Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 6.07%
2 AMID 3.03%
3 BCUS 2.79%
4 SAWS 1.94%
5 JSML 1.72%
6 PRN 1.68%
7 DWAS 0.94%
8 FYC 0.54%
9 QSML 0.53%
10 SMLV 0.38%
11 PSC 0.33%
12 AFSM 0.31%
13 VTWG 0.30%
14 JSMD 0.30%
15 IWO 0.28%
16 BBSC 0.24%
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 (9.11%) 43.78K
Increased by +0.93%
Dec 31, 24
2 BlackRock Inc 3.69M (7.13%) 65.09K
Increased by +1.76%
Dec 31, 24
3 Capital Research Global Investors 3.53M (6.81%) -405.69K
Decreased by -11.50%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 3.06M (5.91%) -51.47K
Decreased by -1.68%
Dec 31, 24
5 Burgundy Asset Management Ltd 2.08M (4.02%) 31.25K
Increased by +1.50%
Dec 31, 24
6 P2 Capital Partners, LLC 1.81M (3.49%) 8.42K
Increased by +0.47%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 1.49M (2.88%) -7.19K
Decreased by -0.48%
Dec 31, 24
8 State Street Corp 1.16M (2.25%) 34.05K
Increased by +2.92%
Dec 31, 24
9 Capital World Investors 1.13M (2.19%) 309.79K
Increased by +27.30%
Dec 31, 24
10 Select Equity Group LP 1.13M (2.18%) -131.10K
Decreased by -11.60%
Jun 30, 24
11 Allspring Global Investments Holdings, LLC 1.11M (2.15%) -11.80K
Decreased by -1.06%
Dec 31, 24
12 Geode Capital Management, LLC 1.11M (2.14%) 838.00
Increased by +0.08%
Dec 31, 24
13 State Street Corporation 1.08M (2.08%) 4.20K
Increased by +0.39%
Mar 31, 24
14 Fidelity International Ltd 1.06M (2.05%) -814.30K
Decreased by -76.57%
Sep 30, 23
15 BloombergSan Investment Partners 1.04M (2.01%) 0.00
Increased by 0.00%
Dec 31, 24
16 Goldman Sachs Group Inc 1.02M (1.96%) 562.40K
Increased by +55.37%
Dec 31, 23
17 FMR Inc 978.88K (1.89%) 384.22K
Increased by +39.25%
Dec 31, 24
18 Macquarie Group Ltd 968.43K (1.87%) -15.73K
Decreased by -1.62%
Dec 31, 23
19 Northern Trust Corp 940.72K (1.82%) 6.54K
Increased by +0.70%
Dec 31, 24
20 Victory Capital Management Inc. 816.13K (1.58%) -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 3.39M (6.55%) -624.67K
Decreased by -18.43%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 1.50M (2.90%) 1.29K
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.50M (2.90%) 6.09K
Increased by +0.41%
Mar 31, 25
4 iShares Russell 2000 ETF 1.26M (2.42%) -10.89K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Small Cap Index 1.19M (2.30%) -26.76K
Decreased by -2.25%
Mar 31, 25
6 Calvert Small-Cap A 1.03M (1.99%) 0.00
Increased by 0.00%
Feb 28, 25
7 Calvert US Small-Cap Strategy 1.03M (1.99%) 22.25K
Increased by +2.16%
Dec 31, 24
8 Premier Miton US Opportunities B Acc 800.00K (1.54%) 0.00
Increased by 0.00%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 762.96K (1.47%) 4.01K
Increased by +0.53%
Mar 31, 25
10 Fidelity Small Cap America Sr B 677.78K (1.31%) 0.00
Increased by 0.00%
Mar 31, 24
11 Vanguard Small Cap Growth Index Inv 667.74K (1.29%) -16.67K
Decreased by -2.50%
Mar 31, 25
12 American Funds IS® Global Small Cap 1 556.92K (1.08%) -87.92K
Decreased by -15.79%
Mar 31, 25
13 Delaware Ivy Small Cap Growth C 494.82K (0.96%) -20.59K
Decreased by -4.16%
Feb 29, 24
14 Fidelity Small Cap Index 472.64K (0.91%) -8.85K
Decreased by -1.87%
Jan 31, 25
15 Fidelity® Small Cap Index 460.71K (0.89%) 12.07K
Increased by +2.62%
Oct 31, 23
16 Neuberger Berman Genesis Inv 450.90K (0.87%) -227.58K
Decreased by -50.47%
Sep 30, 24
17 T. Rowe Price Integrated US Sm Gr Eq 431.15K (0.83%) 0.00
Increased by 0.00%
Mar 31, 25
18 T. Rowe Price Integrated US SmCapGrEq 431.15K (0.83%) -534.35K
Decreased by -123.94%
Mar 31, 25
19 iShares Russell 2000 Growth ETF 423.69K (0.82%) -2.02K
Decreased by -0.48%
Mar 31, 25
20 Mawer Global Small Cap A 413.70K (0.80%) -81.90K
Decreased by -19.80%
Aug 31, 24