Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRAD 4.52%
2 CBSE 2.66%
3 CBLS 2.59%
4 AOTG 1.66%
5 FDCF 1.58%
6 XITK 1.49%
7 SMCO 1.41%
8 PEZ 1.34%
9 QWST 1.33%
10 NSCS 1.10%
11 BOUT 0.71%
12 MMSC 0.66%
13 SFLO 0.55%
14 SMCF 0.51%
15 FYC 0.47%
16 FYX 0.28%
17 AVSC 0.24%
18 PSC 0.24%
19 SCDS 0.23%
20 VOX 0.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.61M (9.68%) 257.03K
Increased by +1.89%
Dec 31, 24
2 BlackRock Inc 10.17M (7.23%) 319.00K
Increased by +3.14%
Dec 31, 24
3 Capital Research Global Investors 7.73M (5.50%) 7.73M
Increased by +100.00%
Dec 31, 24
4 Wellington Management Company LLP 7.03M (5.00%) 450.34K
Increased by +6.41%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 5.52M (3.93%) 170.53K
Increased by +3.09%
Dec 31, 24
6 Boston Partners Global Investors, Inc 4.76M (3.38%) 1.34M
Increased by +28.10%
Dec 31, 24
7 Rubric Capital Management LP 4.00M (2.85%) 1.79M
Increased by +44.65%
Sep 30, 23
8 Nuveen Asset Management, LLC 3.94M (2.81%) -173.08K
Decreased by -4.39%
Dec 31, 24
9 Marshall Wace Asset Management Ltd 3.64M (2.59%) 2.08M
Increased by +57.21%
Sep 30, 24
10 Granahan Investment Management Inc.. 3.61M (2.57%) -387.63K
Decreased by -10.73%
Dec 31, 24
11 Driehaus Capital Management LLC 3.32M (2.36%) -98.33K
Decreased by -2.96%
Dec 31, 24
12 Nine Ten Capital Management LLC 3.12M (2.22%) 493.98K
Increased by +15.85%
Dec 31, 24
13 Edenbrook Capital LLC 3.10M (2.21%) -391.85K
Decreased by -12.63%
Dec 31, 24
14 State Street Corporation 3.04M (2.17%) 78.94K
Increased by +2.59%
Mar 31, 24
15 Geode Capital Management, LLC 2.96M (2.10%) -10.71K
Decreased by -0.36%
Dec 31, 24
16 State Street Corp 2.94M (2.09%) -111.47K
Decreased by -3.79%
Dec 31, 24
17 Bank of New York Mellon Corp 2.52M (1.79%) -343.24K
Decreased by -13.62%
Dec 31, 24
18 Burgundy Asset Management Ltd 2.46M (1.75%) 25.92K
Increased by +1.05%
Mar 31, 24
19 Nomura Asset Management Co Ltd 1.87M (1.33%) 146.97K
Increased by +7.84%
Dec 31, 24
20 UBS Group AG 1.69M (1.20%) 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 6.92M (4.92%) 6.92M
Increased by +100.00%
Dec 31, 24
2 Fidelity Advisor® Growth Opps M 5.29M (3.76%) 668.80K
Increased by +12.65%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 4.20M (2.99%) 3.07K
Increased by +0.07%
Feb 28, 25
4 Vanguard Small Cap Index 3.41M (2.43%) 2.79K
Increased by +0.08%
Feb 28, 25
5 iShares Russell 2000 ETF 3.24M (2.31%) -38.11K
Decreased by -1.18%
Feb 28, 25
6 Fidelity Advisor Growth Opps M 2.89M (2.05%) -675.14K
Decreased by -23.39%
Sep 30, 24
7 Vanguard Small Cap Growth Index Inv 1.91M (1.36%) -16.70K
Decreased by -0.87%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.89M (1.35%) 7.63K
Increased by +0.40%
Feb 28, 25
9 CREF Stock R1 1.59M (1.13%) 0.00
Increased by 0.00%
Jan 31, 25
10 Fidelity Select Communication Services 1.36M (0.97%) 1.32M
Increased by +96.89%
Jan 31, 25
11 UBS: US Equity Small Cap Growth 1.31M (0.93%) 0.00
Increased by 0.00%
Sep 30, 23
12 Fidelity® Small Cap Index 1.29M (0.92%) 34.46K
Increased by +2.67%
Oct 31, 23
13 Fidelity Small Cap Index 1.26M (0.90%) -13.13K
Decreased by -1.04%
Dec 31, 24
14 Kennedy Small Cap Growth 1.03M (0.73%) -14.91K
Decreased by -1.45%
Dec 31, 23
15 JNL Multi-Manager Small Cap Growth A 1.01M (0.72%) -84.33K
Decreased by -8.38%
Dec 31, 24
16 DFA US Targeted Value I 998.21K (0.71%) 0.00
Increased by 0.00%
Jan 31, 25
17 Stephens Small Cap Growth 996.64K (0.71%) 592.85K
Increased by +59.48%
Dec 31, 24
18 iShares Russell 2000 Growth ETF 991.88K (0.71%) -1.17K
Decreased by -0.12%
Feb 28, 25
19 Integrity Small-Cap Value Comp 950.00K (0.68%) -50.00K
Decreased by -5.26%
Mar 31, 24
20 Victory Integrity Small-Cap Value A 950.00K (0.68%) -50.00K
Decreased by -5.26%
Mar 31, 24