Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 0.33%
2 EKG 0.24%
3 BTEC 0.20%
4 SQLV 0.19%
5 SSLY 0.16%
6 IJS 0.10%
7 FYC 0.10%
8 FYX 0.09%
9 VIOV 0.08%
10 SLYV 0.07%
11 SLY 0.07%
12 AVSC 0.06%
13 PSC 0.06%
14 IBB 0.06%
15 IWO 0.05%
16 VTWG 0.05%
17 VTWV 0.05%
18 IJR 0.05%
19 IWN 0.05%
20 VIOO 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.07M (15.09%) -355.55K
Decreased by -2.08%
Jun 30, 24
2 Vanguard Group Inc 11.75M (10.38%) -266.63K
Decreased by -2.27%
Jun 30, 24
3 Brown Capital Management, LLC 11.39M (10.06%) -634.63K
Decreased by -5.57%
Jun 30, 24
4 RA Capital Management, LLC 6.81M (6.02%) 0.00
Increased by 0.00%
Mar 31, 24
5 Hillhouse Capital Advisors, Ltd. 6.66M (5.88%) 0.00
Increased by 0.00%
Jun 30, 24
6 State Street Corporation 4.12M (3.64%) 118.09K
Increased by +2.87%
Mar 31, 24
7 State Street Corp 3.97M (3.51%) -142.73K
Decreased by -3.59%
Jun 30, 24
8 New York State Common Retirement Fund 2.95M (2.61%) 1.02K
Increased by +0.03%
Jun 30, 24
9 Geode Capital Management, LLC 2.58M (2.28%) 70.78K
Increased by +2.74%
Jun 30, 24
10 Wellington Management Company LLP 2.14M (1.89%) 780.74K
Increased by +36.56%
Jun 30, 24
11 Dimensional Fund Advisors, Inc. 1.47M (1.29%) 89.61K
Increased by +6.12%
Jun 30, 24
12 Goldman Sachs Group Inc 1.36M (1.20%) 793.24K
Increased by +58.44%
Jun 30, 24
13 Northern Trust Corp 1.09M (0.96%) -45.23K
Decreased by -4.17%
Jun 30, 24
14 Millennium Management LLC 946.49K (0.84%) 919.85K
Increased by +97.18%
Jun 30, 24
15 Charles Schwab Investment Management Inc 917.84K (0.81%) 16.84K
Increased by +1.83%
Jun 30, 24
16 Morgan Stanley - Brokerage Accounts 843.52K (0.75%) 7.37K
Increased by +0.87%
Mar 31, 24
17 Bank of New York Mellon Corp 804.26K (0.71%) 29.58K
Increased by +3.68%
Jun 30, 24
18 FMR Inc 636.69K (0.56%) 114.30K
Increased by +17.95%
Jun 30, 24
19 Connor Clark & Lunn Inv Mgmt Ltd 631.47K (0.56%) -486.00
Decreased by -0.08%
Jun 30, 24
20 JPMorgan Chase & Co 608.44K (0.54%) 523.03K
Increased by +85.96%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.46M (5.71%) 0.00
Increased by 0.00%
Aug 30, 24
2 Brown Capital Mgmt Small Co Inv 4.55M (4.02%) 0.00
Increased by 0.00%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 3.47M (3.07%) 0.00
Increased by 0.00%
Jul 31, 24
4 iShares Russell 2000 ETF 3.25M (2.87%) 20.54K
Increased by +0.63%
Aug 30, 24
5 Vanguard Small Cap Index 2.65M (2.34%) 7.18K
Increased by +0.27%
Jul 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.36%) -40.86K
Decreased by -2.65%
Jul 31, 24
7 Vanguard Small Cap Growth Index Inv 1.48M (1.31%) -5.69K
Decreased by -0.38%
Jul 31, 24
8 Fidelity Small Cap Index 1.23M (1.09%) 22.89K
Increased by +1.86%
Jun 30, 24
9 Fidelity® Small Cap Index 1.18M (1.04%) 33.40K
Increased by +2.84%
Oct 31, 23
10 iShares Russell 2000 Value ETF 1.14M (1.01%) -3.82K
Decreased by -0.33%
Aug 30, 24
11 iShares S&P Small-Cap 600 Value ETF 1.06M (0.94%) 1.03K
Increased by +0.10%
Aug 30, 24
12 iShares Russell 2000 Growth ETF 1.02M (0.90%) -2.45K
Decreased by -0.24%
Apr 30, 24
13 iShares Biotechnology ETF 886.35K (0.78%) 0.00
Increased by 0.00%
Aug 30, 24
14 SPDR® Portfolio S&P 600 Sm Cap ETF 884.62K (0.78%) 0.00
Increased by 0.00%
Apr 30, 24
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 847.30K (0.75%) 336.00
Increased by +0.04%
Aug 30, 24
16 Vanguard Tax-Managed Small Cap Adm 759.23K (0.67%) 0.00
Increased by 0.00%
Jul 31, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 734.25K (0.65%) 2.00K
Increased by +0.27%
Jul 31, 24
18 Brown Capital Small Company 657.23K (0.58%) 0.00
Increased by 0.00%
Jun 30, 24
19 Hartford Small Cap Growth HLS IA 602.07K (0.53%) 102.51K
Increased by +17.03%
Jul 31, 24
20 SPDR® S&P 600 Small Cap Value ETF 582.96K (0.52%) 0.00
Increased by 0.00%
Aug 30, 24