Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WISE 2.84%
2 PTF 1.20%
3 NSCS 1.16%
4 XSW 0.74%
5 PSCT 0.64%
6 SEIS 0.27%
7 IWC 0.27%
8 IVES 0.21%
9 QSML 0.21%
10 CSML 0.18%
11 AIBU 0.18%
12 HAPS 0.15%
13 VIOG 0.13%
14 IJT 0.10%
15 VIOO 0.09%
16 IJR 0.08%
17 BBSC 0.07%
18 VTWG 0.06%
19 VIOV 0.06%
20 IWO 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.88M (15.25%) 4.88M
Increased by +49.44%
Dec 31, 24
2 Wasatch Advisors Inc. 7.26M (11.20%) 197.06K
Increased by +2.72%
Dec 31, 23
3 Vanguard Group Inc 5.54M (8.54%) 1.17M
Increased by +21.16%
Dec 31, 24
4 Wasatch Advisors LP 5.47M (8.44%) -1.57M
Decreased by -28.72%
Dec 31, 24
5 BAMCO Inc 3.00M (4.63%) 0.00
Increased by 0.00%
Dec 31, 24
6 Riverbridge Partners LLC 2.85M (4.41%) -233.08K
Decreased by -8.17%
Dec 31, 24
7 State Street Corp 2.52M (3.88%) 1.07M
Increased by +42.52%
Dec 31, 24
8 Loomis, Sayles & Company LP 2.48M (3.83%) 2.48M
Increased by +100.00%
Dec 31, 24
9 Wellington Management Company LLP 2.37M (3.66%) -487.06K
Decreased by -20.53%
Dec 31, 24
10 Jennison Associates LLC 2.21M (3.42%) -224.91K
Decreased by -10.16%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 1.82M (2.80%) 17.88K
Increased by +0.98%
Dec 31, 24
12 Royal Bank of Canada 1.79M (2.77%) -4.36K
Decreased by -0.24%
Dec 31, 24
13 Next Century Growth Investors LLC 1.62M (2.50%) 711.15K
Increased by +43.84%
Dec 31, 24
14 AllianceBernstein L.P. 1.46M (2.26%) -182.23K
Decreased by -12.44%
Dec 31, 24
15 State Street Corporation 1.44M (2.22%) 39.84K
Increased by +2.77%
Mar 31, 24
16 Geode Capital Management, LLC 1.43M (2.21%) 52.34K
Increased by +3.65%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 1.31M (2.02%) 62.00K
Increased by +4.74%
Jun 30, 24
18 Nuveen Asset Management, LLC 1.28M (1.98%) -363.49K
Decreased by -28.35%
Dec 31, 24
19 Alyeska Investment Group, L.P. 1.06M (1.64%) -884.31K
Decreased by -83.17%
Dec 31, 24
20 Bank of America Corp 1.05M (1.62%) -152.65K
Decreased by -14.55%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.96M (6.11%) -1.02K
Decreased by -0.03%
Feb 28, 25
2 Baron Opp. Small Cap Growth Strategy 3.00M (4.63%) 0.00
Increased by 0.00%
Dec 31, 24
3 Baron Small Cap Retail 3.00M (4.63%) 0.00
Increased by 0.00%
Dec 31, 24
4 Wasatch Small Cap Growth Investor 2.10M (3.24%) -912.45K
Decreased by -43.54%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 1.95M (3.01%) 0.00
Increased by 0.00%
Feb 28, 25
6 iShares Russell 2000 ETF 1.50M (2.32%) -17.67K
Decreased by -1.17%
Feb 28, 25
7 Loomis Sayles Small Cap Growth Instl 1.45M (2.24%) 0.00
Increased by 0.00%
Jan 31, 25
8 Vanguard Information Technology ETF 1.35M (2.09%) 5.53K
Increased by +0.41%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 952.24K (1.47%) -5.17K
Decreased by -0.54%
Feb 28, 25
10 CREF Stock R1 890.74K (1.38%) 0.00
Increased by 0.00%
Jan 31, 25
11 Wasatch Micro Cap 809.51K (1.25%) -316.97K
Decreased by -39.16%
Dec 31, 24
12 JNL Multi-Manager Small Cap Growth A 795.77K (1.23%) -13.30K
Decreased by -1.67%
Sep 30, 23
13 Fidelity Small Cap Index 577.16K (0.89%) -7.00K
Decreased by -1.21%
Dec 31, 24
14 Buffalo Small Cap 567.28K (0.88%) 0.00
Increased by 0.00%
Sep 30, 23
15 Kornitzer Small Cap Equity 567.28K (0.88%) 0.00
Increased by 0.00%
Sep 30, 23
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 555.02K (0.86%) -612.00
Decreased by -0.11%
Feb 28, 25
17 Fidelity® Small Cap Index 538.39K (0.83%) 16.93K
Increased by +3.14%
Oct 31, 23
18 Oberweis Micro-Cap 503.00K (0.78%) 99.10K
Increased by +19.70%
Dec 31, 24
19 Oberweis Micro-Cap Growth 503.00K (0.78%) 99.10K
Increased by +19.70%
Dec 31, 24
20 American Century Small Cap Growth Inv 472.67K (0.73%) 472.67K
Increased by +100.00%
Dec 31, 24