Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.53%
2 XSMO 2.29%
3 CAFG 1.93%
4 FFTY 1.79%
5 BAI 1.72%
6 VIOG 1.46%
7 IJT 1.37%
8 SLYG 1.30%
9 JSMD 1.30%
10 PXSG 1.26%
11 SMCP 1.06%
12 ESIX 0.96%
13 BUL 0.95%
14 PEXL 0.93%
15 RZG 0.84%
16 ERSX 0.81%
17 SCDS 0.75%
18 VNMC 0.73%
19 ROGS 0.73%
20 QVMS 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.15M (14.38%) 317.16K
Increased by +6.15%
Dec 31, 24
2 Vanguard Group Inc 4.14M (11.55%) 113.19K
Increased by +2.74%
Dec 31, 24
3 FMR Inc 2.21M (6.18%) 257.16K
Increased by +11.62%
Dec 31, 24
4 State Street Corporation 1.36M (3.80%) 29.26K
Increased by +2.15%
Mar 31, 24
5 State Street Corp 1.34M (3.74%) 61.68K
Increased by +4.60%
Dec 31, 24
6 Capital Research & Mgmt Co - Division 3 1.26M (3.52%) -34.56K
Decreased by -2.74%
Dec 31, 24
7 Wasatch Advisors Inc. 1.22M (3.40%) -51.63K
Decreased by -4.24%
Sep 30, 23
8 Wasatch Advisors LP 1.13M (3.16%) 362.06K
Increased by +31.97%
Dec 31, 24
9 Geode Capital Management, LLC 1.01M (2.81%) 20.05K
Increased by +1.99%
Dec 31, 24
10 Whale Rock Capital Management LLC 839.78K (2.34%) -15.99K
Decreased by -1.90%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 813.00K (2.27%) 64.82K
Increased by +7.97%
Jun 30, 24
12 AllianceBernstein L.P. 766.85K (2.14%) -217.61K
Decreased by -28.38%
Dec 31, 24
13 Victory Capital Management Inc. 719.91K (2.01%) -91.84K
Decreased by -12.76%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 684.12K (1.91%) -21.49K
Decreased by -3.14%
Dec 31, 24
15 JPMorgan Chase & Co 669.46K (1.87%) -651.34K
Decreased by -97.29%
Dec 31, 24
16 Wellington Management Company LLP 666.36K (1.86%) -502.80K
Decreased by -75.45%
Dec 31, 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%) 0.00
Increased by 0.00%
Dec 31, 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 (3.29%) 874.00
Increased by +0.07%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 1.14M (3.19%) 660.00
Increased by +0.06%
Feb 28, 25
5 iShares Russell 2000 ETF 939.62K (2.62%) -11.02K
Decreased by -1.17%
Feb 28, 25
6 Vanguard Small Cap Index 925.99K (2.58%) 756.00
Increased by +0.08%
Feb 28, 25
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 551.28K (1.54%) 1.67K
Increased by +0.30%
Feb 28, 25
9 Vanguard Small Cap Growth Index Inv 520.14K (1.45%) -2.91K
Decreased by -0.56%
Feb 28, 25
10 Vanguard Explorer Inv 511.51K (1.43%) 112.58K
Increased by +22.01%
Dec 31, 24
11 Wasatch Core Growth 447.93K (1.25%) 186.50K
Increased by +41.64%
Dec 31, 24
12 Vanguard Information Technology ETF 442.72K (1.24%) 1.20K
Increased by +0.27%
Feb 28, 25
13 Victory Small Cap Value CIT (Net 75) 395.00K (1.10%) -163.05K
Decreased by -41.28%
Sep 30, 23
14 Victory Sycamore Small Company Opp R 395.00K (1.10%) -163.05K
Decreased by -41.28%
Sep 30, 23
15 Fidelity® Series Small Cap Opps 389.16K (1.09%) 0.00
Increased by 0.00%
Oct 31, 23
16 American Funds AMCAP A 377.11K (1.05%) 0.00
Increased by 0.00%
Dec 31, 24
17 Capital Group AMCAP Composite 377.11K (1.05%) 0.00
Increased by 0.00%
Dec 31, 24
18 VA CollegeAmerica Amcap 529A 377.11K (1.05%) 0.00
Increased by 0.00%
Dec 31, 24
19 Fidelity® Mid-Cap Stock 376.58K (1.05%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity Small Cap Index 366.64K (1.02%) -3.08K
Decreased by -0.84%
Dec 31, 24