Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JSML 3.23%
2 SAWS 2.91%
3 PSCH 2.07%
4 XHS 1.67%
5 SIXS 1.42%
6 JSMD 1.38%
7 PTH 1.33%
8 FSCS 1.07%
9 RNMC 1.04%
10 XSLV 0.90%
11 GRPZ 0.88%
12 ROGS 0.85%
13 QSML 0.85%
14 RZG 0.81%
15 AIBU 0.78%
16 ROSC 0.76%
17 AFSM 0.69%
18 XSMO 0.67%
19 MPAY 0.67%
20 FNY 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 5.71M (19.87%) -123.38K
Decreased by -2.16%
Dec 31, 24
2 BlackRock Inc 4.49M (15.62%) 68.17K
Increased by +1.52%
Dec 31, 24
3 Vanguard Group Inc 3.28M (11.41%) 23.10K
Increased by +0.70%
Dec 31, 24
4 Renaissance Technologies Corp 1.86M (6.46%) -103.83K
Decreased by -5.59%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 1.55M (5.37%) -68.28K
Decreased by -4.42%
Dec 31, 24
6 State Street Corp 1.11M (3.87%) 33.17K
Increased by +2.98%
Dec 31, 24
7 Neuberger Berman Group LLC 845.53K (2.94%) 12.89K
Increased by +1.52%
Dec 31, 24
8 Geode Capital Management, LLC 774.65K (2.69%) 13.04K
Increased by +1.68%
Dec 31, 24
9 BTIM Corp 690.05K (2.40%) -7.49K
Decreased by -1.09%
Dec 31, 24
10 T. Rowe Price Associates, Inc. 625.61K (2.18%) -3.41K
Decreased by -0.54%
Dec 31, 24
11 Wells Fargo & Co 447.72K (1.56%) -51.03K
Decreased by -11.40%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 392.33K (1.36%) -25.73K
Decreased by -6.56%
Dec 31, 24
13 Northern Trust Corp 379.74K (1.32%) 13.20K
Increased by +3.48%
Dec 31, 24
14 NORGES BANK 372.04K (1.29%) 87.51K
Increased by +23.52%
Dec 31, 24
15 State Street Corporation 352.91K (1.23%) 11.28K
Increased by +3.20%
Mar 31, 24
16 Amvescap Plc. 284.77K (0.99%) 22.54K
Increased by +7.92%
Dec 31, 24
17 Charles Schwab Investment Management Inc 261.64K (0.91%) 2.94K
Increased by +1.12%
Dec 31, 24
18 Goldman Sachs Group Inc 185.94K (0.65%) 49.72K
Increased by +26.74%
Dec 31, 24
19 Bank of New York Mellon Corp 183.45K (0.64%) -10.23K
Decreased by -5.58%
Dec 31, 24
20 JPMorgan Chase & Co 176.63K (0.61%) -52.05K
Decreased by -29.47%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.75M (6.08%) -396.00
Decreased by -0.02%
Feb 28, 25
2 Virtus KAR Small-Cap Core I 1.12M (3.88%) 0.00
Increased by 0.00%
Dec 31, 24
3 T. Rowe Price Integrated US SmCapGrEq 945.80K (3.29%) 472.90K
Increased by +50.00%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 894.86K (3.11%) 660.00
Increased by +0.07%
Feb 28, 25
5 Vanguard Small Cap Index 721.43K (2.51%) 588.00
Increased by +0.08%
Feb 28, 25
6 iShares Russell 2000 ETF 682.07K (2.37%) -8.03K
Decreased by -1.18%
Feb 28, 25
7 Neuberger Berman Genesis Inv 552.41K (1.92%) 0.00
Increased by 0.00%
Dec 31, 24
8 T. Rowe Price Integrated US Sm Gr Eq 472.90K (1.64%) 0.00
Increased by 0.00%
Jan 31, 25
9 DFA US Micro Cap I 413.17K (1.44%) -12.00K
Decreased by -2.91%
Jan 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 412.65K (1.43%) 2.38K
Increased by +0.58%
Feb 28, 25
11 Vanguard Small Cap Growth Index Inv 405.59K (1.41%) -2.06K
Decreased by -0.51%
Feb 28, 25
12 DFA US Small Cap I 390.91K (1.36%) 0.00
Increased by 0.00%
Jan 31, 25
13 Boston Trust Walden Small Cap 277.63K (0.97%) -1.20K
Decreased by -0.43%
Feb 28, 25
14 Fidelity Small Cap Index 266.66K (0.93%) -2.25K
Decreased by -0.84%
Dec 31, 24
15 iShares S&P Small-Cap 600 Growth ETF 251.43K (0.87%) 0.00
Increased by 0.00%
Feb 28, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 243.60K (0.85%) -270.00
Decreased by -0.11%
Feb 28, 25
17 iShares Russell 2000 Growth ETF 236.74K (0.82%) -280.00
Decreased by -0.12%
Feb 28, 25
18 Vanguard Tax-Managed Small Cap Adm 190.65K (0.66%) -1.29K
Decreased by -0.68%
Feb 28, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 163.26K (0.57%) 0.00
Increased by 0.00%
Feb 28, 25
20 Dimensional US Small Cap ETF 153.37K (0.53%) 0.00
Increased by 0.00%
Feb 28, 25