Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.09%
2 PEZ 2.42%
3 PSCD 2.09%
4 EHLS 1.80%
5 BOUT 1.63%
6 GSC 1.52%
7 NSCS 1.42%
8 XRT 1.33%
9 GRPZ 1.04%
10 MMSC 1.02%
11 RETL 0.99%
12 RZG 0.77%
13 VIOG 0.67%
14 WMCR 0.64%
15 SLYG 0.59%
16 IJT 0.58%
17 JSML 0.54%
18 ESIX 0.51%
19 PSC 0.50%
20 QSML 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.78M (15.68%) 202.01K
Increased by +4.23%
Sep 30, 24
2 Vanguard Group Inc 3.34M (10.95%) 12.11K
Increased by +0.36%
Sep 30, 24
3 Wasatch Advisors Inc. 1.51M (4.95%) -3.28K
Decreased by -0.22%
Sep 30, 23
4 FMR Inc 1.50M (4.93%) -70.21K
Decreased by -4.68%
Sep 30, 24
5 Wellington Management Company LLP 1.45M (4.77%) -362.99K
Decreased by -24.96%
Sep 30, 24
6 Goldman Sachs Group Inc 1.40M (4.59%) 882.14K
Increased by +63.01%
Dec 31, 23
7 Wasatch Advisors LP 1.37M (4.49%) -533.19K
Decreased by -38.94%
Sep 30, 24
8 Capital World Investors 1.33M (4.36%) -265.62K
Decreased by -19.99%
Sep 30, 24
9 State Street Corp 1.21M (3.97%) 51.36K
Increased by +4.25%
Sep 30, 24
10 State Street Corporation 1.19M (3.91%) 45.85K
Increased by +3.85%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 878.63K (2.88%) -94.51K
Decreased by -10.76%
Sep 30, 24
12 Capital Research Global Investors 860.93K (2.83%) 382.77K
Increased by +44.46%
Sep 30, 24
13 Holocene Advisors, LP 833.53K (2.74%) 833.53K
Increased by +100.00%
Sep 30, 23
14 AllianceBernstein L.P. 747.95K (2.45%) -175.35K
Decreased by -23.44%
Sep 30, 24
15 Geode Capital Management, LLC 676.28K (2.22%) 6.37K
Increased by +0.94%
Sep 30, 24
16 Millennium Management LLC 582.74K (1.91%) 143.71K
Increased by +24.66%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 577.91K (1.90%) -680.62K
Decreased by -117.77%
Jun 30, 24
18 Westwood Holdings Group Inc 545.64K (1.79%) 124.06K
Increased by +22.74%
Mar 31, 24
19 SouthernSun Asset Management, LLC 541.33K (1.78%) 45.93K
Increased by +8.48%
Mar 31, 24
20 Amvescap Plc. 535.05K (1.76%) 423.26K
Increased by +79.11%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.96M (6.42%) 0.00
Increased by 0.00%
Jan 29, 25
2 American Funds SMALLCAP World A 978.77K (3.21%) -1.08M
Decreased by -110.50%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 950.88K (3.12%) 954.00
Increased by +0.10%
Dec 31, 24
4 iShares Russell 2000 ETF 806.23K (2.65%) -122.00
Decreased by -0.02%
Jan 29, 25
5 Vanguard Small Cap Index 777.32K (2.55%) 7.78K
Increased by +1.00%
Dec 31, 24
6 Vanguard Explorer Inv 686.20K (2.25%) 256.22K
Increased by +37.34%
Dec 31, 24
7 Fidelity Small Cap Growth 550.39K (1.81%) 0.00
Increased by 0.00%
Nov 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 462.97K (1.52%) 6.91K
Increased by +1.49%
Dec 31, 24
9 Vanguard Small Cap Growth Index Inv 440.89K (1.45%) 17.58K
Increased by +3.99%
Dec 31, 24
10 AB Small Cap Growth A 434.64K (1.43%) -10.51K
Decreased by -2.42%
Dec 31, 24
11 Wasatch Small Cap Growth Investor 392.50K (1.29%) -235.79K
Decreased by -60.08%
Jun 30, 24
12 Columbia Acorn Inst 381.07K (1.25%) 18.20K
Increased by +4.77%
Mar 31, 24
13 Franklin Small Cap Growth Adv 376.66K (1.24%) 0.00
Increased by 0.00%
Mar 31, 24
14 Franklin Small Cap Growth SMA 376.66K (1.24%) 376.64K
Increased by +99.99%
Mar 31, 24
15 Franklin US Small Cap Growth Equity 376.66K (1.24%) 36.00K
Increased by +9.56%
Mar 31, 24
16 Fidelity® Small Cap Growth 340.58K (1.12%) 33.30K
Increased by +9.78%
Sep 30, 23
17 Ranger Small Cap 332.66K (1.09%) -52.16K
Decreased by -15.68%
Mar 31, 24
18 American Century Small Cap Growth Inv 326.65K (1.07%) -2.66K
Decreased by -0.81%
Dec 31, 24
19 American Century U.S. Small Cap Growth 326.65K (1.07%) -2.66K
Decreased by -0.81%
Dec 31, 24
20 JHancock Small Cap Core NAV 325.14K (1.07%) 49.48K
Increased by +15.22%
Dec 31, 23