Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LEND 8.06%
2 FINQ 2.74%
3 PFI 1.08%
4 BPAY 1.04%
5 DEEP 0.70%
6 DVP 0.70%
7 VFIN 0.55%
8 KOMP 0.46%
9 SQLV 0.36%
10 GIGE 0.35%
11 SEIS 0.35%
12 FSCC 0.35%
13 FYT 0.33%
14 MILN 0.32%
15 OPTZ 0.31%
16 FINX 0.27%
17 AVSC 0.25%
18 MMSC 0.22%
19 PRFZ 0.19%
20 SCDS 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.03M (10.94%) -28.70K
Decreased by -0.24%
Dec 31, 24
2 BlackRock Inc 8.95M (8.14%) 193.86K
Increased by +2.17%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 6.12M (5.57%) -269.35K
Decreased by -4.40%
Dec 31, 24
4 Wellington Management Company LLP 3.80M (3.46%) 2.96M
Increased by +77.93%
Dec 31, 24
5 Driehaus Capital Management LLC 3.59M (3.26%) 2.50M
Increased by +69.61%
Dec 31, 24
6 State Street Corporation 3.54M (3.22%) 41.86K
Increased by +1.18%
Mar 31, 24
7 State Street Corp 3.44M (3.13%) -454.18K
Decreased by -13.19%
Dec 31, 24
8 Jackson Square Partners, LLC 2.84M (2.58%) -583.13K
Decreased by -20.53%
Dec 31, 24
9 Geode Capital Management, LLC 2.55M (2.32%) -6.13K
Decreased by -0.24%
Dec 31, 24
10 Millennium Management LLC 2.42M (2.20%) 1.61M
Increased by +66.47%
Sep 30, 24
11 Balyasny Asset Management LLC 2.13M (1.94%) 1.41M
Increased by +66.28%
Dec 31, 24
12 American Century Companies Inc 1.90M (1.72%) 160.92K
Increased by +8.49%
Dec 31, 24
13 Nuveen Asset Management, LLC 1.84M (1.67%) 50.00K
Increased by +2.72%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.83M (1.66%) -689.51K
Decreased by -37.77%
Sep 30, 24
15 Long Focus Capital Management, LLC 1.61M (1.46%) -800.00K
Decreased by -49.70%
Dec 31, 24
16 Point72 Asset Management, L.P. 1.55M (1.41%) 766.29K
Increased by +49.52%
Sep 30, 24
17 RIMA MANAGEMENT, LLC 1.53M (1.39%) 50.00K
Increased by +3.27%
Dec 31, 24
18 Arrowstreet Capital Limited Partnership 1.52M (1.38%) 933.68K
Increased by +61.33%
Dec 31, 24
19 Assenagon Asset Management SA 1.52M (1.38%) 828.96K
Increased by +54.61%
Sep 30, 24
20 SEI Investments Co 1.47M (1.34%) -215.19K
Decreased by -14.60%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.35M (3.04%) 0.00
Increased by 0.00%
Feb 28, 25
2 iShares Russell 2000 ETF 2.98M (2.71%) -25.80K
Decreased by -0.87%
Mar 31, 25
3 Vanguard Small Cap Index 2.73M (2.48%) 2.23K
Increased by +0.08%
Feb 28, 25
4 Jackson Square - Smid-Cap Growth-Focus 1.97M (1.79%) 1.42M
Increased by +72.42%
Feb 28, 25
5 Vanguard Small Cap Value Index Inv 1.80M (1.64%) -3.29K
Decreased by -0.18%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.69M (1.54%) 2.58K
Increased by +0.15%
Feb 28, 25
7 Avantis US Small Cap Value ETF 1.41M (1.29%) -8.46K
Decreased by -0.60%
Mar 29, 25
8 CREF Stock R1 1.28M (1.16%) 0.00
Increased by 0.00%
Jan 31, 25
9 DFA US Small Cap Value I 1.25M (1.14%) 38.13K
Increased by +3.05%
Feb 28, 25
10 Jackson Square SMID Cap Growth CIT Fdrs 1.24M (1.13%) -99.18K
Decreased by -7.98%
Mar 31, 24
11 Fidelity Small Cap Index 1.09M (1.00%) -20.48K
Decreased by -1.87%
Jan 31, 25
12 Fidelity® Small Cap Index 1.03M (0.94%) 30.40K
Increased by +2.94%
Oct 31, 23
13 iShares Russell 2000 Value ETF 1.03M (0.93%) 0.00
Increased by 0.00%
Mar 31, 25
14 SPDR® S&P Kensho New Economies Comps ETF 859.57K (0.78%) 0.00
Increased by 0.00%
Mar 31, 25
15 Vanguard Strategic Equity Inv 821.88K (0.75%) -35.76K
Decreased by -4.35%
Dec 31, 24
16 DFA US Targeted Value I 784.85K (0.71%) 8.26K
Increased by +1.05%
Feb 28, 25
17 BlackRock Global Equity Mkt Netrl Instl 776.42K (0.71%) 17.23K
Increased by +2.22%
Feb 28, 25
18 Jackson Square - Small-Cap Opportunities 772.13K (0.70%) 0.00
Increased by 0.00%
Jul 31, 24
19 Heptagon Driehaus US Micro Cap Eq C$ Acc 700.31K (0.64%) 794.00
Increased by +0.11%
Feb 28, 25
20 Fidelity Small Cap Growth 688.70K (0.63%) 0.00
Increased by 0.00%
Jan 31, 25