Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCU 4.85%
2 PEJ 3.04%
3 VICE 2.43%
4 HSMV 1.61%
5 SAEF 1.34%
6 XSMO 1.20%
7 XSLV 1.14%
8 SIXS 1.12%
9 CAFG 0.88%
10 RZG 0.87%
11 NIXT 0.82%
12 FXD 0.79%
13 FNY 0.57%
14 VIOG 0.55%
15 IJT 0.54%
16 SLYG 0.53%
17 BTAL 0.51%
18 QLV 0.46%
19 SIXL 0.43%
20 CSA 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.04M (12.05%) 61.04K
Increased by +2.99%
Dec 31, 24
2 Vanguard Group Inc 1.95M (11.48%) 33.64K
Increased by +1.73%
Dec 31, 24
3 SILVER LAKE GROUP, L.L.C. 1.90M (11.21%) 0.00
Increased by 0.00%
Dec 31, 24
4 Ariel Investments, LLC 891.63K (5.26%) -26.43K
Decreased by -2.96%
Dec 31, 24
5 ClearBridge Advisors, LLC 640.83K (3.78%) -74.16K
Decreased by -11.57%
Dec 31, 24
6 Gates Bill & Melinda Foundation 592.41K (3.50%) 0.00
Increased by 0.00%
Dec 31, 24
7 Gamco Investors, Inc. Et Al 588.65K (3.47%) -201.00
Decreased by -0.03%
Dec 31, 24
8 State Street Corp 564.24K (3.33%) 15.13K
Increased by +2.68%
Dec 31, 24
9 State Street Corporation 550.63K (3.25%) 8.93K
Increased by +1.62%
Mar 31, 24
10 T. Rowe Price Investment Management,Inc. 498.61K (2.94%) 473.09K
Increased by +94.88%
Dec 31, 24
11 Gabelli Funds LLC 415.83K (2.45%) -3.99K
Decreased by -0.96%
Dec 31, 24
12 Greenhouse Funds LLLP 394.62K (2.33%) -18.07K
Decreased by -4.58%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 385.40K (2.27%) -54.04K
Decreased by -14.02%
Dec 31, 24
14 Kohlberg Kravis Roberts & Co LP 305.07K (1.80%) 0.00
Increased by 0.00%
Dec 31, 24
15 Geode Capital Management, LLC 271.89K (1.60%) -1.33K
Decreased by -0.49%
Dec 31, 24
16 Manufacturers Life Insurance Co 255.34K (1.51%) 36.80K
Increased by +14.41%
Dec 31, 24
17 NORGES BANK 239.51K (1.41%) 24.94K
Increased by +10.41%
Dec 31, 24
18 Shapiro Capital Management Co Inc 230.28K (1.36%) -31.89K
Decreased by -13.85%
Dec 31, 24
19 Northern Trust Corp 226.99K (1.34%) 16.50K
Increased by +7.27%
Sep 30, 23
20 BAMCO Inc 225.00K (1.33%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.04M (6.11%) 608.00
Increased by +0.06%
Mar 31, 25
2 ClearBridge Aggressive Growth 665.07K (3.92%) -23.40K
Decreased by -3.52%
Mar 31, 24
3 ClearBridge Aggressive Growth A 665.07K (3.92%) -23.40K
Decreased by -3.52%
Mar 31, 24
4 Vanguard Total Stock Mkt Idx Inv 585.53K (3.45%) 363.00
Increased by +0.06%
Feb 28, 25
5 ClearBridge Growth 511.07K (3.02%) -46.20K
Decreased by -9.04%
Feb 28, 25
6 ClearBridge Growth A 511.07K (3.02%) -46.20K
Decreased by -9.04%
Feb 28, 25
7 Vanguard Small Cap Index 472.06K (2.78%) 378.00
Increased by +0.08%
Feb 28, 25
8 Ariel Fund Investor 306.55K (1.81%) 0.00
Increased by 0.00%
Dec 31, 24
9 Vanguard Small Cap Growth Index Inv 265.20K (1.56%) -1.47K
Decreased by -0.55%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 254.31K (1.50%) 1.30K
Increased by +0.51%
Feb 28, 25
11 JHancock Small Cap Core NAV 226.28K (1.33%) 0.00
Increased by 0.00%
Jan 31, 25
12 Baron Opp. Small Cap Growth Strategy 225.00K (1.33%) 0.00
Increased by 0.00%
Dec 31, 24
13 Baron Small Cap Retail 225.00K (1.33%) 0.00
Increased by 0.00%
Dec 31, 24
14 1290 VT GAMCO Small Company Value IB 175.50K (1.04%) 0.00
Increased by 0.00%
Jan 31, 25
15 iShares S&P Small-Cap 600 Growth ETF 152.69K (0.90%) 0.00
Increased by 0.00%
Mar 31, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 148.01K (0.87%) 0.00
Increased by 0.00%
Apr 30, 24
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 145.39K (0.86%) 216.00
Increased by +0.15%
Mar 31, 25
18 T. Rowe Price US Small-Cap Core Equity 134.25K (0.79%) 134.25K
Increased by +100.00%
Dec 31, 24
19 T. Rowe Price Small-Cap Stock 133.45K (0.79%) -700.00
Decreased by -0.52%
Feb 28, 25
20 Gabelli Asset AAA 123.48K (0.73%) -1.00K
Decreased by -0.81%
Dec 31, 24