Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LFSC 4.82%
2 PXSG 1.83%
3 XHS 1.66%
4 PSCH 1.44%
5 EKG 0.89%
6 SOVF 0.55%
7 XSMO 0.49%
8 SDD 0.43%
9 SBB 0.43%
10 IHF 0.43%
11 CRIT 0.34%
12 SLYG 0.33%
13 IJT 0.33%
14 OASC 0.32%
15 RZG 0.31%
16 FYC 0.28%
17 VIOG 0.28%
18 ISMD 0.23%
19 SLY 0.22%
20 DFE 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.67M (15.54%) -180.79K
Decreased by -0.92%
Jun 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 8.28M (6.54%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.97M (3.13%) -28.78K
Decreased by -0.73%
Oct 31, 24
3 iShares Russell 2000 ETF 3.57M (2.82%) 0.00
Increased by 0.00%
Nov 30, 24
4 Vanguard Small Cap Index 3.22M (2.54%) 6.30K
Increased by +0.20%
Oct 31, 24
5 Delaware Small Cap Core I 3.12M (2.47%) 0.00
Increased by 0.00%
Oct 31, 24
6 T. Rowe Price Small-Cap Stock 3.00M (2.37%) 62.29K
Increased by +2.07%
Oct 31, 24
7 T. Rowe Price US Small-Cap Core Equity 2.94M (2.32%) -124.45K
Decreased by -4.23%
Sep 30, 24
8 Delaware US Small Cap Core Equity (SMA) 2.44M (1.93%) -28.56K
Decreased by -1.17%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 2.44M (1.93%) -28.56K
Decreased by -1.17%
Mar 31, 24
10 Janus Henderson Triton D 2.38M (1.88%) 0.00
Increased by 0.00%
Sep 30, 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 2.30M (1.82%) 0.00
Increased by 0.00%
Sep 30, 24
13 American Century U.S. Small Cap Growth 2.30M (1.82%) 0.00
Increased by 0.00%
Sep 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 1.89M (1.50%) -5.50K
Decreased by -0.29%
Oct 31, 24
15 Vanguard Small Cap Growth Index Inv 1.77M (1.40%) 991.00
Increased by +0.06%
Oct 31, 24
16 Brown Advisory Small-Cap Growth Inv 1.57M (1.24%) -221.51K
Decreased by -14.09%
Oct 31, 24
17 T. Rowe Price Instl Small-Cap Stock 1.49M (1.18%) 34.40K
Increased by +2.31%
Oct 31, 24
18 T. Rowe Price U.S. SC Core Eq Tr-Z 1.47M (1.16%) -28.68K
Decreased by -1.95%
Sep 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