Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XRT 1.41%
2 RZV 1.04%
3 RETL 0.90%
4 PSCD 0.61%
5 FSCC 0.50%
6 ISMD 0.27%
7 SLY 0.22%
8 VIOV 0.16%
9 IJS 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 MMSC 0.11%
17 AVSC 0.11%
18 QSML 0.10%
19 ESIX 0.10%
20 PSC 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.22M (18.46%) -19.93K
Decreased by -0.14%
Dec 31, 24
2 Vanguard Group Inc 10.41M (13.52%) 167.74K
Increased by +1.61%
Dec 31, 24
3 William Blair Investment Management, LLC 6.40M (8.30%) -2.49M
Decreased by -38.95%
Jun 30, 24
4 Burgundy Asset Management Ltd 4.68M (6.07%) 2.72M
Increased by +58.08%
Dec 31, 24
5 ClearBridge Advisors, LLC 4.42M (5.74%) -89.22K
Decreased by -2.02%
Jun 30, 24
6 Bank of America Corp 4.39M (5.70%) 141.02K
Increased by +3.21%
Jun 30, 24
7 Dimensional Fund Advisors, Inc. 3.70M (4.81%) 30.23K
Increased by +0.82%
Dec 31, 24
8 State Street Corp 3.47M (4.50%) 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 (4.05%) -317.00K
Decreased by -10.16%
Dec 31, 24
11 J. Goldman & Co LP 2.79M (3.62%) 863.65K
Increased by +31.00%
Jun 30, 24
12 D. E. Shaw & Co LP 2.78M (3.61%) -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 (3.00%) 1.04M
Increased by +44.90%
Dec 31, 24
16 Hawk Ridge Management LLC 2.13M (2.77%) -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 (2.13%) 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 (2.06%) 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 4.87M (6.32%) 3.37K
Increased by +0.07%
Mar 31, 25
2 ClearBridge Small Cap Growth A 2.56M (3.33%) -107.00K
Decreased by -4.17%
Jun 30, 24
3 Delaware Ivy Mid Cap Growth A 2.48M (3.22%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.47M (3.21%) 0.00
Increased by 0.00%
Feb 28, 25
5 Macquarie Mid Cap Growth A 2.23M (2.89%) -246.89K
Decreased by -11.07%
Dec 31, 24
6 Vanguard Explorer Inv 2.12M (2.75%) 124.71K
Increased by +5.88%
Jun 30, 24
7 iShares Russell 2000 ETF 2.06M (2.67%) -17.82K
Decreased by -0.87%
Mar 31, 25
8 Vanguard Small Cap Index 2.01M (2.61%) 1.64K
Increased by +0.08%
Feb 28, 25
9 ClearBridge Small Cap Growth 1.52M (1.98%) -1.04M
Decreased by -68.21%
Aug 31, 24
10 Vanguard Small Cap Value Index Inv 1.33M (1.72%) -3.90K
Decreased by -0.29%
Feb 28, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.19M (1.55%) 1.99K
Increased by +0.17%
Feb 28, 25
12 William Blair Small-Mid Cap Growth CIT 1.18M (1.53%) 0.00
Increased by 0.00%
Jul 31, 24
13 DFA US Small Cap Value I 1.12M (1.46%) 0.00
Increased by 0.00%
Feb 28, 25
14 William Blair Small-Mid Cap Growth I 951.48K (1.24%) -11.70K
Decreased by -1.23%
Jul 31, 24
15 Schwab Fundamental U.S. Small CompanyETF 858.86K (1.11%) 690.00
Increased by +0.08%
Mar 29, 25
16 iShares S&P Small-Cap 600 Value ETF 800.76K (1.04%) -782.00
Decreased by -0.10%
Mar 31, 25
17 Fidelity Small Cap Index 776.14K (1.01%) -14.54K
Decreased by -1.87%
Jan 31, 25
18 Fidelity® Small Cap Index 748.01K (0.97%) 20.23K
Increased by +2.70%
Oct 31, 23
19 Allspring Common Stock A 733.23K (0.95%) 136.74K
Increased by +18.65%
Feb 28, 25
20 Burgundy US Small Cap Value Composite 723.15K (0.94%) 428.30K
Increased by +59.23%
Dec 31, 24