Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NBSM 2.66%
2 MEDI 2.55%
3 XHE 1.93%
4 TSME 1.33%
5 PTH 1.05%
6 PXMG 1.04%
7 FSGS 1.02%
8 RNSC 1.02%
9 PFUT 0.98%
10 SMCP 0.75%
11 NIXT 0.57%
12 XMMO 0.43%
13 PSC 0.43%
14 SQLV 0.41%
15 USVM 0.35%
16 SIXL 0.34%
17 SMDY 0.33%
18 ETHO 0.31%
19 MIDZ 0.31%
20 VTWG 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.96M (11.98%) -25.27K
Decreased by -0.42%
Jun 30, 24
2 Vanguard Group Inc 5.17M (10.40%) 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 Morgan Stanley - Brokerage Accounts 834.01K (1.68%) 208.26K
Increased by +24.97%
Jun 30, 24
16 Westfield Capital Management Company, LP 823.66K (1.66%) 80.78K
Increased by +9.81%
Sep 30, 24
17 BTIM Corp 809.61K (1.63%) 98.02K
Increased by +12.11%
Sep 30, 24
18 Allspring Global Investments Holdings, LLC 795.38K (1.60%) 343.21K
Increased by +43.15%
Sep 30, 24
19 FMR Inc 774.53K (1.56%) 521.64K
Increased by +67.35%
Sep 30, 24
20 Amvescap Plc. 715.87K (1.44%) -1.02K
Decreased by -0.14%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.57M (5.16%) -413.07K
Decreased by -16.10%
Sep 30, 24
2 Neuberger Berman Genesis Inv 2.03M (4.08%) 26.87K
Increased by +1.33%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 1.64M (3.30%) 3.25K
Increased by +0.20%
Nov 27, 24
4 Vanguard Total Stock Mkt Idx Inv 1.60M (3.21%) -7.39K
Decreased by -0.46%
Oct 31, 24
5 iShares Russell 2000 ETF 1.39M (2.80%) -2.91K
Decreased by -0.21%
Nov 27, 24
6 Vanguard Small Cap Index 1.28M (2.58%) 2.50K
Increased by +0.19%
Oct 31, 24
7 Vanguard Explorer Inv 1.15M (2.31%) 66.61K
Increased by +5.80%
Sep 30, 24
8 Capital Group AMCAP Composite 1.09M (2.19%) -1.96M
Decreased by -180.14%
Sep 30, 24
9 VA CollegeAmerica Amcap 529A 1.09M (2.19%) -1.96M
Decreased by -180.14%
Sep 30, 24
10 T. Rowe Price Small-Cap Stock 904.85K (1.82%) 36.20K
Increased by +4.00%
Sep 30, 24
11 T. Rowe Price US Small-Cap Core Equity 904.85K (1.82%) 398.57K
Increased by +44.05%
Sep 30, 24
12 American Funds IS® Global Small Cap 1 766.87K (1.54%) -66.31K
Decreased by -8.65%
Sep 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 762.58K (1.53%) -4.14K
Decreased by -0.54%
Oct 31, 24
14 Franklin Growth A 737.26K (1.48%) 0.00
Increased by 0.00%
Jul 31, 24
15 Franklin Growth Fund A 737.26K (1.48%) 0.00
Increased by 0.00%
Jul 31, 24
16 Franklin U.S. Large Cap Gr Eq 737.26K (1.48%) 0.00
Increased by 0.00%
Jun 30, 24
17 Vanguard Small Cap Growth Index Inv 705.50K (1.42%) -943.00
Decreased by -0.13%
Oct 31, 24
18 T. Rowe Price US Smlr Cm Eq A USD 682.38K (1.37%) 0.00
Increased by 0.00%
Oct 31, 24
19 Thrivent Small Cap Stock A 545.31K (1.10%) 114.83K
Increased by +21.06%
Aug 31, 24
20 Allspring Special Small Cap Value A 513.23K (1.03%) 33.60K
Increased by +6.55%
Oct 31, 24