Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 5.28%
2 OLD 2.96%
3 PXSG 2.46%
4 XSMO 2.37%
5 KSCD 2.10%
6 PTH 2.09%
7 XHS 2.00%
8 JSMD 1.59%
9 IHF 1.41%
10 XMLV 1.25%
11 DVOL 1.24%
12 SLYG 1.20%
13 IJT 1.20%
14 VIOG 1.15%
15 JPSV 1.13%
16 SIXS 1.02%
17 RNMC 1.02%
18 FSCS 1.02%
19 XSLV 0.95%
20 ESIX 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.02M (16.45%) -322.32K
Decreased by -3.57%
Jun 30, 24
2 Vanguard Group Inc 6.49M (11.83%) -145.63K
Decreased by -2.24%
Sep 30, 24
3 Wasatch Advisors Inc. 4.53M (8.26%) -475.31K
Decreased by -10.49%
Dec 31, 23
4 Wasatch Advisors LP 4.06M (7.41%) -106.40K
Decreased by -2.62%
Jun 30, 24
5 Capital Research Global Investors 2.46M (4.48%) -84.67K
Decreased by -3.45%
Sep 30, 24
6 State Street Corp 2.11M (3.85%) 12.41K
Increased by +0.59%
Jun 30, 24
7 State Street Corporation 2.10M (3.83%) 25.23K
Increased by +1.20%
Mar 31, 24
8 FMR Inc 2.00M (3.64%) 593.78K
Increased by +29.75%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 1.52M (2.77%) 76.12K
Increased by +5.00%
Jun 30, 24
10 Fuller & Thaler Asset Management Inc 1.36M (2.47%) -928.79K
Decreased by -68.41%
Sep 30, 24
11 Geode Capital Management, LLC 1.30M (2.37%) 51.15K
Increased by +3.94%
Jun 30, 24
12 Riverbridge Partners LLC 1.20M (2.19%) -70.10K
Decreased by -5.82%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 1.19M (2.17%) -132.89K
Decreased by -11.17%
Sep 30, 24
14 Crewe Advisors LLC 1.11M (2.02%) 10.22K
Increased by +0.92%
Sep 30, 24
15 Baillie Gifford & Co Limited. 1.06M (1.92%) 1.06M
Increased by +100.00%
Sep 30, 24
16 Copeland Capital Management, LLC 936.53K (1.71%) -98.35K
Decreased by -10.50%
Sep 30, 24
17 T. Rowe Price Investment Management,Inc. 881.52K (1.61%) -74.03K
Decreased by -8.40%
Sep 30, 24
18 T. Rowe Price Associates, Inc. 843.88K (1.54%) -26.13K
Decreased by -3.10%
Jun 30, 24
19 Charles Schwab Investment Management Inc 800.61K (1.46%) 23.38K
Increased by +2.92%
Sep 30, 24
20 Van Berkom and Associates Inc 778.80K (1.42%) -98.41K
Decreased by -12.64%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.66M (6.67%) 6.12K
Increased by +0.17%
Jun 28, 24
2 American Funds SMALLCAP World A 2.24M (4.08%) -80.47K
Decreased by -3.60%
Sep 30, 24
3 Fuller & Thaler Behavrl Small-Cap Value 2.22M (4.05%) -19.86K
Decreased by -0.89%
Nov 30, 23
4 Vanguard Total Stock Mkt Idx Inv 1.79M (3.27%) -7.23K
Decreased by -0.40%
Oct 31, 24
5 iShares Core S&P Mid-Cap ETF 1.79M (3.25%) 960.00
Increased by +0.05%
Oct 31, 24
6 iShares Russell 2000 ETF 1.43M (2.61%) -3.22K
Decreased by -0.22%
Oct 31, 24
7 Vanguard Small Cap Index 1.43M (2.61%) 2.80K
Increased by +0.20%
Oct 31, 24
8 FullerThaler Behavioral Small-Cap Value 1.23M (2.25%) -240.00
Decreased by -0.02%
Sep 30, 24
9 Undiscovered Managers Behavioral Val L 1.17M (2.13%) 0.00
Increased by 0.00%
Sep 30, 24
10 Van Berkom Sm-Cap Eq 852.19K (1.55%) 852.19K
Increased by +100.00%
Jun 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 847.24K (1.54%) -14.55K
Decreased by -1.72%
Sep 30, 24
12 Wasatch Core Growth 802.08K (1.46%) -150.62K
Decreased by -18.78%
Sep 30, 24
13 Vanguard Small Cap Growth Index Inv 786.23K (1.43%) -2.14K
Decreased by -0.27%
Oct 31, 24
14 Baillie Gifford US Equity Growth 597.40K (1.09%) 417.87K
Increased by +69.95%
Sep 30, 24
15 Vanguard US Growth Investor 597.40K (1.09%) 597.40K
Increased by +100.00%
Sep 30, 24
16 T. Rowe Price Integrated US Sm Gr Eq 589.09K (1.07%) -15.11K
Decreased by -2.56%
Sep 30, 24
17 T. Rowe Price Integrated US SmCapGrEq 589.09K (1.07%) -33.46K
Decreased by -5.68%
Sep 30, 24
18 Fidelity Small Cap Index 567.35K (1.03%) -14.43K
Decreased by -2.54%
Aug 31, 24
19 iShares S&P Small-Cap 600 Growth ETF 544.00K (0.99%) -600.00
Decreased by -0.11%
Jun 28, 24
20 Wasatch Small Cap Growth Investor 530.21K (0.97%) -225.32K
Decreased by -42.50%
Sep 30, 24