Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NBSM 2.39%
2 HAPS 1.91%
3 XHE 1.85%
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 PSC 0.49%
14 XMMO 0.43%
15 SQLV 0.39%
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 (12.64%) -54.47K
Decreased by -0.88%
Dec 31, 24
2 Vanguard Group Inc 5.18M (10.63%) 10.12K
Increased by +0.20%
Dec 31, 24
3 Neuberger Berman Group LLC 4.42M (9.07%) 392.24K
Increased by +8.88%
Dec 31, 24
4 Capital Research Global Investors 4.24M (8.70%) -203.70K
Decreased by -4.81%
Dec 31, 24
5 Wellington Management Company LLP 3.94M (8.09%) -261.34K
Decreased by -6.63%
Dec 31, 24
6 T. Rowe Price Investment Management,Inc. 2.55M (5.24%) -296.82K
Decreased by -11.62%
Dec 31, 24
7 State Street Corp 1.95M (4.00%) 58.49K
Increased by +3.00%
Dec 31, 24
8 State Street Corporation 1.83M (3.76%) 42.53K
Increased by +2.32%
Mar 31, 24
9 Thrivent Financial For Lutherans 1.26M (2.60%) 164.11K
Increased by +12.98%
Dec 31, 24
10 Geode Capital Management, LLC 1.18M (2.42%) -12.88K
Decreased by -1.09%
Dec 31, 24
11 Royce & Associates, LP 1.15M (2.37%) -57.28K
Decreased by -4.97%
Dec 31, 24
12 BTIM Corp 1.12M (2.30%) 202.61K
Increased by +18.12%
Mar 31, 25
13 Royal Bank of Canada 1.05M (2.15%) 120.30K
Increased by +11.48%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 992.23K (2.04%) 10.99K
Increased by +1.11%
Dec 31, 24
15 Schroder Investment Management Group 894.54K (1.84%) -42.75K
Decreased by -4.78%
Dec 31, 24
16 SG Capital Management, LLC 878.80K (1.80%) 235.37K
Increased by +26.78%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 834.01K (1.71%) 208.26K
Increased by +24.97%
Jun 30, 24
18 Westfield Capital Management Company, LP 823.66K (1.69%) 80.78K
Increased by +9.81%
Sep 30, 24
19 Westfield Capital Management Company, L.P. 805.92K (1.65%) -17.75K
Decreased by -2.20%
Dec 31, 24
20 Allspring Global Investments Holdings, LLC 801.05K (1.64%) 5.67K
Increased by +0.71%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 2.19M (4.50%) -21.87K
Decreased by -1.00%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 1.63M (3.34%) -4.34K
Decreased by -0.27%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.60M (3.29%) 1.18K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.60M (3.29%) 5.37K
Increased by +0.33%
Mar 31, 25
5 American Funds SMALLCAP World A 1.39M (2.85%) -1.21M
Decreased by -86.84%
Mar 31, 25
6 Vanguard Small Cap Index 1.25M (2.58%) -27.66K
Decreased by -2.20%
Mar 31, 25
7 iShares Russell 2000 ETF 1.22M (2.51%) 207.00
Increased by +0.02%
Apr 30, 25
8 Vanguard Explorer Inv 1.18M (2.43%) 0.00
Increased by 0.00%
Mar 31, 25
9 T. Rowe Price US Smlr Cm Eq A USD 1.12M (2.30%) -25.03K
Decreased by -2.24%
Mar 31, 25
10 American Funds AMCAP A 901.53K (1.85%) -187.69K
Decreased by -20.82%
Dec 31, 24
11 Capital Group AMCAP Composite 901.53K (1.85%) -187.69K
Decreased by -20.82%
Dec 31, 24
12 VA CollegeAmerica Amcap 529A 901.53K (1.85%) -187.69K
Decreased by -20.82%
Dec 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 770.28K (1.58%) 3.84K
Increased by +0.50%
Mar 31, 25
14 Franklin Growth A 737.26K (1.51%) 0.00
Increased by 0.00%
Jul 31, 24
15 Franklin Growth Fund A 737.26K (1.51%) 0.00
Increased by 0.00%
Jul 31, 24
16 Franklin U.S. Large Cap Gr Eq 737.26K (1.51%) 0.00
Increased by 0.00%
Jun 30, 24
17 American Funds IS® Global Small Cap 1 725.90K (1.49%) -40.97K
Decreased by -5.64%
Dec 31, 24
18 Vanguard Small Cap Growth Index Inv 703.82K (1.44%) -16.47K
Decreased by -2.34%
Mar 31, 25
19 Thrivent Small Cap Stock A 655.70K (1.35%) 0.00
Increased by 0.00%
Jan 31, 25
20 Allspring Special Small Cap Value A 592.63K (1.22%) 0.00
Increased by 0.00%
Mar 31, 25