Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XRT 2.00%
2 RZV 1.47%
3 RETL 1.29%
4 PSCD 0.85%
5 FSCC 0.68%
6 ISMD 0.29%
7 IJS 0.23%
8 SLY 0.22%
9 VIOV 0.16%
10 RWJ 0.15%
11 CSF 0.13%
12 CSA 0.13%
13 SLYV 0.13%
14 SSLY 0.12%
15 TPSC 0.12%
16 IWN 0.11%
17 IJR 0.11%
18 MMSC 0.11%
19 AVSC 0.11%
20 QSML 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.22M (18.43%) -19.93K
Decreased by -0.14%
Dec 31, 24
2 Vanguard Group Inc 10.41M (13.49%) 167.74K
Increased by +1.61%
Dec 31, 24
3 William Blair Investment Management, LLC 6.40M (8.29%) -2.49M
Decreased by -38.95%
Jun 30, 24
4 Burgundy Asset Management Ltd 4.68M (6.06%) 2.72M
Increased by +58.08%
Dec 31, 24
5 ClearBridge Advisors, LLC 4.42M (5.73%) -89.22K
Decreased by -2.02%
Jun 30, 24
6 Bank of America Corp 4.39M (5.69%) 141.02K
Increased by +3.21%
Jun 30, 24
7 Dimensional Fund Advisors, Inc. 3.70M (4.80%) 30.23K
Increased by +0.82%
Dec 31, 24
8 State Street Corp 3.47M (4.49%) 3.18K
Increased by +0.09%
Dec 31, 24
9 State Street Corporation 3.31M (4.29%) 57.58K
Increased by +1.74%
Mar 31, 24
10 Macquarie Group Ltd 3.12M (4.04%) -317.00K
Decreased by -10.16%
Dec 31, 24
11 J. Goldman & Co LP 2.79M (3.61%) 863.65K
Increased by +31.00%
Jun 30, 24
12 D. E. Shaw & Co LP 2.78M (3.60%) -638.08K
Decreased by -22.94%
Dec 31, 24
13 Engine Capital Management LP 2.53M (3.28%) 1.42M
Increased by +56.05%
Dec 31, 24
14 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.40M (3.12%) -413.35K
Decreased by -17.19%
Jun 30, 24
15 Arrowstreet Capital Limited Partnership 2.31M (2.99%) 1.04M
Increased by +44.90%
Dec 31, 24
16 Hawk Ridge Management LLC 2.13M (2.76%) -1.67M
Decreased by -78.31%
Dec 31, 24
17 Geode Capital Management, LLC 1.90M (2.46%) -5.00K
Decreased by -0.26%
Dec 31, 24
18 Driehaus Capital Management LLC 1.64M (2.12%) 1.28M
Increased by +78.34%
Mar 31, 24
19 Wolf Hill Capital Management, LP 1.60M (2.07%) 368.75K
Increased by +23.11%
Mar 31, 24
20 Charles Schwab Investment Management Inc 1.58M (2.05%) 170.84K
Increased by +10.79%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.78M (6.20%) -5.03K
Decreased by -0.11%
Apr 30, 25
2 ClearBridge Small Cap Growth A 2.56M (3.32%) -107.00K
Decreased by -4.17%
Jun 30, 24
3 Vanguard US Total Market Shares ETF 2.49M (3.22%) 0.00
Increased by 0.00%
Sep 30, 24
4 Delaware Ivy Mid Cap Growth A 2.48M (3.21%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.47M (3.21%) 0.00
Increased by 0.00%
Mar 31, 25
6 Macquarie Mid Cap Growth A 2.23M (2.89%) -246.89K
Decreased by -11.07%
Dec 31, 24
7 Vanguard Explorer Inv 2.12M (2.75%) 124.71K
Increased by +5.88%
Jun 30, 24
8 Vanguard Small Cap Index 1.96M (2.54%) -46.56K
Decreased by -2.37%
Mar 31, 25
9 iShares Russell 2000 ETF 1.92M (2.49%) 324.00
Increased by +0.02%
Apr 30, 25
10 ClearBridge Small Cap Growth 1.52M (1.97%) -1.04M
Decreased by -68.21%
Aug 31, 24
11 Vanguard Small Cap Value Index Inv 1.27M (1.65%) -50.41K
Decreased by -3.96%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.23M (1.60%) 40.98K
Increased by +3.33%
Mar 31, 25
13 William Blair Small-Mid Cap Growth CIT 1.18M (1.52%) 0.00
Increased by 0.00%
Jul 31, 24
14 DFA US Small Cap Value I 1.09M (1.42%) -29.15K
Decreased by -2.67%
Mar 31, 25
15 William Blair Small-Mid Cap Growth I 951.48K (1.23%) -11.70K
Decreased by -1.23%
Jul 31, 24
16 Schwab Fundamental U.S. Small CompanyETF 833.02K (1.08%) 0.00
Increased by 0.00%
Apr 30, 25
17 Vanguard Strategic Equity Inv 789.88K (1.02%) 126.49K
Increased by +16.01%
Mar 31, 25
18 Fidelity Small Cap Index 776.14K (1.01%) 0.00
Increased by 0.00%
Feb 28, 25
19 iShares S&P Small-Cap 600 Value ETF 775.25K (1.00%) 739.00
Increased by +0.10%
Apr 30, 25
20 Burgundy Smaller Companies 759.39K (0.98%) 759.39K
Increased by +100.00%
Mar 31, 25