Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRAD 4.52%
2 CBLS 2.96%
3 CBSE 2.70%
4 FDCF 2.06%
5 SMCO 1.99%
6 FDTX 1.78%
7 AOTG 1.66%
8 NSCS 1.55%
9 XITK 1.49%
10 PEZ 1.34%
11 QWST 1.33%
12 MMSC 1.03%
13 SMCF 0.73%
14 SFLO 0.73%
15 BOUT 0.71%
16 FYC 0.47%
17 AVSC 0.32%
18 FYX 0.28%
19 PSC 0.24%
20 SCDS 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.74M (9.92%) 138.42K
Increased by +1.01%
Mar 31, 25
2 Capital Research Global Investors 12.92M (9.32%) 5.19M
Increased by +40.21%
Mar 31, 25
3 BlackRock Inc 9.79M (7.06%) -379.40K
Decreased by -3.88%
Mar 31, 25
4 FMR Inc 9.68M (6.99%) 8.07M
Increased by +83.33%
Mar 31, 25
5 Wellington Management Company LLP 5.90M (4.26%) -1.13M
Decreased by -19.09%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 5.28M (3.81%) -242.99K
Decreased by -4.60%
Mar 31, 25
7 Boston Partners Global Investors, Inc 5.28M (3.81%) 520.03K
Increased by +9.86%
Mar 31, 25
8 Edenbrook Capital LLC 4.02M (2.90%) 913.13K
Increased by +22.73%
Mar 31, 25
9 Rubric Capital Management LP 4.00M (2.89%) 1.79M
Increased by +44.65%
Sep 30, 23
10 Nuveen Asset Management, LLC 3.94M (2.84%) -173.08K
Decreased by -4.39%
Dec 31, 24
11 Marshall Wace Asset Management Ltd 3.64M (2.63%) 2.08M
Increased by +57.21%
Sep 30, 24
12 State Street Corporation 3.04M (2.20%) 78.94K
Increased by +2.59%
Mar 31, 24
13 Geode Capital Management, LLC 3.03M (2.19%) 75.85K
Increased by +2.50%
Mar 31, 25
14 American Century Companies Inc 2.96M (2.14%) 2.65M
Increased by +89.53%
Mar 31, 25
15 State Street Corp 2.90M (2.09%) -39.07K
Decreased by -1.35%
Mar 31, 25
16 Nine Ten Capital Management LLC 2.73M (1.97%) -381.02K
Decreased by -13.93%
Mar 31, 25
17 Granahan Investment Management Inc.. 2.65M (1.91%) -963.09K
Decreased by -36.34%
Mar 31, 25
18 Burgundy Asset Management Ltd 2.46M (1.77%) 25.92K
Increased by +1.05%
Mar 31, 24
19 Driehaus Capital Management LLC 2.41M (1.74%) -909.05K
Decreased by -37.73%
Mar 31, 25
20 Nomura Asset Management Co Ltd 2.06M (1.48%) 181.96K
Increased by +8.85%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 11.39M (8.22%) 4.47M
Increased by +39.25%
Mar 31, 25
2 Fidelity Advisor® Growth Opps M 5.29M (3.81%) 668.80K
Increased by +12.65%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 4.40M (3.17%) 177.77K
Increased by +4.04%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 4.16M (3.00%) 4.24K
Increased by +0.10%
Sep 30, 24
5 Vanguard Small Cap Index 3.41M (2.46%) 23.84K
Increased by +0.70%
Apr 30, 25
6 iShares Russell 2000 ETF 3.11M (2.25%) 526.00
Increased by +0.02%
Apr 30, 25
7 Fidelity Advisor Growth Opps M 2.89M (2.08%) -675.14K
Decreased by -23.39%
Sep 30, 24
8 American Century Small Cap Growth Inv 2.06M (1.49%) 2.06M
Increased by +100.00%
Mar 31, 25
9 American Century U.S. Small Cap Growth 2.06M (1.49%) 2.06M
Increased by +100.00%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.95M (1.41%) 2.39K
Increased by +0.12%
Apr 30, 25
11 Vanguard Small Cap Growth Index Inv 1.90M (1.37%) 2.82K
Increased by +0.15%
Apr 30, 25
12 Fidelity Select Communication Services 1.77M (1.28%) -27.70K
Decreased by -1.57%
Mar 31, 25
13 American Funds IS® Global Small Cap 1 1.53M (1.11%) 725.62K
Increased by +47.33%
Mar 31, 25
14 CREF Stock R1 1.45M (1.05%) -136.73K
Decreased by -9.41%
Feb 28, 25
15 CREF Stock R3 1.42M (1.02%) -34.30K
Decreased by -2.42%
Mar 31, 25
16 UBS: US Equity Small Cap Growth 1.31M (0.95%) 0.00
Increased by 0.00%
Sep 30, 23
17 Fidelity® Small Cap Index 1.29M (0.93%) 34.46K
Increased by +2.67%
Oct 31, 23
18 Fidelity Small Cap Index 1.25M (0.90%) 7.97K
Increased by +0.64%
Feb 28, 25
19 Kennedy Small Cap Growth 1.03M (0.74%) -14.91K
Decreased by -1.45%
Dec 31, 23
20 JNL Multi-Manager Small Cap Growth A 1.01M (0.73%) -84.33K
Decreased by -8.38%
Dec 31, 24