Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.62%
2 XSMO 2.29%
3 CAFG 1.93%
4 FFTY 1.79%
5 VIOG 1.46%
6 JSMD 1.39%
7 IJT 1.37%
8 SLYG 1.30%
9 PXSG 1.26%
10 BAI 1.10%
11 SMCP 1.06%
12 ESIX 0.96%
13 BUL 0.95%
14 FESM 0.87%
15 PEXL 0.86%
16 RZG 0.84%
17 ERSX 0.81%
18 SCDS 0.80%
19 VNMC 0.73%
20 ROGS 0.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.84M (13.50%) -935.25K
Decreased by -19.33%
Sep 30, 24
2 Vanguard Group Inc 4.02M (11.23%) -344.58K
Decreased by -8.56%
Sep 30, 24
3 FMR Inc 1.96M (5.46%) -183.36K
Decreased by -9.37%
Sep 30, 24
4 State Street Corporation 1.36M (3.80%) 29.26K
Increased by +2.15%
Mar 31, 24
5 JPMorgan Chase & Co 1.32M (3.69%) 48.88K
Increased by +3.70%
Sep 30, 24
6 Capital Research & Mgmt Co - Division 3 1.29M (3.61%) -299.83K
Decreased by -23.17%
Sep 30, 24
7 State Street Corp 1.28M (3.57%) -70.67K
Decreased by -5.53%
Sep 30, 24
8 Wasatch Advisors Inc. 1.22M (3.40%) -51.63K
Decreased by -4.24%
Sep 30, 23
9 Wellington Management Company LLP 1.17M (3.26%) 19.68K
Increased by +1.68%
Sep 30, 24
10 Geode Capital Management, LLC 986.81K (2.75%) 69.55K
Increased by +7.05%
Sep 30, 24
11 AllianceBernstein L.P. 984.46K (2.75%) -4.06K
Decreased by -0.41%
Sep 30, 24
12 Whale Rock Capital Management LLC 855.77K (2.39%) 175.68K
Increased by +20.53%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 813.00K (2.27%) 64.82K
Increased by +7.97%
Jun 30, 24
14 Wasatch Advisors LP 770.57K (2.15%) -177.73K
Decreased by -23.06%
Sep 30, 24
15 Victory Capital Management Inc. 719.91K (2.01%) -91.84K
Decreased by -12.76%
Sep 30, 23
16 Dimensional Fund Advisors, Inc. 705.61K (1.97%) -97.26K
Decreased by -13.78%
Sep 30, 24
17 Amvescap Plc. 650.16K (1.81%) 263.74K
Increased by +40.57%
Jun 30, 24
18 Point72 Asset Management, L.P. 628.33K (1.75%) 628.33K
Increased by +100.00%
Mar 31, 24
19 Baillie Gifford & Co Limited. 553.04K (1.54%) 53.25K
Increased by +9.63%
Dec 31, 24
20 Paradigm Capital Management, Inc. 531.90K (1.48%) -6.00K
Decreased by -1.13%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.42M (6.75%) 0.00
Increased by 0.00%
Aug 30, 24
2 American Funds SMALLCAP World A 1.29M (3.59%) -35.00K
Decreased by -2.72%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 1.18M (3.30%) 190.00
Increased by +0.02%
Jan 29, 25
4 Vanguard Total Stock Mkt Idx Inv 1.14M (3.18%) 1.03K
Increased by +0.09%
Dec 31, 24
5 iShares Russell 2000 ETF 991.47K (2.77%) -150.00
Decreased by -0.02%
Jan 29, 25
6 Vanguard Small Cap Index 923.58K (2.58%) 11.47K
Increased by +1.24%
Dec 31, 24
7 T. Rowe Price Integrated US SmCapGrEq 574.95K (1.60%) 267.48K
Increased by +46.52%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 550.05K (1.53%) 9.41K
Increased by +1.71%
Dec 31, 24
9 Vanguard Small Cap Growth Index Inv 523.84K (1.46%) 21.93K
Increased by +4.19%
Dec 31, 24
10 Vanguard Explorer Inv 511.51K (1.43%) 112.58K
Increased by +22.01%
Dec 31, 24
11 Vanguard Information Technology ETF 434.90K (1.21%) 6.45K
Increased by +1.48%
Dec 31, 24
12 Victory Small Cap Value CIT (Net 75) 395.00K (1.10%) -163.05K
Decreased by -41.28%
Sep 30, 23
13 Victory Sycamore Small Company Opp R 395.00K (1.10%) -163.05K
Decreased by -41.28%
Sep 30, 23
14 Fidelity® Series Small Cap Opps 389.16K (1.09%) 0.00
Increased by 0.00%
Oct 31, 23
15 Capital Group AMCAP Composite 377.11K (1.05%) -78.88K
Decreased by -20.92%
Sep 30, 24
16 VA CollegeAmerica Amcap 529A 377.11K (1.05%) 0.00
Increased by 0.00%
Dec 31, 24
17 Fidelity® Mid-Cap Stock 376.58K (1.05%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity Small Cap Index 369.73K (1.03%) -2.65K
Decreased by -0.72%
Nov 30, 24
19 iShares S&P Small-Cap 600 Growth ETF 366.34K (1.02%) 0.00
Increased by 0.00%
Aug 30, 24
20 Fidelity® Small Cap Index 354.94K (0.99%) 9.68K
Increased by +2.73%
Oct 31, 23