Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 6.07%
2 AMID 3.41%
3 BCUS 3.04%
4 SAWS 3.04%
5 JSML 1.88%
6 PRN 1.68%
7 DWAS 0.78%
8 QSML 0.54%
9 FYC 0.53%
10 JSMD 0.33%
11 PSC 0.31%
12 AFSM 0.31%
13 IWO 0.29%
14 VTWG 0.29%
15 BBSC 0.25%
16 ISMD 0.25%
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 4.72M (9.94%) 43.78K
Increased by +0.93%
Dec 31, 24
2 BlackRock Inc 3.63M (7.65%) 98.52K
Increased by +2.71%
Sep 30, 24
3 Capital Research Global Investors 3.53M (7.43%) -405.69K
Decreased by -11.50%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 3.11M (6.57%) -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 (3.80%) 696.52K
Increased by +38.68%
Sep 30, 24
7 Dimensional Fund Advisors, Inc. 1.49M (3.14%) -7.19K
Decreased by -0.48%
Dec 31, 24
8 JPMorgan Chase & Co 1.41M (2.97%) 97.96K
Increased by +6.95%
Sep 30, 24
9 Capital World Investors 1.13M (2.39%) 309.79K
Increased by +27.30%
Dec 31, 24
10 State Street Corp 1.13M (2.38%) 10.55K
Increased by +0.93%
Sep 30, 24
11 Select Equity Group LP 1.13M (2.38%) -131.10K
Decreased by -11.60%
Jun 30, 24
12 Allspring Global Investments Holdings, LLC 1.11M (2.35%) -11.80K
Decreased by -1.06%
Dec 31, 24
13 Geode Capital Management, LLC 1.11M (2.34%) 11.62K
Increased by +1.05%
Sep 30, 24
14 State Street Corporation 1.08M (2.27%) 4.20K
Increased by +0.39%
Mar 31, 24
15 Fidelity International Ltd 1.06M (2.24%) -814.30K
Decreased by -76.57%
Sep 30, 23
16 BloombergSan Investment Partners 1.04M (2.19%) 0.00
Increased by 0.00%
Sep 30, 24
17 Goldman Sachs Group Inc 1.02M (2.14%) 562.40K
Increased by +55.37%
Dec 31, 23
18 Macquarie Group Ltd 968.43K (2.04%) -15.73K
Decreased by -1.62%
Dec 31, 23
19 Northern Trust Corp 934.18K (1.97%) 12.64K
Increased by +1.35%
Sep 30, 24
20 Silvercrest Asset Management Group LLC 865.92K (1.83%) -12.06K
Decreased by -1.39%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 4.01M (8.46%) 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 1.30M (2.74%) -9.85K
Decreased by -0.76%
Jan 31, 25
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%) 0.00
Increased by 0.00%
Dec 31, 24
6 Calvert US Small-Cap Strategy 1.01M (2.13%) -74.21K
Decreased by -7.35%
Sep 30, 24
7 T. Rowe Price Integrated US SmCapGrEq 965.50K (2.04%) 402.65K
Increased by +41.70%
Dec 31, 24
8 Premier Miton US Opportunities B Acc 800.00K (1.69%) 0.00
Increased by 0.00%
Oct 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 757.69K (1.60%) 4.91K
Increased by +0.65%
Dec 31, 24
10 Vanguard Small Cap Growth Index Inv 688.82K (1.45%) 27.93K
Increased by +4.06%
Dec 31, 24
11 Fidelity Small Cap America Sr B 677.78K (1.43%) 0.00
Increased by 0.00%
Mar 31, 24
12 American Funds IS® Global Small Cap 1 644.85K (1.36%) -101.48K
Decreased by -15.74%
Dec 31, 24
13 Allspring Special Small Cap Value A 566.66K (1.19%) -3.50K
Decreased by -0.62%
Jan 31, 25
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 485.11K (1.02%) -3.66K
Decreased by -0.76%
Nov 30, 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 427.36K (0.90%) -2.00K
Decreased by -0.47%
Jan 31, 25
20 Mawer Global Small Cap A 413.70K (0.87%) -81.90K
Decreased by -19.80%
Aug 31, 24