Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LFSC 3.51%
2 PXSG 1.83%
3 PSCH 1.12%
4 XHS 1.11%
5 EKG 0.72%
6 XSMO 0.49%
7 SOVF 0.44%
8 SBB 0.43%
9 SDD 0.43%
10 CRIT 0.34%
11 SLYG 0.33%
12 OASC 0.32%
13 RZG 0.31%
14 IHF 0.30%
15 FYC 0.28%
16 VIOG 0.28%
17 ISMD 0.22%
18 SLY 0.22%
19 DFE 0.19%
20 QVMS 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.91M (15.73%) 241.27K
Increased by +1.21%
Sep 30, 24
2 Vanguard Group Inc 14.04M (11.09%) -77.40K
Decreased by -0.55%
Sep 30, 24
3 Brown Advisory Holdings Inc 6.89M (5.44%) -1.88M
Decreased by -27.32%
Sep 30, 24
4 HHG PLC 6.60M (5.22%) -16.16K
Decreased by -0.24%
Sep 30, 24
5 T. Rowe Price Investment Management,Inc. 6.54M (5.17%) -188.88K
Decreased by -2.89%
Sep 30, 24
6 State Street Corp 4.96M (3.92%) 80.45K
Increased by +1.62%
Sep 30, 24
7 State Street Corporation 4.90M (3.87%) 52.82K
Increased by +1.08%
Mar 31, 24
8 Greenhouse Funds LLLP 4.46M (3.53%) -320.54K
Decreased by -7.18%
Sep 30, 24
9 Schroder Investment Management Group 4.22M (3.33%) 21.20K
Increased by +0.50%
Sep 30, 24
10 Macquarie Group Ltd 3.82M (3.02%) 561.23K
Increased by +14.67%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 3.36M (2.65%) 34.02K
Increased by +1.01%
Sep 30, 24
12 First Light Asset Management, LLC 3.08M (2.43%) -706.01K
Decreased by -22.95%
Sep 30, 24
13 Geode Capital Management, LLC 3.05M (2.41%) 36.14K
Increased by +1.18%
Sep 30, 24
14 American Century Companies Inc 3.03M (2.39%) -235.81K
Decreased by -7.79%
Sep 30, 24
15 Goldman Sachs Group Inc 2.49M (1.96%) 394.36K
Increased by +15.87%
Sep 30, 24
16 Point72 Asset Management, L.P. 2.20M (1.74%) 1.75M
Increased by +79.61%
Mar 31, 24
17 Franklin Resources Inc 2.04M (1.61%) 39.74K
Increased by +1.94%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 1.93M (1.53%) -1.35M
Decreased by -70.00%
Sep 30, 24
19 Segall Bryant & Hamill 1.89M (1.50%) 759.52K
Increased by +40.11%
Sep 30, 24
20 Fred Alger Management, LLC 1.78M (1.41%) -52.02K
Decreased by -2.92%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.29M (6.55%) 3.99K
Increased by +0.05%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.95M (3.12%) 5.49K
Increased by +0.14%
Dec 31, 24
3 iShares Russell 2000 ETF 3.41M (2.70%) -13.10K
Decreased by -0.38%
Dec 31, 24
4 Vanguard Small Cap Index 3.27M (2.58%) 30.86K
Increased by +0.94%
Dec 31, 24
5 Delaware Small Cap Core I 3.12M (2.47%) 0.00
Increased by 0.00%
Oct 31, 24
6 Macquarie Small Cap Core I 3.12M (2.47%) 0.00
Increased by 0.00%
Nov 30, 24
7 T. Rowe Price Small-Cap Stock 3.00M (2.37%) -1.58K
Decreased by -0.05%
Nov 30, 24
8 T. Rowe Price US Small-Cap Core Equity 2.94M (2.32%) -124.45K
Decreased by -4.23%
Sep 30, 24
9 Delaware US Small Cap Core Equity (SMA) 2.44M (1.93%) -28.56K
Decreased by -1.17%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 2.44M (1.93%) -28.56K
Decreased by -1.17%
Mar 31, 24
11 Janus Henderson US SMID Cap Growth 2.38M (1.88%) 0.00
Increased by 0.00%
Sep 30, 24
12 American Century Small Cap Growth Inv 2.27M (1.79%) -34.87K
Decreased by -1.54%
Dec 31, 24
13 American Century U.S. Small Cap Growth 2.27M (1.79%) -34.87K
Decreased by -1.54%
Dec 31, 24
14 Janus Henderson Triton D 2.07M (1.63%) -5.88K
Decreased by -0.28%
Nov 30, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 1.94M (1.54%) 41.19K
Increased by +2.12%
Dec 31, 24
16 Vanguard Small Cap Growth Index Inv 1.86M (1.47%) 77.98K
Increased by +4.20%
Dec 31, 24
17 Brown Advisory Small-Cap Growth Inv 1.54M (1.21%) -33.77K
Decreased by -2.20%
Dec 31, 24
18 T. Rowe Price Instl Small-Cap Stock 1.49M (1.18%) 0.00
Increased by 0.00%
Nov 30, 24
19 Bellevue Healthcare Ord 1.41M (1.12%) 1.41M
Increased by +100.00%
Jul 31, 24
20 Principal SmallCap Growth I Instl 1.37M (1.08%) -171.84K
Decreased by -12.59%
Jul 31, 24