Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AFSC 6.34%
2 XPH 5.28%
3 PSCH 4.71%
4 SBIO 4.07%
5 CAFG 4.06%
6 PILL 4.01%
7 NEWZ 3.53%
8 JSML 3.51%
9 PJP 3.49%
10 FBT 3.38%
11 FCUS 3.13%
12 IHE 3.08%
13 XSMO 2.94%
14 FORH 2.82%
15 PTH 2.40%
16 OZEM 2.04%
17 RZG 1.76%
18 JSMD 1.70%
19 VIOG 1.66%
20 SIXS 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.68M (17.90%) -373.07K
Decreased by -2.38%
Dec 31, 24
2 Vanguard Group Inc 10.12M (11.55%) 109.29K
Increased by +1.08%
Dec 31, 24
3 Ingalls & Snyder LLC 8.10M (9.25%) -167.01K
Decreased by -2.06%
Dec 31, 24
4 Renaissance Technologies Corp 6.20M (7.08%) -310.40K
Decreased by -5.01%
Dec 31, 24
5 Parallel Advisors, LLC 3.97M (4.54%) 142.78K
Increased by +3.59%
Mar 31, 25
6 State Street Corporation 3.58M (4.08%) 188.06K
Increased by +5.26%
Mar 31, 24
7 State Street Corp 3.55M (4.05%) 29.09K
Increased by +0.82%
Dec 31, 24
8 Novo A/S 2.41M (2.75%) 0.00
Increased by 0.00%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 2.08M (2.37%) -453.93K
Decreased by -21.84%
Dec 31, 24
10 Geode Capital Management, LLC 2.07M (2.36%) -310.58K
Decreased by -15.02%
Dec 31, 24
11 Federated Hermes Inc 1.69M (1.93%) -1.65K
Decreased by -0.10%
Dec 31, 23
12 Arrowstreet Capital Limited Partnership 1.64M (1.88%) 64.32K
Increased by +3.91%
Dec 31, 24
13 Jacobs Levy Equity Management, Inc. 1.38M (1.57%) 153.10K
Increased by +11.12%
Dec 31, 24
14 FMR Inc 1.34M (1.53%) -26.81K
Decreased by -2.00%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 1.26M (1.44%) -197.12K
Decreased by -15.63%
Dec 31, 24
16 First Trust Advisors L.P. 1.06M (1.21%) -254.01K
Decreased by -23.87%
Dec 31, 24
17 Charles Schwab Investment Management Inc 1.05M (1.20%) 25.07K
Increased by +2.38%
Dec 31, 24
18 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.03M (1.18%) 599.20K
Increased by +57.99%
Mar 31, 24
19 Northern Trust Corp 1.02M (1.16%) 94.13K
Increased by +9.27%
Dec 31, 24
20 BTIM Corp 899.06K (1.03%) -614.91K
Decreased by -68.40%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.66M (6.46%) -4.79K
Decreased by -0.08%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 2.83M (3.23%) 213.93K
Increased by +7.57%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.82M (3.22%) 9.31K
Increased by +0.33%
Mar 31, 25
4 Vanguard Small Cap Index 2.24M (2.56%) -35.81K
Decreased by -1.60%
Mar 31, 25
5 iShares Russell 2000 ETF 2.00M (2.28%) -16.18K
Decreased by -0.81%
Apr 29, 25
6 Federated Hermes Kaufmann Growth 1.60M (1.83%) 0.00
Increased by 0.00%
Dec 31, 23
7 Federated Hermes Kaufmann R 1.60M (1.83%) 0.00
Increased by 0.00%
Dec 31, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 1.43M (1.64%) 14.39K
Increased by +1.00%
Mar 31, 25
9 Vanguard Small Cap Growth Index Inv 1.25M (1.43%) -22.45K
Decreased by -1.79%
Mar 31, 25
10 iShares S&P Small-Cap 600 Growth ETF 832.87K (0.95%) 0.00
Increased by 0.00%
Apr 30, 25
11 SPDR® Portfolio S&P 600™ Sm Cap ETF 807.99K (0.92%) 0.00
Increased by 0.00%
Apr 29, 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 801.20K (0.91%) 3.34K
Increased by +0.42%
Feb 28, 25
14 Fidelity® Small Cap Index 773.27K (0.88%) 21.15K
Increased by +2.73%
Oct 31, 23
15 iShares Russell 2000 Growth ETF 718.33K (0.82%) 0.00
Increased by 0.00%
Apr 30, 25
16 Fidelity® Select Biotechnology 629.84K (0.72%) -15.50K
Decreased by -2.46%
Nov 30, 23
17 Vanguard Tax-Managed Small Cap Adm 628.23K (0.72%) -15.00K
Decreased by -2.39%
Mar 31, 25
18 Invesco S&P SmallCap Momentum ETF 586.10K (0.67%) 3.14K
Increased by +0.54%
Apr 30, 25
19 DFA US Small Cap I 554.50K (0.63%) 0.00
Increased by 0.00%
Mar 31, 25
20 Fidelity Small Cap Growth 551.27K (0.63%) 0.00
Increased by 0.00%
Feb 28, 25