Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FLFR 10.23%
2 EWQ 9.72%
3 KLXY 9.45%
4 LUXX 7.17%
5 LUX 6.26%
6 BOUT 4.88%
7 EUDG 4.70%
8 JRNY 4.63%
9 HEDJ 4.34%
10 FLEH 4.00%
11 IHDG 3.99%
12 FEZ 3.97%
13 JOYY 3.95%
14 FINE 3.81%
15 BKCI 3.49%
16 RXI 3.10%
17 BIDD 3.07%
18 BCIL 2.95%
19 OSEA 2.74%
20 JGLO 2.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.41M (12.03%) 15.62K
Increased by +0.19%
Dec 31, 24
2 Vanguard Group Inc 8.15M (11.66%) 99.77K
Increased by +1.22%
Dec 31, 24
3 Kayne Anderson Rudnick Investment Management LLC 7.10M (10.16%) -136.49K
Decreased by -1.92%
Dec 31, 24
4 London Company of Virginia 3.67M (5.25%) -24.05K
Decreased by -0.66%
Dec 31, 24
5 Wasatch Advisors Inc. 3.26M (4.66%) -192.33K
Decreased by -5.90%
Dec 31, 23
6 State Street Corp 2.86M (4.09%) 124.89K
Increased by +4.37%
Dec 31, 24
7 Wasatch Advisors LP 2.63M (3.77%) -215.54K
Decreased by -8.19%
Dec 31, 24
8 State Street Corporation 2.62M (3.76%) 63.11K
Increased by +2.41%
Mar 31, 24
9 Ameriprise Financial Inc 2.17M (3.10%) -77.48K
Decreased by -3.58%
Dec 31, 24
10 Timucuan Asset Management Inc/FL 2.00M (2.86%) -584.98K
Decreased by -29.27%
Dec 31, 24
11 Goldman Sachs Group Inc 1.78M (2.54%) -183.21K
Decreased by -10.31%
Dec 31, 24
12 Geode Capital Management, LLC 1.59M (2.27%) -4.51K
Decreased by -0.28%
Dec 31, 24
13 AllianceBernstein L.P. 1.42M (2.04%) -243.51K
Decreased by -17.13%
Jun 30, 24
14 Citadel Advisors Llc 1.30M (1.87%) 198.70K
Increased by +15.23%
Dec 31, 24
15 Madison Asset Management, LLC 1.16M (1.67%) -394.43K
Decreased by -33.86%
Dec 31, 24
16 Madison Investment Advisors, LLC 1.16M (1.67%) 1.16M
Increased by +100.00%
Dec 31, 24
17 JPMorgan Chase & Co 1.15M (1.65%) -1.26M
Decreased by -109.23%
Dec 31, 24
18 Westwood Holdings Group Inc 1.11M (1.59%) -12.73K
Decreased by -1.15%
Mar 31, 24
19 Artisan Partners Limited Partnership 1.07M (1.53%) -7.55K
Decreased by -0.71%
Jun 30, 24
20 Wells Fargo & Co 960.48K (1.38%) -108.51K
Decreased by -11.30%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.50M (6.44%) 0.00
Increased by 0.00%
Feb 28, 25
2 Touchstone Mid Cap Y 2.84M (4.07%) -19.40K
Decreased by -0.68%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 2.24M (3.20%) 1.35K
Increased by +0.06%
Feb 28, 25
4 Vanguard Small Cap Index 1.80M (2.58%) 1.47K
Increased by +0.08%
Feb 28, 25
5 iShares Russell 2000 ETF 1.47M (2.11%) 0.00
Increased by 0.00%
Feb 28, 25
6 Virtus KAR Small-Cap Core I 1.25M (1.79%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.07M (1.53%) 4.12K
Increased by +0.38%
Feb 28, 25
8 Wasatch Core Growth 1.05M (1.51%) -135.53K
Decreased by -12.87%
Dec 31, 24
9 CT (Lux) American Smaller Com 9U USD 1.02M (1.45%) 13.23K
Increased by +1.30%
Feb 28, 25
10 Vanguard Small Cap Growth Index Inv 1.01M (1.45%) -5.55K
Decreased by -0.55%
Feb 28, 25
11 American Funds SMALLCAP World A 719.00K (1.03%) 0.00
Increased by 0.00%
Dec 31, 24
12 Fidelity Small Cap Index 711.05K (1.02%) -6.09K
Decreased by -0.86%
Dec 31, 24
13 Fidelity® Small Cap Index 644.27K (0.92%) 17.41K
Increased by +2.70%
Oct 31, 23
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 628.87K (0.90%) -696.00
Decreased by -0.11%
Feb 28, 25
15 CT American Smaller Coms(US) InstAccGBP 623.98K (0.89%) 0.00
Increased by 0.00%
Feb 28, 25
16 Madison Mid Cap Y 621.03K (0.89%) 36.39K
Increased by +5.86%
Feb 28, 25
17 Virtus GF US Small Cap Focus I USD Acc 615.95K (0.88%) 73.91K
Increased by +12.00%
Sep 30, 23
18 Vanguard Small Cap Value Index Inv 597.35K (0.86%) -52.00
Decreased by -0.01%
Aug 31, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 590.96K (0.85%) 0.00
Increased by 0.00%
Apr 30, 24
20 AB Discovery Value Advisor 524.76K (0.75%) 50.99K
Increased by +9.72%
Dec 31, 23