Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.19%
2 DGRS 2.32%
3 KCE 1.70%
4 GABF 1.56%
5 RNMC 0.93%
6 FSCS 0.93%
7 DES 0.70%
8 PSCF 0.63%
9 QSML 0.61%
10 FNY 0.43%
11 SSLY 0.43%
12 ETHO 0.42%
13 SLYG 0.36%
14 VIOG 0.36%
15 IJT 0.33%
16 AFSM 0.29%
17 DON 0.27%
18 CSA 0.25%
19 FYC 0.24%
20 AFMC 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.34M (15.77%) 117.25K
Increased by +2.70%
Dec 31, 24
2 Vanguard Group Inc 3.32M (12.06%) 22.01K
Increased by +0.66%
Dec 31, 24
3 Wasatch Advisors Inc. 2.42M (8.79%) 851.13K
Increased by +35.16%
Dec 31, 23
4 BAMCO Inc 2.01M (7.30%) -622.00
Decreased by -0.03%
Dec 31, 24
5 Wasatch Advisors LP 1.88M (6.82%) -1.15M
Decreased by -61.40%
Dec 31, 24
6 ClearBridge Advisors, LLC 1.25M (4.54%) 0.00
Increased by 0.00%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 1.18M (4.29%) 73.28K
Increased by +6.20%
Dec 31, 24
8 State Street Corp 1.14M (4.14%) 41.97K
Increased by +3.68%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 1.13M (4.10%) -61.65K
Decreased by -5.46%
Dec 31, 24
10 Victory Capital Management Inc. 1.12M (4.07%) -489.43K
Decreased by -43.70%
Dec 31, 24
11 Copeland Capital Management, LLC 1.10M (3.98%) 5.30K
Increased by +0.48%
Dec 31, 24
12 Charles Schwab Investment Management Inc 1.00M (3.65%) 52.85K
Increased by +5.26%
Dec 31, 24
13 BTIM Corp 920.58K (3.34%) 1.13K
Increased by +0.12%
Dec 31, 24
14 Amvescap Plc. 883.80K (3.21%) 48.68K
Increased by +5.51%
Dec 31, 24
15 Geode Capital Management, LLC 724.85K (2.63%) 15.53K
Increased by +2.14%
Dec 31, 24
16 Congress Asset Management Company, LLP 656.40K (2.38%) 128.31K
Increased by +19.55%
Mar 31, 25
17 State Street Corporation 645.37K (2.34%) 11.19K
Increased by +1.73%
Mar 31, 24
18 DePrince Race & Zollo Inc 587.58K (2.13%) 8.14K
Increased by +1.38%
Dec 31, 23
19 Bank of New York Mellon Corp 451.38K (1.64%) -110.63K
Decreased by -24.51%
Dec 31, 24
20 NORGES BANK 370.00K (1.34%) 3.82K
Increased by +1.03%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.66M (6.02%) 1.04K
Increased by +0.06%
Mar 31, 25
2 Baron Growth Retail 1.60M (5.81%) -65.00K
Decreased by -4.06%
Mar 31, 25
3 Baron Small Cap Growth Strategy 1.60M (5.81%) -65.00K
Decreased by -4.06%
Mar 31, 25
4 ClearBridge Aggressive Growth 1.20M (4.35%) 0.00
Increased by 0.00%
Feb 29, 24
5 ClearBridge Aggressive Growth A 1.20M (4.35%) 0.00
Increased by 0.00%
Dec 31, 23
6 Victory Small Cap Value CIT (Net 75) 1.19M (4.30%) -105.00K
Decreased by -8.86%
Sep 30, 24
7 ClearBridge Growth 945.98K (3.44%) 0.00
Increased by 0.00%
Mar 31, 25
8 ClearBridge Growth A 945.98K (3.44%) -251.30K
Decreased by -26.56%
Feb 28, 25
9 Vanguard US Total Market Shares ETF 895.56K (3.25%) 1.18K
Increased by +0.13%
Sep 30, 24
10 Vanguard Total Stock Mkt Idx Inv 885.25K (3.21%) 846.00
Increased by +0.10%
Feb 28, 25
11 Victory Sycamore Small Company Opp R 835.00K (3.03%) -350.00K
Decreased by -41.92%
Dec 31, 24
12 Wasatch Core Growth 784.10K (2.85%) -542.54K
Decreased by -69.19%
Dec 31, 24
13 iShares Russell 2000 ETF 743.17K (2.70%) -6.43K
Decreased by -0.87%
Mar 31, 25
14 Schwab US Dividend Equity ETF™ 738.65K (2.68%) 560.00
Increased by +0.08%
Mar 29, 25
15 Vanguard Small Cap Index 709.92K (2.58%) 585.00
Increased by +0.08%
Feb 28, 25
16 Calvert Small-Cap A 654.76K (2.38%) 0.00
Increased by 0.00%
Feb 28, 25
17 Calvert US Small-Cap Strategy 654.76K (2.38%) 14.11K
Increased by +2.16%
Dec 31, 24
18 Invesco OFI Small Cap Growth 429.19K (1.56%) 74.83K
Increased by +17.44%
Dec 31, 24
19 Wasatch Small Cap Value 413.25K (1.50%) -17.60K
Decreased by -4.26%
Sep 30, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 404.88K (1.47%) 577.00
Increased by +0.14%
Feb 28, 25