Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WISE 4.17%
2 NSCS 1.36%
3 PTF 1.35%
4 XSW 0.79%
5 PSCT 0.76%
6 IWC 0.29%
7 SEIS 0.27%
8 IVES 0.21%
9 QSML 0.21%
10 CSML 0.18%
11 HAPS 0.15%
12 IJT 0.12%
13 VIOO 0.10%
14 IJR 0.09%
15 VTWG 0.07%
16 VIOV 0.07%
17 IJS 0.07%
18 BBSC 0.07%
19 IWO 0.07%
20 GSSC 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Advisors Inc. 7.26M (12.55%) 197.06K
Increased by +2.72%
Dec 31, 23
2 Wasatch Advisors LP 7.04M (12.17%) -105.33K
Decreased by -1.50%
Sep 30, 24
3 BlackRock Inc 4.99M (8.64%) 133.18K
Increased by +2.67%
Sep 30, 24
4 Vanguard Group Inc 4.36M (7.55%) 96.24K
Increased by +2.21%
Sep 30, 24
5 Riverbridge Partners LLC 3.09M (5.34%) -191.64K
Decreased by -6.21%
Sep 30, 24
6 BAMCO Inc 3.00M (5.19%) 0.00
Increased by 0.00%
Sep 30, 24
7 Wellington Management Company LLP 2.86M (4.95%) 675.42K
Increased by +23.62%
Sep 30, 24
8 Jennison Associates LLC 2.44M (4.22%) -243.91K
Decreased by -10.00%
Sep 30, 24
9 Alyeska Investment Group, L.P. 1.95M (3.37%) -1.06M
Decreased by -54.49%
Sep 30, 24
10 Dimensional Fund Advisors, Inc. 1.80M (3.11%) 125.66K
Increased by +6.99%
Sep 30, 24
11 Royal Bank of Canada 1.80M (3.11%) 3.93K
Increased by +0.22%
Sep 30, 24
12 AllianceBernstein L.P. 1.65M (2.85%) -791.92K
Decreased by -48.08%
Sep 30, 24
13 Nuveen Asset Management, LLC 1.65M (2.85%) 402.13K
Increased by +24.44%
Sep 30, 24
14 State Street Corp 1.45M (2.50%) 6.94K
Increased by +0.48%
Sep 30, 24
15 State Street Corporation 1.44M (2.49%) 39.84K
Increased by +2.77%
Mar 31, 24
16 Geode Capital Management, LLC 1.38M (2.39%) 17.76K
Increased by +1.29%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 1.31M (2.26%) 62.00K
Increased by +4.74%
Jun 30, 24
18 Summit Creek Advisors LLC 1.18M (2.03%) 27.84K
Increased by +2.37%
Sep 30, 24
19 Bank of America Corp 1.05M (1.82%) -152.65K
Decreased by -14.55%
Sep 30, 24
20 The Colony Group LLC 1.04M (1.79%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.98M (6.88%) 3.98M
Increased by +100.00%
Dec 31, 24
2 Wasatch Small Cap Growth Investor 3.01M (5.20%) -120.47K
Decreased by -4.00%
Sep 30, 24
3 Baron Opp. Small Cap Growth Strategy 3.00M (5.19%) 0.00
Increased by 0.00%
Dec 31, 24
4 Baron Small Cap Retail 3.00M (5.19%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 1.95M (3.37%) 0.00
Increased by 0.00%
Dec 31, 24
6 iShares Russell 2000 ETF 1.58M (2.73%) -6.05K
Decreased by -0.38%
Dec 31, 24
7 Loomis Sayles Small Cap Growth Instl 1.45M (2.51%) 845.36K
Increased by +58.37%
Nov 30, 24
8 Vanguard Information Technology ETF 1.33M (2.31%) 17.82K
Increased by +1.34%
Dec 31, 24
9 Wasatch Micro Cap 1.13M (1.95%) 82.70K
Increased by +7.34%
Sep 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 957.12K (1.66%) 79.39K
Increased by +8.29%
Dec 31, 24
11 CREF Stock R1 951.64K (1.65%) -197.32K
Decreased by -20.73%
Nov 30, 24
12 JNL Multi-Manager Small Cap Growth A 795.77K (1.38%) -13.30K
Decreased by -1.67%
Sep 30, 23
13 Fidelity Small Cap Index 587.57K (1.02%) 2.43K
Increased by +0.41%
Oct 31, 24
14 Summit Creek Small Cap Growth 572.17K (0.99%) 0.00
Increased by 0.00%
Dec 31, 24
15 Buffalo Small Cap 567.28K (0.98%) 0.00
Increased by 0.00%
Sep 30, 23
16 Kornitzer Small Cap Equity 567.28K (0.98%) 0.00
Increased by 0.00%
Sep 30, 23
17 Fidelity® Small Cap Index 538.39K (0.93%) 16.93K
Increased by +3.14%
Oct 31, 23
18 American Century Small Cap Growth Inv 472.67K (0.82%) 472.67K
Increased by +100.00%
Dec 31, 24
19 American Century U.S. Small Cap Growth 472.67K (0.82%) 472.67K
Increased by +100.00%
Dec 31, 24
20 Royce Small-Cap Opportunity Invmt 465.71K (0.81%) 4.87K
Increased by +1.05%
Sep 30, 24