20 Point72 Asset Management, L.P. 257.32K (0.69%) 115.82K
Increased by +45.01%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.57M (6.85%) 1.77K
Increased by +0.07%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.33M (3.54%) 0.00
Increased by 0.00%
Feb 28, 25
3 iShares Russell 2000 ETF 1.14M (3.04%) -9.90K
Decreased by -0.87%
Mar 31, 25
4 Vanguard Small Cap Index 1.08M (2.87%) 882.00
Increased by +0.08%
Feb 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 635.20K (1.69%) 896.00
Increased by +0.14%
Feb 28, 25
6 Vanguard Small Cap Growth Index Inv 605.58K (1.61%) -1.69K
Decreased by -0.28%
Feb 28, 25
7 Fidelity Small Cap Index 424.78K (1.13%) -7.96K
Decreased by -1.87%
Jan 31, 25
8 Fidelity Small Cap Growth 391.23K (1.04%) -104.49K
Decreased by -26.71%
Dec 31, 24
9 iShares S&P Small-Cap 600 Growth ETF 379.47K (1.01%) 0.00
Increased by 0.00%
Mar 31, 25
10 iShares Russell 2000 Growth ETF 379.21K (1.01%) -1.80K
Decreased by -0.48%
Mar 31, 25
11 SPDR® Portfolio S&P 600 Sm Cap ETF 373.22K (0.99%) 0.00
Increased by 0.00%
Apr 30, 24
12 SPDR® Portfolio S&P 600™ Sm Cap ETF 358.39K (0.95%) 536.00
Increased by +0.15%
Mar 31, 25
13 Fidelity Select Health Care Svcs Port 344.90K (0.92%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity VIP Mid Cap Initial 325.87K (0.87%) 0.00
Increased by 0.00%
Feb 28, 25
15 Loomis Sayles Small Cap Growth Instl 303.91K (0.81%) 62.21K
Increased by +20.47%
Sep 30, 24
16 Fort Washington Small Company Equity 295.42K (0.79%) -200.74K
Decreased by -67.95%
Sep 30, 24
17 Small Company Equity - FTWA 295.42K (0.79%) -200.74K
Decreased by -67.95%
Sep 30, 24
18 State St Russell Sm/Mid Cp® Indx NL Cl C 262.45K (0.70%) 0.00
Increased by 0.00%
Feb 28, 25
19 Bellevue Healthcare Ord 250.62K (0.67%) 250.62K
Increased by +100.00%
Jul 31, 24
20 Diamond Hill Small Cap Equity 247.76K (0.66%) -8.55K
Decreased by -3.45%
Feb 28, 25