Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NBSM 2.25%
2 HAPS 1.80%
3 XHE 1.69%
4 TSME 1.64%
5 PTH 1.05%
6 PXMG 1.04%
7 RNSC 1.03%
8 FSGS 1.03%
9 PFUT 0.98%
10 MEDI 0.85%
11 SMCP 0.75%
12 NIXT 0.58%
13 XMMO 0.43%
14 SQLV 0.42%
15 PSC 0.38%
16 USVM 0.35%
17 SIXL 0.34%
18 SMDY 0.33%
19 ETHO 0.31%
20 MIDZ 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.16M (12.38%) -54.47K
Decreased by -0.88%
Dec 31, 24
2 Vanguard Group Inc 5.18M (10.41%) 10.12K
Increased by +0.20%
Dec 31, 24
3 Neuberger Berman Group LLC 4.42M (8.88%) 392.24K
Increased by +8.88%
Dec 31, 24
4 Capital Research Global Investors 4.24M (8.52%) -203.70K
Decreased by -4.81%
Dec 31, 24
5 Wellington Management Company LLP 3.94M (7.92%) -261.34K
Decreased by -6.63%
Dec 31, 24
6 T. Rowe Price Investment Management,Inc. 2.55M (5.13%) -296.82K
Decreased by -11.62%
Dec 31, 24
7 State Street Corp 1.95M (3.91%) 58.49K
Increased by +3.00%
Dec 31, 24
8 State Street Corporation 1.83M (3.68%) 42.53K
Increased by +2.32%
Mar 31, 24
9 Thrivent Financial For Lutherans 1.26M (2.54%) 164.11K
Increased by +12.98%
Dec 31, 24
10 Geode Capital Management, LLC 1.18M (2.37%) -12.88K
Decreased by -1.09%
Dec 31, 24
11 Royce & Associates, LP 1.15M (2.32%) -57.28K
Decreased by -4.97%
Dec 31, 24
12 Royal Bank of Canada 1.05M (2.11%) 120.30K
Increased by +11.48%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 992.23K (1.99%) 10.99K
Increased by +1.11%
Dec 31, 24
14 BTIM Corp 915.72K (1.84%) 106.11K
Increased by +11.59%
Dec 31, 24
15 Schroder Investment Management Group 894.54K (1.80%) -42.75K
Decreased by -4.78%
Dec 31, 24
16 SG Capital Management, LLC 878.80K (1.77%) 235.37K
Increased by +26.78%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 834.01K (1.68%) 208.26K
Increased by +24.97%
Jun 30, 24
18 Westfield Capital Management Company, LP 823.66K (1.66%) 80.78K
Increased by +9.81%
Sep 30, 24
19 Westfield Capital Management Company, L.P. 805.92K (1.62%) -17.75K
Decreased by -2.20%
Dec 31, 24
20 Allspring Global Investments Holdings, LLC 801.05K (1.61%) 5.67K
Increased by +0.71%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.59M (5.21%) 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 (3.30%) 4.49K
Increased by +0.27%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.60M (3.21%) 1.02K
Increased by +0.06%
Feb 28, 25
5 iShares Russell 2000 ETF 1.30M (2.62%) -11.28K
Decreased by -0.87%
Mar 31, 25
6 Vanguard Small Cap Index 1.28M (2.58%) 1.05K
Increased by +0.08%
Feb 28, 25
7 Vanguard Explorer Inv 1.18M (2.38%) 35.82K
Increased by +3.03%
Dec 31, 24
8 T. Rowe Price US Smlr Cm Eq A USD 1.14M (2.30%) 206.70K
Increased by +18.06%
Feb 28, 25
9 American Funds AMCAP A 901.53K (1.81%) -187.69K
Decreased by -20.82%
Dec 31, 24
10 Capital Group AMCAP Composite 901.53K (1.81%) -187.69K
Decreased by -20.82%
Dec 31, 24
11 VA CollegeAmerica Amcap 529A 901.53K (1.81%) -187.69K
Decreased by -20.82%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 766.44K (1.54%) 1.05K
Increased by +0.14%
Feb 28, 25
13 Franklin Growth A 737.26K (1.48%) 0.00
Increased by 0.00%
Jul 31, 24
14 Franklin Growth Fund A 737.26K (1.48%) 0.00
Increased by 0.00%
Jul 31, 24
15 Franklin U.S. Large Cap Gr Eq 737.26K (1.48%) 0.00
Increased by 0.00%
Jun 30, 24
16 American Funds IS® Global Small Cap 1 725.90K (1.46%) -40.97K
Decreased by -5.64%
Dec 31, 24
17 Vanguard Small Cap Growth Index Inv 720.29K (1.45%) -4.21K
Decreased by -0.58%
Feb 28, 25
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 655.70K (1.32%) 0.00
Increased by 0.00%
Jan 31, 25
20 Allspring Special Small Cap Value A 592.63K (1.19%) 58.70K
Increased by +9.90%
Feb 28, 25