Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WISE 2.61%
2 PTF 1.20%
3 NSCS 1.10%
4 XSW 0.74%
5 PSCT 0.57%
6 SEIS 0.27%
7 IWC 0.24%
8 IVES 0.21%
9 QSML 0.21%
10 CSML 0.18%
11 HAPS 0.15%
12 AIBU 0.12%
13 VIOG 0.10%
14 IJT 0.09%
15 VIOO 0.08%
16 IJR 0.07%
17 BBSC 0.07%
18 VTWG 0.06%
19 GSSC 0.06%
20 IWO 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.88M (15.01%) 4.88M
Increased by +49.44%
Dec 31, 24
2 Wasatch Advisors Inc. 7.26M (11.02%) 197.06K
Increased by +2.72%
Dec 31, 23
3 Vanguard Group Inc 5.54M (8.41%) 1.17M
Increased by +21.16%
Dec 31, 24
4 Wasatch Advisors LP 5.47M (8.31%) -1.57M
Decreased by -28.72%
Dec 31, 24
5 BAMCO Inc 3.00M (4.56%) 0.00
Increased by 0.00%
Dec 31, 24
6 Riverbridge Partners LLC 2.59M (3.94%) -259.93K
Decreased by -10.02%
Mar 31, 25
7 State Street Corp 2.52M (3.82%) 1.07M
Increased by +42.52%
Dec 31, 24
8 Loomis, Sayles & Company LP 2.48M (3.76%) 2.48M
Increased by +100.00%
Dec 31, 24
9 Wellington Management Company LLP 2.37M (3.60%) -487.06K
Decreased by -20.53%
Dec 31, 24
10 Jennison Associates LLC 2.21M (3.36%) -224.91K
Decreased by -10.16%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 1.82M (2.76%) 17.88K
Increased by +0.98%
Dec 31, 24
12 Royal Bank of Canada 1.79M (2.72%) -4.36K
Decreased by -0.24%
Dec 31, 24
13 Next Century Growth Investors LLC 1.62M (2.46%) 711.15K
Increased by +43.84%
Dec 31, 24
14 AllianceBernstein L.P. 1.46M (2.23%) -182.23K
Decreased by -12.44%
Dec 31, 24
15 State Street Corporation 1.44M (2.18%) 39.84K
Increased by +2.77%
Mar 31, 24
16 Geode Capital Management, LLC 1.43M (2.18%) 52.34K
Increased by +3.65%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 1.31M (1.99%) 62.00K
Increased by +4.74%
Jun 30, 24
18 Nuveen Asset Management, LLC 1.28M (1.95%) -363.49K
Decreased by -28.35%
Dec 31, 24
19 Alyeska Investment Group, L.P. 1.06M (1.62%) -884.31K
Decreased by -83.17%
Dec 31, 24
20 Bank of America Corp 1.05M (1.59%) -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 3.73M (5.67%) -3.94K
Decreased by -0.11%
Apr 30, 25
2 Baron Opp. Small Cap Growth Strategy 3.00M (4.56%) 0.00
Increased by 0.00%
Mar 31, 25
3 Baron Small Cap Retail 3.00M (4.56%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.95M (2.96%) -144.00
Decreased by -0.01%
Mar 31, 25
5 Wasatch Small Cap Growth Investor 1.84M (2.80%) -250.85K
Decreased by -13.60%
Mar 31, 25
6 Vanguard US Total Market Shares ETF 1.67M (2.54%) 0.00
Increased by 0.00%
Sep 30, 24
7 iShares Russell 2000 ETF 1.55M (2.36%) -12.62K
Decreased by -0.81%
Apr 29, 25
8 Loomis Sayles Small Cap Growth Instl 1.52M (2.31%) 110.28K
Increased by +7.26%
Mar 31, 25
9 Vanguard Information Technology ETF 1.35M (2.06%) 3.43K
Increased by +0.25%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 970.47K (1.47%) 18.23K
Increased by +1.88%
Mar 31, 25
11 CREF Stock R1 887.16K (1.35%) -3.58K
Decreased by -0.40%
Feb 28, 25
12 CREF Stock R3 887.16K (1.35%) -3.58K
Decreased by -0.40%
Feb 28, 25
13 JNL Multi-Manager Small Cap Growth A 795.77K (1.21%) -13.30K
Decreased by -1.67%
Sep 30, 23
14 Wasatch Micro Cap 782.35K (1.19%) -27.16K
Decreased by -3.47%
Mar 31, 25
15 American Century Small Cap Growth Inv 757.92K (1.15%) 285.25K
Increased by +37.64%
Mar 31, 25
16 American Century U.S. Small Cap Growth 757.92K (1.15%) 285.25K
Increased by +37.64%
Mar 31, 25
17 Fidelity Small Cap Index 570.53K (0.87%) 3.97K
Increased by +0.70%
Feb 28, 25
18 Buffalo Small Cap 567.28K (0.86%) 0.00
Increased by 0.00%
Sep 30, 23
19 Kornitzer Small Cap Equity 567.28K (0.86%) 0.00
Increased by 0.00%
Sep 30, 23
20 Fidelity® Small Cap Index 538.39K (0.82%) 16.93K
Increased by +3.14%
Oct 31, 23