Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XWEB 4.22%
2 PSCU 3.68%
3 GBGR 2.56%
4 CPAI 2.14%
5 CAFG 1.18%
6 SMCP 1.06%
7 PLAT 0.98%
8 HLGE 0.95%
9 JHAC 0.94%
10 JSML 0.82%
11 XSMO 0.66%
12 VUSE 0.64%
13 RZG 0.51%
14 ETHO 0.47%
15 FYC 0.46%
16 VIOG 0.46%
17 QSML 0.44%
18 HAPS 0.41%
19 SCDS 0.40%
20 SLYG 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.58M (15.58%) 108.19K
Increased by +0.80%
Dec 31, 24
2 Vanguard Group Inc 9.69M (11.12%) 225.43K
Increased by +2.33%
Dec 31, 24
3 Wellington Management Company LLP 7.15M (8.20%) 802.60K
Increased by +11.23%
Dec 31, 24
4 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 5.12M (5.88%) -1.25M
Decreased by -24.34%
Dec 31, 24
5 State Street Corp 3.37M (3.87%) 72.78K
Increased by +2.16%
Dec 31, 24
6 State Street Corporation 3.31M (3.79%) 40.33K
Increased by +1.22%
Mar 31, 24
7 Par Capital Management Inc 2.67M (3.06%) 3.10K
Increased by +0.12%
Dec 31, 24
8 Manufacturers Life Insurance Co 2.18M (2.50%) -189.29K
Decreased by -8.70%
Dec 31, 24
9 Foxhaven Asset Management, LP 2.17M (2.49%) -1.62M
Decreased by -74.60%
Dec 31, 24
10 Geode Capital Management, LLC 2.04M (2.34%) -12.96K
Decreased by -0.63%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 2.00M (2.30%) -77.58K
Decreased by -3.88%
Dec 31, 24
12 Pacer Advisors, INC. 1.99M (2.29%) 336.25K
Increased by +16.87%
Dec 31, 23
13 Dragoneer Investment Group, LLC 1.84M (2.11%) -3.91M
Decreased by -212.73%
Dec 31, 23
14 Man Group PLC 1.65M (1.89%) 194.02K
Increased by +11.79%
Dec 31, 23
15 Arrowstreet Capital Limited Partnership 1.52M (1.75%) 957.03K
Increased by +62.78%
Dec 31, 24
16 Prevatt Capital Ltd 1.35M (1.55%) 120.00K
Increased by +8.89%
Dec 31, 24
17 Goldman Sachs Group Inc 1.29M (1.48%) 903.59K
Increased by +70.16%
Dec 31, 24
18 Thrivent Financial For Lutherans 1.24M (1.42%) -41.46K
Decreased by -3.35%
Dec 31, 24
19 Select Equity Group LP 1.15M (1.32%) 1.50K
Increased by +0.13%
Sep 30, 24
20 Charles Schwab Investment Management Inc 1.07M (1.23%) 30.59K
Increased by +2.85%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.61M (6.43%) -1.29K
Decreased by -0.02%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 2.64M (3.03%) 2.04K
Increased by +0.08%
Feb 28, 25
3 Vanguard Explorer Inv 2.56M (2.94%) -466.73K
Decreased by -18.20%
Dec 31, 24
4 Pacer US Small Cap Cash Cows 100 ETF 2.33M (2.68%) 32.13K
Increased by +1.38%
Jan 31, 24
5 iShares Russell 2000 ETF 2.26M (2.60%) -26.64K
Decreased by -1.18%
Feb 28, 25
6 Vanguard Small Cap Index 2.13M (2.45%) 1.74K
Increased by +0.08%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.33M (1.52%) 4.37K
Increased by +0.33%
Feb 28, 25
8 Vanguard Small Cap Growth Index Inv 1.20M (1.38%) -6.08K
Decreased by -0.51%
Feb 28, 25
9 Fort Washington Small Company Equity 954.21K (1.10%) -160.18K
Decreased by -16.79%
Dec 31, 24
10 Small Company Equity - FTWA 954.21K (1.10%) -160.18K
Decreased by -16.79%
Dec 31, 24
11 Fidelity® Small Cap Index 942.90K (1.08%) 25.07K
Increased by +2.66%
Oct 31, 23
12 Fidelity Small Cap Index 870.41K (1.00%) -24.34K
Decreased by -2.80%
Dec 31, 24
13 Meridian Growth Legacy 816.84K (0.94%) -206.00K
Decreased by -25.22%
Dec 31, 24
14 iShares S&P Small-Cap 600 Growth ETF 812.08K (0.93%) 0.00
Increased by 0.00%
Feb 28, 25
15 Touchstone Small Company A 797.09K (0.91%) -136.28K
Decreased by -17.10%
Dec 31, 24
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 787.03K (0.90%) -870.00
Decreased by -0.11%
Feb 28, 25
17 iShares Russell 2000 Growth ETF 772.46K (0.89%) -912.00
Decreased by -0.12%
Feb 28, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 758.88K (0.87%) 0.00
Increased by 0.00%
Apr 30, 24
19 Strategic Advisers® Small-Mid Cap 752.59K (0.86%) 28.40K
Increased by +3.77%
Oct 31, 23
20 ArrowMark Small Cap Gro 722.52K (0.83%) 0.00
Increased by 0.00%
Dec 31, 23