Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSP 2.80%
2 KCE 1.82%
3 PFI 1.54%
4 SCDS 1.52%
5 HAPS 1.30%
6 RNMC 1.22%
7 JPSV 1.17%
8 SURE 1.02%
9 SMCP 0.98%
10 BOUT 0.89%
11 PSC 0.78%
12 QSML 0.77%
13 FNY 0.76%
14 RFG 0.72%
15 QMID 0.68%
16 JSML 0.68%
17 SQLV 0.63%
18 ETHO 0.53%
19 IWO 0.50%
20 MDYG 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.77M (11.16%) 94.42K
Increased by +2.50%
Jun 30, 24
2 BlackRock Inc 3.20M (9.48%) 100.40K
Increased by +3.13%
Jun 30, 24
3 Wasatch Advisors Inc. 2.81M (8.32%) -713.10K
Decreased by -25.35%
Sep 30, 23
4 Wasatch Advisors LP 2.26M (6.69%) -244.60K
Decreased by -10.81%
Jun 30, 24
5 Federated Hermes Inc 1.58M (4.68%) -70.00
Decreased by -0.00%
Jun 30, 24
6 Wellington Management Company LLP 1.33M (3.93%) 65.47K
Increased by +4.92%
Jun 30, 24
7 ClearBridge Advisors, LLC 1.32M (3.92%) -60.84K
Decreased by -4.59%
Jun 30, 24
8 Amvescap Plc. 1.16M (3.45%) 43.01K
Increased by +3.69%
Jun 30, 24
9 Geode Capital Management, LLC 1.08M (3.19%) 165.31K
Increased by +15.31%
Jun 30, 24
10 TD Asset Management Inc 1.01M (2.98%) -137.28K
Decreased by -13.65%
Mar 31, 24
11 State Street Corp 912.35K (2.70%) 59.70K
Increased by +6.54%
Jun 30, 24
12 Van Berkom and Associates Inc 892.81K (2.64%) 17.27K
Increased by +1.93%
Jun 30, 24
13 Copeland Capital Management, LLC 856.29K (2.53%) 5.05K
Increased by +0.59%
Jun 30, 24
14 State Street Corporation 852.66K (2.52%) 18.90K
Increased by +2.22%
Mar 31, 24
15 Loomis, Sayles & Company LP 796.92K (2.36%) -56.29K
Decreased by -7.06%
Jun 30, 24
16 Macquarie Group Ltd 740.82K (2.19%) -320.31K
Decreased by -43.24%
Jun 30, 24
17 Morgan Stanley - Brokerage Accounts 728.36K (2.15%) -549.78K
Decreased by -75.48%
Jun 30, 24
18 Fred Alger Management, LLC 687.52K (2.03%) 65.15K
Increased by +9.48%
Jun 30, 24
19 Citadel Advisors Llc 674.18K (1.99%) 454.15K
Increased by +67.36%
Jun 30, 24
20 Neuberger Berman Group LLC 671.68K (1.99%) -15.01K
Decreased by -2.23%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.26M (3.74%) -2.82K
Decreased by -0.22%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.21M (3.59%) 3.17K
Increased by +0.26%
Aug 31, 24
3 iShares Russell 2000 ETF 998.68K (2.95%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Small Cap Index 973.81K (2.88%) 2.32K
Increased by +0.24%
Aug 31, 24
5 Van Berkom Sm-Cap Eq 869.05K (2.57%) 869.05K
Increased by +100.00%
Jun 30, 24
6 Federated Hermes Kaufmann Small Cap A 865.00K (2.56%) 0.00
Increased by 0.00%
Jun 30, 24
7 Federated Hermes Kaufmann Small Cap Grow 865.00K (2.56%) 0.00
Increased by 0.00%
Jun 30, 24
8 Wasatch Core Growth 822.30K (2.43%) -138.38K
Decreased by -16.83%
Jun 30, 24
9 ClearBridge Small Cap Growth A 820.56K (2.43%) -67.20K
Decreased by -8.19%
Jun 30, 24
10 Invesco OFI Small Cap Growth 800.63K (2.37%) 38.29K
Increased by +4.78%
Jun 30, 24
11 Delaware US Small Cap Core Equity (SMA) 798.25K (2.36%) -74.98K
Decreased by -9.39%
Mar 31, 24
12 Macquarie US Small Cap Core Equity 798.25K (2.36%) -74.98K
Decreased by -9.39%
Mar 31, 24
13 Invesco Discovery A 722.85K (2.14%) 0.00
Increased by 0.00%
Aug 31, 24
14 Federated Hermes Kaufmann Growth 699.00K (2.07%) 0.00
Increased by 0.00%
Jun 30, 24
15 Federated Hermes Kaufmann R 699.00K (2.07%) 0.00
Increased by 0.00%
Jun 30, 24
16 ClearBridge Small Cap Growth 668.76K (1.98%) -18.40K
Decreased by -2.75%
Aug 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 591.18K (1.75%) 755.00
Increased by +0.13%
Aug 31, 24
18 Delaware Small Cap Core I 543.97K (1.61%) -6.34K
Decreased by -1.17%
Jul 31, 24
19 Vanguard Small Cap Growth Index Inv 537.85K (1.59%) -3.79K
Decreased by -0.70%
Aug 31, 24
20 Hartford MidCap Y 527.75K (1.56%) -13.95K
Decreased by -2.64%
Aug 31, 24