Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLOU 3.66%
2 PSCT 3.01%
3 COWS 2.89%
4 WFH 2.51%
5 SRHQ 1.70%
6 WCLD 1.51%
7 SIXS 1.12%
8 SAWS 1.10%
9 CAFG 0.93%
10 IVES 0.85%
11 HAPS 0.82%
12 JSMD 0.79%
13 QSML 0.72%
14 XSW 0.70%
15 SLYG 0.70%
16 SKYY 0.69%
17 VIOG 0.69%
18 IJT 0.69%
19 XSLV 0.68%
20 MPAY 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.40M (18.28%) -187.89K
Decreased by -0.74%
Dec 31, 24
2 Vanguard Group Inc 18.11M (13.03%) -231.10K
Decreased by -1.28%
Dec 31, 24
3 Earnest Partners LLC 7.90M (5.68%) 162.44K
Increased by +2.06%
Dec 31, 24
4 State Street Corp 5.97M (4.30%) 348.32K
Increased by +5.83%
Dec 31, 24
5 State Street Corporation 5.71M (4.11%) 2.20M
Increased by +38.46%
Mar 31, 24
6 UBS Group AG 3.49M (2.51%) 1.57M
Increased by +45.18%
Dec 31, 24
7 Bank of America Corp 3.47M (2.50%) -296.07K
Decreased by -8.53%
Dec 31, 24
8 RGM Capital LLC 3.43M (2.47%) -981.86K
Decreased by -28.61%
Dec 31, 24
9 Arrowstreet Capital Limited Partnership 3.39M (2.44%) 1.73M
Increased by +50.95%
Dec 31, 24
10 SEI Investments Co 3.29M (2.37%) 255.62K
Increased by +7.78%
Dec 31, 24
11 Geode Capital Management, LLC 3.23M (2.32%) -23.89K
Decreased by -0.74%
Dec 31, 24
12 Champlain Investment Partners, LLC 3.06M (2.20%) -20.47K
Decreased by -0.67%
Jun 30, 24
13 First Trust Advisors L.P. 2.70M (1.94%) -34.05K
Decreased by -1.26%
Mar 31, 24
14 Dimensional Fund Advisors, Inc. 2.61M (1.88%) 11.38K
Increased by +0.44%
Dec 31, 24
15 Deutsche Bank AG 2.56M (1.84%) -43.99K
Decreased by -1.72%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 2.52M (1.82%) -257.11K
Decreased by -10.19%
Dec 31, 24
17 Jacobs Levy Equity Management, Inc. 2.43M (1.75%) 44.19K
Increased by +1.82%
Sep 30, 24
18 Loomis, Sayles & Company LP 2.37M (1.71%) -157.75K
Decreased by -6.66%
Sep 30, 23
19 JPMorgan Chase & Co 2.33M (1.68%) -3.40M
Decreased by -145.54%
Dec 31, 24
20 Renaissance Technologies Corp 2.21M (1.59%) 233.10K
Increased by +10.57%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.72M (6.27%) -7.52K
Decreased by -0.09%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 4.36M (3.14%) 3.39K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.35M (3.13%) 10.80K
Increased by +0.25%
Mar 31, 25
4 iShares Russell 2000 ETF 3.48M (2.50%) 587.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Small Cap Index 3.41M (2.45%) -66.09K
Decreased by -1.94%
Mar 31, 25
6 Vanguard Information Technology ETF 2.86M (2.06%) 3.75K
Increased by +0.13%
Mar 31, 25
7 EARNEST Partners Smid Cap Core Founders 2.69M (1.93%) -14.98K
Decreased by -0.56%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.22M (1.59%) 48.67K
Increased by +2.20%
Mar 31, 25
9 Delaware US Small Cap Core Equity (SMA) 1.99M (1.43%) 6.76K
Increased by +0.34%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 1.99M (1.43%) 6.76K
Increased by +0.34%
Mar 31, 24
11 Vanguard Small Cap Growth Index Inv 1.91M (1.38%) -40.12K
Decreased by -2.10%
Mar 31, 25
12 First Trust Dow Jones Internet ETF 1.73M (1.25%) -2.94K
Decreased by -0.17%
May 30, 24
13 EARNEST Small Cap Value 1.53M (1.10%) 1.53M
Increased by +99.85%
Dec 31, 23
14 Fidelity Small Cap Index 1.40M (1.01%) 6.18K
Increased by +0.44%
Feb 28, 25
15 Delaware Small Cap Core I 1.37M (0.98%) -8.47K
Decreased by -0.62%
Sep 30, 24
16 Harbor Small Cap Value Instl 1.36M (0.98%) -9.56K
Decreased by -0.70%
Mar 31, 25
17 Fidelity® Small Cap Index 1.36M (0.98%) 37.58K
Increased by +2.77%
Oct 31, 23
18 T. Rowe Price Integrated US SmCapGrEq 1.31M (0.94%) 656.17K
Increased by +50.00%
Dec 31, 24
19 iShares S&P Small-Cap 600 Growth ETF 1.28M (0.92%) 0.00
Increased by 0.00%
Apr 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 1.27M (0.91%) -1.81K
Decreased by -0.14%
May 30, 24