Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCI 2.19%
2 JSML 2.11%
3 PRN 1.76%
4 SAWS 1.51%
5 XSMO 1.22%
6 JPSV 1.01%
7 QSML 0.88%
8 VIOG 0.86%
9 DWAS 0.85%
10 RNSC 0.85%
11 FSGS 0.84%
12 RZG 0.81%
13 IJT 0.78%
14 SLYG 0.78%
15 SOVF 0.75%
16 SCDS 0.73%
17 CCSO 0.68%
18 TXSS 0.65%
19 CAFG 0.65%
20 FYC 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.61M (15.72%) 90.12K
Increased by +3.46%
Dec 31, 24
2 Vanguard Group Inc 1.85M (11.18%) 29.49K
Increased by +1.59%
Dec 31, 24
3 Neuberger Berman Group LLC 662.49K (4.00%) -260.75K
Decreased by -39.36%
Dec 31, 24
4 State Street Corp 648.08K (3.91%) 35.38K
Increased by +5.46%
Dec 31, 24
5 Conestoga Capital Advisors, LLC 573.99K (3.46%) -3.04K
Decreased by -0.53%
Dec 31, 24
6 Capital World Investors 556.84K (3.36%) -36.33K
Decreased by -6.52%
Dec 31, 24
7 Wasatch Advisors Inc. 504.70K (3.04%) 444.12K
Increased by +88.00%
Sep 30, 23
8 Wasatch Advisors LP 427.30K (2.58%) -10.88K
Decreased by -2.55%
Dec 31, 24
9 Champlain Investment Partners, LLC 418.67K (2.53%) -133.81K
Decreased by -31.96%
Dec 31, 23
10 Morgan Stanley - Brokerage Accounts 397.74K (2.40%) -128.20K
Decreased by -32.23%
Dec 31, 24
11 Geode Capital Management, LLC 393.85K (2.38%) 4.90K
Increased by +1.24%
Dec 31, 24
12 State Street Corporation 345.40K (2.08%) 5.51K
Increased by +1.59%
Mar 31, 24
13 AllianceBernstein L.P. 320.55K (1.93%) -34.35K
Decreased by -10.72%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 307.42K (1.85%) -48.77K
Decreased by -15.86%
Dec 31, 24
15 First Manhattan Co. LLC 296.67K (1.79%) -72.46K
Decreased by -24.42%
Dec 31, 24
16 Allspring Global Investments Holdings, LLC 259.22K (1.56%) -199.34K
Decreased by -76.90%
Sep 30, 24
17 Kayne Anderson Rudnick Investment Management LLC 235.32K (1.42%) -6.08K
Decreased by -2.58%
Dec 31, 24
18 Capital Research & Mgmt Co - Division 3 234.31K (1.41%) -19.46K
Decreased by -8.30%
Dec 31, 24
19 Northern Trust Corp 217.66K (1.31%) 11.46K
Increased by +5.27%
Dec 31, 24
20 T. Rowe Price Associates, Inc. 207.14K (1.25%) 661.00
Increased by +0.32%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.07M (6.47%) -231.00
Decreased by -0.02%
Feb 28, 25
2 American Funds SMALLCAP World A 951.96K (5.74%) -55.79K
Decreased by -5.86%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 527.45K (3.18%) 2.20K
Increased by +0.42%
Feb 28, 25
4 iShares Russell 2000 ETF 431.90K (2.61%) -5.11K
Decreased by -1.18%
Feb 28, 25
5 Vanguard Small Cap Index 429.37K (2.59%) 357.00
Increased by +0.08%
Feb 28, 25
6 Neuberger Berman Genesis Inv 416.63K (2.51%) -177.25K
Decreased by -42.54%
Dec 31, 24
7 Conestoga Small Cap Investors 344.43K (2.08%) 0.00
Increased by 0.00%
Jan 31, 25
8 T. Rowe Price Integrated US SmCapGrEq 304.52K (1.84%) 152.26K
Increased by +50.00%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 255.69K (1.54%) 984.00
Increased by +0.38%
Feb 28, 25
10 T. Rowe Price Small-Cap Value 250.65K (1.51%) -85.20K
Decreased by -33.99%
Dec 31, 23
11 Wasatch Core Growth 250.38K (1.51%) -7.94K
Decreased by -3.17%
Dec 31, 24
12 Vanguard Small Cap Growth Index Inv 241.24K (1.46%) -1.28K
Decreased by -0.53%
Feb 28, 25
13 Allspring Special Small Cap Value A 204.60K (1.23%) -4.10K
Decreased by -2.00%
Aug 31, 24
14 Calvert US Small-Cap Strategy 194.75K (1.17%) -14.32K
Decreased by -7.35%
Sep 30, 24
15 Calvert Small-Cap A 176.66K (1.07%) -18.09K
Decreased by -10.24%
Nov 30, 24
16 Champlain Small Company Adv 170.00K (1.03%) -60.00K
Decreased by -35.29%
Dec 31, 23
17 Fidelity Small Cap Index 168.44K (1.02%) 597.00
Increased by +0.35%
Dec 31, 24
18 T. Rowe Price Small-Cap Stock 162.27K (0.98%) -43.68K
Decreased by -26.92%
Jun 30, 24
19 T. Rowe Price US Small-Cap Core Equity 162.27K (0.98%) -43.68K
Decreased by -26.92%
Jun 30, 24
20 Janus Henderson US Small Cap Growth 158.83K (0.96%) -36.54K
Decreased by -23.00%
Jun 30, 24