Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XPH 4.82%
2 PSCH 4.27%
3 PILL 4.08%
4 SBIO 4.07%
5 CAFG 3.84%
6 NEWZ 3.53%
7 JSML 3.43%
8 AFSC 3.38%
9 PJP 3.12%
10 FBT 3.01%
11 FCUS 2.89%
12 XSMO 2.77%
13 IHE 2.69%
14 FORH 2.62%
15 PTH 2.40%
16 OZEM 2.04%
17 RZG 1.68%
18 JSMD 1.64%
19 SIXS 1.61%
20 AFSM 1.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.68M (18.03%) -373.07K
Decreased by -2.38%
Dec 31, 24
2 Vanguard Group Inc 10.12M (11.63%) 109.29K
Increased by +1.08%
Dec 31, 24
3 Ingalls & Snyder LLC 8.10M (9.31%) -167.01K
Decreased by -2.06%
Dec 31, 24
4 Renaissance Technologies Corp 6.20M (7.13%) -310.40K
Decreased by -5.01%
Dec 31, 24
5 Parallel Advisors, LLC 3.97M (4.57%) 142.78K
Increased by +3.59%
Mar 31, 25
6 State Street Corporation 3.58M (4.11%) 188.06K
Increased by +5.26%
Mar 31, 24
7 State Street Corp 3.55M (4.08%) 29.09K
Increased by +0.82%
Dec 31, 24
8 Novo A/S 2.41M (2.77%) 0.00
Increased by 0.00%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 2.08M (2.39%) -453.93K
Decreased by -21.84%
Dec 31, 24
10 Geode Capital Management, LLC 2.07M (2.38%) -310.58K
Decreased by -15.02%
Dec 31, 24
11 Federated Hermes Inc 1.69M (1.94%) -1.65K
Decreased by -0.10%
Dec 31, 23
12 Arrowstreet Capital Limited Partnership 1.64M (1.89%) 64.32K
Increased by +3.91%
Dec 31, 24
13 Jacobs Levy Equity Management, Inc. 1.38M (1.58%) 153.10K
Increased by +11.12%
Dec 31, 24
14 FMR Inc 1.34M (1.54%) -26.81K
Decreased by -2.00%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 1.26M (1.45%) -197.12K
Decreased by -15.63%
Dec 31, 24
16 Goldman Sachs Group Inc 1.07M (1.23%) 656.95K
Increased by +61.65%
Dec 31, 23
17 First Trust Advisors L.P. 1.06M (1.22%) -254.01K
Decreased by -23.87%
Dec 31, 24
18 Charles Schwab Investment Management Inc 1.05M (1.21%) 25.07K
Increased by +2.38%
Dec 31, 24
19 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.03M (1.19%) 599.20K
Increased by +57.99%
Mar 31, 24
20 Northern Trust Corp 1.02M (1.17%) 94.13K
Increased by +9.27%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.77M (6.63%) 3.30K
Increased by +0.06%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 2.83M (3.25%) 213.93K
Increased by +7.57%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.81M (3.23%) 1.79K
Increased by +0.06%
Feb 28, 25
4 Vanguard Small Cap Index 2.27M (2.61%) 1.85K
Increased by +0.08%
Feb 28, 25
5 iShares Russell 2000 ETF 2.13M (2.45%) -18.43K
Decreased by -0.87%
Mar 31, 25
6 Federated Hermes Kaufmann Growth 1.60M (1.84%) 0.00
Increased by 0.00%
Dec 31, 23
7 Federated Hermes Kaufmann R 1.60M (1.84%) 0.00
Increased by 0.00%
Dec 31, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 1.42M (1.63%) 1.97K
Increased by +0.14%
Feb 28, 25
9 Vanguard Small Cap Growth Index Inv 1.28M (1.47%) -7.50K
Decreased by -0.59%
Feb 28, 25
10 iShares S&P Small-Cap 600 Growth ETF 849.71K (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
11 SPDR® Portfolio S&P 600™ Sm Cap ETF 808.00K (0.93%) 1.21K
Increased by +0.15%
Mar 31, 25
12 SPDR® Portfolio S&P 600 Sm Cap ETF 803.79K (0.92%) 0.00
Increased by 0.00%
Apr 30, 24
13 Fidelity Small Cap Index 797.86K (0.92%) -14.94K
Decreased by -1.87%
Jan 31, 25
14 Fidelity® Small Cap Index 773.27K (0.89%) 21.15K
Increased by +2.73%
Oct 31, 23
15 First Trust NYSE Arca Biotech ETF 751.45K (0.86%) 0.00
Increased by 0.00%
Mar 31, 25
16 iShares Russell 2000 Growth ETF 715.78K (0.82%) -3.40K
Decreased by -0.48%
Mar 31, 25
17 Vanguard Tax-Managed Small Cap Adm 643.23K (0.74%) -11.43K
Decreased by -1.78%
Feb 28, 25
18 Fidelity® Select Biotechnology 629.84K (0.72%) -15.50K
Decreased by -2.46%
Nov 30, 23
19 Invesco S&P SmallCap Momentum ETF 594.22K (0.68%) 786.00
Increased by +0.13%
Mar 31, 25
20 DFA US Small Cap I 554.50K (0.64%) 0.00
Increased by 0.00%
Feb 28, 25