Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAEF 4.19%
2 ATFV 1.89%
3 IWC 0.09%
4 RFLR 0.03%
5 FDIS 0.03%
6 VCR 0.02%
7 VTWG 0.02%
8 IWO 0.02%
9 RSSL 0.02%
10 IWM 0.01%
11 UWM 0.01%
12 SCHA 0.01%
13 DFAS 0.01%
14 VXF 0.01%
15 RTLA 0.01%
16 VTWO 0.01%
17 VTWV 0.01%
18 URTY 0.01%
19 IWN 0.01%
20 SPGM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Investments, LLC 7.34M (19.62%) -717.07K
Decreased by -9.77%
Dec 31, 24
2 BlackRock Inc 3.07M (8.20%) 313.97K
Increased by +10.24%
Dec 31, 24
3 Vanguard Group Inc 2.22M (5.93%) -49.64K
Decreased by -2.24%
Dec 31, 24
4 Principal Financial Group Inc 1.58M (4.22%) -112.02K
Decreased by -7.11%
Dec 31, 24
5 Anchor Capital Management LLC 1.53M (4.09%) 98.51K
Increased by +6.44%
Dec 31, 24
6 Royce & Associates, LP 1.25M (3.35%) -157.79K
Decreased by -12.60%
Dec 31, 24
7 Pinnacle Associates Inc 1.00M (2.68%) 398.88K
Increased by +39.85%
Dec 31, 24
8 Black Diamond Financial, LLC 940.91K (2.52%) 36.46K
Increased by +3.87%
Dec 31, 24
9 FMR Inc 936.33K (2.50%) -2.26M
Decreased by -241.71%
Sep 30, 23
10 Geode Capital Management, LLC 854.16K (2.28%) 1.49K
Increased by +0.17%
Dec 31, 24
11 Franklin Resources Inc 818.96K (2.19%) 0.00
Increased by 0.00%
Dec 31, 24
12 State Street Corp 814.82K (2.18%) 23.95K
Increased by +2.94%
Dec 31, 24
13 State Street Corporation 775.04K (2.07%) 22.01K
Increased by +2.84%
Mar 31, 24
14 Pier Capital, LLC 766.36K (2.05%) -71.78K
Decreased by -9.37%
Jun 30, 24
15 Silvercrest Asset Management Group LLC 739.11K (1.98%) 168.96K
Increased by +22.86%
Dec 31, 24
16 Aperture Investors, LLC 733.46K (1.96%) -460.12K
Decreased by -62.73%
Dec 31, 24
17 Portolan Capital Management, LLC 544.27K (1.46%) 284.93K
Increased by +52.35%
Dec 31, 24
18 Gilder Gagnon Howe & CO LLC 542.95K (1.45%) -1.01M
Decreased by -185.32%
Jun 30, 24
19 JPMorgan Chase & Co 514.21K (1.38%) -131.12K
Decreased by -25.50%
Dec 31, 24
20 Millennium Management LLC 509.36K (1.36%) 312.85K
Increased by +61.42%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.20M (3.21%) 22.50K
Increased by +1.87%
Feb 28, 25
2 Aperture Discover Equity Instl 1.05M (2.80%) -58.10K
Decreased by -5.55%
Jun 30, 23
3 iShares Russell 2000 ETF 964.72K (2.58%) -3.48K
Decreased by -0.36%
Mar 31, 25
4 Templeton Global Smaller Comp A 680.43K (1.82%) 0.00
Increased by 0.00%
Oct 31, 24
5 Templeton Global Smaller Comp Fund A 680.43K (1.82%) 0.00
Increased by 0.00%
Feb 28, 25
6 Penn Capital Small Cap Equity 594.50K (1.59%) 272.67K
Increased by +45.87%
Feb 28, 25
7 Strategic Advisers U.S. Total Stock 575.22K (1.54%) 0.00
Increased by 0.00%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 556.92K (1.49%) 9.99K
Increased by +1.79%
Feb 28, 25
9 Principal SmallCap R5 527.40K (1.41%) -7.30K
Decreased by -1.38%
Feb 28, 25
10 Principal U.S. Small Cap Equity 500.80K (1.34%) -15.20K
Decreased by -3.04%
Dec 31, 24
11 Royce Micro Cap Trust 493.43K (1.32%) -135.76K
Decreased by -27.51%
Dec 31, 24
12 Fidelity® Small Cap Growth 399.43K (1.07%) -355.65K
Decreased by -89.04%
Oct 31, 23
13 Alger Dynamic Opportunities A 377.39K (1.01%) 212.39K
Increased by +56.28%
Nov 30, 23
14 Royce Small-Cap Trust 373.70K (1.00%) 0.00
Increased by 0.00%
Dec 31, 24
15 Royce Value Trust 373.70K (1.00%) 0.00
Increased by 0.00%
Mar 31, 24
16 Fidelity Small Cap Index 356.12K (0.95%) -6.67K
Decreased by -1.87%
Jan 31, 25
17 Fidelity® Small Cap Index 338.78K (0.91%) 9.71K
Increased by +2.87%
Oct 31, 23
18 SEB Nordamerikafond Småbolag 314.62K (0.84%) 22.97K
Increased by +7.30%
Jul 31, 24
19 Pier Capital Small Cap Growth Equity 299.90K (0.80%) 0.00
Increased by 0.00%
Jun 30, 24
20 iShares Russell 2000 Value ETF 297.84K (0.80%) -189.00
Decreased by -0.06%
Mar 28, 24