Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BUYN 2.78%
2 PSI 2.22%
3 NSCS 0.80%
4 SEMI 0.54%
5 PSCT 0.48%
6 IWC 0.17%
7 SLYV 0.15%
8 VIOV 0.15%
9 JMEE 0.12%
10 SLY 0.11%
11 IJS 0.10%
12 JPSE 0.10%
13 QVMS 0.09%
14 SPSM 0.08%
15 FYX 0.07%
16 VIOO 0.07%
17 BBSC 0.07%
18 PSM 0.06%
19 RWJ 0.06%
20 DFSV 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.60M (16.75%) 116.12K
Increased by +2.07%
Dec 31, 24
2 Vanguard Group Inc 3.18M (9.52%) 3.18K
Increased by +0.10%
Dec 31, 24
3 Macquarie Group Ltd 1.83M (5.49%) 362.03K
Increased by +19.74%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 1.72M (5.16%) 111.34K
Increased by +6.46%
Dec 31, 24
5 State Street Corp 1.28M (3.83%) 48.36K
Increased by +3.78%
Dec 31, 24
6 FMR Inc 1.24M (3.71%) 28.32K
Increased by +2.29%
Dec 31, 24
7 Wellington Management Company LLP 1.17M (3.49%) -70.04K
Decreased by -6.01%
Dec 31, 24
8 State Street Corporation 1.11M (3.32%) 15.03K
Increased by +1.35%
Mar 31, 24
9 Hood River Capital Management LLC 1.11M (3.32%) 150.93K
Increased by +13.62%
Jun 30, 24
10 Amvescap Plc. 1.10M (3.30%) -493.79K
Decreased by -44.82%
Dec 31, 24
11 Royce & Associates, LP 864.25K (2.59%) 145.28K
Increased by +16.81%
Dec 31, 24
12 Westfield Capital Management Company, L.P. 792.88K (2.37%) 212.06K
Increased by +26.75%
Dec 31, 24
13 Geode Capital Management, LLC 790.57K (2.37%) -5.23K
Decreased by -0.66%
Dec 31, 24
14 Nuveen Asset Management, LLC 777.29K (2.33%) 122.28K
Increased by +15.73%
Dec 31, 24
15 Swedbank AB 752.60K (2.25%) -985.00K
Decreased by -130.88%
Jun 30, 24
16 Vaughan Nelson Scarbrgh & Mccullough LP 613.15K (1.83%) -267.60K
Decreased by -43.64%
Sep 30, 23
17 AllianceBernstein L.P. 600.49K (1.80%) -58.23K
Decreased by -9.70%
Dec 31, 24
18 JPMorgan Chase & Co 590.63K (1.77%) -89.86K
Decreased by -15.21%
Dec 31, 24
19 Westfield Capital Management Company, LP 580.82K (1.74%) 24.89K
Increased by +4.29%
Sep 30, 24
20 Segall Bryant & Hamill 539.71K (1.62%) -28.41K
Decreased by -5.26%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.09M (6.26%) 1.46K
Increased by +0.07%
Mar 31, 25
2 Macquarie Small Cap Core I 2.08M (6.21%) 122.70K
Increased by +5.91%
Feb 28, 25
3 Fidelity® Small Cap Discovery 1.64M (4.91%) -16.20K
Decreased by -0.99%
Oct 31, 23
4 Delaware US Small Cap Core Equity (SMA) 1.24M (3.71%) 169.61K
Increased by +13.69%
Mar 31, 24
5 Macquarie US Small Cap Core Equity 1.24M (3.71%) 169.61K
Increased by +13.69%
Mar 31, 24
6 Delaware Small Cap Core I 1.20M (3.59%) -7.43K
Decreased by -0.62%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 1.01M (3.02%) 0.00
Increased by 0.00%
Feb 28, 25
8 Swedbank Robur Technology A 985.00K (2.95%) 85.00K
Increased by +8.63%
Mar 31, 24
9 iShares Russell 2000 ETF 870.16K (2.60%) -7.54K
Decreased by -0.87%
Mar 31, 25
10 Fidelity® Series Small Cap Discovery 850.00K (2.54%) 0.00
Increased by 0.00%
Oct 31, 23
11 Vanguard Information Technology ETF 788.15K (2.36%) 8.48K
Increased by +1.08%
Feb 28, 25
12 FIAM Small Cap Core CIT Cl B 711.10K (2.13%) 0.00
Increased by 0.00%
Jan 31, 25
13 FIAM Small Cap Core Composite 711.10K (2.13%) -11.70K
Decreased by -1.65%
Dec 31, 24
14 Hood River Small-Cap Growth Instl 655.26K (1.96%) 115.10K
Increased by +17.57%
Jun 30, 24
15 Invesco Semiconductors ETF 620.27K (1.86%) -3.04K
Decreased by -0.49%
Mar 31, 25
16 CREF Stock R1 512.74K (1.53%) -120.95K
Decreased by -23.59%
Jan 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 508.83K (1.52%) 6.90K
Increased by +1.36%
Feb 28, 25
18 Fidelity Small Cap Discovery 474.19K (1.42%) -183.48K
Decreased by -38.69%
Jun 30, 24
19 Swedbank Robur Globalfond A 425.45K (1.27%) -327.15K
Decreased by -76.90%
Jul 31, 24
20 Harbor Small Cap Growth Instl 393.94K (1.18%) 67.17K
Increased by +17.05%
Dec 31, 24