Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 6.07%
2 AMID 3.43%
3 BCUS 2.79%
4 SAWS 2.21%
5 JSML 1.72%
6 PRN 1.68%
7 DWAS 1.10%
8 QSML 0.61%
9 FYC 0.54%
10 SMLV 0.43%
11 IWO 0.33%
12 PSC 0.33%
13 AFSM 0.31%
14 JSMD 0.30%
15 BBSC 0.28%
16 VTWG 0.28%
17 TPSC 0.23%
18 ISMD 0.22%
19 CSML 0.20%
20 CSA 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.72M (9.38%) 43.78K
Increased by +0.93%
Dec 31, 24
2 BlackRock Inc 3.69M (7.35%) 65.09K
Increased by +1.76%
Dec 31, 24
3 Capital Research Global Investors 3.53M (7.01%) -405.69K
Decreased by -11.50%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 3.06M (6.09%) -51.47K
Decreased by -1.68%
Dec 31, 24
5 Burgundy Asset Management Ltd 2.08M (4.14%) 31.25K
Increased by +1.50%
Dec 31, 24
6 P2 Capital Partners, LLC 1.81M (3.60%) 8.42K
Increased by +0.47%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 1.49M (2.96%) -7.19K
Decreased by -0.48%
Dec 31, 24
8 State Street Corp 1.16M (2.32%) 34.05K
Increased by +2.92%
Dec 31, 24
9 Capital World Investors 1.13M (2.26%) 309.79K
Increased by +27.30%
Dec 31, 24
10 Select Equity Group LP 1.13M (2.25%) -131.10K
Decreased by -11.60%
Jun 30, 24
11 Allspring Global Investments Holdings, LLC 1.11M (2.22%) -11.80K
Decreased by -1.06%
Dec 31, 24
12 Geode Capital Management, LLC 1.11M (2.21%) 838.00
Increased by +0.08%
Dec 31, 24
13 State Street Corporation 1.08M (2.14%) 4.20K
Increased by +0.39%
Mar 31, 24
14 Fidelity International Ltd 1.06M (2.11%) -814.30K
Decreased by -76.57%
Sep 30, 23
15 BloombergSan Investment Partners 1.04M (2.07%) 0.00
Increased by 0.00%
Dec 31, 24
16 Goldman Sachs Group Inc 1.02M (2.02%) 562.40K
Increased by +55.37%
Dec 31, 23
17 FMR Inc 978.88K (1.95%) 384.22K
Increased by +39.25%
Dec 31, 24
18 Macquarie Group Ltd 968.43K (1.93%) -15.73K
Decreased by -1.62%
Dec 31, 23
19 Northern Trust Corp 940.72K (1.87%) 6.54K
Increased by +0.70%
Dec 31, 24
20 Victory Capital Management Inc. 816.13K (1.62%) -392.98K
Decreased by -48.15%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 4.01M (7.98%) 5.95K
Increased by +0.15%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.49M (2.97%) 1.17K
Increased by +0.08%
Feb 28, 25
3 iShares Russell 2000 ETF 1.26M (2.50%) -10.89K
Decreased by -0.87%
Mar 31, 25
4 Vanguard Small Cap Index 1.22M (2.42%) 987.00
Increased by +0.08%
Feb 28, 25
5 Calvert Small-Cap A 1.03M (2.05%) 0.00
Increased by 0.00%
Jan 31, 25
6 Calvert US Small-Cap Strategy 1.03M (2.05%) 22.25K
Increased by +2.16%
Dec 31, 24
7 T. Rowe Price Integrated US SmCapGrEq 965.50K (1.92%) 402.65K
Increased by +41.70%
Dec 31, 24
8 Premier Miton US Opportunities B Acc 800.00K (1.59%) 0.00
Increased by 0.00%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 758.95K (1.51%) 1.06K
Increased by +0.14%
Feb 28, 25
10 Vanguard Small Cap Growth Index Inv 684.41K (1.36%) -3.41K
Decreased by -0.50%
Feb 28, 25
11 Fidelity Small Cap America Sr B 677.78K (1.35%) 0.00
Increased by 0.00%
Mar 31, 24
12 American Funds IS® Global Small Cap 1 644.85K (1.28%) -101.48K
Decreased by -15.74%
Dec 31, 24
13 Delaware Ivy Small Cap Growth C 494.82K (0.98%) -20.59K
Decreased by -4.16%
Feb 29, 24
14 Fidelity Small Cap Index 472.64K (0.94%) -8.85K
Decreased by -1.87%
Jan 31, 25
15 Fidelity® Small Cap Index 460.71K (0.92%) 12.07K
Increased by +2.62%
Oct 31, 23
16 Neuberger Berman Genesis Inv 450.90K (0.90%) -227.58K
Decreased by -50.47%
Sep 30, 24
17 T. Rowe Price Integrated US Sm Gr Eq 431.15K (0.86%) 0.00
Increased by 0.00%
Feb 28, 25
18 iShares Russell 2000 Growth ETF 423.69K (0.84%) -2.02K
Decreased by -0.48%
Mar 31, 25
19 Mawer Global Small Cap A 413.70K (0.82%) -81.90K
Decreased by -19.80%
Aug 31, 24
20 Strategic Advisers Small-Mid Cap 412.48K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23