Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XSD 2.04%
2 SOVF 1.54%
3 JSML 1.51%
4 PSCT 1.22%
5 ROGS 0.99%
6 FTXL 0.90%
7 SMCP 0.82%
8 JSMD 0.79%
9 JPSV 0.76%
10 GRPZ 0.69%
11 IDAT 0.65%
12 SEMI 0.62%
13 DSMC 0.53%
14 QQQS 0.48%
15 SLY 0.44%
16 QSML 0.40%
17 VUSE 0.38%
18 HLGE 0.36%
19 ESIX 0.36%
20 FYT 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.65M (17.00%) 147.74K
Increased by +1.93%
Dec 31, 24
2 Vanguard Group Inc 5.91M (13.13%) 102.26K
Increased by +1.73%
Dec 31, 24
3 FMR Inc 5.90M (13.11%) 116.87K
Increased by +1.98%
Dec 31, 24
4 State Street Corporation 2.30M (5.11%) 84.80K
Increased by +3.68%
Mar 31, 24
5 State Street Corp 2.27M (5.05%) 113.00K
Increased by +4.97%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 2.24M (4.97%) 168.54K
Increased by +7.53%
Dec 31, 24
7 Earnest Partners LLC 2.12M (4.71%) 7.55K
Increased by +0.36%
Dec 31, 24
8 Victory Capital Management Inc. 1.91M (4.24%) 163.37K
Increased by +8.56%
Dec 31, 24
9 Congress Asset Management Company, LLP 1.32M (2.93%) -2.13K
Decreased by -0.16%
Sep 30, 23
10 Geode Capital Management, LLC 1.28M (2.85%) 17.74K
Increased by +1.38%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 1.26M (2.79%) 196.87K
Increased by +15.67%
Dec 31, 24
12 LSV Asset Management 1.19M (2.65%) -605.06K
Decreased by -50.78%
Dec 31, 23
13 Hood River Capital Management LLC 1.17M (2.60%) 1.17M
Increased by +100.00%
Dec 31, 24
14 Channing Capital Management, LLC 1.02M (2.26%) 83.36K
Increased by +8.21%
Jun 30, 24
15 Bank of America Corp 977.85K (2.17%) -61.51K
Decreased by -6.29%
Dec 31, 24
16 Barrow Hanley Mewhinney & Strauss LLC 810.13K (1.80%) -36.62K
Decreased by -4.52%
Dec 31, 24
17 Macquarie Group Ltd 801.11K (1.78%) -33.08K
Decreased by -4.13%
Dec 31, 24
18 Charles Schwab Investment Management Inc 687.25K (1.53%) 61.14K
Increased by +8.90%
Dec 31, 24
19 Amvescap Plc. 678.76K (1.51%) -488.56K
Decreased by -71.98%
Dec 31, 23
20 SEI Investments Co 608.53K (1.35%) 44.39K
Increased by +7.29%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.86M (6.36%) 1.81K
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.37M (3.04%) 1.09K
Increased by +0.08%
Feb 28, 25
3 iShares Russell 2000 ETF 1.20M (2.67%) -10.45K
Decreased by -0.87%
Mar 31, 25
4 Fidelity Low-Priced Stock 1.18M (2.61%) 0.00
Increased by 0.00%
Jan 31, 25
5 Vanguard Small Cap Index 1.12M (2.50%) 924.00
Increased by +0.08%
Feb 28, 25
6 Vanguard Information Technology ETF 1.09M (2.41%) 2.85K
Increased by +0.26%
Feb 28, 25
7 T. Rowe Price Integrated US SmCapGrEq 880.82K (1.96%) 440.41K
Increased by +50.00%
Dec 31, 24
8 Victory Small Cap Value CIT (Net 75) 825.00K (1.83%) 110.00K
Increased by +13.33%
Dec 31, 24
9 Victory Sycamore Small Company Opp R 825.00K (1.83%) 110.00K
Increased by +13.33%
Dec 31, 24
10 Hood River Small-Cap Growth Instl 776.50K (1.73%) 776.50K
Increased by +100.00%
Dec 31, 24
11 Strategic Advisers Fidelity US TtlStk 706.45K (1.57%) 10.11K
Increased by +1.43%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 699.71K (1.55%) 990.00
Increased by +0.14%
Feb 28, 25
13 Vanguard Small Cap Growth Index Inv 631.84K (1.40%) -3.43K
Decreased by -0.54%
Feb 28, 25
14 Fidelity Small Cap Value Fund 620.30K (1.38%) -75.00K
Decreased by -12.09%
Jan 31, 25
15 Delaware Small Cap Value A 562.90K (1.25%) 0.00
Increased by 0.00%
Sep 30, 24
16 EARNEST Partners Smid Cap Core Founders 549.50K (1.22%) 25.33K
Increased by +4.61%
Dec 31, 24
17 Macquarie Small Cap Value A 534.00K (1.19%) 0.00
Increased by 0.00%
Feb 28, 25
18 Fidelity Stock Selector Small Cap 532.42K (1.18%) 75.30K
Increased by +14.14%
Jan 31, 25
19 SPDR® S&P Semiconductor ETF 526.15K (1.17%) 0.00
Increased by 0.00%
Mar 31, 25
20 iShares S&P Small-Cap 600 Value ETF 517.00K (1.15%) 0.00
Increased by 0.00%
Feb 28, 25