Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRAD 4.52%
2 CBLS 3.29%
3 CBSE 3.17%
4 FDCF 1.98%
5 SMCO 1.84%
6 AOTG 1.66%
7 XITK 1.49%
8 NSCS 1.44%
9 PEZ 1.34%
10 QWST 1.33%
11 MMSC 0.92%
12 BOUT 0.71%
13 SMCF 0.69%
14 SFLO 0.58%
15 FYC 0.47%
16 AVSC 0.29%
17 FYX 0.28%
18 PSC 0.24%
19 SCDS 0.23%
20 SQLV 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.61M (9.81%) 257.03K
Increased by +1.89%
Dec 31, 24
2 BlackRock Inc 10.17M (7.33%) 319.00K
Increased by +3.14%
Dec 31, 24
3 Capital Research Global Investors 7.73M (5.57%) 7.73M
Increased by +100.00%
Dec 31, 24
4 Wellington Management Company LLP 7.03M (5.07%) 450.34K
Increased by +6.41%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 5.52M (3.98%) 170.53K
Increased by +3.09%
Dec 31, 24
6 Boston Partners Global Investors, Inc 4.76M (3.43%) 1.34M
Increased by +28.10%
Dec 31, 24
7 Rubric Capital Management LP 4.00M (2.89%) 1.79M
Increased by +44.65%
Sep 30, 23
8 Nuveen Asset Management, LLC 3.94M (2.84%) -173.08K
Decreased by -4.39%
Dec 31, 24
9 Marshall Wace Asset Management Ltd 3.64M (2.63%) 2.08M
Increased by +57.21%
Sep 30, 24
10 Granahan Investment Management Inc.. 3.61M (2.61%) -387.63K
Decreased by -10.73%
Dec 31, 24
11 Driehaus Capital Management LLC 3.32M (2.39%) -98.33K
Decreased by -2.96%
Dec 31, 24
12 Nine Ten Capital Management LLC 3.12M (2.25%) 493.98K
Increased by +15.85%
Dec 31, 24
13 Edenbrook Capital LLC 3.10M (2.24%) -391.85K
Decreased by -12.63%
Dec 31, 24
14 State Street Corporation 3.04M (2.20%) 78.94K
Increased by +2.59%
Mar 31, 24
15 Geode Capital Management, LLC 2.96M (2.13%) -10.71K
Decreased by -0.36%
Dec 31, 24
16 State Street Corp 2.94M (2.12%) -111.47K
Decreased by -3.79%
Dec 31, 24
17 Bank of New York Mellon Corp 2.52M (1.82%) -343.24K
Decreased by -13.62%
Dec 31, 24
18 Burgundy Asset Management Ltd 2.46M (1.77%) 25.92K
Increased by +1.05%
Mar 31, 24
19 Nomura Asset Management Co Ltd 1.87M (1.35%) 146.97K
Increased by +7.84%
Dec 31, 24
20 UBS Group AG 1.69M (1.22%) 1.45M
Increased by +85.65%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 11.39M (8.21%) 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 4.22M (3.05%) 17.73K
Increased by +0.42%
Mar 31, 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 3.39M (2.44%) -27.34K
Decreased by -0.81%
Mar 31, 25
6 iShares Russell 2000 ETF 3.11M (2.25%) -25.25K
Decreased by -0.81%
Apr 29, 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 (1.40%) 52.97K
Increased by +2.72%
Mar 31, 25
11 Vanguard Small Cap Growth Index Inv 1.90M (1.37%) -18.72K
Decreased by -0.99%
Mar 31, 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 1.45M (1.05%) -136.73K
Decreased by -9.41%
Feb 28, 25
16 UBS: US Equity Small Cap Growth 1.31M (0.94%) 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