Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CAFG 0.78%
2 PSCH 0.74%
3 SSPX 0.55%
4 FXH 0.42%
5 SSLY 0.26%
6 AFSM 0.26%
7 GRZZ 0.25%
8 DARP 0.25%
9 VIOV 0.20%
10 SLY 0.19%
11 IJS 0.18%
12 IHF 0.16%
13 TPSC 0.15%
14 CSA 0.15%
15 CSF 0.15%
16 HAPS 0.15%
17 ESIX 0.14%
18 DFAT 0.12%
19 VIOG 0.11%
20 QVMS 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.83M (11.43%) 573.41K
Increased by +4.15%
Dec 31, 24
2 Vanguard Group Inc 12.44M (10.28%) 38.07K
Increased by +0.31%
Dec 31, 24
3 Mubadala Investment Company PJSC 9.62M (7.95%) 0.00
Increased by 0.00%
Sep 30, 24
4 Wasatch Advisors LP 8.94M (7.39%) -79.94K
Decreased by -0.89%
Dec 31, 24
5 Baillie Gifford & Co Limited. 8.36M (6.91%) -180.24K
Decreased by -2.16%
Jun 30, 24
6 Dimensional Fund Advisors, Inc. 7.88M (6.51%) -134.40K
Decreased by -1.71%
Dec 31, 24
7 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 6.21M (5.14%) 3.86M
Increased by +62.15%
Dec 31, 24
8 Geneva Capital Management 5.46M (4.51%) -51.61K
Decreased by -0.95%
Dec 31, 24
9 Teacher Retirement System Of Texas 4.56M (3.77%) 557.35K
Increased by +12.23%
Dec 31, 24
10 Massachusetts Financial Services Company 4.08M (3.38%) 182.04K
Increased by +4.46%
Dec 31, 24
11 Wasatch Advisors Inc. 3.99M (3.30%) 737.98K
Increased by +18.49%
Dec 31, 23
12 Brown Brothers Harriman & Co 3.82M (3.16%) 1.49M
Increased by +38.97%
Dec 31, 24
13 State Street Corp 3.78M (3.13%) 101.91K
Increased by +2.69%
Dec 31, 24
14 Ameriprise Financial Inc 3.78M (3.13%) 3.39M
Increased by +89.63%
Dec 31, 24
15 State Street Corporation 3.56M (2.94%) 69.21K
Increased by +1.95%
Mar 31, 24
16 T. Rowe Price Investment Management,Inc. 3.35M (2.77%) 152.13K
Increased by +4.54%
Jun 30, 24
17 Mackenzie Investments 3.35M (2.77%) 3.35M
Increased by +100.00%
Dec 31, 24
18 ClearBridge Advisors, LLC 2.78M (2.30%) -1.31M
Decreased by -47.25%
Sep 30, 24
19 JPMorgan Chase & Co 2.46M (2.03%) -5.29M
Decreased by -215.03%
Dec 31, 24
20 Riverbridge Partners LLC 2.16M (1.79%) -236.17K
Decreased by -10.91%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.01M (5.80%) -1.81K
Decreased by -0.03%
Feb 28, 25
2 Wasatch Core Growth 5.24M (4.33%) -80.61K
Decreased by -1.54%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 3.80M (3.14%) 0.00
Increased by 0.00%
Feb 28, 25
4 Vanguard Small Cap Index 3.08M (2.55%) 2.54K
Increased by +0.08%
Feb 28, 25
5 Vanguard Explorer Inv 2.98M (2.46%) 1.87M
Increased by +62.90%
Dec 31, 24
6 ClearBridge Small Cap Growth A 2.47M (2.04%) -596.10K
Decreased by -24.13%
Sep 30, 24
7 CT (Lux) American Smaller Com 9U USD 2.26M (1.87%) 137.20K
Increased by +6.07%
Jan 31, 25
8 Nationwide Geneva Small Cap Gr Instl Svc 1.78M (1.47%) 0.00
Increased by 0.00%
Feb 28, 25
9 Vanguard Small Cap Growth Index Inv 1.73M (1.43%) -3.87K
Decreased by -0.22%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.67M (1.38%) 2.59K
Increased by +0.16%
Feb 28, 25
11 DFA US Targeted Value I 1.53M (1.26%) 0.00
Increased by 0.00%
Jan 31, 25
12 T. Rowe Price US Small-Cap Core Equity 1.53M (1.26%) 60.59K
Increased by +3.97%
Jun 30, 24
13 CT American Smaller Coms(US) InstAccGBP 1.40M (1.16%) 7.43K
Increased by +0.53%
Jan 31, 25
14 T. Rowe Price Small-Cap Stock 1.38M (1.14%) -146.97K
Decreased by -10.66%
Aug 31, 24
15 Canada Life US Small-Mid Cap Growth A 1.36M (1.13%) 89.11K
Increased by +6.54%
Jan 31, 25
16 Glenmede Small Cap Equity 1.35M (1.12%) 250.42K
Increased by +18.56%
Dec 31, 24
17 Glenmede Small Cap Equity Adv 1.35M (1.12%) 250.42K
Increased by +18.56%
Dec 31, 24
18 Franklin Small Cap Growth SMA 1.27M (1.05%) 1.27M
Increased by +99.99%
Mar 31, 24
19 Franklin US Small Cap Growth Equity 1.27M (1.05%) 0.00
Increased by 0.00%
Jun 30, 24
20 iShares S&P Small-Cap 600 Value ETF 1.22M (1.01%) 0.00
Increased by 0.00%
Feb 28, 25