Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FBT 4.72%
2 XPH 4.24%
3 SBIO 4.07%
4 JSML 3.97%
5 PSCH 3.95%
6 CAFG 3.77%
7 NEWZ 3.53%
8 PJP 3.35%
9 PILL 3.17%
10 FORH 2.95%
11 PTH 2.80%
12 FCUS 2.53%
13 IHE 2.40%
14 JSMD 1.77%
15 RZG 1.67%
16 OZEM 1.64%
17 SIXS 1.61%
18 ROSC 1.42%
19 AFSM 1.39%
20 FDLS 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.05M (18.62%) -488.76K
Decreased by -3.05%
Sep 30, 24
2 Vanguard Group Inc 10.12M (11.74%) 109.29K
Increased by +1.08%
Dec 31, 24
3 Ingalls & Snyder LLC 8.10M (9.40%) -167.01K
Decreased by -2.06%
Dec 31, 24
4 Renaissance Technologies Corp 6.51M (7.55%) -403.57K
Decreased by -6.20%
Sep 30, 24
5 Parallel Advisors, LLC 3.83M (4.44%) 15.91K
Increased by +0.42%
Dec 31, 24
6 State Street Corporation 3.58M (4.15%) 188.06K
Increased by +5.26%
Mar 31, 24
7 State Street Corp 3.52M (4.08%) 19.89K
Increased by +0.57%
Sep 30, 24
8 Novo A/S 2.41M (2.80%) 0.00
Increased by 0.00%
Sep 30, 24
9 Geode Capital Management, LLC 2.38M (2.76%) 99.47K
Increased by +4.18%
Sep 30, 24
10 Dimensional Fund Advisors, Inc. 2.08M (2.41%) -453.93K
Decreased by -21.84%
Dec 31, 24
11 Federated Hermes Inc 1.69M (1.96%) -1.65K
Decreased by -0.10%
Dec 31, 23
12 Arrowstreet Capital Limited Partnership 1.58M (1.83%) 97.20K
Increased by +6.15%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 1.46M (1.69%) -1.17M
Decreased by -80.40%
Sep 30, 24
14 FMR Inc 1.36M (1.58%) 269.07K
Increased by +19.73%
Sep 30, 24
15 First Trust Advisors L.P. 1.32M (1.53%) -203.47K
Decreased by -15.44%
Sep 30, 24
16 Jacobs Levy Equity Management, Inc. 1.22M (1.42%) 352.95K
Increased by +28.84%
Sep 30, 24
17 Goldman Sachs Group Inc 1.07M (1.24%) 656.95K
Increased by +61.65%
Dec 31, 23
18 Charles Schwab Investment Management Inc 1.05M (1.22%) 25.07K
Increased by +2.38%
Dec 31, 24
19 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.03M (1.20%) 599.20K
Increased by +57.99%
Mar 31, 24
20 Northern Trust Corp 921.39K (1.07%) -10.82K
Decreased by -1.17%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.99M (6.95%) 13.61K
Increased by +0.23%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.80M (3.25%) 2.95K
Increased by +0.11%
Dec 31, 24
3 Vanguard Small Cap Index 2.27M (2.63%) 27.69K
Increased by +1.22%
Dec 31, 24
4 iShares Russell 2000 ETF 2.20M (2.55%) -16.70K
Decreased by -0.76%
Jan 31, 25
5 Federated Hermes Kaufmann Growth 1.60M (1.86%) 0.00
Increased by 0.00%
Dec 31, 23
6 Federated Hermes Kaufmann R 1.60M (1.86%) 0.00
Increased by 0.00%
Dec 31, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 1.42M (1.64%) 27.77K
Increased by +1.96%
Dec 31, 24
8 Vanguard Small Cap Growth Index Inv 1.29M (1.49%) 54.09K
Increased by +4.20%
Dec 31, 24
9 iShares S&P Small-Cap 600 Growth ETF 863.49K (1.00%) -911.00
Decreased by -0.11%
Jan 31, 25
10 SPDR® Portfolio S&P 600™ Sm Cap ETF 859.89K (1.00%) 310.00
Increased by +0.04%
Jan 31, 25
11 Fidelity Small Cap Index 819.78K (0.95%) -5.93K
Decreased by -0.72%
Nov 30, 24
12 SPDR® Portfolio S&P 600 Sm Cap ETF 803.79K (0.93%) 0.00
Increased by 0.00%
Apr 30, 24
13 Fidelity® Small Cap Index 773.27K (0.90%) 21.15K
Increased by +2.73%
Oct 31, 23
14 First Trust NYSE Arca Biotech ETF 768.65K (0.89%) 0.00
Increased by 0.00%
Jan 30, 25
15 iShares Russell 2000 Growth ETF 721.03K (0.84%) -3.38K
Decreased by -0.47%
Jan 31, 25
16 Vanguard Tax-Managed Small Cap Adm 654.66K (0.76%) 0.00
Increased by 0.00%
Dec 31, 24
17 Fidelity® Select Biotechnology 629.84K (0.73%) -15.50K
Decreased by -2.46%
Nov 30, 23
18 DFA US Small Cap I 554.50K (0.64%) 0.00
Increased by 0.00%
Dec 31, 24
19 Fidelity Small Cap Growth 551.27K (0.64%) 0.00
Increased by 0.00%
Nov 30, 24
20 Fidelity Extended Market Index 516.69K (0.60%) 1.02K
Increased by +0.20%
Dec 31, 24