Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XWEB 4.22%
2 PSCU 3.40%
3 SMCP 1.02%
4 HLGE 0.95%
5 RZG 0.95%
6 JSML 0.82%
7 VUSE 0.63%
8 XSMO 0.46%
9 ETHO 0.37%
10 SQLV 0.37%
11 IJT 0.35%
12 SLYG 0.34%
13 VIOG 0.33%
14 MILN 0.32%
15 SSLY 0.31%
16 AVSC 0.27%
17 FYC 0.26%
18 ESIX 0.24%
19 ROSC 0.24%
20 SMLE 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.04M (19.43%) 117.98K
Increased by +0.78%
Dec 31, 23
2 Vanguard Group Inc 10.09M (13.03%) -133.89K
Decreased by -1.33%
Dec 31, 23
3 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 8.88M (11.47%) 210.76K
Increased by +2.37%
Dec 31, 23
4 Wellington Management Company LLP 5.71M (7.37%) 1.62M
Increased by +28.38%
Dec 31, 23
5 Morgan Stanley - Brokerage Accounts 4.89M (6.32%) 213.90K
Increased by +4.37%
Dec 31, 23
6 Foxhaven Asset Management, LP 4.65M (6.00%) -124.39K
Decreased by -2.68%
Dec 31, 23
7 State Street Corporation 3.26M (4.22%) 7.19K
Increased by +0.22%
Dec 31, 23
8 Manufacturers Life Insurance Co 2.61M (3.36%) -219.85K
Decreased by -8.44%
Dec 31, 23
9 Dimensional Fund Advisors, Inc. 2.21M (2.85%) 126.22K
Increased by +5.72%
Dec 31, 23
10 Geode Capital Management, LLC 2.00M (2.58%) 79.31K
Increased by +3.97%
Dec 31, 23
11 Pacer Advisors, INC. 1.99M (2.57%) 336.25K
Increased by +16.87%
Dec 31, 23
12 Par Capital Management Inc 1.89M (2.44%) 0.00
Increased by 0.00%
Sep 30, 23
13 Dragoneer Investment Group, LLC 1.84M (2.37%) -3.91M
Decreased by -212.73%
Dec 31, 23
14 Man Group PLC 1.65M (2.12%) 194.02K
Increased by +11.79%
Dec 31, 23
15 Vitruvian Partners 1.44M (1.86%) 0.00
Increased by 0.00%
Dec 31, 23
16 Thrivent Financial For Lutherans 1.31M (1.69%) 343.25K
Increased by +26.18%
Dec 31, 23
17 Northern Trust Corp 1.01M (1.30%) -4.68K
Decreased by -0.47%
Dec 31, 23
18 Prevatt Capital Ltd 1.00M (1.29%) 1.00M
Increased by +100.00%
Dec 31, 23
19 Mount Capital Ltd 949.87K (1.23%) 272.34K
Increased by +28.67%
Sep 30, 23
20 Charles Schwab Investment Management Inc 924.73K (1.19%) 48.89K
Increased by +5.29%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.76M (7.44%) 2.35K
Increased by +0.04%
Apr 30, 24
2 Vanguard Explorer Inv 3.34M (4.31%) 0.00
Increased by 0.00%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 2.88M (3.72%) 12.10K
Increased by +0.42%
Mar 31, 24
4 Vanguard Small Cap Index 2.33M (3.01%) -23.24K
Decreased by -1.00%
Mar 31, 24
5 Pacer US Small Cap Cash Cows 100 ETF 2.33M (3.01%) 32.13K
Increased by +1.38%
Jan 31, 24
6 iShares Russell 2000 ETF 2.24M (2.90%) -17.86K
Decreased by -0.80%
Apr 30, 24
7 Meridian Growth Legacy 1.58M (2.03%) 0.00
Increased by 0.00%
Mar 31, 24
8 Vanguard Small Cap Growth Index Inv 1.32M (1.71%) -2.54K
Decreased by -0.19%
Mar 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.28M (1.65%) 15.96K
Increased by +1.25%
Mar 31, 24
10 Fidelity Small Cap Index 1.00M (1.29%) 9.93K
Increased by +0.99%
Feb 29, 24
11 Fidelity® Small Cap Index 942.90K (1.22%) 25.07K
Increased by +2.66%
Oct 31, 23
12 JHVIT Fundamental All Cap Core I 886.53K (1.14%) 0.00
Increased by 0.00%
Mar 31, 24
13 Fort Washington Small Company Equity 839.49K (1.08%) 22.03K
Increased by +2.62%
Mar 31, 24
14 iShares S&P Small-Cap 600 Growth ETF 833.78K (1.08%) 0.00
Increased by 0.00%
Apr 30, 24
15 Small Company Equity - FTWA 817.46K (1.06%) 817.46K
Increased by +100.00%
Dec 31, 23
16 iShares Russell 2000 Growth ETF 809.85K (1.05%) -1.94K
Decreased by -0.24%
Apr 30, 24
17 Vanguard VIF Small Co Gr 806.21K (1.04%) 0.00
Increased by 0.00%
Mar 31, 24
18 Hartford Capital Appreciation Y 770.04K (0.99%) 136.41K
Increased by +17.71%
Mar 31, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 758.88K (0.98%) 0.00
Increased by 0.00%
Apr 30, 24
20 Strategic Advisers Small-Mid Cap 756.49K (0.98%) 3.90K
Increased by +0.52%
Nov 30, 23