Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AFSC 2.89%
2 NEWZ 2.86%
3 PEZ 2.42%
4 PSCD 2.04%
5 EHLS 1.80%
6 BOUT 1.63%
7 GSC 1.52%
8 NSCS 1.51%
9 XRT 1.47%
10 XSMO 1.16%
11 RETL 0.94%
12 GRPZ 0.87%
13 MMSC 0.75%
14 HAPS 0.70%
15 RZG 0.69%
16 VIOG 0.67%
17 WMCR 0.64%
18 JSML 0.54%
19 SLYG 0.53%
20 IJT 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.82M (15.82%) 42.22K
Increased by +0.88%
Dec 31, 24
2 Vanguard Group Inc 3.41M (11.19%) 73.09K
Increased by +2.14%
Dec 31, 24
3 FMR Inc 2.21M (7.26%) 709.90K
Increased by +32.10%
Dec 31, 24
4 Wellington Management Company LLP 2.16M (7.09%) 706.52K
Increased by +32.69%
Dec 31, 24
5 Wasatch Advisors Inc. 1.51M (4.95%) -3.28K
Decreased by -0.22%
Sep 30, 23
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 1.25M (4.11%) 44.15K
Increased by +3.53%
Dec 31, 24
10 State Street Corporation 1.19M (3.91%) 45.85K
Increased by +3.85%
Mar 31, 24
11 Capital Research Global Investors 1.14M (3.75%) 280.89K
Increased by +24.60%
Dec 31, 24
12 AllianceBernstein L.P. 846.98K (2.78%) 99.03K
Increased by +11.69%
Dec 31, 24
13 Holocene Advisors, LP 833.53K (2.74%) 833.53K
Increased by +100.00%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 823.94K (2.70%) -54.69K
Decreased by -6.64%
Dec 31, 24
15 Amvescap Plc. 723.74K (2.38%) 188.69K
Increased by +26.07%
Dec 31, 24
16 Geode Capital Management, LLC 673.74K (2.21%) -2.54K
Decreased by -0.38%
Dec 31, 24
17 Macquarie Group Ltd 638.10K (2.09%) 595.25K
Increased by +93.28%
Dec 31, 24
18 Millennium Management LLC 582.74K (1.91%) 143.71K
Increased by +24.66%
Sep 30, 23
19 Westwood Holdings Group Inc 545.64K (1.79%) 124.06K
Increased by +22.74%
Mar 31, 24
20 SouthernSun Asset Management, LLC 541.33K (1.78%) 45.93K
Increased by +8.48%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.95M (6.39%) -429.00
Decreased by -0.02%
Feb 28, 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 956.55K (3.14%) 598.00
Increased by +0.06%
Feb 28, 25
4 Vanguard Small Cap Index 779.33K (2.56%) 630.00
Increased by +0.08%
Feb 28, 25
5 iShares Russell 2000 ETF 765.15K (2.51%) -8.98K
Decreased by -1.17%
Feb 28, 25
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%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 463.73K (1.52%) 640.00
Increased by +0.14%
Feb 28, 25
9 Artemis US Smaller Companies I Acc GBP 445.18K (1.46%) 102.40K
Increased by +23.00%
Feb 28, 25
10 Vanguard Small Cap Growth Index Inv 437.86K (1.44%) -2.40K
Decreased by -0.55%
Feb 28, 25
11 Macquarie Mid Cap Growth A 434.38K (1.43%) 98.75K
Increased by +22.73%
Jan 31, 25
12 AB Small Cap Growth A 396.98K (1.30%) -37.66K
Decreased by -9.49%
Jan 31, 25
13 Wasatch Small Cap Growth Investor 392.50K (1.29%) -235.79K
Decreased by -60.08%
Jun 30, 24
14 Columbia Acorn Inst 381.07K (1.25%) 18.20K
Increased by +4.77%
Mar 31, 24
15 Franklin Small Cap Growth Adv 376.66K (1.24%) 0.00
Increased by 0.00%
Mar 31, 24
16 Franklin Small Cap Growth SMA 376.66K (1.24%) 376.64K
Increased by +99.99%
Mar 31, 24
17 Franklin US Small Cap Growth Equity 376.66K (1.24%) 36.00K
Increased by +9.56%
Mar 31, 24
18 Hartford MidCap Y 361.87K (1.19%) -3.51K
Decreased by -0.97%
Feb 28, 25
19 Fidelity® Small Cap Growth 340.58K (1.12%) 33.30K
Increased by +9.78%
Sep 30, 23
20 Ranger Small Cap 332.66K (1.09%) -52.16K
Decreased by -15.68%
Mar 31, 24