Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NBSM 2.13%
2 TSME 1.43%
3 XHE 1.39%
4 PTH 1.05%
5 PXMG 1.04%
6 FSGS 1.03%
7 RNSC 1.03%
8 PFUT 0.98%
9 MEDI 0.85%
10 SMCP 0.75%
11 NIXT 0.58%
12 XMMO 0.43%
13 SQLV 0.42%
14 USVM 0.35%
15 SIXL 0.34%
16 PSC 0.34%
17 SMDY 0.33%
18 ETHO 0.31%
19 MIDZ 0.31%
20 JHSC 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.21M (12.50%) 255.26K
Increased by +4.11%
Sep 30, 24
2 Vanguard Group Inc 5.17M (10.39%) 28.57K
Increased by +0.55%
Sep 30, 24
3 Capital Research Global Investors 4.44M (8.93%) -2.47M
Decreased by -55.65%
Sep 30, 24
4 Wellington Management Company LLP 4.20M (8.45%) 363.70K
Increased by +8.66%
Sep 30, 24
5 Neuberger Berman Group LLC 4.03M (8.10%) 193.22K
Increased by +4.80%
Sep 30, 24
6 T. Rowe Price Investment Management,Inc. 2.85M (5.73%) 1.21M
Increased by +42.37%
Sep 30, 24
7 State Street Corp 1.89M (3.80%) 38.01K
Increased by +2.01%
Sep 30, 24
8 State Street Corporation 1.83M (3.68%) 42.53K
Increased by +2.32%
Mar 31, 24
9 Royce & Associates, LP 1.21M (2.43%) 30.87K
Increased by +2.55%
Sep 30, 24
10 Geode Capital Management, LLC 1.19M (2.40%) 21.55K
Increased by +1.80%
Sep 30, 24
11 Thrivent Financial For Lutherans 1.10M (2.21%) 250.83K
Increased by +22.80%
Sep 30, 24
12 Dimensional Fund Advisors, Inc. 981.24K (1.97%) 2.50K
Increased by +0.26%
Sep 30, 24
13 Schroder Investment Management Group 937.29K (1.88%) 11.72K
Increased by +1.25%
Sep 30, 24
14 Royal Bank of Canada 928.05K (1.87%) 136.35K
Increased by +14.69%
Sep 30, 24
15 BTIM Corp 915.72K (1.84%) 106.11K
Increased by +11.59%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 834.01K (1.68%) 208.26K
Increased by +24.97%
Jun 30, 24
17 Westfield Capital Management Company, L.P. 823.66K (1.66%) 80.78K
Increased by +9.81%
Sep 30, 24
18 Westfield Capital Management Company, LP 823.66K (1.66%) 80.78K
Increased by +9.81%
Sep 30, 24
19 Allspring Global Investments Holdings, LLC 801.05K (1.61%) 5.67K
Increased by +0.71%
Dec 31, 24
20 FMR Inc 774.53K (1.56%) 521.64K
Increased by +67.35%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.59M (5.22%) 28.34K
Increased by +1.09%
Dec 31, 24
2 Neuberger Berman Genesis Inv 2.21M (4.45%) 187.18K
Increased by +8.45%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 1.64M (3.29%) 265.00
Increased by +0.02%
Jan 29, 25
4 Vanguard Total Stock Mkt Idx Inv 1.59M (3.20%) 1.59K
Increased by +0.10%
Dec 31, 24
5 iShares Russell 2000 ETF 1.36M (2.74%) -207.00
Decreased by -0.02%
Jan 29, 25
6 Vanguard Small Cap Index 1.28M (2.57%) -11.96K
Decreased by -0.94%
Dec 31, 24
7 Vanguard Explorer Inv 1.18M (2.38%) 35.82K
Increased by +3.03%
Dec 31, 24
8 Capital Group AMCAP Composite 1.09M (2.19%) -1.96M
Decreased by -180.14%
Sep 30, 24
9 VA CollegeAmerica Amcap 529A 901.53K (1.81%) -187.69K
Decreased by -20.82%
Dec 31, 24
10 T. Rowe Price US Smlr Cm Eq A USD 814.07K (1.64%) 38.90K
Increased by +4.78%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 766.46K (1.54%) 169.00
Increased by +0.02%
Dec 31, 24
12 Franklin Growth A 737.26K (1.48%) 0.00
Increased by 0.00%
Jul 31, 24
13 Franklin Growth Fund A 737.26K (1.48%) 0.00
Increased by 0.00%
Jul 31, 24
14 Franklin U.S. Large Cap Gr Eq 737.26K (1.48%) 0.00
Increased by 0.00%
Jun 30, 24
15 American Funds IS® Global Small Cap 1 725.90K (1.46%) -40.97K
Decreased by -5.64%
Dec 31, 24
16 Vanguard Small Cap Growth Index Inv 725.48K (1.46%) 15.39K
Increased by +2.12%
Dec 31, 24
17 T. Rowe Price Small-Cap Stock 711.26K (1.43%) -84.97K
Decreased by -11.95%
Dec 31, 24
18 T. Rowe Price US Small-Cap Core Equity 711.26K (1.43%) -193.58K
Decreased by -27.22%
Dec 31, 24
19 Thrivent Small Cap Stock A 557.17K (1.12%) 11.85K
Increased by +2.13%
Oct 31, 24
20 Fidelity Small Cap Index 508.28K (1.02%) -3.07K
Decreased by -0.60%
Nov 30, 24