Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JSML 3.18%
2 PSCH 2.16%
3 XHS 1.71%
4 SIXS 1.42%
5 PTH 1.20%
6 JSMD 1.18%
7 GRPZ 1.12%
8 FSCS 1.11%
9 RNMC 1.11%
10 XSLV 0.90%
11 QSML 0.87%
12 ROGS 0.85%
13 ROSC 0.80%
14 RZG 0.79%
15 XSMO 0.75%
16 AFSM 0.64%
17 FNY 0.62%
18 IHF 0.56%
19 SIXL 0.50%
20 SLYG 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 1.93M (20.81%) 21.67K
Increased by +1.13%
Jun 30, 24
2 BlackRock Inc 1.47M (15.91%) 18.85K
Increased by +1.28%
Jun 30, 24
3 Vanguard Group Inc 1.09M (11.74%) -1.77K
Decreased by -0.16%
Sep 30, 24
4 Renaissance Technologies Corp 654.22K (7.07%) -14.69K
Decreased by -2.25%
Sep 30, 24
5 Dimensional Fund Advisors, Inc. 537.97K (5.81%) -18.44K
Decreased by -3.43%
Sep 30, 24
6 State Street Corp 357.11K (3.86%) 4.20K
Increased by +1.18%
Jun 30, 24
7 State Street Corporation 352.91K (3.81%) 11.28K
Increased by +3.20%
Mar 31, 24
8 Neuberger Berman Group LLC 278.55K (3.01%) 5.70K
Increased by +2.05%
Jun 30, 24
9 Geode Capital Management, LLC 244.30K (2.64%) 14.70K
Increased by +6.02%
Jun 30, 24
10 BTIM Corp 232.51K (2.51%) -10.02K
Decreased by -4.31%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 224.03K (2.42%) -73.44K
Decreased by -32.78%
Jun 30, 24
12 T. Rowe Price Associates, Inc. 220.69K (2.39%) 4.37K
Increased by +1.98%
Jun 30, 24
13 Wells Fargo & Co 168.14K (1.82%) 3.92K
Increased by +2.33%
Jun 30, 24
14 Northern Trust Corp 122.18K (1.32%) 17.55K
Increased by +14.36%
Sep 30, 24
15 NORGES BANK 94.84K (1.03%) 14.05K
Increased by +14.81%
Jun 30, 24
16 Charles Schwab Investment Management Inc 86.24K (0.93%) 6.06K
Increased by +7.03%
Sep 30, 24
17 Amvescap Plc. 79.41K (0.86%) -423.00
Decreased by -0.53%
Jun 30, 24
18 Bank of New York Mellon Corp 73.62K (0.80%) 1.48K
Increased by +2.01%
Jun 30, 24
19 Raymond James & Associates 60.36K (0.65%) 2.11K
Increased by +3.50%
Sep 30, 24
20 Victory Capital Management Inc. 47.16K (0.51%) -4.15K
Decreased by -8.81%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 578.49K (6.25%) 528.00
Increased by +0.09%
Oct 31, 24
2 Virtus KAR Small-Cap Core I 371.68K (4.02%) 17.20K
Increased by +4.63%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 298.14K (3.22%) -1.89K
Decreased by -0.63%
Oct 31, 24
4 Vanguard Small Cap Index 236.18K (2.55%) 450.00
Increased by +0.19%
Oct 31, 24
5 iShares Russell 2000 ETF 226.96K (2.45%) -504.00
Decreased by -0.22%
Oct 31, 24
6 Neuberger Berman Genesis Inv 184.14K (1.99%) -932.00
Decreased by -0.51%
Sep 30, 24
7 DFA US Micro Cap I 158.16K (1.71%) 0.00
Increased by 0.00%
Sep 30, 24
8 T. Rowe Price Integrated US Sm Gr Eq 157.63K (1.70%) -4.04K
Decreased by -2.56%
Sep 30, 24
9 T. Rowe Price Integrated US SmCapGrEq 157.63K (1.70%) -6.82K
Decreased by -4.33%
Sep 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 136.72K (1.48%) 1.17K
Increased by +0.85%
Sep 30, 24
11 DFA US Small Cap I 133.09K (1.44%) 0.00
Increased by 0.00%
Sep 30, 24
12 Vanguard Small Cap Growth Index Inv 129.81K (1.40%) -253.00
Decreased by -0.19%
Oct 31, 24
13 Boston Trust Walden Small Cap 93.63K (1.01%) -800.00
Decreased by -0.85%
Oct 31, 24
14 Fidelity Small Cap Index 90.74K (0.98%) -2.48K
Decreased by -2.73%
Aug 31, 24
15 iShares S&P Small-Cap 600 Growth ETF 87.97K (0.95%) 0.00
Increased by 0.00%
Oct 31, 24
16 Fidelity® Small Cap Index 84.27K (0.91%) 2.34K
Increased by +2.78%
Oct 31, 23
17 SilverCross Global Small-Cap A EUR 82.37K (0.89%) 0.00
Increased by 0.00%
Oct 31, 23
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 80.39K (0.87%) 600.00
Increased by +0.75%
Oct 31, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 80.26K (0.87%) 0.00
Increased by 0.00%
Apr 30, 24
20 iShares Russell 2000 Growth ETF 78.85K (0.85%) 0.00
Increased by 0.00%
Oct 31, 24