Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 0.94%
2 CAFG 0.91%
3 SSPX 0.55%
4 FXH 0.52%
5 AFSM 0.37%
6 SLYV 0.29%
7 SSLY 0.26%
8 GRZZ 0.25%
9 DARP 0.25%
10 IHF 0.23%
11 IJS 0.21%
12 SLY 0.19%
13 VIOV 0.17%
14 TPSC 0.15%
15 CSA 0.15%
16 CSF 0.15%
17 HAPS 0.15%
18 ESIX 0.14%
19 DFAT 0.12%
20 VIOG 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.83M (11.34%) 573.41K
Increased by +4.15%
Dec 31, 24
2 Vanguard Group Inc 12.44M (10.20%) 38.07K
Increased by +0.31%
Dec 31, 24
3 Mubadala Investment Company PJSC 9.62M (7.88%) 0.00
Increased by 0.00%
Sep 30, 24
4 Wasatch Advisors LP 8.94M (7.33%) -79.94K
Decreased by -0.89%
Dec 31, 24
5 Baillie Gifford & Co Limited. 8.36M (6.85%) -180.24K
Decreased by -2.16%
Jun 30, 24
6 Dimensional Fund Advisors, Inc. 7.88M (6.46%) -134.40K
Decreased by -1.71%
Dec 31, 24
7 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 6.21M (5.09%) 3.86M
Increased by +62.15%
Dec 31, 24
8 Geneva Capital Management 5.46M (4.48%) -51.61K
Decreased by -0.95%
Dec 31, 24
9 Teacher Retirement System Of Texas 4.53M (3.71%) -29.02K
Decreased by -0.64%
Mar 31, 25
10 Wasatch Advisors Inc. 3.99M (3.27%) 737.98K
Increased by +18.49%
Dec 31, 23
11 Brown Brothers Harriman & Co 3.82M (3.13%) 1.49M
Increased by +38.97%
Dec 31, 24
12 State Street Corp 3.78M (3.10%) 101.91K
Increased by +2.69%
Dec 31, 24
13 Ameriprise Financial Inc 3.78M (3.10%) 3.39M
Increased by +89.63%
Dec 31, 24
14 State Street Corporation 3.56M (2.92%) 69.21K
Increased by +1.95%
Mar 31, 24
15 T. Rowe Price Investment Management,Inc. 3.35M (2.75%) 152.13K
Increased by +4.54%
Jun 30, 24
16 Mackenzie Investments 3.35M (2.75%) 3.35M
Increased by +100.00%
Dec 31, 24
17 ClearBridge Advisors, LLC 2.78M (2.28%) -1.31M
Decreased by -47.25%
Sep 30, 24
18 JPMorgan Chase & Co 2.46M (2.02%) -5.29M
Decreased by -215.03%
Dec 31, 24
19 Riverbridge Partners LLC 2.05M (1.68%) -116.23K
Decreased by -5.67%
Mar 31, 25
20 Bank of New York Mellon Corp 2.00M (1.64%) 1.25M
Increased by +62.82%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.64M (5.45%) -6.38K
Decreased by -0.10%
Apr 30, 25
2 Wasatch Core Growth 5.24M (4.30%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 3.82M (3.13%) 20.40K
Increased by +0.53%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.80M (3.11%) -282.00
Decreased by -0.01%
Mar 31, 25
5 Vanguard Explorer Inv 3.57M (2.92%) 586.37K
Increased by +16.44%
Mar 31, 25
6 Vanguard Small Cap Index 3.01M (2.47%) -72.11K
Decreased by -2.40%
Mar 31, 25
7 CT (Lux) American Smaller Com 9U USD 2.50M (2.05%) 67.97K
Increased by +2.72%
Mar 31, 25
8 ClearBridge Small Cap Growth A 2.47M (2.03%) -596.10K
Decreased by -24.13%
Sep 30, 24
9 American Funds SMALLCAP World A 2.16M (1.77%) 2.16M
Increased by +100.00%
Mar 31, 25
10 Nationwide Geneva Small Cap Gr Instl Svc 1.78M (1.46%) 0.00
Increased by 0.00%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.71M (1.40%) 43.08K
Increased by +2.52%
Mar 31, 25
12 Vanguard Small Cap Growth Index Inv 1.69M (1.38%) -48.93K
Decreased by -2.90%
Mar 31, 25
13 T. Rowe Price US Small-Cap Core Equity 1.53M (1.25%) 60.59K
Increased by +3.97%
Jun 30, 24
14 CT American Smaller Coms(US) InstAccGBP 1.50M (1.23%) 15.49K
Increased by +1.03%
Mar 31, 25
15 DFA US Targeted Value I 1.49M (1.22%) -35.33K
Decreased by -2.37%
Mar 31, 25
16 T. Rowe Price Small-Cap Stock 1.38M (1.13%) -146.97K
Decreased by -10.66%
Aug 31, 24
17 Canada Life US Small-Mid Cap Growth A 1.36M (1.12%) 89.11K
Increased by +6.54%
Jan 31, 25
18 Canada Life US Small-Mid Cap Growth F 1.36M (1.12%) 89.11K
Increased by +6.54%
Jan 31, 25
19 Glenmede Small Cap Equity 1.33M (1.09%) -21.36K
Decreased by -1.61%
Mar 31, 25
20 Glenmede Small Cap Equity Adv 1.33M (1.09%) -21.36K
Decreased by -1.61%
Mar 31, 25