Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.12%
2 PSP 2.31%
3 BOUT 2.16%
4 KCE 1.76%
5 RFG 1.52%
6 SCDS 1.43%
7 PFI 1.30%
8 XMHQ 1.23%
9 JPSV 1.21%
10 HAPS 1.14%
11 SURE 1.11%
12 RNMC 1.05%
13 FSCS 1.05%
14 SMCP 0.98%
15 QSML 0.77%
16 PSC 0.74%
17 FNY 0.64%
18 SQLV 0.63%
19 QMID 0.62%
20 JSML 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.17M (14.87%) 130.15K
Increased by +2.52%
Dec 31, 24
2 Vanguard Group Inc 3.90M (11.22%) 863.33K
Increased by +22.13%
Dec 31, 24
3 Wasatch Advisors Inc. 2.81M (8.09%) -713.10K
Decreased by -25.35%
Sep 30, 23
4 Amvescap Plc. 1.92M (5.53%) 388.02K
Increased by +20.18%
Dec 31, 24
5 Wasatch Advisors LP 1.71M (4.90%) -231.21K
Decreased by -13.55%
Dec 31, 24
6 Wellington Management Company LLP 1.61M (4.64%) -129.17K
Decreased by -8.00%
Dec 31, 24
7 State Street Corp 1.50M (4.31%) 98.66K
Increased by +6.58%
Dec 31, 24
8 T. Rowe Price Associates, Inc. 1.29M (3.72%) 900.28K
Increased by +69.67%
Dec 31, 24
9 Federated Hermes Inc 1.22M (3.51%) -275.28K
Decreased by -22.53%
Dec 31, 24
10 Geode Capital Management, LLC 1.15M (3.31%) 44.87K
Increased by +3.90%
Dec 31, 24
11 TD Asset Management Inc 1.01M (2.89%) -137.28K
Decreased by -13.65%
Mar 31, 24
12 ClearBridge Advisors, LLC 890.61K (2.56%) -171.16K
Decreased by -19.22%
Dec 31, 24
13 State Street Corporation 852.66K (2.45%) 18.90K
Increased by +2.22%
Mar 31, 24
14 Copeland Capital Management, LLC 783.59K (2.25%) -79.81K
Decreased by -10.19%
Dec 31, 24
15 T. Rowe Price Investment Management,Inc. 780.36K (2.24%) 70.98K
Increased by +9.10%
Dec 31, 24
16 JPMorgan Chase & Co 689.90K (1.98%) -557.15K
Decreased by -80.76%
Dec 31, 24
17 Neuberger Berman Group LLC 677.35K (1.95%) 9.38K
Increased by +1.39%
Dec 31, 24
18 Citadel Advisors Llc 674.18K (1.94%) 454.15K
Increased by +67.36%
Jun 30, 24
19 Morgan Stanley - Brokerage Accounts 670.79K (1.93%) -57.02K
Decreased by -8.50%
Dec 31, 24
20 Macquarie Group Ltd 647.18K (1.86%) -102.40K
Decreased by -15.82%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.35M (3.89%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 1.19M (3.41%) 693.00
Increased by +0.06%
Feb 28, 25
3 iShares Russell 2000 ETF 1.02M (2.93%) 0.00
Increased by 0.00%
Feb 28, 25
4 Vanguard Small Cap Index 959.55K (2.76%) 777.00
Increased by +0.08%
Feb 28, 25
5 Van Berkom Sm-Cap Eq 869.05K (2.50%) 869.05K
Increased by +100.00%
Jun 30, 24
6 T. Rowe Price New Horizons 867.81K (2.49%) 55.52K
Increased by +6.40%
Jan 31, 25
7 US Small-Cap Growth II Equity Comp 812.29K (2.34%) 665.87K
Increased by +81.97%
Dec 31, 24
8 Delaware US Small Cap Core Equity (SMA) 798.25K (2.29%) -74.98K
Decreased by -9.39%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 798.25K (2.29%) -74.98K
Decreased by -9.39%
Mar 31, 24
10 Federated Hermes Kaufmann Growth 636.00K (1.83%) 0.00
Increased by 0.00%
Dec 31, 24
11 Federated Hermes Kaufmann R 636.00K (1.83%) 0.00
Increased by 0.00%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 634.73K (1.82%) 864.00
Increased by +0.14%
Feb 28, 25
13 Hartford MidCap Y 621.71K (1.79%) 29.23K
Increased by +4.70%
Feb 28, 25
14 Wasatch Core Growth 606.05K (1.74%) -104.22K
Decreased by -17.20%
Dec 31, 24
15 Federated Hermes Kaufmann Small Cap A 565.00K (1.62%) -275.00K
Decreased by -48.67%
Dec 31, 24
16 Federated Hermes Kaufmann Small Cap Grow 565.00K (1.62%) -275.00K
Decreased by -48.67%
Dec 31, 24
17 Vanguard Small Cap Growth Index Inv 539.16K (1.55%) -2.96K
Decreased by -0.55%
Feb 28, 25
18 Invesco Discovery A 493.33K (1.42%) 0.00
Increased by 0.00%
Jan 31, 25
19 Invesco OFI Small Cap Growth 493.33K (1.42%) -245.40K
Decreased by -49.74%
Dec 31, 24
20 ClearBridge Small Cap Growth 474.16K (1.36%) -46.50K
Decreased by -9.81%
Dec 31, 24