Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FBT 3.56%
2 PBE 3.38%
3 FFLS 3.20%
4 GRPM 2.94%
5 CSMD 2.65%
6 SCAP 2.42%
7 XBI 2.26%
8 BBP 1.91%
9 IBBJ 1.78%
10 JSMD 1.72%
11 GSC 1.55%
12 LABU 1.47%
13 RFG 1.33%
14 FTXH 1.31%
15 FFND 1.19%
16 XMHQ 1.14%
17 SMCP 1.09%
18 RNSC 1.07%
19 FSGS 1.07%
20 RNMC 1.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.43M (14.30%) -189.92K
Decreased by -1.09%
Sep 30, 24
2 Vanguard Group Inc 13.28M (10.90%) 386.62K
Increased by +2.91%
Dec 31, 24
3 State Street Corp 6.63M (5.44%) 819.48K
Increased by +12.35%
Sep 30, 24
4 State Street Corporation 6.49M (5.32%) 11.75K
Increased by +0.18%
Mar 31, 24
5 JPMorgan Chase & Co 5.73M (4.70%) -413.99K
Decreased by -7.23%
Sep 30, 24
6 Snyder Capital Management LP 4.17M (3.42%) 105.09K
Increased by +2.52%
Dec 31, 24
7 AllianceBernstein L.P. 3.41M (2.80%) -140.73K
Decreased by -4.13%
Sep 30, 24
8 Geode Capital Management, LLC 3.06M (2.51%) 30.90K
Increased by +1.01%
Sep 30, 24
9 Macquarie Group Ltd 3.01M (2.47%) -66.70K
Decreased by -2.22%
Sep 30, 24
10 Marshall Wace Asset Management Ltd 2.72M (2.24%) 401.29K
Increased by +14.73%
Sep 30, 23
11 TD Asset Management Inc 2.37M (1.94%) -175.28K
Decreased by -7.41%
Jun 30, 24
12 Bank of America Corp 2.07M (1.70%) 243.78K
Increased by +11.78%
Sep 30, 24
13 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.01M (1.65%) -80.05K
Decreased by -3.98%
Sep 30, 24
14 Goldman Sachs Group Inc 1.97M (1.62%) 1.20M
Increased by +60.56%
Sep 30, 24
15 Handelsbanken Fonder AB 1.97M (1.62%) 856.20K
Increased by +43.48%
Sep 30, 24
16 Congress Asset Management Company, LLP 1.96M (1.61%) -473.84K
Decreased by -24.18%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 1.93M (1.59%) 47.80K
Increased by +2.47%
Dec 31, 24
18 Amvescap Plc. 1.91M (1.57%) -312.28K
Decreased by -16.34%
Sep 30, 24
19 Charles Schwab Investment Management Inc 1.78M (1.46%) 9.78K
Increased by +0.55%
Dec 31, 24
20 GW&K Investment Management, LLC 1.75M (1.43%) -16.62K
Decreased by -0.95%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.15M (3.41%) -1.08K
Decreased by -0.03%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.00M (3.28%) 3.73K
Increased by +0.09%
Dec 31, 24
3 iShares Russell 2000 ETF 3.38M (2.77%) -25.65K
Decreased by -0.76%
Jan 31, 25
4 Vanguard Small Cap Index 3.24M (2.66%) 43.51K
Increased by +1.34%
Dec 31, 24
5 Aviva Investors GlConvtAbsRet I USD Acc 2.74M (2.25%) 2.74M
Increased by +100.00%
Apr 30, 24
6 SPDR® S&P Biotech ETF 2.31M (1.89%) -52.38K
Decreased by -2.27%
Jan 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.93M (1.58%) 35.30K
Increased by +1.83%
Dec 31, 24
8 Vanguard Small Cap Growth Index Inv 1.84M (1.51%) 78.59K
Increased by +4.28%
Dec 31, 24
9 Delaware US Small Cap Core Equity (SMA) 1.80M (1.47%) -21.02K
Decreased by -1.17%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 1.80M (1.47%) -21.02K
Decreased by -1.17%
Mar 31, 24
11 Vanguard Explorer Inv 1.76M (1.45%) -219.70K
Decreased by -12.46%
Dec 31, 24
12 T. Rowe Price Integrated US SmCapGrEq 1.75M (1.44%) 821.32K
Increased by +46.93%
Dec 31, 24
13 Delaware Small Cap Core I 1.74M (1.43%) -10.77K
Decreased by -0.62%
Sep 30, 24
14 Macquarie Small Cap Core I 1.74M (1.43%) 0.00
Increased by 0.00%
Dec 31, 24
15 Artisan Small Cap Investor 1.31M (1.07%) -379.03K
Decreased by -29.00%
Sep 30, 24
16 Artisan U.S. Small-Cap Growth 1.31M (1.07%) -379.03K
Decreased by -29.00%
Sep 30, 24
17 Fidelity Small Cap Index 1.26M (1.04%) -8.54K
Decreased by -0.68%
Nov 30, 24
18 Fidelity® Small Cap Index 1.25M (1.03%) 33.69K
Increased by +2.69%
Oct 31, 23
19 Invesco S&P MidCap Quality ETF 1.20M (0.98%) 4.70K
Increased by +0.39%
Jan 31, 25
20 iShares Russell 2000 Growth ETF 1.11M (0.91%) -5.21K
Decreased by -0.47%
Jan 31, 25