Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 5.01%
2 WCBR 4.12%
3 GLRY 2.97%
4 SAWS 2.72%
5 PTF 2.30%
6 CSMD 2.15%
7 FFTY 1.91%
8 CPAI 1.76%
9 GSC 1.68%
10 XMHQ 1.56%
11 XMLV 1.54%
12 NSCS 1.42%
13 GRPM 1.37%
14 JSMD 1.28%
15 HACK 1.22%
16 IVES 1.13%
17 RFG 1.11%
18 NBSM 1.09%
19 RNMC 1.09%
20 FSCS 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.16M (14.14%) 24.90K
Increased by +0.40%
Dec 31, 24
2 Vanguard Group Inc 5.64M (12.94%) 54.56K
Increased by +0.97%
Dec 31, 24
3 Renaissance Technologies Corp 1.91M (4.38%) 24.90K
Increased by +1.30%
Dec 31, 24
4 Amvescap Plc. 1.66M (3.81%) 607.64K
Increased by +36.60%
Dec 31, 24
5 State Street Corp 1.65M (3.78%) 54.00K
Increased by +3.28%
Dec 31, 24
6 State Street Corporation 1.60M (3.68%) 23.57K
Increased by +1.47%
Mar 31, 24
7 Acadian Asset Management LLC 1.60M (3.67%) 223.35K
Increased by +13.99%
Mar 31, 24
8 Neuberger Berman Group LLC 1.56M (3.59%) 98.60K
Increased by +6.30%
Dec 31, 24
9 Geode Capital Management, LLC 1.29M (2.96%) 43.09K
Increased by +3.35%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 928.50K (2.13%) -42.70K
Decreased by -4.60%
Dec 31, 24
11 Nuveen Asset Management, LLC 726.70K (1.67%) -43.67K
Decreased by -6.01%
Dec 31, 24
12 American Capital Management Inc 695.41K (1.60%) -72.41K
Decreased by -10.41%
Dec 31, 24
13 Mackenzie Investments 691.98K (1.59%) -430.97K
Decreased by -62.28%
Sep 30, 24
14 Northern Trust Corp 651.97K (1.50%) 58.24K
Increased by +8.93%
Dec 31, 24
15 Allspring Global Investments Holdings, LLC 647.52K (1.49%) 555.66K
Increased by +85.81%
Dec 31, 24
16 Arrowstreet Capital Limited Partnership 632.87K (1.45%) 4.96K
Increased by +0.78%
Dec 31, 24
17 Alyeska Investment Group, L.P. 596.70K (1.37%) 174.15K
Increased by +29.19%
Sep 30, 23
18 Goldman Sachs Group Inc 595.48K (1.37%) 125.01K
Increased by +20.99%
Dec 31, 24
19 AllianceBernstein L.P. 593.20K (1.36%) -486.78K
Decreased by -82.06%
Sep 30, 24
20 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 588.47K (1.35%) 148.29K
Increased by +25.20%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.44M (3.30%) 2.50K
Increased by +0.17%
Mar 31, 25
2 Canada Life US Small-Mid Cap Growth F 1.40M (3.22%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.37M (3.16%) 792.00
Increased by +0.06%
Feb 28, 25
4 iShares Russell 2000 ETF 1.15M (2.64%) -9.96K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Small Cap Index 1.12M (2.56%) 903.00
Increased by +0.08%
Feb 28, 25
6 Neuberger Berman Genesis Inv 966.78K (2.22%) 0.00
Increased by 0.00%
Dec 31, 24
7 T. Rowe Price Integrated US SmCapGrEq 690.88K (1.59%) 411.05K
Increased by +59.50%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 663.90K (1.52%) 1.71K
Increased by +0.26%
Feb 28, 25
9 Vanguard Information Technology ETF 652.40K (1.50%) 1.64K
Increased by +0.25%
Feb 28, 25
10 Vanguard Small Cap Growth Index Inv 627.07K (1.44%) -3.49K
Decreased by -0.56%
Feb 28, 25
11 Invesco S&P MidCap Quality ETF 531.45K (1.22%) -720.00
Decreased by -0.14%
Mar 31, 25
12 FullerThaler Behavioral Sm-Cp Eq R6 492.45K (1.13%) 63.70K
Increased by +12.94%
Dec 31, 24
13 FullerThaler Behavioral Small-Cap Equity 492.45K (1.13%) 63.70K
Increased by +12.94%
Dec 31, 24
14 Fidelity Small Cap Index 431.02K (0.99%) -8.07K
Decreased by -1.87%
Jan 31, 25
15 Fidelity® Small Cap Index 424.96K (0.98%) 11.75K
Increased by +2.76%
Oct 31, 23
16 iShares Russell 2000 Growth ETF 360.16K (0.83%) -1.71K
Decreased by -0.48%
Mar 31, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 353.25K (0.81%) 3.35K
Increased by +0.95%
Feb 28, 25
18 Canada Life US Small-Mid Cap Growth A 353.10K (0.81%) -131.26K
Decreased by -37.17%
Oct 31, 24
19 T. Rowe Price Integrated US Sm Gr Eq 345.44K (0.79%) 0.00
Increased by 0.00%
Feb 28, 25
20 Champlain Small Company Adv 340.00K (0.78%) 121.16K
Increased by +35.63%
Mar 31, 24