Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAEF 3.32%
2 ATFV 1.89%
3 IWC 0.11%
4 RFLR 0.03%
5 FDIS 0.03%
6 IWO 0.02%
7 VCR 0.02%
8 VTWG 0.02%
9 IWM 0.02%
10 RSSL 0.02%
11 UWM 0.01%
12 SCHA 0.01%
13 DFAS 0.01%
14 IWN 0.01%
15 VTWV 0.01%
16 VXF 0.01%
17 RTLA 0.01%
18 VTWO 0.01%
19 URTY 0.01%
20 SPGM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Investments, LLC 8.57M (23.08%) -312.14K
Decreased by -3.64%
Jun 30, 24
2 BlackRock Inc 2.63M (7.09%) 5.94K
Increased by +0.23%
Jun 30, 24
3 Vanguard Group Inc 2.27M (6.11%) 40.74K
Increased by +1.80%
Sep 30, 24
4 Principal Financial Group Inc 1.69M (4.55%) 26.65K
Increased by +1.58%
Sep 30, 24
5 Aperture Investors, LLC 1.46M (3.95%) 0.00
Increased by 0.00%
Jun 30, 24
6 Anchor Capital Management LLC 1.43M (3.86%) 105.41K
Increased by +7.37%
Sep 30, 24
7 Royce & Associates, LP 1.41M (3.80%) 0.00
Increased by 0.00%
Sep 30, 24
8 FMR Inc 936.33K (2.52%) -2.26M
Decreased by -241.71%
Sep 30, 23
9 Black Diamond Financial, LLC 904.45K (2.44%) 0.00
Increased by 0.00%
Sep 30, 24
10 Geode Capital Management, LLC 841.64K (2.27%) 25.62K
Increased by +3.04%
Jun 30, 24
11 Franklin Resources Inc 815.95K (2.20%) 2.52K
Increased by +0.31%
Jun 30, 24
12 State Street Corp 786.32K (2.12%) 11.28K
Increased by +1.43%
Jun 30, 24
13 State Street Corporation 775.04K (2.09%) 22.01K
Increased by +2.84%
Mar 31, 24
14 Pier Capital, LLC 766.36K (2.07%) -71.78K
Decreased by -9.37%
Jun 30, 24
15 Millennium Management LLC 613.05K (1.65%) 432.57K
Increased by +70.56%
Dec 31, 23
16 Pinnacle Associates Inc 602.01K (1.62%) 6.27K
Increased by +1.04%
Sep 30, 24
17 Gilder Gagnon Howe & CO LLC 542.95K (1.46%) -1.01M
Decreased by -185.32%
Jun 30, 24
18 Morgan Stanley - Brokerage Accounts 512.21K (1.38%) 61.49K
Increased by +12.01%
Jun 30, 24
19 Formula Growth Ltd 410.77K (1.11%) -112.63K
Decreased by -27.42%
Sep 30, 24
20 Arrowstreet Capital Limited Partnership 408.27K (1.10%) 13.27K
Increased by +3.25%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.18M (3.18%) 0.00
Increased by 0.00%
Oct 31, 24
2 Aperture Discover Equity Instl 1.05M (2.82%) -58.10K
Decreased by -5.55%
Jun 30, 23
3 iShares Russell 2000 ETF 902.89K (2.43%) -2.03K
Decreased by -0.22%
Oct 31, 24
4 Templeton Global Smaller Comp A 680.43K (1.83%) 0.00
Increased by 0.00%
Sep 30, 24
5 Templeton Global Smaller Comp Fund A 680.43K (1.83%) 0.00
Increased by 0.00%
Sep 30, 24
6 Royce Micro Cap Trust 629.19K (1.70%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 591.81K (1.60%) 9.94K
Increased by +1.68%
Sep 30, 24
8 Principal SmallCap R5 516.00K (1.39%) 45.90K
Increased by +8.90%
Sep 30, 24
9 Principal U.S. Small Cap Equity 516.00K (1.39%) 100.10K
Increased by +19.40%
Sep 30, 24
10 Aperture Discover Equity IX USD Acc 412.66K (1.11%) -4.21K
Decreased by -1.02%
Aug 31, 24
11 Fidelity® Small Cap Growth 399.43K (1.08%) -355.65K
Decreased by -89.04%
Oct 31, 23
12 Alger Dynamic Opportunities A 377.39K (1.02%) 212.39K
Increased by +56.28%
Nov 30, 23
13 Royce Small-Cap Trust 373.70K (1.01%) 0.00
Increased by 0.00%
Sep 30, 24
14 Royce Value Trust 373.70K (1.01%) 0.00
Increased by 0.00%
Mar 31, 24
15 Fidelity Small Cap Index 368.48K (0.99%) -5.77K
Decreased by -1.57%
Aug 31, 24
16 Fidelity® Small Cap Index 338.78K (0.91%) 9.71K
Increased by +2.87%
Oct 31, 23
17 SEB Nordamerikafond Småbolag 314.62K (0.85%) 22.97K
Increased by +7.30%
Jul 31, 24
18 Pier Capital Small Cap Growth Equity 299.90K (0.81%) 0.00
Increased by 0.00%
Jun 30, 24
19 iShares Russell 2000 Value ETF 297.84K (0.80%) -189.00
Decreased by -0.06%
Mar 28, 24
20 Royce Micro-Cap Invmt 283.20K (0.76%) 0.00
Increased by 0.00%
Sep 30, 24