Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 6.07%
2 BCUS 4.09%
3 AMID 3.29%
4 SAWS 3.00%
5 JSML 1.85%
6 PRN 1.59%
7 DWAS 0.77%
8 QSML 0.53%
9 FYC 0.52%
10 JSMD 0.33%
11 AFSM 0.31%
12 IWO 0.29%
13 PSC 0.28%
14 VTWG 0.28%
15 ISMD 0.25%
16 BBSC 0.24%
17 TPSC 0.23%
18 CSML 0.20%
19 CSA 0.19%
20 CSF 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.67M (9.84%) 33.19K
Increased by +0.71%
Sep 30, 24
2 Capital Research Global Investors 3.93M (8.28%) 114.40K
Increased by +2.91%
Sep 30, 24
3 BlackRock Inc 3.63M (7.64%) 98.52K
Increased by +2.71%
Sep 30, 24
4 Morgan Stanley - Brokerage Accounts 3.11M (6.56%) -2.78M
Decreased by -89.24%
Sep 30, 24
5 Burgundy Asset Management Ltd 2.05M (4.32%) -169.89K
Decreased by -8.29%
Sep 30, 24
6 P2 Capital Partners, LLC 1.80M (3.79%) 696.52K
Increased by +38.68%
Sep 30, 24
7 Dimensional Fund Advisors, Inc. 1.50M (3.15%) -116.83K
Decreased by -7.81%
Sep 30, 24
8 State Street Corp 1.13M (2.38%) 10.55K
Increased by +0.93%
Sep 30, 24
9 Select Equity Group LP 1.13M (2.38%) -131.10K
Decreased by -11.60%
Jun 30, 24
10 Allspring Global Investments Holdings, LLC 1.13M (2.37%) 11.40K
Increased by +1.01%
Sep 30, 24
11 Geode Capital Management, LLC 1.11M (2.34%) 11.62K
Increased by +1.05%
Sep 30, 24
12 State Street Corporation 1.08M (2.26%) 4.20K
Increased by +0.39%
Mar 31, 24
13 Fidelity International Ltd 1.06M (2.24%) -814.30K
Decreased by -76.57%
Sep 30, 23
14 BloombergSan Investment Partners 1.04M (2.19%) 0.00
Increased by 0.00%
Sep 30, 24
15 Goldman Sachs Group Inc 1.02M (2.14%) 562.40K
Increased by +55.37%
Dec 31, 23
16 Macquarie Group Ltd 968.43K (2.04%) -15.73K
Decreased by -1.62%
Dec 31, 23
17 Northern Trust Corp 934.18K (1.97%) 12.64K
Increased by +1.35%
Sep 30, 24
18 Silvercrest Asset Management Group LLC 865.92K (1.82%) -12.06K
Decreased by -1.39%
Sep 30, 24
19 Capital World Investors 824.80K (1.74%) 1.48K
Increased by +0.18%
Sep 30, 24
20 GW&K Investment Management, LLC 818.23K (1.72%) -21.50K
Decreased by -2.63%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 4.01M (8.45%) 5.95K
Increased by +0.15%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.49M (3.14%) 1.83K
Increased by +0.12%
Dec 31, 24
3 iShares Russell 2000 ETF 1.29M (2.71%) -4.95K
Decreased by -0.39%
Dec 31, 24
4 Vanguard Small Cap Index 1.21M (2.56%) 12.36K
Increased by +1.02%
Dec 31, 24
5 Calvert Small-Cap A 1.03M (2.17%) 22.25K
Increased by +2.16%
Nov 30, 24
6 Calvert US Small-Cap Strategy 1.01M (2.13%) -74.21K
Decreased by -7.35%
Sep 30, 24
7 Premier Miton US Opportunities B Acc 800.00K (1.68%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 757.69K (1.60%) 4.91K
Increased by +0.65%
Dec 31, 24
9 Vanguard Small Cap Growth Index Inv 688.82K (1.45%) 27.93K
Increased by +4.06%
Dec 31, 24
10 Fidelity Small Cap America Sr B 677.78K (1.43%) 0.00
Increased by 0.00%
Mar 31, 24
11 American Funds IS® Global Small Cap 1 644.85K (1.36%) -101.48K
Decreased by -15.74%
Dec 31, 24
12 Allspring Special Small Cap Value A 570.16K (1.20%) -17.60K
Decreased by -3.09%
Dec 31, 24
13 T. Rowe Price Integrated US SmCapGrEq 562.85K (1.19%) -14.44K
Decreased by -2.56%
Sep 30, 24
14 Delaware Ivy Small Cap Growth C 494.82K (1.04%) -20.59K
Decreased by -4.16%
Feb 29, 24
15 Fidelity Small Cap Index 488.77K (1.03%) 1.58K
Increased by +0.32%
Oct 31, 24
16 T. Rowe Price Integrated US Sm Gr Eq 482.75K (1.02%) -80.10K
Decreased by -16.59%
Dec 31, 24
17 Fidelity® Small Cap Index 460.71K (0.97%) 12.07K
Increased by +2.62%
Oct 31, 23
18 Neuberger Berman Genesis Inv 450.90K (0.95%) -227.58K
Decreased by -50.47%
Sep 30, 24
19 iShares Russell 2000 Growth ETF 439.39K (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
20 Mawer Global Small Cap A 413.70K (0.87%) -81.90K
Decreased by -19.80%
Aug 31, 24