Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PINK 2.54%
2 PBE 1.92%
3 GNOM 1.73%
4 RJMG 1.57%
5 BTEC 0.54%
6 PSCH 0.52%
7 NSCS 0.42%
8 ETHO 0.31%
9 EKG 0.31%
10 XBI 0.28%
11 BIS 0.26%
12 ZBIO 0.26%
13 ISMD 0.22%
14 SLY 0.20%
15 LABU 0.19%
16 FTXH 0.18%
17 VIOG 0.18%
18 FYC 0.18%
19 SAGP 0.17%
20 ESIX 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.91M (17.87%) 465.25K
Increased by +2.92%
Dec 31, 24
2 Vanguard Group Inc 10.59M (11.90%) 279.38K
Increased by +2.64%
Dec 31, 24
3 Wellington Management Company LLP 6.00M (6.75%) -711.99K
Decreased by -11.86%
Dec 31, 24
4 State Street Corp 5.53M (6.21%) 822.26K
Increased by +14.88%
Dec 31, 24
5 State Street Corporation 5.40M (6.07%) 703.05K
Increased by +13.01%
Mar 31, 24
6 Millennium Management LLC 4.35M (4.88%) -831.32K
Decreased by -19.13%
Dec 31, 24
7 Glenview Capital Management LLC 4.16M (4.67%) 2.90M
Increased by +69.66%
Dec 31, 24
8 Earnest Partners LLC 3.97M (4.46%) 15.65K
Increased by +0.39%
Dec 31, 24
9 Camber Capital Management LLC 3.10M (3.48%) -850.00K
Decreased by -27.42%
Dec 31, 24
10 Artisan Partners Limited Partnership 2.77M (3.11%) 336.77K
Increased by +12.17%
Dec 31, 24
11 Disciplined Growth Investors Inc 2.56M (2.87%) 29.14K
Increased by +1.14%
Dec 31, 24
12 SEI Investments Co 2.53M (2.84%) 174.77K
Increased by +6.92%
Dec 31, 24
13 Bank of America Corp 2.40M (2.70%) -495.91K
Decreased by -20.64%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 2.27M (2.55%) -151.12K
Decreased by -6.65%
Dec 31, 24
15 Loomis, Sayles & Company LP 2.19M (2.46%) 1.33M
Increased by +60.58%
Sep 30, 24
16 Geode Capital Management, LLC 2.14M (2.41%) -11.17K
Decreased by -0.52%
Dec 31, 24
17 D. E. Shaw & Co LP 1.82M (2.04%) 668.43K
Increased by +36.73%
Dec 31, 24
18 Citadel Advisors Llc 1.76M (1.98%) 1.09M
Increased by +61.84%
Jun 30, 24
19 Nuveen Asset Management, LLC 1.36M (1.53%) -62.32K
Decreased by -4.57%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 1.29M (1.44%) 404.13K
Increased by +31.45%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.63M (6.32%) 3.89K
Increased by +0.07%
Mar 31, 25
2 Vanguard Explorer Inv 3.29M (3.70%) 99.68K
Increased by +3.03%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 2.71M (3.05%) 0.00
Increased by 0.00%
Feb 28, 25
4 Vanguard US Total Market Shares ETF 2.70M (3.03%) 2.75K
Increased by +0.10%
Sep 30, 24
5 EARNEST Partners Smid Cap Core Founders 2.37M (2.66%) -13.21K
Decreased by -0.56%
Mar 31, 25
6 iShares Russell 2000 ETF 2.37M (2.66%) -20.52K
Decreased by -0.87%
Mar 31, 25
7 Vanguard Small Cap Index 2.21M (2.48%) 1.81K
Increased by +0.08%
Feb 28, 25
8 Artisan International Small-Mid Investor 1.84M (2.06%) 260.15K
Increased by +14.16%
Dec 31, 24
9 Artisan Non-U.S. Small-Mid Growth Comp 1.84M (2.06%) 260.15K
Increased by +14.16%
Dec 31, 24
10 SPDR® S&P Biotech ETF 1.78M (2.00%) -35.70K
Decreased by -2.00%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.39M (1.56%) 2.14K
Increased by +0.15%
Feb 28, 25
12 iShares S&P Small-Cap 600 Value ETF 925.67K (1.04%) -915.00
Decreased by -0.10%
Mar 31, 25
13 Fidelity Small Cap Index 880.30K (0.99%) -16.48K
Decreased by -1.87%
Jan 31, 25
14 iShares Russell 2000 Value ETF 828.03K (0.93%) 0.00
Increased by 0.00%
Mar 31, 25
15 Loomis Sayles Small Cap Growth Instl 810.19K (0.91%) -9.35K
Decreased by -1.15%
Sep 30, 24
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 805.78K (0.91%) 1.18K
Increased by +0.15%
Mar 31, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 784.24K (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
18 Fidelity® Small Cap Index 757.18K (0.85%) 16.71K
Increased by +2.21%
Sep 30, 23
19 Vanguard Small Cap Value Index Inv 728.76K (0.82%) -930.00
Decreased by -0.13%
Feb 28, 25
20 Disciplined Growth - Mid Cap Growth 715.40K (0.80%) 74.05K
Increased by +10.35%
Dec 31, 24