Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAWS 1.86%
2 HAPS 0.81%
3 FYC 0.52%
4 DWAS 0.39%
5 FSCC 0.33%
6 FYX 0.32%
7 USVM 0.30%
8 TPSC 0.29%
9 QSML 0.29%
10 AFSM 0.28%
11 AVSC 0.27%
12 SMLF 0.26%
13 CSA 0.25%
14 CSF 0.25%
15 FESM 0.20%
16 CSML 0.20%
17 JSTC 0.19%
18 SCDS 0.18%
19 ISMD 0.18%
20 VTWG 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.93M (12.08%) 68.61K
Increased by +3.55%
Sep 30, 24
2 BlackRock Inc 1.35M (8.45%) -5.34K
Decreased by -0.39%
Sep 30, 24
3 Dimensional Fund Advisors, Inc. 1.03M (6.45%) -105.14K
Decreased by -10.18%
Sep 30, 24
4 Boston Partners Global Investors, Inc 843.21K (5.27%) -168.90K
Decreased by -20.03%
Sep 30, 24
5 Morgan Stanley - Brokerage Accounts 677.12K (4.23%) -624.55K
Decreased by -92.24%
Sep 30, 24
6 Aristotle Capital Boston, LLC 638.26K (3.99%) -36.32K
Decreased by -5.69%
Sep 30, 24
7 Jennison Associates LLC 574.01K (3.59%) 31.12K
Increased by +5.42%
Sep 30, 24
8 Wellington Management Company LLP 538.29K (3.36%) 121.37K
Increased by +22.55%
Sep 30, 24
9 Credit Suisse First Boston (CSFB) 515.46K (3.22%) -7.60K
Decreased by -1.47%
Mar 31, 24
10 UBS Asset Mgmt Americas Inc 489.65K (3.06%) -28.36K
Decreased by -5.79%
Sep 30, 24
11 State Street Corporation 449.54K (2.81%) -8.28K
Decreased by -1.84%
Mar 31, 24
12 State Street Corp 445.69K (2.78%) 8.97K
Increased by +2.01%
Sep 30, 24
13 Sunriver Management LLC 439.63K (2.75%) 179.27K
Increased by +40.78%
Sep 30, 24
14 Geode Capital Management, LLC 400.59K (2.50%) -14.10K
Decreased by -3.52%
Sep 30, 24
15 Franklin Resources Inc 395.79K (2.47%) 67.24K
Increased by +16.99%
Sep 30, 24
16 Principal Financial Group Inc 380.02K (2.37%) 17.15K
Increased by +4.51%
Sep 30, 24
17 Loomis, Sayles & Company LP 325.77K (2.04%) -7.45K
Decreased by -2.29%
Sep 30, 24
18 Nuveen Asset Management, LLC 274.34K (1.71%) 34.10K
Increased by +12.43%
Sep 30, 24
19 Amvescap Plc. 267.19K (1.67%) 232.87K
Increased by +87.15%
Sep 30, 24
20 Goldman Sachs Group Inc 256.19K (1.60%) 155.40K
Increased by +60.66%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 564.93K (3.53%) 842.00
Increased by +0.15%
Dec 31, 24
2 UBS (Lux) Security Equity BH CHF 488.65K (3.05%) 1.65K
Increased by +0.34%
Dec 31, 23
3 iShares Russell 2000 ETF 470.50K (2.94%) -1.80K
Decreased by -0.38%
Dec 31, 24
4 Vanguard Small Cap Index 451.77K (2.82%) 3.67K
Increased by +0.81%
Dec 31, 24
5 Putnam Small Cap Growth A 423.10K (2.64%) 4.30K
Increased by +1.02%
Dec 31, 24
6 Putnam US Small Cap Growth Equity 423.10K (2.64%) 51.20K
Increased by +12.10%
Dec 31, 24
7 Putnam US Small Cap Growth Managed Acct 423.10K (2.64%) 51.20K
Increased by +12.10%
Dec 31, 24
8 Vanguard Small Cap Value Index Inv 299.90K (1.87%) -4.27K
Decreased by -1.42%
Dec 31, 24
9 Robeco BP US Premium Equities IH € 299.11K (1.87%) 6.26K
Increased by +2.09%
Nov 30, 24
10 Jennison SMid Cap Core Equity 251.08K (1.57%) 14.94K
Increased by +5.95%
Dec 31, 24
11 PGIM Jennison Small Company A 251.08K (1.57%) 0.00
Increased by 0.00%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 247.65K (1.55%) -1.34K
Decreased by -0.54%
Dec 31, 24
13 Neumeier Poma Small Cap Value 206.28K (1.29%) -10.04K
Decreased by -4.86%
Dec 31, 24
14 Loomis Sayles Small Cap Growth Instl 184.78K (1.15%) -2.00K
Decreased by -1.08%
Nov 30, 24
15 Fidelity® Small Cap Index 183.76K (1.15%) 4.98K
Increased by +2.71%
Oct 31, 23
16 Fidelity Small Cap Index 178.72K (1.12%) 719.00
Increased by +0.40%
Oct 31, 24
17 DFA US Micro Cap I 170.27K (1.06%) 0.00
Increased by 0.00%
Nov 30, 24
18 iShares Russell 2000 Growth ETF 160.45K (1.00%) 0.00
Increased by 0.00%
Dec 31, 24
19 DFA US Small Cap Value I 160.22K (1.00%) -12.41K
Decreased by -7.75%
May 31, 24
20 T. Rowe Price US Smlr Cm Eq A USD 152.41K (0.95%) -12.85K
Decreased by -8.43%
Mar 31, 24