Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IBRN 5.37%
2 FBT 3.58%
3 FFTY 3.52%
4 PBE 3.25%
5 MNTL 2.74%
6 PTH 2.63%
7 GRPZ 1.99%
8 JSML 1.91%
9 PSCH 1.77%
10 SAWS 1.63%
11 ERSX 1.63%
12 CAFG 1.52%
13 RZG 1.35%
14 DEEP 1.25%
15 DVP 1.25%
16 SBIO 1.24%
17 RNSC 1.18%
18 FSGS 1.18%
19 AFSM 1.17%
20 SMCP 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.43M (17.07%) 407.64K
Increased by +2.10%
Dec 31, 24
2 Vanguard Group Inc 8.43M (7.41%) 390.12K
Increased by +4.63%
Dec 31, 24
3 State Street Corporation 8.15M (7.16%) 1.37M
Increased by +16.75%
Mar 31, 24
4 State Street Corp 5.80M (5.09%) 111.23K
Increased by +1.92%
Dec 31, 24
5 Deerfield Management Co 3.13M (2.75%) -3.10M
Decreased by -98.84%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 3.01M (2.65%) -5.76K
Decreased by -0.19%
Dec 31, 24
7 Pacer Advisors, INC. 2.96M (2.60%) 151.50K
Increased by +5.13%
Dec 31, 24
8 Goldman Sachs Group Inc 2.80M (2.46%) 1.33M
Increased by +47.46%
Dec 31, 24
9 Renaissance Technologies Corp 2.71M (2.38%) 180.10K
Increased by +6.66%
Dec 31, 24
10 Geode Capital Management, LLC 2.67M (2.34%) 1.05K
Increased by +0.04%
Dec 31, 24
11 First Trust Advisors L.P. 2.23M (1.96%) -195.14K
Decreased by -8.74%
Dec 31, 24
12 HHG PLC 2.18M (1.91%) -550.75K
Decreased by -25.31%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 2.09M (1.83%) 264.78K
Increased by +12.68%
Dec 31, 24
14 Royce & Associates, LP 1.86M (1.64%) -156.75K
Decreased by -8.41%
Dec 31, 24
15 Bank of America Corp 1.57M (1.38%) 913.84K
Increased by +58.25%
Dec 31, 24
16 Northern Trust Corp 1.50M (1.32%) 119.77K
Increased by +7.97%
Dec 31, 24
17 Nuveen Asset Management, LLC 1.30M (1.15%) 165.25K
Increased by +12.67%
Dec 31, 24
18 Boston Partners Global Investors, Inc 1.29M (1.14%) 16.60K
Increased by +1.29%
Dec 31, 24
19 Charles Schwab Investment Management Inc 1.25M (1.10%) 79.18K
Increased by +6.35%
Dec 31, 24
20 Marshall Wace Asset Management Ltd 1.22M (1.07%) -464.41K
Decreased by -38.08%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.15M (6.28%) -1.67K
Decreased by -0.02%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 3.56M (3.13%) 2.70K
Increased by +0.08%
Feb 28, 25
3 iShares Russell 2000 ETF 2.87M (2.52%) -33.73K
Decreased by -1.18%
Feb 28, 25
4 Pacer US Small Cap Cash Cows 100 ETF 2.54M (2.23%) -18.47K
Decreased by -0.73%
Feb 28, 25
5 First Trust NYSE Arca Biotech ETF 1.89M (1.66%) 0.00
Increased by 0.00%
Dec 30, 24
6 T. Rowe Price Integrated US SmCapGrEq 1.80M (1.58%) 899.59K
Increased by +50.00%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.71M (1.50%) 2.38K
Increased by +0.14%
Feb 28, 25
8 SPDR® S&P Biotech ETF 1.24M (1.09%) -7.57K
Decreased by -0.61%
Feb 28, 25
9 Fidelity Small Cap Index 1.12M (0.99%) -10.00K
Decreased by -0.89%
Dec 31, 24
10 iShares S&P Small-Cap 600 Growth ETF 1.04M (0.91%) 0.00
Increased by 0.00%
Feb 28, 25
11 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.00M (0.88%) -1.11K
Decreased by -0.11%
Feb 28, 25
12 iShares Russell 2000 Growth ETF 990.84K (0.87%) -1.17K
Decreased by -0.12%
Feb 28, 25
13 SPDR® Portfolio S&P 600 Sm Cap ETF 985.59K (0.87%) 0.00
Increased by 0.00%
Apr 30, 24
14 Fidelity® Small Cap Index 969.78K (0.85%) 25.75K
Increased by +2.66%
Oct 31, 23
15 T. Rowe Price Integrated US Sm Gr Eq 861.79K (0.76%) -37.80K
Decreased by -4.39%
Jan 31, 25
16 Vanguard Tax-Managed Small Cap Adm 782.50K (0.69%) 0.00
Increased by 0.00%
Feb 28, 25
17 Avantis US Small Cap Value ETF 725.54K (0.64%) 0.00
Increased by 0.00%
Jan 31, 24
18 DFA US Micro Cap I 684.62K (0.60%) -29.06K
Decreased by -4.24%
Jan 31, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 671.42K (0.59%) 0.00
Increased by 0.00%
Feb 28, 25
20 Janus Henderson Global Life Sciences D 625.81K (0.55%) -43.77K
Decreased by -6.99%
May 31, 24